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6.3 Managing Triggers

You've set up your triggers and they're running. Now comes the ongoing work: viewing their configuration, making adjustments, and troubleshooting when things go wrong.

This section shows you how to manage triggers after they're created.


Accessing Trigger Management

The Triggers Button

From any taible view, you can access all triggers for that taible.

Look for the "Triggers" button in the toolbar:

Taible Header Toolbar

Look for the "Triggers" button in the toolbar

Click this button to open the triggers sidebar

What you'll see:

  • Button shows list icon with "Triggers" label
  • Number badge: How many triggers exist for this taible
  • Example: "3 Triggers" = 3 triggers configured

Click the button to open the triggers sidebar.


The Triggers Sidebar

When you click the Triggers button, a sidebar slides in from the right showing all your triggers:

Triggers

What you see for each trigger:

  • Trigger icon and name
  • Trigger type in parentheses
  • Collapsible card - click to expand for editing

Viewing Trigger Details

Click on any trigger card to expand it and see the full configuration:

Contact Form Webhook

(Webhook Trigger)

Target Column

form_data (JSON)

Webhook URL

https://app.uniki.ai/webhook/abc123...

Secret Token: Configured

What you can see:

  • Trigger name (editable)
  • Trigger type (cannot be changed)
  • Configuration fields specific to this trigger type
  • Action buttons (Save Changes, Remove)

Configuration varies by trigger type:

  • Webhook triggers: Target column, webhook URL, secret token
  • Scheduled triggers: Cron schedule, target column
  • Email triggers: Mailbox folder, target column
  • Service triggers: Event types, filters, target column

Editing Triggers

Need to change trigger configuration? You can edit triggers directly in the sidebar.

Step 1: Expand the Trigger Card

In the triggers sidebar:

  1. Click on any trigger card to expand it
  2. The card opens to show editable fields

Step 2: What You Can Edit

Trigger Name:

  • You can change the trigger name
  • Helps you identify the trigger
  • Example: "Contact Form Webhook" → "Main Contact Form"

Configuration Fields:

  • All configuration fields for this trigger type
  • Fields vary by trigger type:
    • Target column for data
    • Schedule (for scheduled triggers)
    • Mailbox folder (for email triggers)
    • Event types (for service triggers)
    • Filters and conditions

What you CANNOT change:

  • Trigger type itself (cannot convert webhook → email, etc.)
  • For some triggers, certain fields may be read-only after creation

Step 3: Save Your Changes

Click "Save Changes" button in the expanded card.

What happens:

  • Configuration updated immediately
  • Trigger continues running with new settings
  • No downtime - trigger stays active
  • New events use new configuration

💡 Important

Existing rows are not affected when you edit a trigger. Only new trigger events will use the updated configuration. If you changed the target column, make sure any dependent columns are updated too.


Deleting Triggers

Need to remove a trigger? You can delete it from the expanded card.

How to Delete

From the expanded trigger card:

  1. Expand the trigger you want to delete
  2. Click the "Remove" button

Confirmation dialog appears:

Are you sure?

Do you really want to delete this generator?

Click "Yes - Delete" to confirm.


What Happens When You Delete

Immediate effects:

  • Trigger removed from the list
  • No more rows will be created from this trigger
  • For webhooks: URLs become inactive
  • For scheduled: No more automatic runs

What is NOT affected:

  • Existing rows created by this trigger remain
  • Column configurations remain
  • Other triggers continue working

Important Considerations

💡 Warning

This action cannot be undone

You'll need to recreate the trigger from scratch if needed. Configuration settings are lost.

Update external systems:

  • If using webhooks, update external services
  • Remove or update webhook URLs
  • Otherwise external systems will see errors

Inform your team:

  • Let others know if they depend on this trigger
  • Document why it was removed

Monitoring Trigger Activity

To verify that your triggers are working, monitor the rows being created in your taible.

How to Check if Triggers Are Working

Look at your taible grid:

  1. Open the taible that has triggers configured
  2. Watch for new rows appearing
  3. Check the target column for trigger data

Signs your trigger is working:

  • New rows appear automatically
  • Target column contains expected data
  • Rows appear when expected (after webhook received, on schedule, when email arrives)

If rows aren't appearing:

  • Check that the trigger still exists in the triggers list
  • For webhooks: Verify external system is sending requests to the correct URL
  • For scheduled: Wait for the scheduled time
  • For email: Check that new emails are arriving in the monitored inbox
  • For service triggers: Verify the event is actually happening

💡 Pro Tip

Check recent rows first

Sort your taible by creation date (newest first) to quickly see if the trigger is working. If you see recent rows with data in the target column, your trigger is functioning correctly.


Troubleshooting Common Issues

Issue 1: Trigger Not Creating Rows

Possible causes:

  • External system not sending data (for webhooks)
  • Wrong schedule configuration (for scheduled triggers)
  • Authentication expired (for email or service triggers)
  • Target column was deleted or renamed

How to diagnose:

  1. Verify the trigger still exists in the triggers sidebar
  2. Check if dependent columns are failing (which would prevent row creation)
  3. For service triggers, verify account credentials are still valid
  4. Review trigger configuration for typos or errors

Issue 2: Wrong Data in Rows

Possible causes:

  • External system sending different data format
  • Target column configuration changed
  • Trigger event selection incorrect (for multi-event triggers)

How to fix:

  1. Expand the trigger card
  2. Review configuration fields
  3. Make sure target column and data format match
  4. Save changes if you made corrections

Issue 3: Duplicate Rows Being Created

Possible causes:

  • Multiple triggers configured for same event
  • External system sending duplicate events
  • Trigger fired multiple times by mistake

How to fix:

  1. Check triggers sidebar - are there duplicate triggers?
  2. Delete any unneeded duplicate triggers
  3. For webhooks, coordinate with external system to prevent duplicates

Common Management Tasks

Task 1: Changing Where Trigger Data Goes

Scenario: You want trigger data in a different column

Steps:

  1. Create new target column (if needed)
  2. Expand trigger card
  3. Update configuration to point to new column
  4. Click "Save Changes"
  5. Update any dependent columns that reference old column

Task 2: Migrating to New Trigger

Scenario: You need to replace an old trigger with new configuration

Steps:

  1. Click "Add Trigger" to create new trigger
  2. Configure it with new settings
  3. Test the new trigger by checking for new rows
  4. Once confirmed working, delete old trigger
  5. Update external systems if webhook URL changed

Task 3: Renaming a Trigger

Scenario: You need to change the trigger name for clarity

Steps:

  1. Open the triggers sidebar
  2. Expand the trigger card
  3. Edit the "Trigger Name" field
  4. Click "Save Changes"
  5. The new name appears immediately in the triggers list

Task 4: Reviewing All Triggers

Scenario: You want to see what triggers exist for a taible

Steps:

  1. Click the "Triggers" button in the toolbar
  2. The sidebar shows all triggers
  3. Review each trigger name and type
  4. Expand any trigger to see detailed configuration

Best Practices for Trigger Management

✅ Do This

1. Use Descriptive Names

  • Good: "Website Contact Form - Main Site"
  • Bad: "Webhook 1"
  • Helps identify triggers when you have many

2. Document External Dependencies

  • Keep notes on which external systems use which webhook URLs
  • Document who configured the external system
  • Makes troubleshooting easier

3. Test After Editing

  • After changing configuration, verify rows are still being created
  • Check data format is correct
  • Confirm dependent columns can still access trigger data

4. Review Periodically

  • Check that all triggers are still needed
  • Delete unused triggers
  • Update configurations as your workflow evolves

5. Coordinate with Team

  • Let team know before deleting shared triggers
  • Document trigger purpose for others
  • Share webhook URLs securely

❌ Avoid This

1. Don't Leave Broken Triggers

  • If trigger not working, fix or delete it
  • Broken triggers clutter your workspace

2. Don't Delete Without Warning

  • Check if others depend on the trigger
  • Update external systems first
  • Coordinate with team

3. Don't Share Webhook URLs Publicly

  • Treat them like passwords
  • Only share with trusted systems
  • Anyone with the URL can create rows

4. Don't Forget to Update External Systems

  • When deleting webhook triggers
  • When recreating triggers (URL changes)
  • Prevents error alerts from external systems

5. Don't Use Confusing Names

  • Avoid generic names like "Trigger 1", "Test"
  • Include date/version if you recreate triggers often
  • Example: "Shopify Orders (v2 - Oct 2024)"

Summary: Trigger Management Basics

You now know how to:

Access Triggers

  • Click "Triggers" button in toolbar
  • View all triggers in sidebar

Edit Triggers

  • Expand trigger card
  • Modify name and configuration
  • Save changes without downtime

Delete Triggers

  • Click "Remove" button
  • Confirm deletion
  • Update external systems

Monitor Activity

  • Watch for new rows in grid
  • Check target column for data
  • Verify triggers are working

Troubleshoot Issues

  • Diagnose why rows aren't appearing
  • Fix configuration errors
  • Handle duplicates

Follow Best Practices

  • Use descriptive names
  • Document dependencies
  • Test after changes
  • Coordinate with team

Next Steps

You've completed the Triggers section! Section 7 will cover:

  • Sub-Taibles: One-to-many relationships
  • Creating nested tables
  • Parent-child data flow
  • Aggregating child data to parent
  • Complete order processing example

Let's learn how to handle complex data structures!

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