Configure TotalAgility actions resulting from TRIM events

Configure and execute TotalAgility actions for events occurring in TRIM System. For example, create a file plan shortcut to store Purchase Orders. When a purchase order is checked into the TRIM System, a TotalAgility job is started to process it.

Important When you log on to TotalAgility on Integration Server, you can configure the events in the same way as you would do in TotalAgility on-premise.

When the event is raised on the integration server, the action is executed on Azure.

The following TotalAgility actions are available for TRIM Events:

  • Create New Job

  • Create New Case

  • Create Job in Case

  • Raise Event

  • Change State

The following table describes the events in TRIM for which you can configure TotalAgility actions:

TRIM Event

Purpose

Create Folder

Creates a folder in the TRIM System.

Add Document

Adds a document to the TRIM System.

Delete Document

Deletes a document from the TRIM System.

Document Check In

Checks In a document in the TRIM System.

Document Check Out

Checks Out a document in the TRIM System.

Declare Record

Declares a document as a record in the TRIM System.