Configure a Change State action

Set up a Change State TotalAgility action for the TRIM events like Create Folder, Delete Document, Document Check In and Declare Record in the TRIM System.

  1. On the Home page, click Integration > TRIM.

    The TRIM page appears.

  2. Click Add Add for Sites.

    The TRIM Site Configuration page appears.

  3. Enter the source for which to configure the action.
  4. Select the Event, such as Item Added, for which to configure the TotalAgility action.
  5. On the Action list, select Change State.
  6. To display the state of a job at runtime, do the following:
    1. Enter a static value or consume the Job ID.
    2. Enter a static value or consume the State.
    3. Consume the attribute to the Job ID field or consume the attribute to the State field.
  7. Click OK.
    When a folder is created in the TRIM Site, the state of the job changes and appears as the state name specified in the TRIM Site Configuration.