General Trigger Setup

NextGen® Enterprise EHR Template Editor Help 8

Add a Trigger Through Edit Function

For other ways to add a trigger or copy an existing trigger, see General Trigger Setup and Copy a Trigger. Follow steps 1-3 in Change a Trigger. Select Add. The new trigger is added to the list of triggers on the Triggers window. Select OK and save your template. Parent topic: General Trigger Setup

NextGen® Enterprise EHR Template Editor Help 8

Search Trigger Values

You can search for specified values in conditions and parameters for selected types of triggers in the currently open template. The search values can include fields, variables, functions, characters, or other values. You can then select a trigger from the search results for editing. Do one of the following: To automatically populate the search value with a specific template field, either: Right-click the field, and then select Find in Triggers from the menu. Select the field, and then select Find in triggers on the Main toolbar. To manually enter the search value, select Find in Triggers on the Triggers window. The Find In Triggers window opens. If applicable, the search value box displays the selected field. The window contains check boxes for commonly used triggers and for conditions. The Conditions and Assign Field Value check boxes are selected by default. If the search value is blank or you want to change it, enter the value in the input box. To select the applicable trigger check

NextGen® Enterprise EHR Template Editor Help 8

Manage Trigger Order

You can change the order of multiple, adjacent triggers listed in the Triggers window for the same field and event type. In the example below, the group of three Click event triggers can be reordered, and the group of two Populate event triggers can be reordered. The re-ordering can be done only within each group separately. The order of the Entry event cannot be changed. To be able to re-order triggers, you must select a specific template field to access the Triggers window. You cannot re-order triggers for all template fields at one time. If you access the Triggers window from the template without selecting a field, you cannot move any of the triggers. To display the Triggers window, right-click the field, and then select Triggers from the shortcut menu. Select the trigger you want to move. To move the trigger up one line, select Move Up. To move the trigger down one line, select Move Down. Only one of these buttons may be available depending on the position of the trigger in the lis

NextGen® Enterprise EHR Template Editor Help 8

Change a Trigger

You can edit the field, event, action, or condition for an existing trigger. The edit function also provides a quick way for you to add a trigger based on an existing, simple trigger. This capability cannot be used for certain triggers that are tied to cross-reference tables (for example, the Assign Field Value trigger tied to the trig_mf_xref table). To open the Triggers window, do one of the following: Right-click anywhere on the template, and then select Triggers from the shortcut menu. On the Main toolbar, select Triggers. From the View menu, select Triggers. Select a specific field within the template. Select Triggers, select View > Triggers, or right-click the selected field, and then select Triggers from the shortcut menu. Note: The Copy and Paste buttons appear on the Triggers window only when you select a specific field on the template. In the Triggers window, select the trigger you want to change. Information entered for the selected trigger appear in the Trigger, Condition,

NextGen® Enterprise EHR Template Editor Help, 8.3.1

General Trigger Setup

This section provides basic information on setting up triggers in Template Editor. It explains how to: Create a trigger for any field and trigger type, following regular setup steps Create a Quick Action trigger for selected fields and trigger types Enter a trigger condition Change a trigger Copy a trigger Turn off a trigger Delete a trigger Validate trigger conditions and parameters Auto Check Triggers Set the order for multiple triggers for the same field event Auto Find in Triggers Syntax Check Triggers Template Synopsis Create a Trigger Creating a Quick Action Trigger Creating Triggers Using Selected Fields Setting up Trigger Conditions Validating Triggers Viewing Warnings Search Trigger Values Syntax Check Triggers Template Synopsis Auto Check Triggers Auto Find in Triggers Filter a Trigger Change a Trigger Add a Trigger Through Edit Function Copying a Trigger Create Additional Triggers for the Same Field Turn off a Trigger Enable a Trigger Show or Hide Trigger Delete a Trigger Ma

NextGen® Enterprise EHR Template Editor Help 8

Create Additional Triggers for the Same Field

You can quickly add certain triggers based on existing triggers to the same field and then edit them. This functionality can save time when you have to make changes to a trigger with multiple mappings, such as the Upload Extended Data trigger. Right-click the template field that you want to copy triggers from, and select Triggers from the shortcut menu. The Triggers window opens. Select the trigger you want to copy. Information entered for the selected trigger, appears in the Trigger, Condition, Parameter, and Comment boxes. Select Copy. Select Paste. The Paste Triggers window opens. The Find and Replace With boxes both contain the name of the same field. To copy the Condition and/or Parameters for the field triggers, select the applicable check box. Condition is selected by default. To copy disabled triggers, select the Copy Disabled check box. This option is checked by default. Select OK. The selected triggers are copied. You can edit them as needed. Save your template. Parent topic:

General Trigger Setup

Recommendations

Add a Trigger Through Edit Function

Search Trigger Values

Manage Trigger Order

Change a Trigger

General Trigger Setup

Create Additional Triggers for the Same Field

General Trigger Setup

Add a Trigger Through Edit Function

Search Trigger Values

Manage Trigger Order

Change a Trigger

General Trigger Setup

Create Additional Triggers for the Same Field