Apply Triggers Rules: Control Payment Routing & Workflow

While dealing with Routing, you can set additional conditions or restrictions that should determine the transaction status and distribution. The Trigger scheme, just like the Routing tree, can contain a set of specific Rules and Actions brought together to establish the correct payment/payout functioning and workflow. When the Trigger conditions are met, the system initiates the Routing process and allocates the payments to the corresponding Routes.

Create Triggers rule

Go to Processing and choose the Payment scheme you previously created on the grid.
Navigate to the Payment/Payouts methods tab of the specific Payment scheme and click the particular Method on the grid.
Go to the Triggers tab and click Create Trigger scheme.
Click the Default strategy applied for every Method, then choose the Edit option. Navigate to the Rule tab.
Each Rule specifies the condition, which consists of three parts: the Condition property, Operator and Value field.
Choose the Condition property, apply the Operator and insert the Value into the corresponding field.
To learn more about all the Properties, Operators, and value Preconditions, look at the tables below.

Operators overview

Relational symbol/operator → chosen	Description
= Equals to	Represents a direct equality between the Property and the Value and shows that the condition is fulfilled if the Property corresponds to the Value.
≠ Not equals	Indicates that the condition can be fulfilled if the Property and the Value are not equal and do not match.
> Greater than	Shows that the target Property value should be greater than the specified Value to fulfil the condition.
≥ Greater or equal	Shows that the target Property value should be greater than or equal to the specified Value to fulfil the condition.
< Less than	Indicates that the target Property value should be less than the specified Value to meet the condition.
≤ Less or equal	Indicates that the target Property value should be less than or equal to the specified Value to meet the condition and allow the system to choose the appropriate Route.
=+ Equals any of	Shows that the Property value should be equal to one of several specified Values.
≠+ Not equals any of	Shows that the Property value is not supposed to be equal to one of several specified Values.
= Matches	Indicates an equality but can also include the partial match between the Property and the specified Value.
→ On a List	Signifies that the Property item or value is included in a List. If the List is created in the system, you can choose it from the dropdown list. If you have not created it previously, click Create List.
−\→ Not on a List	Signifies that the Property item or value is not supposed to be included in a List. You can point out a List in the Value field.

Add Trigger group

Go to the Triggers tab. Click the Default strategy applied for every Method , then choose the Edit option.
Navigate to the Rule tab. After creating a Rule, click Add group.
Choose the logical operator AND/OR depending on what condition you want to establish and what result you aim to get in your Trigger scheme.

Logical operator	Description
AND	Requires all conditions to be true to get the specific result and allow the system to apply a corresponding Route.
OR	Requires at least one condition to be true to initiate Routing.