Google Sheet for Managing Knowledge Triggers

This spreadsheet is set up to help manage Knowledge Triggers. You can use it to easily create new triggers or update existing triggers in bulk.

How to use the sheet

1. Open our sheet and do File > Make a Copy.

   1. Our sheet is not editable. Making a copy gives you a personal, editable copy that's not shared with anyone so there's no way your data can be seen by anyone else.

2. To view or edit existing Knowledge Triggers:

   1. Click Load Knowledge Triggers to load and display all of your team's Knowledge Triggers.

      1. Note: some conditions and assignments may be uneditable in the sheet.

   2. Make changes to the triggers -- see the selection below for more details on editing triggers.

   3. Select Update Trigger in the Action column to save your changes.

3. To create new Knowledge Triggers:

   1. Start entering values in a blank row.

   2. To save changes, click the Save New Knowledge Triggers button.

   3. Once a trigger has been saved, select Update Trigger in the Action column to save further changes.