Triggers Overview

The full list of trigger actions (2026 version):

• Open. Open document. Enabled: Saved criteria only. This is the default trigger option when opening the trigger dialog. Opens the target document with the target document's saved criteria - without transferring any criteria from the source document.
  • Relative link. When disabled, the link to the target document is stored as an absolute path, e.g. Shared\Finance\Budget\Doc1.xview. When enabled, the link to the target document is stored as a relative path - relative to the source document - e.g. ..\Budget\Doc1.xview. The advantage of using relative links is that links are less likely to be broken when moving or renaming folders in your folder structure.
  • Default layout. Use this option to open an alternative layout in the target document. The 'Default layout' is the first layout that matches the current device type (PC,  tablet or smartphone).
• Open. Open document. Disabled: Saved criteria only. When the 'Saved criteria only' is disabled, criteria that apply to the source document will be transferred to the target document.
  • Criteria. When transferring criteria from the source document to the target document, you can select dimensions to be either included or excluded when transferring criteria. Furthermore, the transferred criteria can either Replace or Merge with the target criteria.
• Open. Open previous document. Reopens the previous document with saved criteria only.
• Open. Open previous document (last drill state). Reopens the previous document while remembering all criteria settings, including Drill down criteria, as it were.
• Open. Startup Document. Through the Roles settings in TARGIT Management you can specify which document should automatically open when users log on to TARGIT. This trigger would direct the user to that document. Different users, in different roles, with different Startup Documents will of course be directed to their individual Startup Document.
• Open. URL. With this trigger you can open external applications that are capable of accepting a URL - e.g. opening a http:// page in your standard browser or opening a form in your CRM system.
• Open. Open pre-rendered export. A pre-rendered export can be any file, e.g., and Excel file or a PDF file that have been exported manually or by a scheduled job to a folder in the TARGIT file system.
• Open. Reopen active document. This option can be used to reopen - and thereby "reset" - the current document.
• Export. Export active document to PDF. With this trigger you can export the current document to a PDF file. Use the layouts option to export an alternative layout from the active document.
• Export. Export other document to PDF. With this trigger you can select another to be exported to a PDF file. Regarding criteria, the same options apply as to the Open - Open document trigger.
• Export. Export active document to Excel. With this trigger you can export the current document to an Excel file. Enable/disable options for repeating dimension members and for preserving formatting. Use the layouts option to export an alternative layout from the active document.
• Export. Export other document to Excel. With this trigger you can select another to be exported to an Excel file. Regarding criteria, the same options apply as to the Open - Open document trigger.
• Navigation. Refresh. This trigger will reload the current document with the current criteria.
• Navigation. Back (drill state history navigation). TARGIT logs every Criteria change - Global criteria, local criteria, Drill down criteria - together with every document opening. With this trigger you can move one step back in your navigation history.
• Navigation. Forward (drill state history navigation). TARGIT logs every Criteria change - Global criteria, local criteria, Drill down criteria - together with every document opening. With this trigger you can move one step forward in your navigation history.
• Navigation. Select layout. Use this trigger to navigate to another layout within the current document.
• Criteria. Drill out all. This trigger will remove all drill down selection on all object in the active document.
• Criteria. Update global criteria. All criteria that currently apply to the object with this trigger will be elevated to (and replace) the global criteria.
• Interaction. Toggle visibility. The Toggle visibility trigger can be used to show or hide objects in the active document. E.g., to show/hide menus, descriptions, slicers, etc. See Trigger - Object Toggle visibility
• Scheduled job. Run scheduled job. Select a scheduled job that should be run immediately when a user clicks this trigger.