Control Triggering: Initiate a control based on another control

What is Control Triggering?

Control triggering allows you to send control activities based on the completion of another control, rather than at a specific date and time. This provides flexibility beyond standard scheduling and helps automate dependent workflows.

Normally, Impero controls are sent out according to a predefined schedule. With control triggering, you can link one control to another so that the second control is automatically sent once the first one is completed.

Example: Control A is a monthly recurring control and serves as the trigger for Control B. When Control A is submitted for a specific period, Control B for that same period is immediately sent out — even if its scheduled date hasn’t been reached yet.

Control triggering helps to:

• Streamline complex workflows by automatically linking related controls.

• Enable additional reviews or approval steps based on completion status.

• Remove scheduling limitations, ensuring timely delivery of dependent control activities.

Setup guide

Control triggering lets you automatically send one control after another has been completed, creating a seamless workflow. To set this up, you’ll need at least two recurring controls that occur at the same interval (for example, monthly or quarterly).

Step 1: Set Up Your Trigger Control

1. Create or open the first control — this will act as your trigger.
2. Set it up as a recurring control.
3. Important: The trigger control must have only one assignment.

4. Save your changes.

Step 2: Configure the Triggered Control

1. Create or open your second control — this is the control that will be triggered.
2. You can add as many assignments as needed; all assignments will be triggered simultaneously.
3. Set a due date: Trigger-dependent controls still need to have scheduling that will act as a failsafe in case the trigger control is never submitted. For example, you might set the send date far in the future to prevent premature delivery.
4. In the Scheduling section of the Control Designer, check the box labeled “Triggered by.”
   

5. In the dropdown menu, you will see a list of eligible controls that:

   - Have one assignment
   - Occur at the same interval
   - Are part of a program you have access to
6. Use the filters to find the control you want, then select your trigger control.
   

You can even link multiple controls in sequence — for example, Control A → Control B → Control C — to create longer or more complex workflows.
This approach removes the need to manually schedule each step and gives you greater flexibility to align Impero’s controls with your organization’s internal processes.