Orders App in Apptivo offers triggers feature to keep you updated. There are instances in business where a particular change has to be made in the records as a result of a particular event. This can be done easily with Apptivo. You can get the attribute value updated automatically when the criteria match.
Consider updating the Status as Under Review when the Order number is greater than or lesser than 1005. Follow the below steps to achieve it.
- Go to Settings → Orders → Triggers → Event Based Triggers. In the Event Based trigger page, select Create to create a new trigger.
- In the Create Trigger page, add a name for the trigger. In addition to this, you can also set the event during which the action has to occur. It can be when an Order is created or updated. Here, Order Updated.
- To have the trigger in operation, keep the enabled toggle ON.
- In the Criteria section, determine the condition during which the trigger has to occur. Here, the condition is to generate a trigger when the Order # is greater than or lesser than 1005.
- You can make use of the Actions to set the type of trigger. Since an attribute is to be updated, the action chosen is Update Attribute.
- In the Create Trigger Action popup, the attribute to be updated is to change the status as Under Review. Select Create.
- Once the configuration is complete, select Create. A trigger is created.
- Now, open any existing Order where the Order Number is greater than or lesser than 1005, make any changes to the record.
- You can see the status is changed automatically to Under Review.
