Transparency and easy availability of data across all Apps is a crucial objective of Apptivo. Records tend to have associations with multiple Apps. Hence, you might require updating the values in any other App associated with the record during certain circumstances. Apptivo’s Orders App provides Triggers to get it done automatically.
The Update Associated Reference App attribute allows you to update a particular value in the associated App. Also, to avoid irregularities, you can set criteria for associated value as well. Only when the criteria match in the Associated Ref App value, the desired action takes place.
Consider configuring a trigger where the action is to update the associated App value when the Tags value is empty during the Order creation.
- Go to Settings → Orders → Triggers → Event Based Trigger. Select Create to create a new trigger page.
- 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 Created.
- 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 tag is empty.
- You can make use of the Actions to set the type of trigger. Since an attribute is to be updated in Associated App, the action chosen is Update Associated Reference App Attributes.
- In the Create Trigger Action, choose the Associated Object. Every record in Orders App has associated Ref App fields. Here, the Customer is chosen.
- Once the Associated object is chosen, select the condition during which the value has to be updated in the Associated Object. Here, the condition is to update the attribute when the status is active.
- In the Set Associated Reference values section, you can set the action. The action is to set the status as Inactive in the Ref App when the criteria match.
- Select Create once the configuration is complete. A new trigger is created.
- Consider creating a new Order in the Orders App where the Tags is Empty. Here, the Associated Customer is Kathy.
- When the Order is created, the status of the customer Kathy is checked. The status is active. It matches the trigger condition. So, It is changed to Inactive in the Customer App.
