Sales Receipts allows you to configure two types of Triggers.
- Event-Based Triggers - Here, an action occurs when an event is created, updated, or deleted.
- Time-Based Triggers - Here, an action occurs when the criteria match at the selected time.
Create an Event-Based Trigger where the action is to create an event in the Sales Receipts.
- Login and access the Sales Receipts app from the universal menu.
- Click on the More(...) icon and selects the Settings.
- In the Settings page, click on the Sales Receipts and selects the Tiggers → Event-Based Trigger.
- Click on the Create Button.
- 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. Here, Sales Receipts Created.
- Keep the enabled Toggle ON to have the trigger in operation.
- In the Criteria section, determine the condition during which the trigger has to occur. Here, the condition is to generate a trigger when the Status is Paid.
- You can add the Actions to set the type of trigger. Here, the event is to be created, then select the action as Create Event.
- In the Create Event Side panel, add the information related to the Events.
- Then, add the description and the assignee.
- Click on the Create.
- The Action will get created and added.
- Then, click on the Create button to create the Trigger.
- The Trigger will get created and added to the list.
- Now, when the Sales Receipts status changed to Paid the new event will be created in the Calendar tab.
- The New event will get created and added to the Calendar.
Related Links
- Steps to create Time based Trigger in Sales Receipts
