How to create a note automatically using Time-Based Triggers in the Sales Receipts App?

Updated on June 2, 2020 07:38AM by Admin

  • Login and access the Sales Receipts app from the universal menu.
  • Click on the More(...) icon and selects the Settings.
Sales Receipts

  • In the Settings page, click on the Sales Receipts and selects the Triggers → Time Based.
  • From the Time-Based Triggers page, click on the Create to create a new trigger.
Settings

  • Add a name for the trigger in the Create Trigger page. 
  • Enable the toggle to keep the trigger active.
  • Select whether the trigger is one time or recurring.
Create Trigger

  • Here, the One Time trigger is chosen along with the trigger date and time. The date and time are set as June 01, 2020, at 10 AM.
Run Date

  • In the Criteria section,  the condition is set to generate a trigger if the Sales Receipts status is Void.
Criteria

  • Select the Actions dropdown and select Create Note to create an event automatically.
Add

  • In the Create Note side panel, add the Description and Associated with.
  • Then, click on the Create to complete the configuration.
Create Note

  • You can view the created action then, click on the Create button.
Create Activity

  • The Trigger will get created and added to the list.
Trigger List

  • Once the Sales Receipts status changed to the Void, the Note will get created automatically.
Void

  • You can view the notes that are created automatically under the notes tab.
Notes Tab

Related Links

  • steps to create Event-based Trigger