How to update the attribute automatically using Event-Based Triggers in the Notes app?

Updated on July 8, 2021 07:28AM by Admin

Apptivo allows you to perform the actions under certain criteria by using the Tiggers.

Triggers in Apptivo are of two types. They are:

  • Event-Based Triggers
  • Time-Based Triggers

Create an Event-Based Trigger where the action is to create a note.

  • Login and access the Notes app from the universal menu.
  • Click on the More(...) Icon and select the Settings.
Notes

  • On the Settings page, click on the Notes and select the Tiggers → Event-Based Trigger.
  • Click on the Create Button.
Settings

  • On 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, Notes Created. 
  • Keep the enabled Toggle ON to have the trigger in operation.
Create Trigger

  • In the Criteria section, determine the condition during which the trigger has to occur. Here, the condition is to generate a trigger when the note is created by a specific employee.
  • You can add the Actions to trigger based on the note creation. Here, the update attribute is to be done, then select the action as Update Attribute.
Criteria

  • On the Create Trigger side panel, the action is to update the Share With Attribute with the Manager email id. 
  • Click on the Create. 
Create Trigger Action

  • The Action will get created and added.
  • Then, click on the Create button to create the Trigger.
Create

  • Triggers will get created and added to the list.
Triggers List

  • Now, when the Notes is created by the employee Rose Jensen the Shared With attribute will get an update with the added employee name. 
View Notes