The Triggers feature of Apptivo allows you to take multiple actions to your records across any of its Apps. You can now create a note automatically while generating a trigger as an action in the Projects App when the criteria match in your records.
Note: The Triggers feature is available in the Premium, Ultimate, and Enterprise plans of Apptivo.
Steps to Create a Note as an Action
- Projects App of Apptivo permits you to configure two types of Triggers.
- Event Based Triggers - An action occurs when an event is created, updated, or deleted.
- Time Based Triggers - An action occurs when the criteria match at the selected time.
- Consider creating an Event Based Trigger where the action is to create a note in the Projects App.
- Go to Settings → Projects→ 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. Here, Projects 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 Project Name is Smart Code.
- You can make use of the Actions to set the type of trigger. Since a Note is to be created, the action chosen is Note → Create Note.
- In the Create Notes Side panel, add the information related to the notes. You can feed the description and the assignee.
- Select Create. It is added as an action.
- Once the changes are made, select Create. A new trigger is created.
- Create a new project in the Projects App with the name matching the criteria.
- As per the trigger configuration, a new Note will be created automatically in the Notes tab once the project is created.
