How to create a note automatically in the Projects App?

Updated on September 4, 2020 03:48AM by Admin

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.
Create Trigger

  • 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.
Create Note

  • Select Create. It is added as an action.
Configured Trigger

  • Once the changes are made, select Create. A new trigger is created.
Trigger Created

  • Create a new project in the Projects App with the name matching the criteria.
Project Created

  • As per the trigger configuration, a new Note will be created automatically in the Notes tab once the project is created.
Note Created