The Triggers feature of Apptivo allows you to perform an action when the criteria match in the records. The criteria can be applied for all fields including the date field. Let’s walk through the options available while configuring a date field in triggers.
Steps to use the date field
- Connect to your Apptivo account and navigate to any application. Here, Customers App. In the Customers App, select Settings from the App Header.
- Go to Customers → Triggers. You can choose either Event-Based or Time-Based triggers. Here, Event-Based Triggers.
- In the Event-Based Triggers page, select create to create a new trigger.
- In the Create Trigger page, add a name for the trigger. In the event, you can select the event during which the trigger has to be activated. Here, Customer Created.
- In the criteria section, select a date field. For instance, Created On.
- Once the date field is selected, a number of options will be available for the personalization of triggers.
- Past
- Current
- Future
- Others
Past
With this option, you can set the condition for a date that falls in the last, between the last, or beyond the last configured number of hours, days, weeks, months, or years. Consider the criteria is set for within the last 10 days. Then, the trigger will occur in a record only when the Created On date is within the past 10 days from the current date.
Current
With this option, you can set the condition for the current day, week, month, or year. When the Created On date is present day, week, month, or year as per the criteria, then the trigger will occur in a record.
Future
With this option, you can set the condition for a date that falls in the next, between the next, or beyond the next configured number of hours, days, weeks, months, or years. Consider the criteria is set for beyond the next 10 days. Then, the trigger will occur in a record only when the Created On date is after 10 days from the current date.
Others
Apart from the other three options, Others enables you to choose a custom date or a date range as the criteria. This option also lets you choose if the selected date field is empty or not empty. Depending on that, the trigger will be generated.
- Here, the criteria are selected for Current Day. In the Actions section, it is configured to create a note.
- On selecting create, a new trigger is created.
- Now, create a new customer profile in the Customers App. Here, the created on date will automatically be today.
