The Triggers feature of Apptivo allows you to generate an action automatically whenever the specified action occurs. This feature is available in the Employees App. There are two types of Triggers - Event-Based and Time-Based.
- Event Based - An action is generated when a record is created or updated depending on the criteria configured.
- Time Based - An action is generated at a particular time. This can be one time or recurring.
Let’s walk through the steps to create an event-based trigger where the action is to create a task when an employee is updated.
Steps to create a task automatically
- Go to Settings → Employees → Triggers → Event Based Triggers. In the Event Based trigger page, select Create to create a new trigger.
- 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. It can be when an employee is created or updated. Here, Employee Updated.
- 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 an action when the Zip Code is Empty.
- You can make use of the Actions to set the type of trigger. Here, the action chosen is Create Task.
- In the Create Task popup, add the information related to the task.
- Once the configuration is complete, select Create. A trigger is configured.
- Navigate to the overview page of an employee. Update the record without changing the Zip Code field as the criteria is set for the old attribute. Hence, the selected attribute should not be disturbed.
- As the condition matches in the record, a new task is added in the Tasks tab automatically.
