Triggers

The Triggers creates custom rules which generate automated Action(s) based upon the Trigger and Conditions set.

To add a new Trigger, Select the Triggers in the App Tree (left-side panel), click on + Add New Trigger.

• Table – (Menu) – It is the primary Table from which the trigger will execute. Trigger Actions may be associated to this Table OR any Table linked to it.

• Trigger Name – Enter the Name of the Trigger. (Must be Unique)

• Trigger Type - Select the type of Trigger from Condition Based, Schedule Based, Click Based.

  1. Schedule Based - Schedule trigger requires a condition and schedule frequency options be set.

  2. Condition Based - Condition trigger requires a condition filter. The system monitors for the condition and will automatically trigger the rule when met

  3. Click Based - Click trigger rules are manually triggered upon a user click button on the dashboard.

• Click Options button for optional Trigger settings:

1. Active - Uncheck Active to temporarily deactivate the trigger.

2. On Create Only - allows to execute rule only when a new record is created.

3. Allow Every Time – It is only for click based trigger. Allows user to execute the trigger till n number of times.

4. Allow User Inputs – Allows to edit the trigger at the dashboard at the time of trigger execution.

• Condition Based - The Trigger condition will execute ALL actions on a record if & when it meets the set condition criteria. It appears when Condition Based or Schedule Based Trigger is selected. At least one Trigger Condition is required in Condition Based Trigger.

• Schedule Based – Scheduled Trigger execute all actions on a record at 1am based on frequency (Daily, daily (Weekdays Only), Weekly, Biweekly, Semi Monthly, Monthly, Quarterly, Annually, One Time, now etc.), start and end dates AND if the record meets the set condition criteria.It appears only when Schedule based Trigger is selected.

• Click Based - Click-based triggers are activated manually when a user clicks a button available on a table at record level.

There is total 7 Actions that we can perform using the all three triggers.

1. API Call: API Call is used to Trigger an Api by selecting a particular method.

In Configuration:

• Api Name: Select Api Name from the available list. It will show all the Api in the integration.

• Method: Select a method from GET, POST, PUT, DELETE.

• Url: Enter the URL for the selected method.

In Query Params:

• Name: Enter the name works as a key.

• Value: Enter the value works as a value for the key.

• + Add QueryParam: Allows to add more fields in the Query Params.

In headers we will pass json format and its key.

• + Add Header: Allows to add more fields in the Headers.

Request is visible when we select a POST method, for sending Request that we want to send in Json form.

Response displays the response that we get from the method call.

2. Send Email: Send Email action is used to send email to particular recipients using any of the three-trigger type.

• From (name): This field allows to add a name to the email.

• Reply To (email): This field allows to add an email ID to which the reply would be sent when a user receives the email.

• To (email): This field allows to add email ID of the users to whom the email needs to be sent.

• Subject: This field allows to write a subject for the email.

• Type: This Dropdown allows to select between HTML Template and Plain Text.

1. HTML Template: Allows to select a predefined template.

2. Plain Text: Allows to write text directly inside the body of the email

• Attachment: This Dropdown allows to upload attachment by uploading it or by selecting a document which is already available inside the trigger table.

3. Popup Message: Popup Message action triggers a Popup to the users when an event occurs. It can be implemented using any of the three-trigger type

• Message: This Field stores the output that needs to be displayed in the popup.

• Role: Select the Role to which you need to display the popup.

• User: Select the user to whom the popup needs to be displayed.

Note:

• If No Role and User are selected then popup will be sent to all the available users.

4. Record Action: Record Action triggers an automatic Insert/Update/Upsert of record from a Source table to a Destination Table when an event occurs. It can be implemented using any of the three-trigger type.

• Record Action Type: This Dropdown allows to select between the action types:

  1. Insert: adds a new record to a table.

  2. Update: changes data already stored in the table

  3. Upsert: performs an update or adds a record if it doesn’t already exist.

• Destination Table: Select the Destination Tables where the record action needs to be performed.

After Selecting the Table, select the field that needs to be mapped.

1. Destination Fields: It will display all the destination fields

2. Source Type: Choose from Field if want to map a field, else choose Fx to use function.

3. Source: Add to Source Table fields from where the data needs to be mapped into the Destination fields.

Add a Condition that needs to be met individually for the Source table and Destination table.

Add a Custom Link for Source table and Destination table like adding joins – INNER JOIN, LEFT, RIGHT, FULL OUTER.

Cancel: Discards the selections and returns to the Record action menu.

Save: Saves the Record action selections and returns to the Record action menu.

5. Auto Note: Auto Note action triggers an automatic note insert into the designated table when an event occurs. It can be implemented using any of the three-trigger type.

• To Table: This field allows to select a table where the note needs to be inserted into a record automatically.

• Note: This field stores the output that needs to be inserted into the notes.

6. Attach Template: Attach Template action triggers an automatic template insert into an upload field in the table when an event occurs. It can be implemented using any of the three-trigger type.

• To table and Field: This field allows to select a table and a document field where the template needs to be stored.

• Template: This field stores the template that needs to be stored in the declared field.

7. Lock Record: Lock Record action triggers a record to be locked/unlocked. It can be implemented using any of the three-trigger type.

• Select Table: This Dropdown allows to select the desired table on which lock records needs to be implemented

• Lock Action: It has two options

1. Lock Record: Used to Lock Records.

2. Unlock Record: Used to Unlock locked Records.

• Include Children: If checked includes children of a table to be locked/unlocked.

Review existing Triggers in the Triggers Menu.

Click on the edit icon below the Action to edit an existing Trigger.

Click on the delete icon below the Action to delete an existing Trigger.

Notes:

• Every Trigger must have a unique name.

• Scheduled Start & End Dates may not be in the past.

• Scheduled End Date must be greater than the Start Date.