Triggers
Create Reminder based on Trigger Action
Create reminders based on trigger actions for certain Dates selected as follow-up date while creating tasks. Here are the steps to follow: From URVA home page, under Automation, you will find Triggers. Click on the '+' icon to add the trigger. Under ...
Trigger for stage movement between two activity forms
Follow the steps below for moving stage of one workflow based on the actions of another workflow: From Triggers, click + to create a new triggers. Under Info, give Name, Description, Type, Activity form and other conditions for creating a trigger. ...
How to add collection of data through Triggers?
Now we can directly add the data from the activity to the collection with the help of triggers. We don't have to add data to the collection manually now. To add the collection of data through triggers follow the steps mentioned below: From the URVA ...
Delete Triggers
Delete Triggers by following these steps: From URVA home page, go to Triggers under Automation. Click on any of the triggers from the list that you want to delete. Click on the Delete button from the left bottom corner. Click Delete on the ...
Create & Update Triggers
Create Triggers: Trigger messages can be configured by the user, which can be sent to the customer as well as the supervisor/ user himself through email, SMS, WhatsApp, or push notifications. To add trigger messages, follow the below steps: From URVA ...