Related Articles
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 ...
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 templates
Delete templates from URVA web following these steps: From URVA home page, go to Admin Settings and click on Templates. Click on the template you wish to delete and then click Click YES again for confirmation and selected template will get removed.
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. ...