How to add collection of data through Triggers?

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:

  1. From the URVA homepage click on "ADMIN SETTINGS ".
  2. Now, under 'Automation,' you can find the "Triggers" option.
  3. Click on the '+' icon to add the trigger.
  4. Under the "Info" tab, fill in the name and select the type as "Task".
  5. After that, select the 'Sales Visit Form' activity and click "Next".
  6. Now, under 'Condition,' in the 'Field' tab, select 'Workflow state' > 'Assigned to' > 'Finish,' and click 'Next'.
  7. Under the 'Action' menu, select 'New Item' > 'Customers' > 'Mapping,' and then proceed to fill in the fields you want to add under the collection. 
    (Note: Mapping" will add the data from the activity fields to the collection fields. This addition process has been done through mapping.)
  8. Finally, select the user to whom you want to add data based on their band." (Note: If you have a template, please add under the template field; otherwise, delete it.)
  9. Now, press 'Submit,' and it will display a message indicating that the trigger has been created successfully