Triggers are internal integrations that connect applications within Quixy. The applications can belong to the same workspace or to different workspaces.
The application from which the trigger starts is called the Source Application, and the application where the action is performed is called the Destination Application. When a configured workflow action is performed in the source application, the trigger creates a record or a task in the destination application automatically.
For example, after an employee is registered in the Employee Registration app, a trigger can create a record in the Asset Allocation app or create a task for the reporting manager to allocate an asset.
Why use a trigger?
You could create that record or task in the second app yourself, but a trigger removes that manual step. Each time the workflow action is performed, the trigger runs, copies the mapped field values and creates the record or task. Nobody has to remember the follow-up, open the other app or enter the same data twice.
¶ 1. Types of Triggers
Triggers support the following actions:
| Trigger Action | Description |
|---|---|
| Submit Add Record | Creates and submits a record in the destination application without manual intervention. Use it when the data can pass between the apps as it is. |
| Create Task | Creates a task for a user in the destination application workflow. Use it when the user must review, update or complete the record. |
¶ 2. How to Create Triggers
Follow these steps to set up a trigger in the source app:
- Navigate to Admin Menu → Apps → Manage Apps.
- Select the application where you want to configure the trigger.
- Click Events → Triggers.
- Select the +Add button to create a new trigger.
- Enter a name for the trigger in Enter the Event Name.
- Select the Workflow Step and Action that should run the trigger.
- Select the required Trigger Action from the dropdown list.
- Select Single Record or Multiple Records. Select Multiple Records when the data comes from a grid. The Conditions tab then asks you to select the grid.
- Click Next to proceed to the Conditions tab.
Note
Configuration steps vary based on the selected trigger action. Click the required trigger action in the table above to view its configuration procedure. Before you start, make sure the source and destination applications have common fields for data mapping.
Note
Create Task requires a User Reference field to assign tasks to users in the destination application workflow.