This article explains how to configure triggers using the Submit Add Record and Create Task trigger actions. Before configuring triggers, ensure that the source and destination applications contain common fields for data mapping. Create the following applications with the required fields.
For Employee Details app:
- Employee ID - Number Field
- Employee Name - Text Box Field
- Department - Text Box Field
- Date of joining - Date Field (Current Date)
For Salary Details app:
- Employee ID - Number Field
- Employee Name - Text Box Field
- Department - Text Box Field
- Date of joining - Date Field (Current Date)
- Annual Salary - Number Field
After creating the applications, you can begin configuring triggers between the source and destination applications.
- Open the Employee Details application in view mode.
- Click the 3-dot menu on the top-right corner of the page and select Triggers.
- On the Triggers page, click Add to start configuring the trigger.
- In the Event Details tab, configure the following details:
- Workflow Step and Action
- To Workspace
- To App
- Submit Type
- Number of Records
- When the application reaches the selected workflow step, the trigger becomes active. The selected workflow step action executes the trigger.
- Select the destination workspace in the To Workspace field.
- Select the destination application in the To App field. In this example, select the Salary Details application.
- In the Submit Type field, select Submit Add Record. The Submit Add Record automatically creates and submits records in the destination application without manual intervention.
- User Reference is not required for Submit Add Record because tasks are not assigned to users.
- Select the mapping type based on the data that must be mapped between applications.
- Single: Maps individual fields between applications
- List: Maps subform or grid data between applications
- If the source application contains subform or grid fields, select List. Otherwise, select Single.
- Use Add Rule to configure conditions for trigger execution. For example, configure the trigger to execute only when the Department field value is Product.
- Click Create Mapping to map fields between the source and destination applications.
- Ensure that all required destination application fields receive appropriate values before saving the trigger configuration.
- For fields that do not exist in the source application, static values can be configured manually.
- After completing the mapping configuration, click Save.
- To configure Create Task, follow the same trigger configuration process used for Submit Add Record.
- In the Submit Type field, select Create Task.
- User Reference is mandatory for Create Task because the trigger must assign a task to a user in the destination application workflow.
- The User Reference dropdown displays eligible email fields from the source application.
- When a user email is entered in the selected field, the task is assigned to that user.
Note
It is recommended to use a dedicated email field in the source application for task assignment.
6. Select the mapping type as Single or List based on the workflow requirement.
7. Click Create Mapping to map fields between the source and destination applications.
8. While mapping fields, Start Date and End Date fields may appear for recurring task configurations.
9. After completing the configuration and mapping setup, click Save.