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| Table of Contents |
|---|
Core Platform
Document Triggers
What are document triggers?
Form Triggers are on automation tool that connects your forms together. You can connect two or more forms to automate repetitive tasks with just a few clicks.
How do triggers work?
Triggers work in an If-this-then-that model. They are configured in two parts.
First the trigger event - where you can configure which action or event within the iTWOcx system will activate the trigger.
This can be configured by selecting a form type and choosing the trigger event. Currently, iTWOcx supports 3 types of trigger actions
- On form creation
- When a form is responded to
- When a form is created or responded to
Then you configure the statuses that are relevant to the trigger event
For eg we can create a trigger where we say "when a Form is created in Open status " do x,y,z action
Secondly, we must configure what action takes place when the trigger event occurs
Here we can configure from options where can
- Update the current form
- Update the most recently issued linked form of a certain type
- Update form linked to a tender package
You can then choose the form type that will be used for the action. After that, you can configure which user fields are to be updated
| Info |
|---|
iTWOcx currently supports updating Date, Contact and user fields with options(Select, Radio, Checkbox) |
You can then update those fields with either the
- Project Date time (Date User Fields)
- Current Logged in user (Contact User Fields)
- Copy the user field value from the form that triggers the event (for this the user field must exist on both forms and the code, description and the options must match)
Click Add Another to add more user fields to update
Or Click on the X to remove a user field
...
Contracts Admin
Manual Retention Adjustments
An additional field has been added to a Claim form to manually assess retention values.
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