Triggers - Configure multiple user field based trigger conditions
Empower users to streamline workflows effortlessly with the ability to add multiple trigger conditions based on user field changes. With this feature, users gain greater control and precision in automating actions, ensuring tasks are executed precisely when needed.
You can now add 2 or more conditions when the trigger action is based on user field change and then add more than 1 user field to the trigger conditions.
Trigger - Update user fields based on the value of another user field.
You also have the ability to populate other selectable user fields based on the value of another user field(s).
Following user fields are supported in this function :
Contact (supports 1 value at a time)
Date (supports 1 value at a time)
Select (can set 1 or more options based on what is allowed in the user field)
Checkbox (can set 1 or more options based on what is allowed in the user field)
Cascading (can set 1 or more options based on what is allowed in the user field)
Radio (only supports setting 1 value at a time)
Trigger - Update a date field based on the code of a select field
Date fields can be updated based on the code of select field. This is an important functionality in form based automation because this will enable you to select an option and the date will automatically get updated based on each different option.
The reference select fields codes must be configured as follows :
Number followed by M or D
M is months
D is days
W is weeks
For example some possible options are :
| Select Field Code | Description |
|---|---|
| 01M | Add 1 month to current date or date field value |
| 1M | Add 1 month to current date or date field value |
| 2M | Add 2 month to current date or date field value |
| 10D | Add 10 days to current date or date field value |
Date fields can also now be populated in these ways :
Update method | Explanation |
|---|---|
Project date and time | Update date field with current date and time |
Specific date and time | Set a specific date and time value |
User field value from trigger form | Update date field from a trigger form |
Based on select field code | Update date field based on a select field code. |
In this step by step example below we have configured a Date field (Auto date) to be updated based on a select field codes (such as 10D and 1M).
As a user...
When one of the select options is selected, Auto Date user field is updated according to the codes in DAYSMONTHS user field
Calculations - based on Date Fields
To enhance form based automation, calculations can also be performed with date fields. This reduces time and effort to calculate the period between two dates as an example.
We support these types of calculations
Calculation | Result Displays as | Explanation | |
|---|---|---|---|
| 1 | Date Field + Number field | Displays as a date | Adds number of days based on the value in the number field to the value in the date field Eg 1-April-24 + 10 = 11-April-24 |
| 2 | Date Field - Date Field | Displays as a number | Finds the day difference as a number between 2 dates |
| 3 | Date Field + Select field (based on code) | Displays as a date | Add number of days, months based on the code of the select field. As explained here |
| 4 | Date Field - Select field (based on code) | Displays as a date | Subtracts number of days, months based on the code of a select field. |
| 5 | Due date, Issued Date, Modified Date, Date First Closed, Date First Open, Date First Opened + Select field (based on code) | Displays as a date | Same as row 3 Calculations using standard fields do not support setting time values. |
| 6 | Due date, Issued Date, Modified Date, Date First Closed, Date First Open, Date First Opened - Select field (based on code) | Displays as a date | Same as row 4 Calculations using standard fields do not support setting time values. |
This is where you will find any triggers that are set up for this form type. Click herefor information on how to create Document Triggers.
Here is a step by step example on how to configure Date Field + Number Field Calculation
Step 1. Create a Date user field (Date 01) and Number user field (Number 01)
Step 2. Create a Calculation user field (Date 1 + Number)
Step 3. Configure the Calculation user field to say Date 01 + Number 01
Similarly here is an example where Calculation is using date user field + a select user field
Where Date 01 is a date user field and "Due In" is select user field with D and M codes as shown below :
