Triggers

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).

Step 1: Go to Form Designer → Create a Select user field (named DAYSMONTHS) that has Descriptions and hard-wired Days Months codes as shown below :

Step 2: Go to Form Designer → Create a Select user field → Fill in pre-conditions. IF "DAYSMONTHS" user field contains "07D: 1 Week, 30D: 30 Days..." Then do actions in step 3.

Step 3: Go to Choose Action → Link it to DAYSMONTHS user field by using "Based on select field code"

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

To see how triggers can be used in date calculations, click Calculations based on date field