How do I Set Time based Triggers in Cases App?

Updated on December 14, 2017 05:48PM by Admin

Triggers allow you to perform automated actions like triggering an email or updating an attribute based on a particular criteria. Cases App allows you to set triggers on Event based, Time based and Activity based.

Time based triggers are used when you have to execute a work process at certain time-based situations. Here, the frequency of execution can be set as One-Time or Recurring. Have a look at the steps.

To Set Time based Triggers in Cases App

  1. Log in and access Cases App from universal navigation menu bar.
  2. Click on “More(...)” icon and select “Settings” from the app header bar.
    cases settings
  3. Now, click on “Cases” drop down located in the left navigation panel.
  4. Select “Time Based” under the “Triggers” drop down. 
    click on time based
  5. The Time based Triggers page will be displayed as shown. Click on "Create".
    create time based trigger
  6. You can view the create page where you need to define the following:
    • Name - Name of the time based trigger.
    • Enabled - The trigger created can be toggled on or off to enable or disable it.
    • Execution Frequency - The frequency of execution can be set as One-Time or Recurring.
    • Run On - You can pick a date and time for the time based trigger to occur.
  7. Define the criteria which is the space where the condition for trigger can be defined by selecting attributes and its equivalent values. This example illustrates the criteria and actions as shown below:
    Set 1
    Group 1
    Type = Feature Request
    time based trigger criteria
  8. Under the “Actions” session you can define the automatic action to be triggered for the above created criteria.
    time based trigger action
  9. Here, we can define three types of actions:
    • Send Email - An email will be triggered based on the criteria created.
      time based trigger email
    • Update Attribute - This action updates the attribute value based on the criteria created.
      time based update attribute
    • Update Associated Object Attributes - This action updates the attribute values of the associated attributes.
      update associated attribute
  10. After creating action, finally click on ”Create” button at the bottom. Thus, the time based trigger will be successfully created.
    time based trigger created
  11. For instance: A recurring trigger is created which is set to run on every monday, where a mail is triggered to the employee when the type of case logged is Feature Request.
    time based trigger

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