How to create a trigger for a multi-currency attribute added as criteria?

Updated on July 20, 2020 04:19AM by Admin

  • Before configuring multi-currency as a criterion in the trigger feature, it is necessary to enable the Multi-currency option from the Business Settings page in the User Menu.
User Menu

  • Another currency, Euro is added to your account in addition to your base currency USD. The conversion rate of the Euro is 2.
Business Settings

  • Now that you have configured the multi-currency feature, you can use this feature in the Trigger section of the Opportunities App.
  • Opportunities App of Apptivo permits you to configure two types of Triggers.
    • Event Based Triggers - Here, an action occurs when an event is created, updated, or deleted.
    • Time Based Triggers - Here, an action occurs when the criteria match at the selected time.
  • Consider creating an Event Based Trigger where the action is to create a task in the Opportunities App.
  • Go to Settings → Opportunities → Triggers → Event Based Trigger. Select Create to create a new trigger page.

  • In the Create Trigger page, add a name for the trigger. In addition to this, you can also set the event during which the action has to occur. Here, Opportunities Created.
  • To have the trigger in operation, keep the enabled toggle ON.
  • In the Criteria section, determine the condition during which the trigger has to occur. Here, the condition is to generate a trigger when the Estimated Price is 1000 USD.
Create Trigger

  • You can make use of the Actions to set the type of trigger. Since a task is to be created, the action chosen is Create Task.

  • In the Create Task Side panel, add the information related to the task. You can feed the description and the assignee.
  • You can also add additional information like start date, end date, Estimated duration, Status, Priority, and Category of the task.
Create Task

  • Select Create. It is added as an action.
Trigger Details

  • Once the changes are made, select Create. A new trigger is created.
Trigger Created

  • Create a new Opportunity in the Opportunities App. In the Create Opportunities page, the Estimated Price is 2000 EUR which is actually 1000 USD according to the configured conversion rate. So, the trigger condition is met.
Create Opportunity

  • As per the trigger configuration, a new task will be created in the Tasks tab when the Opportunity is created.
  • Click on it to view the task information.
Task Created