How to update the Date & Time field by using the trigger update attribute action?

Updated on February 9, 2021 12:00AM by Admin

Apptivo apps allow you to automate the update of a custom added date and time attribute by using the Triggers action.

Let’s go through the steps to update the Date and Time field by using the Time-Based Tiggers.

Steps to add a Date field

  • Login and access the Cases app from the Universal Menu.
  • Click on the More(...) icon and select Settings.

  • From the Settings page, click on the Customize app and select Master Layout.
  • On the Master Layout, drag and drop the Date attribute from the palette section.
Master Layout

  • Click on the Added date attribute to view the inspector tab on the right side.
  • In the Inspector tab, you can customize the properties of attributes.
Inspector Tab

  • Rename the attribute and change the type of the date attribute to the Date & Time.
  • Click on the Save button to update the action.
Closed Date

Steps to update Triggers

  • Now, click on the Cases dropdown on the Settings and selects the Triggers → Time Based.
  • From the Time-Based Triggers page, click on the Create to create a new trigger.

  • Add a name for the trigger in the Create Trigger page.
  • Enable the toggle to keep the trigger active.
  • Select whether the trigger is one time or recurring.
Create Trigger

  • Here, the One Time trigger is chosen along with the trigger date and time. The date and time are set as Feb 08, 2021, at 10 AM.
  • In the Criteria section, the condition is set to generate a trigger if the Cases status is Closed.

  • Select the Actions dropdown and select the Update attribute action.

  • In the Create Trigger Action side panel, select the added date field from the update attribute dropdown.
  • You can view the added Date attribute.
  • Then, click on the Create to complete the configuration.
Trigger Action

  • You can view the created action and click on the Create button.

  • Once the Case status changed to Closed, the Date field will be updated automatically.
Overview Page