Please note: When making any edits to roles, users, or forms, any triggers previously set up will have to be updated as well. You need to have owner or admin permission to accomplish the following steps.
One of the most powerful Zenput features is the ability to create triggers that automate follow-up tasks or alerts for specific users and roles when a form submission meets specific criteria.
These triggers ensure that problems identified in form submissions are addressed in a timely manner and that the correct people are notified of issues that may be present.
This method allows you to create triggers by accessing the Triggers tab directly from the Form Builder.
On the web app, navigate to 'Forms' and click the pencil icon to edit the form you would like to add a trigger to.
In the Form Builder, select the 'Triggers' tab.
Click the 'Create Trigger' button near the bottom of the screen.
Add the question or questions that you want to set your triggers for. Configure the criteria and actions for your trigger.
Before leaving the Form Builder, make sure to click 'Publish' to save your changes. You will see "All changes saved" once the edits have been published.
Example: You may want to automatically assign a task to the "Maintenance" role when the question "Lights are all working" is answered "No" and alert the district manager by selecting their role under Alerts. This ensures that the Maintenance user receives a task to resolve the lighting issue, while the District Manager is notified to follow up.
Create Triggers - Method 2 (From Build Tab)
This method allows you to create triggers directly from a specific question in the Form Builder.
On the web app, navigate to 'Forms' and click the pencil icon to edit the form you would like to add a trigger to.
From the 'Build' section of the Form Builder, click on the question you would like to create a trigger for. Then click 'Create a Trigger' in the bottom right-hand side.
The question is automatically added to the trigger. You can now proceed with setting up a follow-up task and/or alert.
Don't forget to click 'Publish' to save your changes before leaving the page.
Configure Automated Follow-Up Tasks
Once you've created a trigger using either method above, you can configure the automated follow-up task details.
In the trigger configuration, click the "Task +" button to start creating your follow-up task.
Configure your follow-up task with the following options:
Task Type: Select the type of task (e.g., photo task, text task)
Assignee: Choose the role or user to assign the task to
Due Date: Set how many days until the task is due
Duplicate Tasks: Allow or prevent duplicate tasks at the same location
Example Configuration: When the question "Lights are all working" is answered "No," a photo task is automatically assigned to the store manager. The task is due in 3 days, and duplicate tasks are allowed at this location in case there are multiple violations before the task is completed.
Edit Existing Triggers
You can easily modify existing triggers to update assignees, criteria, or any other trigger settings.
From the web app, navigate to 'Forms' and click the pencil icon to edit the form containing the trigger you want to modify.
From the Triggers page, scroll to the trigger you want to edit and click on the pencil icon.
After clicking the pencil icon, make your desired changes (such as updating who the follow-up task is assigned to). Click 'Done' to return to the triggers page.
Remember to click 'Publish' before leaving the page to save all your updates.
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