{"id":1880,"date":"2020-04-21T05:24:07","date_gmt":"2020-04-21T05:24:07","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/?p=1880"},"modified":"2024-07-02T06:46:11","modified_gmt":"2024-07-02T06:46:11","slug":"triggers-in-sage-intacct","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/04\/21\/triggers-in-sage-intacct\/","title":{"rendered":"Triggers in Sage Intacct"},"content":{"rendered":"\n<p>Sage Intacct\nprovide a provision to automate task i.e. Triggers. Using Triggers, you can\nautomatically make input, output, update, validations, emails, and Web Services\ncalls in response to data changes. <\/p>\n\n\n\n<p>Sometimes, when scheduling\npresentations, automatic notifications will help presenter to determine who\nshould wait in the lobby before being admitted to the meeting and the no. of\nparticipation allowed for meeting attendees. Therefore, in Conference\napplication you might have a trigger that sends email to the Presenter when an attendee\nis being register for a particular conference. <\/p>\n\n\n\n<p>In this blog, we are going to discuss the steps to add the Trigger\nwith an Object.<\/p>\n\n\n\n<p><strong>Note: The application which is used in this scenario is a custom application.<\/strong><\/p>\n\n\n\n<p>Follow the below steps to add trigger for sending the email to\npresenter when new attendee gets register for a conference:-<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Go to Platform Services: &#8211; Select your required object.<\/li><li>Once the object definition page is opened, click on Trigger link on top of the page.<br><center><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Trigger-e1587443448887.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Trigger-e1587443448887.png\" alt=\"Locate triggers\"><\/a><\/center><font size=\"2\"><center><i>Locate triggers<\/i><\/center><\/font><br><\/li><li>In the triggers section, click on New Trigger to add a trigger.<br><center><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/New-Trigger-e1587443263208.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/New-Trigger-e1587443263208.png\" alt=\"Add a Trigger\"><\/a><\/center><font size=\"2\"><center><i>Add a trigger<\/i><\/center><\/font><br><\/li><li>Select your trigger type and click \u201cNext\u201d.<br><center><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Choose-trigger-type.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Choose-trigger-type.png\" alt=\"Choose trigger type\"><\/a><\/center><font size=\"2\"><center><i>Choose trigger type<\/i><\/center><\/font><br><\/li><li>Make sure \u201cThis trigger is deployed\u201d is selected to use this trigger on the immediate effect.<br><center><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Enable-deploy-option-e1587445555544.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Enable-deploy-option-e1587445555544.png\" alt=\"Enable deploy option\"><\/a><\/center><font size=\"2\"><center><i>Enable deploy option<\/i><\/center><\/font><br><\/li><li>Choose your selection for when your trigger should be activated.<br><center><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Choose-trigger-activation-e1587445218707.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Choose-trigger-activation-e1587445218707.png\" alt=\"Choose trigger activation\"><\/a><\/center><font size=\"2\"><center><i>Choose trigger activation<\/i><\/center><\/font><br><\/li><li>Specify your trigger name and mention \u201cSend To\u201d, \u201cReply To\u201d and select Email template details as mentioned in the below image so that the presenter will receive the mail knowing how many attendees are available and click on Save:<br><center><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Select-trigger-properties.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/Select-trigger-properties.png\" alt=\"Trigger properties\"><\/a><\/center><font size=\"2\"><center><i>Trigger properties<\/i><\/center><\/font><br><\/li><li>Following is the screenshot of the email received:<br><center><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/email-e1587446516685.png\" target=\"_blank\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagebusinesscloud\/wp-content\/uploads\/2020\/04\/email-e1587446516685.png\" alt=\"Received email\"><\/a><\/center><font size=\"2\"><center><i>Received email<\/i><\/center><\/font><br><\/li><\/ol>\n\n\n","protected":false},"excerpt":{"rendered":"<p>Sage Intacct provide a provision to automate task i.e. Triggers. Using Triggers, you can automatically make input, output, update, validations, emails, and Web Services calls in response to data changes. Sometimes, when scheduling presentations, automatic notifications will help presenter to determine who should wait in the lobby before being admitted to the meeting and the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/04\/21\/triggers-in-sage-intacct\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[127,34,211],"class_list":["post-1880","post","type-post","status-publish","format-standard","hentry","category-sage-intacct","tag-platform-services","tag-sage-intacct","tag-triggers"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Triggers in Sage Accounting<\/title>\n<meta name=\"description\" content=\"Learn more about triggers in Sage Intacct.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/04\/21\/triggers-in-sage-intacct\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Triggers in Sage Accounting\" \/>\n<meta property=\"og:description\" content=\"Learn more about triggers in Sage Intacct.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sageintacct\/2020\/04\/21\/triggers-in-sage-intacct\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage Intacct \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2020-04-21T05:24:07+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-07-02T06:46:11+00:00\" \/>\n<meta property=\"og:image\" 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