Automation: Add to Dataset or Records
Last Updated: January 21, 2021
You can use this action if you want to add entries to a dataset or record whenever a ticket is filed.
You need to create a data table or a record table where the entry in the form will be added to.
Example:
We have an Employee Details record, and we want to add another entry for this.
We need to create a form where we can add entries in the table above.
- Employee ID
- Employee Name
- Department
- Mobile No.
1. RULE TRIGGERS:
- On Ticket Approved
2. CONFIGURATION
- RULES (Configure your own rules)
- ACTION (Add to Dataset or Records)
CHOOSE A DATASET OR RECORD
Dataset or Records: refers to the table in your dataset / record.
FORM MAPPING
The fields in the Form Property should match the columns in the table.
Fill-out all the fields in the form.
After submitting the ticket, all the data you entered in the form will be automatically added to the table.
Configuring the Automation Layer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
You can use this action if you want to add entries to a dataset or record whenever a ticket is filed.
PREREQUISITE
You need to create a data table or a record table where the entry in the form will be added to.
Example:
We have an Employee Details record, and we want to add another entry for this.
CREATE A FORM
We need to create a form where we can add entries in the table above.
- Employee ID
- Employee Name
- Department
- Mobile No.
CONFIGURING THE AUTOMATION
1. RULE TRIGGERS:
- On Ticket Approved
2. CONFIGURATION
- RULES (Configure your own rules)
- ACTION (Add to Dataset or Records)
CHOOSE A DATASET OR RECORD
Dataset or Records: refers to the table in your dataset / record.
FORM MAPPING
The fields in the Form Property should match the columns in the table.
SUBMIT A TICKET
Fill-out all the fields in the form.
UPDATED DATA ENTRY
After submitting the ticket, all the data you entered in the form will be automatically added to the table.
RELATED ARTICLE(S):
Configuring the Automation Layer
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 02/12/2021
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