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.

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 Status Assigned

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

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