How To Use Trigger Export For Reports

What does the new feature "Trigger Export" do?

  • Can look at all different triggers that are currently running on your account 
  • Helpful for those who have a lot of trigger alerts and follow-up tasks setup across all of your forms within Zenput 
  • Now able to click one button and pull all triggers into one easy to read excel sheet 

How To Use Trigger Export 

1.) Click on 'Reports' 

Screen_Shot_2018-11-29_at_1.39.09_PM.png

2.) Click on 'Triggers' on the left-hand side, and click 'All'

Screen_Shot_2018-11-29_at_1.39.40_PM.png

3.) Click on 'Export' 

Screen_Shot_2018-11-29_at_1.40.08_PM.png

4.) Click on 'Excel'

Screen_Shot_2018-11-29_at_1.40.49_PM.png

5.) After clicking excel, you will see a screen like the following: 

Screen_Shot_2018-11-29_at_1.21.17_PM.png

What you see across the form

  • Which form the trigger is connected to 
  • Name of the task or alert that's generated each time the trigger is hit 
  • What is setting off the triggers each time 
  • If it's a follow-up task
  • Who it's being assigned to (user, role, or email address) 
  • How long they have to complete it 
  • Any specific instructions that go along with that task that is being triggered off 
  • You will see which user or email address, role, or email address that is being notified each time that trigger is set off  

 

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