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Iberio Ralda
We are a B2B Saas company that offers subscriptions. One company can have multiple subscriptions or a subscription can have multiple companies. So it made sense to us to create a custom subscription object. I am quite happy how everything fits together, however one thing is really making my life difficult: when a record of, say, a company gets associated with a custom subscription record, I would like to react on that and execute some other workflows. I cannot in Hubspot, which makes me very sad. There is so much potential missed there...
I have found some indirect, hack-the-hubspot ways of doing it (involves custom code and a lot of copy property to other object stuff...its not a sight to behold), which kind of works, but it gives me headaches.
My go to when needing to run workflows on association changes is setting up a calculated property for example on a Company that is a count type, then chose the associatied object type, then for the property just do Record ID. What this means is then that this property just stores the number of a specific object type that is associated to the given object. I then use this and a "Is Known" trigger which goes off whenever a new object gets added. (It also goes off whenever one gets removed, but this can be fixed by copying its value whenever it is known to another property at the start of the workflow, then right before that copy action check which one of those two properties is larger)
This workaround sounds great! I do have a customer though that would benefit tremendously from being able to enroll based on new record associations, so it would still be ideal if we could have this feature implemented. But thank you for providing that workaround though!
Since we can't compare two properties as a workflow trigger, am I correct in assuming you have yet another property that is the result of the difference between the two, and you check on *that* value being negative or positive to act?
@JBeatty this is a great solution. I was not aware that the calculation property can be used in combination with other objects. You can even do that on association labels! This is way easier than calculating the associated records via API.
I checked all video's & the information page about email triggers and I followed all the steps, but my email triggers are not working.
I tried everything. Is there another solution to my problem?
Unfortunately, I believe Qualtrics is phasing out the use of Email Triggers. We learned this the hard way when a majority of our email triggers stopped working one day. We were instructed to switch all of the surveys (100+) in our brand to Email Tasks. We requested a list of all of the surveys that used email triggers in our brand and were met with a "no". This has been an ongoing battle, so I would recommend to you to begin switching all of your survey's email triggers to Email Action Tasks. See here: -platform/actions-module/email-task/
Hi guys,
A question on the tasks, please... in trigger, we were able to add the "score" of a survey to the trigger email... now with tasks I cannot see this option - do you know how I could pipe this data?
Thanks
Denise
InessaG thanks a lot!
A question on the embedded data field; when I create it in the flow, it gives me a code. However, when I go to the task and add the "piped" field, it adds another code, so it doesn't show automatically - I had to manually copy the code I was given in the flow, and then copy it to my email task.
Is there an easier way to do it? I am most probably doing something wrong.
thanks again
Denise
denimelo I'm not sure what you mean. If you create an embedded data field that reads the score, in the email you should just be piping in the embedded data field. I'm not sure what code you're referring to.
I highly suggest adding Multi-Trigger capabilities to Automations. This would enable users to require multiple Trigger rules to take place in order for an action to run. To optimize this functionality, users should have the option to run their automations in three ways:
As for number 3. I agree it would be really nice and useful addition to add ability to combine AND & OR, it would help a lot, and in our case reduce the number of separate automation we need to build to cover all use cases. Would make life simpler and also provide opportunity to construct some more advanced automation.
YES!!!! I have maxed out automations because I need conditional triggers. I do not need up to 25 actions per scenario trigger, I just need more scenarios (conditional triggers) to cover all my bases and keep my data straight.
I was hoping you could also provide guidance on how to make a version of this script work with an instant trigger rather than a button ? I gather that the async function might not work with this, but I have no idea how to modify the script.
Having an "On Demand" trigger should be pretty simple to create, as it would be similar (though I'm sure not exactly the same) to the code necessary to generate a "Test". AND, this would be extremely helpful. Sometimes there are occasional manual processes that could be replaced with a recipe, but you don't want it to run unless you tell it to - similar to activating a webhook.
You're right Chase, that only works when you don't bring in any data through the trigger, which is I think what Carlos was suggesting. All of my recipes that run on Schedules start with a Search action as the first step to look for data that meets the condition I want to run the recipe for. That way, even when rerunning a Job it will always pick up fresh data.
At the end of the day, we have no way to run a single job with the click of a button. The use cases are limited because this is mostly for testing purposes (assuming your recipe doesn't search for new data first). The majority of the times I need this, I'm testing "snippets" of a larger recipe I'm building out.
A trigger is a stimulus that elicits a reaction. In the context of mental illness, "trigger" is often used to mean something that brings on or worsens symptoms. This often happens to people with a history of trauma or who are recovering from mental illness, self-harm, addiction, and/or eating disorders. When someone has a history of any of these issues, being unexpectedly exposed to imagery or content that deals with that history can cause harm or relapse.
After experiencing a trigger, a person may have big, negative feelings - overwhelm, powerlessness, fear, etc. These feelings can be detrimental to mental health and are often a challenge to effectively address after they arise.
While it can be difficult to control triggers, those who experience them can learn from past experiences, apply what they learn, and limit the risk of being re-triggered. Avoid only focusing on what happens after a trigger; also focus on what can be done beforehand.
EMERGENCY NEEDS
If you are experiencing a medical emergency or there is immediate danger of harm, call 911 or visit a hospital emergency department and explain that you need support for a mental health crisis.
Any event handlers attached with .on() or one of its shortcut methods are triggered when the corresponding event occurs. They can be fired manually, however, with the .trigger() method. A call to .trigger() executes the handlers in the same order they would be if the event were triggered naturally by the user:
As of jQuery 1.3, .trigger()ed events bubble up the DOM tree; an event handler can stop the bubbling by returning false from the handler or calling the .stopPropagation() method on the event object passed into the event. Although .trigger() simulates an event activation, complete with a synthesized event object, it does not perfectly replicate a naturally-occurring event.
When we define a custom event type using the .on() method, the second argument to .trigger() can become useful. For example, suppose we have bound a handler for the custom event to our element instead of the built-in click event as we did above:
The event object is always passed as the first parameter to an event handler. An array of arguments can also be passed to the .trigger() call, and these parameters will be passed along to the handler as well following the event object. As of jQuery 1.6.2, single string or numeric argument can be passed without being wrapped in an array.
Note the difference between the extra parameters passed here and the eventData parameter to the .on() method. Both are mechanisms for passing information to an event handler, but the extraParameters argument to .trigger() allows information to be determined at the time the event is triggered, while the eventData argument to .on() requires the information to be already computed at the time the handler is bound.
The .trigger() method can be used on jQuery collections that wrap plain JavaScript objects similar to a pub/sub mechanism; any event handlers bound to the object will be called when the event is triggered.
Right now that attribute rule only updates when I update the "one" side of the 1:M relationship. What I would like to do is trigger that attribute rule when a related feature is created. Is there a way to trigger that? Features seem to be immutable, or else I would just create an attribute rule on the related record to update that field on insert.
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