How to automate order processing using triggers?

We use triggers to run tasks. Trigger can be executed automatically or by pressing a button. You can set text and color for the trigger button.

You can display this button on the manager's order form. To do this, set the appropriate checkbox in the trigger settings. The button will be displayed on the Triggers tab.

You can also add a trigger button to the table as a separate column.

If you can configure employees, you can also show different triggers to each employee.

If you want the trigger to run automatically, select when it should be executed.

A trigger can run one or more tasks. Tasks are executed in specified order. Before task is started, its conditions are checked. And if at least one of the conditions is not met, the task is skipped.

Each task can include one or more actions, like changing of the status, sending an email, etc.

You can define the conditions under which the task will be executed. In the conditions, you can use the data from the order and various operators. For example, you can check these conditions:

• The resource name contains "Room".
• The widget language is "es".
• The order total is more than 1000.
• The order was created after 01.01.2024.
• The "Delivery" flag is selected.
• The reservation starts at 10 am.
• The phone number is in the specified list of numbers.

When using regular expressions, use the syntax of .NET Regex (C#). You can test your regular expression here or here. When formatting a date, a specific format should be used for date and time.

You can set how to run the task if there are several reservations in the order.

It is important to understand that this parameter is taken into account even if you run a trigger for a specific reservation from the table. If Run for the first is selected, but you run the trigger for the second or third reservation of the order, then the task will be skipped.