How to add triggers to your Orca Scan sheet

You can use Triggers to add if-this-then-that logic to your sheets without code, to do things like:

Each trigger is made up of:


1. Open sheet triggers

Open a sheet, click Triggers and 'add trigger'.
Open a sheet, click Triggers and 'add trigger'.

Open the sheet you’d like to add a trigger onto. Click the trigger icon in the top right-hand corner and then click ‘Add trigger’.

2. Give your trigger a name

For maintainability, give your trigger a meaningful name. The name should reflect the purpose of the trigger, such as ‘Ask for damage details if vehicle is damaged’.

Give your trigger a name
Give your trigger a name

3. Set a trigger condition

Define a condition that must be true before your desired action should be taken. This could be something like when ‘Description (dropdown) contains Damaged’ or ‘when stock is less than 3’.

Set your trigger condition
Set your trigger condition

Conditions

Condition Description
Is not empty Field contains any value
Is empty Field contains no value
Matches Regex Field value matches a Regular Expression
Equals Field contains the exact value
Does not start with Does not start with ‘x’
Is greater than Value is more than number provided
Is less than Value is less than number provided
Ends with Ends with ‘x’
Does not end with Does not end with ‘x’
Contains GS1 AI Field value contains a GS1 Application Identifier
Does not contain Field does not contain a particular set of characters
Contains Field contains a particular set of characters
Starts with Value starts with ‘x’
Does not equal Field does not contain the specified value

Matches Regex

You can use a Regular Expression (also known as RegEx) to perform an action when any of the fields contain a particular set of characters. You can also use RegEx capture groups and the Set value action to move parts of that data into another field.

We love Regular Expressions, but they can be tricky, RegEx 101 is a great tool to use when writing and testing your expressions, but if you need help, please give us a shout.

Contains GS1 AI

GS1 (also known as Global Standards 1) is an international standards organisation that has set a series of standards for how information is encoded within a barcode.

These globally adopted standards help computer systems around the world make sense of physical objects as they move through the supply chain.

The Contains GS1 AI condition can be used to perform an action when a barcode contains a specific GS1 Application Identifier.

When used in conjunction with the Set value action, values such as serial number, expiry date etc can be extracted from a GS1 barcode and moved into a relevant field/column.

4. Set a trigger action

Set a trigger action
Set a trigger action

A trigger action is what you want to happen when the defined condition is met.

At present, the possible actions are:

Actions

Action Description
Clear required Remove required status from a field when trigger criteria is met.
Set value Apply custom value to selected field when trigger criteria is met.
Notify me Email account holder when trigger criteria is met.
Set required Set a field to required when trigger criteria is met.
Hide Hide the selected field when trigger criteria is met.
Show Show the selected field when trigger criteria is met.
Clear value Clear the value of the selected fields when trigger criteria is met.

If you’d like us to add something else to the list, please let us know.

5. Save the changes

Click save to confirm the trigger.
Click save to confirm the trigger.

Finally, save the changes, and you’re done. You can now scan a barcode or enter data and see your trigger in action.

Questions about triggers?

We’re always happy to help, chat with us live or drop us an email.

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