trigger a process without submit a form

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Mai Sonnoqrot

• May 06, 2025 13:45

I have 3 data entities A (Customer Details), B (Contract Details) and C (Outstanding Balance).

A is parent for B, and B is a parent for C.

I have imported the data in to the 3 tables. 

Also I have a group Agents which include multiple user.

Now, my requirement is : to start assigne the records from the data entities to specific users form the Agent group ( this is should be the trigger of the process) to follow up with the customer and add comments. (no updates to records are required)

 

Any help how can I trigger this process?

 

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• 

  Bindhu

  • November 24, 2025 06:09

  Hi Mai,

  We're currently unsure of your preferred method for triggering the process whether through a Data Entity or using eForms. Please find the below details for both approaches.

  If you choose eForms, you can trigger the process using the Create Process Instance REST API.

  https://documentation.agilepoint.com/8011/developer/restmethodCreateProcInst.html

  If you prefer Data Entity, you’ll need to configure the Event Service to trigger the process.

  https://documentation.agilepoint.com/8010/admin/cloudemDatabaseInsertPage.html

  https://documentation.agilepoint.com/8010/admin/cloudemEditDataBaseInsert.html

  Hope this helps.

  Thanks

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