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Migrating the New Triggers System

  • Updated
Doc. Number Article Title Effective Date Version
FHC-XX Migrating the New Triggers System May 08, 2023 0.3

This article was developed to describe the steps involved in migrating to the new Triggers system within the CRM. This article includes the following topics:

Activating the trigger system

  1. Click the Admin tab and then click on Settings on the Navigation Bar. Admin_Tab_to_Settings_May2023.png
  2. Click Triggers, and the Migrate Triggers page opens.
  3. Click Migrate Triggers. Migratepagea.png
  4. After the migration is complete, the System Setting page loads (see sample page below). 
    NOTE
    Disregard this page.

    General_Settings_Page_View_May2023.png
  5. Go back to "Settings" from the Admin tab and click "Triggers" from the Navigation Bar. The New Triggers page will now be displayed.

    triggersoverviewav2__1_.png

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Fixing a faulty trigger

NOTE
When a trigger isn't working, we recommend that you inactivate it and recreate it.
  1. Locate the trigger that isn't working and then change the toggle to inactive.
    triggernotworkinga.png
  2. Recreate the trigger. Click here for directions.

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Article Version History: 

Version Effective Date Description
Basic 04/07/2021 Initial Release
0.1 12/29/2022 Added header and version control footer; Updated screenshots for legibility; no subject matter updates
0.2 01/16/2023 Relinked screenshots for Forth Rebranding.
0.3 05/08/2023 Refreshed all screenshots for improved legibility.

 

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