Creating Trigger Conditions

This article was developed to describe how a user may create trigger conditions within the CRM.

Overview

The trigger system can help process all sorts of events in the CRM. However, setting up complex triggers can be tricky without knowing a few helpful tips.

We have included the following examples to help guide you through the thought process of creating a trigger and issues to consider when setting them up. Three (3) levels of triggers are explained in detail to help you create effective triggers, each one more complex than the one before it.

These statements can be used in your trigger descriptions.

Example 1

Start with a very simple trigger using a common system event, a single condition statement, and a single action.


Here is how you would set up this first trigger. First, go to the Admin tab > Settings > Triggers and click the "Create a New Trigger" button shown in the image below.

The Creating a New Trigger page will look similar to the page shown below. To enable this example, complete the page as shown.

Example 2

Let’s create a more complicated trigger. This time we are including 2 conditions and 2 events.

Here is how you would set up this second trigger. First, go to the Admin tab > Settings > Triggers and click the "Create a New Trigger" button.

Example 3

Now let’s create a trigger that is a bit more complex - a trigger with two sets of condition groups. This means there will be two (2) sets of conditions that if either is true, the trigger will fire.

As you can see, two (2) condition groups have been set up at the highest level of the condition statements to Meets Any of the following conditions. This means the trigger will fire as long as either of the condition groups validates as true.

Then, we set Meets All of the following conditions for each condition group. This means that within the individual condition groups, all the conditions would need to be validated as true for that group to collectively validate as true.

Here is how you would set up this third trigger. 

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