Trigger Events

Learn about the events that can activate triggers.

The following events can activate triggers:

• Clicking buttons. Buttons can be defined using the Mask Generator and assigned triggers, see Button Properties in the Aurea CRM win Administrator Guide.
• Selecting context menu entries, defined in the desktop format, see Adding Actions to the Context Menu in the Aurea CRM win Administrator Guide. Selecting the entry initiates the associated trigger.
• Clicking buttons in the header, defined in the desktop format. Clicking the button initiates the associated trigger, see Defining Actions Buttons in the Aurea CRM win Administrator Guide.
• Via the New button in the general toolbar, defined in the desktop format. Use the button to initiate triggers with the Add new action, see New - Template in the Aurea CRM win Administrator Guide.
• Database events (adding, editing or deleting a record): These events are defined in the Rights module, see Defining Database Events. You can determine which triggers are initiated for which users. You can also specify that triggers are only activated when certain fields are updated, or if a record satisfies a condition before or after it is updated.
• Events in action plans (BTB only) or workflows.
• Generating automatic selections: You can determine that triggers are executed for the selected companies, persons or properties (BTB only) and child info areas when generating automatic selections, see Automatic Selections in the Aurea CRM win User Manual.

For further information on trigger events, see Defining Trigger Events.