Trigger Actions

Learn about the trigger actions.

The following actions can be carried out by triggers:

• Show: Display a record, see Show.
• Add new: Add a new record, see Add New.
• Edit/update: Edit the contents of a record, see Edit/Update.
• Delete: Delete a record, see Delete.
• Program Call: Open an external application. You can also transfer parameters, see External Program Calls.
• Single/serial letter: Transfers data from Aurea CRM to your word processor in order to create a letter or mass mailing, see Transferring Data to a Word Processor.
• Default Values: Enter default values when adding a new record, see Default Values.
• WEB level: Display a web page in Aurea CRM, see Displaying Web Pages.
• E-mail: Create and send an e-mail, see E-Mail.
• Abort: Cancels saving a record if a condition is (not) met. This allows you to implement conditional mandatory fields, see Abort.
• SMS: Create and send a text message, see SMS.

You can specify whether a trigger should be initiated each time a field is edited, or only upon saving, and whether the trigger is interactive or runs in the background. Errors that occur when executing a non-interactive trigger are logged in the System Event info area, see System Event Info Area.

You can copy fields from different info areas, e.g. to transfer company data to the Activity info area.

You can also specify that fields should only be copied when certain conditions are met. You can also prevent data from being entered into certain fields and define error messages to be displayed if the user attempts to enter data in these fields.

As triggers can themselves cause events in the database, you can define conditions for chains of triggers, see Trigger Chains and Branches.