Trigger Buttons

Triggers can be initiated using buttons.

You can trigger multiple triggers one after another using a single button and can add any number of trigger buttons to masks, see Adding Elementsand Button Properties. Adding Elements and Button Properties in the Aurea CRM win Administrator Guide.

Note: Trigger buttons only work in the Aurea CRM main module.

Trigger Buttons in Masks with Several Info Areas

Some masks contain information from several info areas (e.g. the Company+Person levelor the Opportunity Overview level in the BTB version).

Trigger buttons added to such masks treat the child info area (e.g. Person in Company or Opportunity) as the trigger info area.

For example, if you add an activity using a trigger button in the Company+Person level, the activity is added for the person.

If you want to add an activity record for a company, you have the following options:

  • Hide the Person in Company info area (View > Mask Area).
  • Create a dummy trigger. Clicking on the button initiates the dummy trigger, which applies a change to the Company info area; e.g. entering the time in a free field. The "real" trigger then responds to this change and adds the activity (for the company, as the second trigger was initiated by a change in the Company info area).

"Conditional" Trigger Buttons

You cannot define conditions that are directly applied to the trigger info area if the trigger is initiated by a button. In order to do so, you have the following options:

  • If you define a trigger using the Edit/update option where the trigger and target info areas are identical, you can use the Search Condition option, see Defining Triggers.
  • In all other cases, you can achieve the desired effect using a dummy trigger: The dummy trigger makes a change to a field; e.g. the time is entered in a free field. The "real" trigger reacts to this change: if this free field is updated and the record meets the condition, the trigger is executed.