CRM Core Administrator Guide

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Triggers
Trigger Examples

Trigger Examples

You can find some examples for trigger in this topic.

Below are some of the examples for trigger:

Show
The 'show' trigger.
Add New
Learn how to add new activity.
Edit/Update
Example for editing and updating trigger.
Plausibility Check
When a new activity is created or an existing one is updated, the system should check whether the status ("Scheduled", "Completed" or "Missed") is consistent with the date.
Delete
Triggers using the Delete action are used to delete dependent records once the parent record has been deleted.
External Program Calls
You can use triggers to start external applications. Fixed values or data from the database can be transferred as parameters.
Transferring Data to a Word Processor
You can use triggers to transfer data from Aurea CRM to your word processor.
Default Values
When creating a new expenses record, the current rep's license plate (stored in the FreeC1 field) should be entered as the default value.
Displaying Web Pages
You can use triggers to display web pages in Aurea CRM.
E-Mail
You can use triggers to create and send e-mails in the background.
Abort
You can define triggers that check the contents of records before saving it and cancel save if the defined conditions are not met.
SMS
You can use triggers to create and send text messages (SMS).
Initiating Several Triggers from one Event
You can assign multiple triggers to a trigger event.
Applying Triggers to Several Records
Learn to apply triggers to multiple records.
Rescheduling Missed Activities
Learn to reschedule missed activities.

Using CRM Core

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