- 21 Nov 2023
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Trigger Selection for Student Success
- Updated 21 Nov 2023
- 1 minute read
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Prospect Triggers
Rules on the Prospect base of the following types require Trigger selection:
Bin
Field
Interaction
Project Task
Person Active/Inactive
Person Index
Tag
The trigger selection options are:
Trigger | Description |
---|---|
Upon Update (Deferred) | Will run within approximately 20 minutes after a record is updated. |
Upon Person Update (Overnight Processing) | Will run overnight when a record was updated during the day. |
Application Triggers
Rules on the Applications base of the following types require Trigger selection:
Activity
Bin
Checklist
Decision
Field
Project Task
Tag
The trigger selection options are:
Trigger | Description |
---|---|
Upon Update (Deferred) | Will run within approximately 20 minutes after a record is updated. |
Upon Application Submission Only | Will only run immediately at the time that the application is submitted. |
Upon Application Update (Overnight Processing) | Will run overnight after an application was updated during the day. |
The submission trigger is typically used for application fees (and any other items that will not change if the application is updated).