Trigger Selection
- 16 Nov 2023
- 1 minute read
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Trigger Selection
- Updated 16 Nov 2023
- 1 minute read
- Print
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Person Triggers
Rules on the Prospects/Person base of the following types require Trigger selection:
Bin
Field
Interaction
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 Person Update (Overnight Processing) | will run overnight when a record was updated during the day. |
Application Triggers
Rules on the Applications/Application 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 at the time that the application is submitted. It will run immediately upon application submission. |
Upon Application Update (Overnight Processing) | will run overnight when 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).
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