Creating trigger conditions

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This article was developed to describe how a user may create trigger conditions within the CRM.

The new trigger system can help process all sorts of events in the CRM. However, setting up complex triggers can be tricky without knowing a few helpful tips.

The following examples are meant to help guide you through the thought process of creating a trigger and issues to consider when setting them up. There are three levels of triggers explained in detail to help you create effective triggers, each one more complex than the one before it.


These statements can be used in your trigger descriptions.



Example 1

Start with a very simple trigger using a common system event, a single condition statement, and a single action.

Here is how you would set up this first trigger.


Example 2

Let’s create a more complicated trigger. This time we are including 2 conditions and 2 events.



Here is how you would set up this second trigger. 



Example 3

Now let’s create a trigger that is a bit more complex. In this case, let's create two sets of condition groups. This means there will be two (2) sets of conditions that if either is true the trigger will fire.


As you can see, two (2) condition groups have been set up at the highest level of the condition statements to Meets Any of the following conditions. This means the trigger will fire as long as either of the conditions groups validates as true.

Then for each condition group, we set Meets All of the following conditions. This means that within the individual condition groups all the conditions would need to validate as true for that group to collectively validate as true.


Here is how you would set up this third trigger. 



Article Version History: 

Version Effective Date Description
Basic 12/29/2022 Initial Release


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