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).