There are various actions that an AP can perform including the following: Disabled – causes the event to be completely ignored and thus never get triggered. dBASE Condition – allows you to specify a dBASE expression that must be evaluated as true in order for the event to be triggered while this is the most advanced trigger type, it also gives you the greatest flexibility and opens the door to a wide array of possibilities. Project – not used in the Breaking Away system. Opportunity – not used in the Breaking Away system. Scheduled Activity – allows you to specify a certain type of pending activity that must be scheduled for the contact in order for the event to be triggered. History Activity – allows you to specify a certain type of history record that must exist for the contact in order for the event to be triggered. Detail Record – allows you to specify a certain type of detail record that must exist for the contact in order for the event to be triggered. Immediate – causes the event to trigger immediately upon the first attempt this option effectively removes any condition to be met for triggering the event. There are various types of event triggers including the following: Įlapsed Days – allows you to specify a number of days that must pass before the event is triggered elapsed days are counted starting with the first day the event is attempted to be triggered. The trigger is a condition that must be met in order for the specified action to take place. More specifically, an AP is a series of events that have both a trigger and a corresponding action to be performed. They can even add or update GoldMine® data and send e-mails. can automatically be scheduled for the appropriate people by an AP.
For example, at the appropriate time pertinent calls, appointments, etc. They are most useful when they are designed in relation to systems. AP) is a way of automating a series of tasks in GoldMine®. Overview of Automated Processes What is an automated process? Simply put, an automated process (a.k.a.
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