Automation & workflows — found from sitemap — SuperOffice CRM

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Facts read from this source

• Triggers purpose Report an error

  “Triggers are a powerful way to enhance your SuperOffice solution. They may: help you automate processes in smart ways reduce the number of errors and improve the data quality”

• Trigger events Report an error

  “Several areas in SuperOffice support triggers, such as Before saving a sale or Import mail before processing. You can find a complete list in the trigger reference.”

• Trigger types Report an error

  “You can create a script or a macro. A script will allow you to do more while a macro is easier (and in some cases faster) to set up.”

• Trigger timing Report an error

  “Depending on your needs, you can use the Before save to stop a user from saving (often used for validating fields), or After save if what the user inputs should affect other parts of the system.”

• Mobilecrm support Report an error

  “There is a new dimension to this consideration with the introduction of CRMScript trigger support for MobileCRM.”

• Mobilecrm limitation Report an error

  “When executing a CRMScript trigger from MobileCRM, only the immediate values of the SaleEntity will be available.”

• Value updates Report an error

  “CRMScript triggers also support updating values back to the executing environment. For this functionality, the same limitation applies to both platforms: Only immediate values on the entity are supported.”

• Platform check Report an error

  “You can also explicitly check what platform your trigger is executed from, by checking whether ed.getInputValue(“Client”) == “MobileCRM”.”

• Admin only Report an error

  “You’ll need to have enough user rights before you can start. Only administrators can create and update scripts and macros.”

• License requirement Report an error

  “This feature requires a license for Development Tools or the CRM Suite Core plan.”

• Access locations Report an error

  “In Sales, click the burger menu in the top right corner and click Settings and maintenance. Then in the left menu, you can find CRMScript. In Service, click the cogwheel in the top right corner, click System design and then CRMScript.”