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Difference between revisions of "Event Rules"

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'''[[File:GearIcon.png]] > Customize > Event Based Rules'''
'''[[File:GearIcon.png]] > Customize > Event Based Rules'''


Specify one or more Rule Sets to execute when any of the following actions are taken on a case, and specify the order in which they execute, if there is more than one:
Specify Rules to execute when any of the following actions are taken, and specify the order in which they execute, if there is more than one:


:* '''Case Created -''' A new Case is created.
:* '''Record Created -''' A new record is created.
:* '''Case Updated -''' Data associated with the Case is modified.
:* '''Record Updated -'''Record data is modified.
:* '''Case Deleted -''' A Case is deleted.
:* '''Record Deleted -''' A record is deleted.
:* '''Case Reopened -''' A closed Case is reopened.
:* '''Record Owner Changed -''' Someone new becomes responsible for the record.
:* '''Case Owner Changed -''' Someone new becomes responsible for the Case.
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Revision as of 01:01, 17 April 2013

GearIcon.png > Customize > Event Based Rules

Specify Rules to execute when any of the following actions are taken, and specify the order in which they execute, if there is more than one:

  • Record Created - A new record is created.
  • Record Updated -Record data is modified.
  • Record Deleted - A record is deleted.
  • Record Owner Changed - Someone new becomes responsible for the record.