Other Ways to Trigger Functions

In the last couple videos, I showed how to trigger a custom function using a workflow rule that conditions on a field update. This is really useful, but also consider the following options for triggering functions:

  • After a blueprint transition, you can choose to execute a custom action where you select your function (see image below)

While these topics are not in the scope of this mini-course, you can learn all you need in our course especially for Blueprints, or cover both that and topics like custom buttons in our Advanced CRM Course. (Coming Soon)