Account, Contact & Opportunity Triggers

When a new Account, Contact or Opportunity record is created.

Open

The trigger logic looks for Document Types that match the record that is being created and retrieves any Document Types that are set as Required = TRUE, these Document records are created automatically on the specified record.

For Example:

A Contact Record is created with RecordType.Name = Staff Contact.

• This will retrieve Document Type records where:

  • Object = Contact

  • Record Type = Staff Contact

• Document records for all Document Type records retrieved are then created and related to the Contact.

Open