Forum Discussion

Qrew Trainee

Re: Trigger Pipeline when Record Updated Only in Edit Mode?

Hey Mike,

Some more info: on the grid edit report where the buttons are there are only three buttons that log are there to making logging specific types of contact easier, Email, VM, LinkedIn. On the form, there are 23 other contact status that are less frequently used, but vital to other form rules and processes. Users still need to be able to edit that field.

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Daniel Johnson
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2 Replies

MichaelTamoush
Qrew Captain
5 years ago
So if it is Email, VM, or LinkedIn, a button push is necessary because some APIs run, but in other scenarios they simply need to select a Status?

When they select one of the other status', do the APIs need to run?

Also, if the status field is a multiple choice, can you just make that field logged? Why have a second logged field?

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Mike Tamoush
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- DanielJohnson2
  Qrew Trainee
  5 years ago
  To answer you're first two questions, yes, only certain status need to trigger the API. We count Emails, VMs and messages sent on LinkedIn only to be able to assess how many times we've attempted contact because that let's us know whether or not we have a warm or cold lead. So, if a user sends an email then the Contact Status field is set to email. If that email comes back with an automatic reply and the person is on PTO, then the Contact Status field gets manually changed to Out of Office. We don't need to log when changes like that are made, but we do need to make the change so that email stays out of the next round of outreach.
  
  I'm going to try making a checkbox field that gets toggled when the button is click, and have a pipeline fill in the other fields AND switch that checkbox back off. So, the pipeline will fire when that checkbox field changes.
  
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  Daniel Johnson
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