Account Ownership Trigger View

The Account Ownership Trigger Tab is used to support Account Ownership Trigger generation that controls when accounts with a matching Trigger have their ownership removed or reassigned.  This screen supports the addition, change, deletion and copy of the Account Ownership Triggers.

Rule Assignment Logic: The browser allows up to 25 rule criteria to be specified for each rule with their corresponding From/To ranges as well as a rule description. Each criterion includes an Operator that determines the type of calculation, the operators consist of ranges and Booleans. The browser also provides the selection of And/Or processing for each criterion. If ‘AND’ is selected, the system uses And conditions to join this row with the following row. If ‘OR’ is selected, the system uses Or conditions to join this row with the following row. As a result of not having a following row to logically relate to, the last row must contain spaces for the And/Or value.

Related Topic

Detail View Action Buttons