Trigger Dialog Boxes

Opportunity Trigger Dialog Box

Automated ProcessClosed A sequence of two or more events, which are the step-by-step instructions that GoldMine evaluates to perform a defined series of activities. Also known as an Automated Process. events can be triggered based on the opportunity information selected. TriggerClosed A predefined condition in an Automated Process event that, when the condition is true, causes GoldMine to execute an action. based on a single opportunity setting or a combination.

1. In the Options area, configure:

○ Max Age: Select the age of the project (in days).

○ Manager: Select the manager.

○ OpportunityClosed Involves a group working as a team with multiple organizations and contacts to successfully close a complex sale.: Select the opportunity name.

○ Stage: Select the stage of the opportunity.

2. In the Status area, select either Open or Closed.
3. Click OK.

Project Trigger Dialog Box

Automated Process events can be triggered based on the project information you select in the ProjectClosed Involves a group working as a team to complete a long-term project that involves multiple component tasks. Trigger dialog box. You can trigger on a single project setting or a combination of settings.

1. In the Options area, select or configure one or more of the following:

○ Max Age: Select the age of the project (in days).

○ Manager: Select the manager.

○ Project: Select the project name.

○ Stage: Select the stage of the project.

2. In the Status area, select either Open or Closed.
3. Click OK.

Schedule Action Dialog Box

1. In the Schedule Activity area, select the activity type.
2. In the User area, select the user the activity is assigned to based on the following options:

○ Record Owner. Owner of the Contact record, if record ownership was set.

○ Assigned User. User specified in the Activity Details.

○ Attaching User. User attaching the Track to the record.

○ Logged User. User currently logged into the workstation executing the Automated Process.

○ User from Field. A user can be selected from a Contact1 or Contact2 field, if the fields are configured accordingly. Example: a Sales Rep field.

3. Click Activity Details.

The related Scheduling dialog box appears. Use to specify information about the scheduled activity.

NOTE: Automated Processes do not allow you to schedule and send iCalendar meeting requests as you schedule an action.

4. Specify how many days out to schedule the activity in the Schedule x days into the future text box.
5. Select one:

○ From Today. Starts counting days from the current date.

○ From Trigger Date. Starts counting days from the date the event is triggered.

6. Select Skip Weekends if you do not want to include weekend days in the total.

NOTE: The weekends are skipped only if the process occurs on a weekend day. For example, you schedule an activity on 02.15 for nine days later on 02.24, which happens to be a Sunday. GoldMine will actually schedule it for 02.25, the following Monday. If you scheduled an activity for eight days which would be a Saturday, then GoldMine schedules for Monday as well. However if you schedule an activity for seven days later, GoldMine will schedule for Friday.

7. Click OK.