Hana_Sperlova

I did test the suggested logic and it looks like 2 triggers Person is created are in conflict. So I only left the first trigger with the exclusion of salesforce customers and for the Form filter, I created a smart list that is catching anyone who fills out any of the defined forms within the last ho...

You are absolutely right. Let's take a step back. Below is the logic we are aiming for. Any advice on how to set up the logic correctly is greatly appreciated. The system should change the program status anytime one of the forms defined under the second trigger is submitted.Status should also change...

Dear Katja, Many thanks for your input, greatly appreciated! Actually, the forms & other programs that should be also excluded can contain customer contacts as well as leads.So the exclusions rule I'm trying to apply should be something like this:(1 and 2) OR 3 or 4 or 5 It means I would like the sy...