What are the major difference in rule trigger options?

What are the major difference in rule trigger options?

In Zoho CRM, you can automate some of the routine processes by triggering a workflow using Rule Trigger.


To create a workflow go to 
  1. Setup > Automation > Workflow Rules > Create Rule.
  2. Select the desired module and fill in the respective details.
  3. Choose the suitable option under WHEN to execute the rule trigger.
The options under Rule Trigger are:

 

a) On a record action :


Here, you can trigger a rule based on the record's actions.
  1. Create : This will trigger the rule whenever the record is created.
  2. Create or Edit : This option will trigger a rule whenever a new record is created or whenever the existing record is updated/edited.
  3. Edit : This rule will trigger whenever the records are edited. Here you need to specify whether the rule needs to be executed for "Any fields" or "Specific fields" only.
  4. Delete : This rule gets triggered whenever a record is deleted.

 

b) On a Date/Time :

This rule works based on the time and date of a record. Such as created time, modified time, date of birth and so on.

 

c) Based on Score

This rule gets triggered based on score such as Increasing, Decreasing or Updated score.

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