How to set up Status Triggers
Use Status Triggers to make sure that you and your team members populate certain list-specific fields when list entries move into a certain status.
- Click List Options on the top-right corner, then click Triggers.
- Click the Status Triggers tab, then click Create New Trigger.
- Based on the default "Status" field, select the status option that will trigger the required fields.
- Finally, select which list-specific fields will become the required fields (see What are Global Fields vs List Fields?). Currently, global fields are not available as required fields for status triggers.
Note: Only the list owner and list admins will be able to implement status triggers for that particular list. To become a list admin, click the Share button to see who the list owner is and ask them accordingly.
Note: Status Triggers will activate only when status changes occur within the list itself or on the contact's profile page. Status changes done via data imports will not activate Status Triggers.