Editing Calculation Triggers

Triggers are defined in the Assumption Tree to watch for changes to a field in one or more Accounts. When a change occurs to that field, ESP™ recalculates the associated Accounts specified in Calculations. Triggers can be added, edited or deleted in the Assumption Tree.

UserActivitiesAdd an Calculated Assumption Trigger

1.To add a Trigger, right-click an Assumption that does not already have an assumption or does not have child Assumptions select Trigger from the Add menu.  Note that you may also create a Trigger within a Trigger by right-clicking below Fixed Costs.

trigger adding

2.Edit the properties of the new Trigger in the Property grid on the right side of the Assumptions tree.

3.Save and Apply Changes  by clicking on the Apply_Changes button on the main toolbar, or selecting File -> Save Changes from the Main Menu.

Adm_NoteWhen saving changes in Assumptions Tree, all items in the Assumptions hierarchy tree must be valid in order for the Save Changes or Show Pending Changes to be enabled. Any invalid items will be identified with a red exclamation point symbol: !.

4.Enter a note in the Apply Adjustments text box (at least 10 characters), and then click Apply to finish saving the record.

Bullets_ResultListBulletResults:

1.A new trigger is created in the Assumptions Tree.

trigger added

UserActivitiesDelete a Trigger

1.To delete a Trigger, click on the Delete button on the main toolbar, or Delete from the Assumption Tree context menu.

trigger delete

2.Save and Apply Changes  by clicking on the Apply_Changes button on the main toolbar, or selecting File -> Save Changes from the Main Menu.

Adm_NoteWhen saving changes in Assumptions Tree, all items in the Assumptions hierarchy tree must be valid in order for the Save Changes or Show Pending Changes to be enabled. Any invalid items will be identified with a red exclamation point symbol: !.

3.Enter a note in the Apply Adjustments text box (at least 10 characters), and then click Apply to finish saving the record.

Bullets_ResultListBulletResults:

1.The Trigger is removed from the Assumption Tree.