What are the criteria for triggering automation for new field rollups?

Published on September 23, 2026 QuoteX

Automation should be triggered when:

  1. A timeline (child quote) is marked as active or inactive (psce__Is_Active__c).
  2. The new field value on the timeline changes.
  3. The parent or current quote is marked as primary (psce__Default__c).


Knowledge Article Number: KA-00402

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