Workflow triggers and field change reference

This article explains Workflow trigger methods, post-actions, and field change rules.

Trigger a process

Execution Order:

Trigger -> trigger conditions and filters -> branch conditions -> immediately executed activities

Trigger methods

Trigger method	Description
New	Triggers after data is created. You can trigger on submission or after approval passes.
Void	Triggers after data is voided.
Restore	Triggers after data is restored.
Field update trigger	Triggers after specified fields change.
Scheduled trigger	Triggers at a specified time or cycle.

New triggers support:

• Trigger directly on data submission: The system checks conditions immediately after submission.
• Trigger after data approval passes: The system checks conditions after approval passes. If no approval exists, the trigger runs directly.

Field change triggers

Time point	Meaning
Before change	The field value before saving.
During change	The field changes from the old value to the new value.
After change	The field value after saving.

Scheduled triggers

Type	Description
Run once	Runs once at a specified date and time.
Repeat	Runs by day, week, month, year, or custom day interval. You can set a start date and End Date.

When you configure a scheduled trigger, check the time zone, date field, date offset, execution time, frequency, and end rule. Each execution still checks filters and conditions.

Actions after trigger

Add Immediately Executed Activities in a branch path. You can add multiple actions to the same branch. Actions run in list order, and you can drag them to adjust the order.

Action	Purpose
CRM reminder, SMS, email, External Notification	Send notifications.
Field change	Update fields on the current object, main object, or Related Object.
Data operation	Execute data processing.
Initiate Business Process, initiate flow	Start subsequent processes.
Data Lock / Unlock	Control whether data can be edited.
Change Owner, change team members	Adjust data ownership or member permissions.
New task, schedule, Sales Records	Create follow-up items or records.
Execute APL code, execute Conversion Rules	Execute custom logic or business conversion.

A branch can end after a match or continue matching. View execution results in the Workflow Execution Log.

Field changes

Field changes update fields such as Lead Stage, account level, Opportunity Status, Owner, Date, or Amount.

Update scope

Update method	Description
Update current object	Updates the object that triggered the Workflow.
Update main / Related Object	Updates the main object or another Related Object associated with the current object.

When you select a main object or Related Object, confirm the relationship and target data.

Field values

In Update the following fields, select fields. In Change To, set values. Values can come from:

• Fixed values.
• Current object fields.
• Main object or Related Object fields.
• System variables or other available variables.

Click Add Field Change to update multiple fields at one time. Field values must comply with the target Field Type, option values, and required-field rules.

Execution rules

• Multiple fields in the same activity run with that action.
• If multiple actions update the same field, the later action might overwrite the earlier result.
• If a field value does not comply with rules, the field might not update. Examples include an empty required field, division by 0 in a number calculation, an out-of-range result, or a missing option value.
• Updating the main object or Related Object requires view and edit permissions for the target data.
• Later actions might read field values after the field change. If dependencies exist, order actions by dependency.

FAQ

Question	Check item
Workflow did not trigger	Check the Trigger Object, Trigger Timing, conditions, filters, branches, and Enable Status. For New triggers, also check the approval trigger timing.
Scheduled task did not run	Check the time zone, date field, date offset, execution time, frequency, End Date, and filters.
Field did not update	Check the update scope, target field, Field Type, option value, required-field rules, field permissions, and Execution Log.
Field value was overwritten	Check whether multiple actions update the same field, and review the action order.
Notification or another action failed	Check the Execution Log, service and template, target process, APL code, Conversion Rules, and Data Permission.

Related topics

• How to create a Workflow
• How to configure Workflow actions
• How to manage Workflows