The Workflow Action With After Field Edit Trigger is Not Working On Records Created Via CSV Import

Scenario

The After Field Edit Trigger on Workflow Actions will not be executed when doing CSV Imports. Since this is the case, the trigger must be changed to After Record Submit. The best practice is to create a new action that will execute specifically for CSV Imports/Updates only.

Solution

1. Navigate to Customization > Workflow > Workflows
2. Preferred Workflow: Click Edit
3. Preferred State: Click Edit
4. Bottom right corner: Click New Action
5. Basic Information:
   • Trigger On: Select After Record Submit
   • Context: Select CSV Import
6. Click Save