Guidelines for Using the Before Record Load Trigger

  1. Refreshing the browser reloads a record. If a user refreshes the browser during editing or viewing of a record in a state, all Before Record Load actions in that state execute again.
  2. You cannot set field values on an existing record if the Set Field Value actions execute on a Before Record Load trigger. Use the Set Field Value action with a Before Record Load trigger for new records or for setting workflow fields on new or existing records. Use a custom action to update fields on an existing record.
  3. The Before Record Load and Before User Edit triggers appear to be functionally similar. However, actions that use the Before Record Load trigger execute on the server, whereas actions that use the Before User Edit trigger execute in the browser.
Type of ActionBefore Record LoadBefore User Edit
Set Field Value (new records)YesYes
Set Field Value (existing records)NoYes
Set Field Value (workflow fields)YesNo
Set Field Display Type (Disabled, Hidden, Normal)YesYes
Set Field Display Type (Inline)YesYes
Set Field MandatoryYesYes
Set Field Display LabelYesYes
Add Button, Remove ButtonYesNo
Lock RecordYesNo

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