Triggering Scripts and Workflows on CSV Import

When creating or updating records through CSV Imports, it is possible to trigger scripts and workflows on those records. 

If a workflow is already in place for the record that will be imported, we should trigger the same to work on.

Solution

User Event scripts and workflows can be triggered using CSV Import by enabling the feature “Run Server SuiteScript and Trigger Workflows” 

– under Setup > Import/Export > Import Tasks > CSV Import Preferences 

– or when using the Import Assistant for the CSV import, on the second step (2 Import Options) under the Advanced Options.

SetUp> Import/ Export> import csv records

1. Scan and Upload csv
2. In Import Options Page select Advanced Options, > Select “Run Server SuiteScript and Trigger Workflows” 

Thanks