Work Flow Triggers

Work Flow triggers are either Server-side or Client-side:

Client-side triggers execute in the web client when a user edits the record.

Client-side triggers execute in the following situations:

  1. Before User Edit — when the record loads into the browser, before any changes are made to the form.
  2. Before Field Edit — before a user completes changes to a field on a record form.
  3. After Field Edit — after a user completes changes to a field on a record form.
  4. After Field Sourcing — after all dependent field values on a record have been populated.
  5. Before User Submit — after a user clicks Save on the record, before the Before Record Submit trigger executes.

Server-side triggers can be classified as follows:

  1. Record-based triggers — execute when something happens on the record — it loads, it is going to be saved, it was saved.
  2. Workflow-based triggers — execute when something happens on the workflow — a state is entered or exited.
  3. Time-based triggers — execute when the scheduled time is reached.

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