Introduction
This article explains the trigger rules that apply to various workflow operations.
Use Cases
When designing workflows, you may often need to determine whether a particular workflow operation triggers other workflow-related features, validations, or actions. The trigger rules for common workflow operations are summarized below.
Trigger Rules
Whether the workflow operations listed to the right will trigger the items below | Overdue Actions (Auto-submit & Auto-return) | Auto-submit Rules | Initiate Workflow upon Import | Child Workflow | Initiate Workflow through Automations | Workflow Batch Submission | Initiate Workflow via API |
Form Validations
| ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
Default Values, Formulas, and Data Linkage | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
Aggregate Table Validation | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ | ❌ |
Proceeding Conditions | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
CC | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Automations | ✅ | ✅ | ❌ | ✅ | ✅ | ✅ | Controlled by the |
Webhook
| ✅ | ✅ |
| ✅ | ✅ | ✅ |
|
Overdue Actions | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ | ✅ |
Auto-submit Rules | ❌ | ✅
| ✅ |
| ❌ | ✅ | ❌ |
Child Workflow | ✅ | ❌The workflow record remains at the parent node of the Child Workflow node. | — | — | — | ✅ | ✅ |