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Trigger Rules for Workflow Operations


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

  • Required Field Validation

  • Required Approval Comment Validation

  • Node Validation

Default Values, Formulas, and Data Linkage

Aggregate Table Validation

Proceeding Conditions

CC

Automations

Controlled by the is_start_trigger field. Automations are not triggered by default.

Webhook

  • Data Push

  • Webhook(Message)

  • Data Push:

  • Webhook(Message):

  • Data Push:

  • Webhook(Message):

Overdue Actions

Auto-submit Rules

  • A single auto-submit sequence can process up to 50 nodes.

  • Loop detection is performed during each auto-submit sequence. Processing stops when the workflow reaches a node that has already been processed automatically.

  • Approver has processed the workflow: Child workflows are excluded when evaluating this auto-submit rule.

  • Approver is the same as the previous: Child workflows participate in rule evaluation with the approver treated as empty. Therefore, the node immediately following a Child Workflow node can never be auto-submitted.

Child Workflow

❌The workflow record remains at the parent node of the Child Workflow node.

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