Workflow Triggers Quick Reference

The following table shows all actions and the triggers each action supports. The default trigger action is identified by the letter D.

	On Entry On Exit	Before Record Load	Before Record Submit	After Record Submit	Before User Edit	Before Field Edit	After Field Edit	After Field Sourcing	Before User Submit	Scheduled
Add Button Action	X	D	—	—	—	—	—	—	—	—
Confirm Action	—	—	—	—	—	X	—	—	D	—
Create Line Action	D	X	X	X	—	—	—	—	—	X
Create Record Action	D	X	X	X	—	—	—	—	—	X
Custom Action	D	X	X	X	—	—	—	—	—	X
Go To Page Action	X	—	—	D	—	—	—	—	—	—
Go To Record Action	X	—	—	D	—	—	—	—	—	—
Initiate Workflow Action	D	X	X	X	—	—	—	—	—	X
Lock Record Action	X	D	—	—	—	—	—	—	—	—
Remove Button Action	D	X	—	—	—	—	—	—	—	—
Return User Error Action	X	X	D	—	X	X	X	X	X	—
Send Campaign Email Action	D	—	—	X	—	—	—	—	—	X
Send Email Action	D	—	—	X	—	—	—	—	—	X
Set Field Display Label Action	X	D	—	—	X	X	X	X	—	—
Set Field Display Type Action	X	D	—	—	X	X	X	X	—	—
Set Field Required Action	X	D	—	—	X	X	X	X	—	—
Set Field Value Action	D	X	X	X	X	X	X	X	X	X
Show Message Action	—	—	—	—	D	X	X	X	X	—
Subscribe To Record Action	D	X	X	X	—	—	—	—	—	X
Transform Record Action	X	—	—	X	—	—	—	—	—	X
D indicates the default trigger action. X indicates that the trigger action is supported.

The following table shows actions in groups and the triggers each action group supports. The default trigger action is identified by the letter D.

	On Entry On Exit	Before Record Load	Before Record Submit	After Record Submit	Scheduled
Add Button Action	X	D	—	—	—
Create Line Action	D	X	X	X	X
Create Record Action	D	X	X	X	X
Go To Page Action	X	—	—	D	—
Go To Record Action	X	—	—	D	—
Initiate Workflow Action	D	X	X	X	X
Lock Record Action	X	D	—	—	—
Remove Button Action	D	X	—	—	—
Return User Error Action	X	X	D	—	—
Send Campaign Email Action	D	—	—	X	X
Send Email Action	D	—	—	X	X
Set Field Display Label Action	X	D	—	—	—
Set Field Display Type Action	X	D	—	—	—
Set Field Required Action	X	D	—	—	—
Set Field Value Action	D	X	X	X	X
Subscribe To Record Action	D	X	X	X	X
Transform Record Action	X	—	—	X	X
D indicates the default trigger action. X indicates that the trigger action is supported.

The following table shows actions in the sublist action group and the triggers each sublist action group supports. The default trigger action is identified by the letter D.

	On Entry On Exit	Before Record Load	Before Record Submit	After Record Submit	Scheduled
Create Record Action	D	X	X	X	X
Return User Error Action	X	X	D	—	—
Send Email Action	D	—	—	X	X
Set Field Value Action	D	X	X	X	X
D indicates the default trigger action. X indicates that the trigger action is supported.

Related Topics

Triggers Reference

Server Triggers Reference

Client Triggers Reference

General Notices