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When can a time based workflow be triggered?
You can define rules that trigger time-based workflow actions off any Date or Date Time field on an object. Example of time-based workflow: Generate critical date reminders to remind Opportunity owners when a large Opportunity (amount greater than $1M USD) is 14 days away from the intended Close Date.
When workflow rules can be triggered?
When a process or flow executes a DML operation, the affected record goes through the save procedure. There is a scenario where if one workflow updates an object record and a process builder on the same object is evaluated (and does not perform a DML operation), workflow rules will be executed again after.
When to put same record field updates in before-save flow triggers?
Start putting same-record field updates into before-save Flow triggers instead. Takeaway #2: Wherever possible, start implementing use cases in after-save Flow triggers rather than in Process Builder and Workflow (except for same-record field updates, in which case see point #1).
When does workflow alert not triggered by approval process?
It would be helpful if a process builder process could be triggered when an approval process is approved or rejected. The same limitation for workflow rules is in place for process builder. Sincer process builder allows for cross-object updates, the update I want cannot be made as part of the approval process.
When to use before save or after save workflow rules?
The vast, vast majority of Workflow Rules are used to perform same-record field updates. While Workflow Rules have a reputation for being fast, they nevertheless cause a recursive save and will always be considerably slower and more resource-hungry than a single functionally equivalent before-save Flow trigger.
What’s the difference between workflow rules and flow?
While Workflow Rules have a reputation for being fast, they nevertheless cause a recursive save and will always be considerably slower and more resource-hungry than a single functionally equivalent before-save Flow trigger. Additionally, Workflow Rules are just a completely different system than Flow — different metadata, different runtime.