Executing Sublist Action Groups on the Before Load Trigger
Be aware of the following for sublist action groups and the actions within sublist action groups that are set to trigger on Before Record Load:
-
You can get Items sublist field values on new and existing records with the Before Record Load trigger, for example, to evaluate in a condition.
-
You can set body fields, Items sublist fields, workflow, and state field values on new and copied records with the Before Record Load trigger.
-
You can't set body or Items sublist fields on existing records with the Before Record Load trigger.
-
You can set workflow and state fields on existing records with the Before Record Load trigger.