Rules and Guidelines for Workflow Triggers and Trigger Execution

Use the following rules and guidelines when working with workflow triggers:

• Make sure actions set to execute on the Entry trigger are valid for the current server trigger.

  If an action executes on the Entry trigger, the action must be able to be executed on the current server trigger for the state. For example, a state contains a Send Email action set to execute on the Entry trigger and the record enters the state on the Before Record Load server trigger. However, the Before Record Load trigger isn't a valid trigger type for the Send Email action. Consequently, the Send Email action doesn't execute.

  You can see which server triggers are valid for an action by viewing the Trigger On property for the action. You can also view the help for the action. For a list of all actions, see Workflow Actions Overview.

• Don't add actions to Exit states for any triggers other than the trigger on which the record enters the state.

  Exit states are indicated in the workflow diagrammer. Exit states only execute actions associated with the trigger on which the record entered the state. For example, if a record enters the final state in a workflow on a Before Record Load trigger, actions set to execute on a Before Record Submit or a After Record Submit trigger do not execute. For more information, see Exit States.

• If a user reloads the record when a record is in a state, NetSuite executes the server triggers again, starting with the Before Record Load trigger. Actions set to execute on Entry do not execute again.

General Notices