Best Practices for Workflow Initiation on Record Load

Avoid initiating complex business workflows on record load when you select the On View or Update option. This can occur with the Before Record Load or All trigger.

With this configuration, opening a record in view or edit mode can initiate the workflow. If users reopen the record before an earlier workflow instance persists, NetSuite can create another workflow instance.

For simple workflows that only change the user interface, such as hiding fields, adding buttons, or changing field display properties, this behavior usually has little impact.

For workflows that perform complex business processing, multiple instances can produce unintended results. The results depend on the workflow design.

Use one of the following alternatives when appropriate:

Related Topics

General Notices