Workflow trigger flows

When does a workflow get triggered?

Workflows can be complex. With various actions, fields, and filter constraints, it is not always easy to determine when a workflow will fire.

With various actions, fields and filter constraints it might not be easy to grasp in which cases the workflows do get triggered.

The trigger tree below should clarify this. It defines exactly when a workflow is triggered and when it is not.

Start by identifying the action your workflow should perform, then follow the steps in the flow chart to see whether the workflow will be triggered.

• Tip: Click on the chart below to open it full screen for a higher-resolution view.