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Trigger Workflow from Inline Edit of Saved Search and/or Mass Update

edited Jun 12, 2020 7:11PM in Ask A Guru 5 comments

What are the correct settings to get a Workflow to Trigger from a field edit that is caused by either a Saved Search Inline Edit and/or a Mass Update process?

My workflow is set as follows:

On View or Update

Trigger Type - All

Event Types (list is blank)

Contexts - Custom Mass Update and User Interface

On the group action it is set as:

Trigger On - After Record Submit

Event Types - Direct List Edit and Edit

Contexts -  Custom Mass Update and User Interface

In this way, the Workflow will not trigger on a Saved Search Inline Edit, or on a Mass Update.

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