Trigger Workflow Action

Trigger Workflow Action lets you trigger another specific workflow for related records of the current record, instead of modifying all related records directly. The target workflow can be filtered by relation type and by workflow trigger type.

• You have access to workflows and can edit workflows.
• The target workflow exists and is configured for the related module.

• Lets you pick a relationship (record type) and then pick a target workflow.
• The target workflow list is filtered to:
  – matching related module
  – run when = Always or Only by other workflows
  – excluding the current workflow (to avoid recursion)
• Shows a status badge (Active/Inactive) for the chosen target workflow.

Step 1: Select Workflow

Open the workflow that should trigger another workflow.

Step 2: Configure Trigger Workflow Action

Add an Action and select the action Trigger Workflow.

Step 3: Choose Record Type

Select a Record Type (relationship) to define which related records will be targeted.

Step 4: Select related Workflow

Use the arrow icon/picker, to choose the target workflow from the Workflow List.

• The WorkFlow List is filtered by the selected relationship.
• The current workflow is excluded.

Important: Makersure to review the section Recommended set up for the target workflow first, before you pick your target workflow.

Step 5: Save the workflow

Create the target workflow with Trigger set to Only by other workflows.
This prevents it from running on save or scheduler events and ensures it only runs when triggered by this action.

• The action loads all related records for the selected relationship and runs the target workflow on each related record.
• The target workflow is executed only when it matches the related module and passes its own conditions.
• If no workflow is selected, or the selected workflow cannot be found, the action is skipped.
• If the selected workflow is the same as the current workflow, it is skipped to avoid recursion.