Zoho CRM supports four trigger types. Record Action fires when a record is created, edited, or both. Field Update fires when a specific field changes to a specific value – useful for pipeline stage changes. Date / Time fires based on an absolute date or relative to a date field (for example, 7 days before a contract expiry date). Score Update fires when a record’s Scoring Rule score crosses a threshold.
By default, a Workflow Rule with a “Record Created or Edited” trigger will fire every time the record is saved and the conditions are met. You can restrict this to fire only once per record by enabling the “Execute this rule only once per record” option. This is important to prevent infinite loops when a Field Update action triggers the same rule again.
A Workflow Trigger defines the event that causes a Workflow Rule to run. The four trigger types are: Record Action (created or edited), Field Update, Date or DateTime, and Score Update.
No. Each Workflow Rule has a single trigger type. If you need a rule to fire on both record creation and a field change, you create two separate Workflow Rules with the same conditions and actions.
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