Can Insert and Stay action trigger Business rules, Flows?

shun6
Giga Sage

Hi all,

I created Business rule and Flow that are triggered when a record (or specific field) is updated.

When I create a record by using "Insert and Stay" action, BR and Flow didn't work.

Is it OOTB functionality?

 

Thanks.

1 ACCEPTED SOLUTION

Harish KM
Kilo Patron
Kilo Patron

Hi @shun6 Just tested my BR in PDI , insert and stay triggered my BR. So it should work as long as your condition matches and your  Business rule runs on insert

Regards
Harish

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3 REPLIES 3

Harish KM
Kilo Patron
Kilo Patron

Hi @shun6 Just tested my BR in PDI , insert and stay triggered my BR. So it should work as long as your condition matches and your  Business rule runs on insert

Regards
Harish

Community Alums
Not applicable

Hi @shun6 ,

 

"Insert & Stay" will not trigger BR & flow which triggers on Update of any record. Insert & Stay is treated like new entry, to ensure BR & flow triggers on Insert & Stay - Check the insert check box on your BR & change the trigger condition on your flow. - Verified in PDI.

 

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I started answering community questions recently. If my answer helped you in any way, please mark it as helpful or correct. It would be a great boost.

Ankur Bawiskar
Tera Patron
Tera Patron

@shun6 

Insert and stay -> insert operation

if your BR or flow is not configured to run on insert, it won't trigger

If my response helped please mark it correct and close the thread so that it benefits future readers.

Regards,
Ankur
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