Does business rules still fire when creating a project from template?

[patrickdeca]

I have a simple insert business rule with no condition on project table that doesn't get fired if user created a project from template. Is this by designed or bug?

[dasaana]

Yes, this can be expected behavior. When a project is created from a template, the system may use a background process or different workflow that bypasses the standard insert business rule.

You can try using an after insert rule, workflow, or script trigger to ensure it fires even when the project is generated from a template.

[RajveerSingh]

Yes, Business Rules generally fire when creating a project from a template because records are inserted into the database during template creation. However, if the script uses setWorkflow(false) or bypasses workflow processing, the Business Rules may not execute.

[ajmalmuhamm]

This is expected behavior. When a project is created from a template, the platform may use internal APIs or background processes that don't always execute business rules in the same way as a standard record insert. As a result, an Insert Business Rule on the Project table may not fire during project creation from a template. To confirm the behavior in your instance, you can enable Business Rule debugging or review the project creation process to see how the record is being created. If the rule is expected to run but consistently does not, it would be worth checking whether the creation process is bypassing business rules or using a different mechanism.