Planning Workflow and Document Triggers
To avoid unpredictable event trigger behavior, plan your event triggers in the following way:
1. Decide if you want to create a trigger that runs on a specific day and time, or a trigger that runs based on an action by a user.
2. If it is a rule-based trigger decide if it is going to be a pre-event trigger or post-event trigger.
3. Determine the base tasks the trigger needs to perform, and select the required scripts from the library.
4. Determine what fields, if any, the trigger will change or what information the trigger collects from the database.
5. Identify which user permissions are overridden by the trigger and how that affects security.
6. Identify potential constraint based conflicts, such as closed change package requirements.