Best practices for Workflow rules
Configure rules to ensure efficiency, clarity and maintainability. If you have configured multiple rules, a common issue can arise:
rule chaining
. It is possible to set up a rule that triggers other rules, leading to unexpected outcomes, complexity, and performance issues. To mitigate these risks, follow these best practices:
Keep rules simple and focused
Create a single rule for a single trigger condition
. Consider consolidating related logic into a single rule, if appropriate.
Avoid circular dependencies
: Ensure rules do not create loops where they trigger each other in turn, potentially causing infinite loops or stack overflows. For example, an
Update iSheet
trigger performs an action that updates the same iSheet, please use the '
Changes
' or '
Changes to
' operator in trigger conditions to avoid looping.
Check for Indirect triggers
. Avoid scenarios where Rule A triggers Rule B, which then triggers Rule C, which could loop back to trigger Rule A again.