Rules can either be "Record action"-based or Date Field-based.
For Rules that are Record action based, the Record action Options are:
- Create or Edit
- Field Update
meaning, that whenever a User manually creates a record, edits a record, updates a field in a record or deletes a record, the workflow Action will be triggered.
BEWARE - "update" actions performed on records through a custom function are NOT considered "Record actions" and will not trigger a workflow!!
Date Field Based Rules are triggered based on a date field value. You choose the date field and select the following:
- Execute On, Before or After
- If Before or After, # Days
- Execution Cycle (Once, Monthly, Annually)
the rule will be triggered based on these parameters.
The good news is that if you write the date into the record with a custom function, the rule WILL BE TRIGGERED!