Triggering Scripts and Workflows on CSV Import

Written by
Manuelito Macalinao
Published on
February 29, 2024 at 7:29:39 AM PST February 29, 2024 at 7:29:39 AM PSTth, February 29, 2024 at 7:29:39 AM PST
Scenario
When creating or updating records through CSV Imports, it is possible to trigger scripts and workflows on those records. However, not all of them are supported.

Solution

User Event scripts and workflows can be triggered using CSV Import by enabling the feature "Run Server SuiteScript and Trigger Workflows"

- underSetup>Import/Export>Import Tasks>CSV Import Preferences

- or when using theImport Assistantfor the CSV import, on the second step (2 Import Options) under theAdvanced Options.

More information about the CSV import preferences can be found in the following article9941 Setting CSV Import Preferences


Client side scripts on the other hand, cannot be triggered by the import as they only work in the User Interface. Same goes for workflow actions that are considered 'client side' like Before User Edit or After User Edit.