Record Trigger
For Standalone, Staged, and Before Save workflows, the first activity is an auto-created trigger activity based on the selected trigger type. Start Workflow is the trigger activity for the Record trigger.
When you edit the Record Trigger activity in these workflows, the Intellisense Criteria Builder supports grouped and nested conditions, which lets you create complex expressions with AND/OR operators and parentheses. The system applies these conditions exactly as configured at runtime and shows clear warning messages if any criteria are invalid.
The legacy builder does not support nested criteria and displays validation warnings when such expressions are entered. For existing workflows created with the legacy builder, the activity editor provides a Switch to new Criteria Builder toggle in the top-right corner to switch to the IntelliSense Criteria Builder.
Simple conditions migrate automatically. For grouped or nested conditions, you copy the filter expression, switch to the Intellisense builder, paste it, and save. The workflow then stores and evaluates the expression correctly during execution.
