📚 Appendix A: Actions & Triggers Reference Guide

Comprehensive reference for all SuiteFlow actions, triggers, and their compatibility matrix.

Client Triggers

Trigger	When It Occurs	Common Uses
Before User Edit	When form loads in browser (create/edit)	Set field defaults, change display characteristics
Before Field Edit	When user tabs out of field (before validation)	Field-level validation with error return
After Field Edit	When field value changes	Update dependent field values dynamically
After Field Sourcing	After value sources from list record	Process sourced values
Before User Submit	When user saves record	Form-level validation before save

Server Triggers

Trigger	When It Occurs	Common Uses
Before Record Load	Before form returns to browser	Set defaults, change display (preferred over client)
Before Record Submit	Before database commit	Validations, calculations, field updates
After Record Submit	After database commit	Create related records, send emails
Entry	First time record enters state	One-time actions when entering state
Exit	First time record exits state	One-time actions when leaving state

Common Actions Quick Reference

Action	Client Triggers	Server Triggers	Purpose
Set Field Value	All (create only)	BRL (create), BRS, ARS	Set field values
Set Field Display Type	All	BRL	Hide/show/disable fields
Set Field Mandatory	All	BRL	Make fields required/optional
Return User Error	All	BRL, BRS	Display errors, cancel save
Show Message	All	Not supported	Display informational alerts
Confirm	BFE, BUS	Not supported	Display confirmation dialogs
Create Record	Not supported	ARS	Create related records
Send Email	Not supported	ARS	Send email notifications
Add Button	Not supported	BRL	Add custom buttons
Lock Record	Not supported	BRL	Make record read-only