Simplifying workflow rules

We had workflow actions defining name, description, filter and activity flag. Each workflow rule could have a number of triggers performing various actions when record changes, based on a date stored in a record, or on a periodic basis.

Recently we have performed an analysis and found out that in average we have 1.3 triggers per rule – that’s most of the rules have an only trigger. This led us to an idea to flatten the structure and merge workflow rules and triggers together.

Now, rules are removed completely. Filter – perhaps the only rule’s property that affects the logic – is moved to a trigger. Existing rules were converted accordingly.

If your application had a rule with multiple triggers it might be worth to copy filter criteria to a Formula – Checkbox column and reuse that column in triggers’ filters. This way if you need to change the filter you can do it in one place – the formula column.