Business rule best practices are, to a large extent, about running business rules at the correct time. As we have already discovered, a business rule can be run at different times based on when the form is saved or the action is taken to the record.
This means that it is important to make sure that a business rule that is created is running in the most efficient way. Using business rules correctly, we can avoid problems such as updating the same record twice and running script when it is not required.
We'll start with looking at the check boxes on a business rule, as shown in Figure 10.3:
Figure 10.3: Business rule check boxes
Insert and Update are the most frequently used, and they are often used together. However, it is a best practice to ensure that you make your business rule only run when necessary. Do not tick both boxes just to cover all possibilities; if your business rule is not needed when a record is inserted or updated then leave that tick box unchecked...