Trigger Settings

Triggers Custom Setting

The Triggers custom setting contains several fields that control whether specific triggers are enabled for execution, in conjunction with configuration options in the ASM TriggersAutomated Services Manager Triggers. ASM triggers execute certain behavior in PSA. ASM triggers are controlled by the fields in the Triggers custom setting and the configuration options in the ASM configuration group. configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature..

Field	Description
Handle Assignment Project Methodology Change Disabled	Determines if the Handle Assignment Project Methodology Change trigger is enabled or disabled. The default value is false, i.e. the trigger is enabled.
Handle Assign Project Phase Changes Disabled	Determines if the Handle Assign Project Phase Changes trigger is enabled or disabled. The default value is false, i.e. the trigger is enabled.
RecalculateEstVsActuals Disabled	Indicates whether the RecalculateEstVsActuals2 trigger is disabled.
RecalculateEstVsActuals Enabled	This field is not currently used. Use the RecalculateEstVsActuals Disabled field instead.
Res Request Geolocation Trigger Disabled	Indicates whether the trigger that calculates the geographic location of the Work Address on the resource request is disabled. The default value is false.
Resource Geolocation Trigger Disabled	Indicates whether the trigger that calculates the Resource's geographic location from the Mailing Address field on their contact record is disabled. The default value is false.
Task Assignment-Delete Disabled	Indicates whether the before delete trigger on task assignment is disabled.
Task Assignment-Insert Disabled	Indicates whether the before insert trigger on task assignment is disabled.
Task Assignment-Update Disabled	Indicates whether the before update trigger on task assignment is disabled.
Task-Delete Disabled	Indicates whether the before delete trigger on task is disabled.
Task-Insert Disabled	Indicates whether the before insert trigger on task is disabled.
Task-Set Task Chain Disabled	Indicates whether the trigger that maintains the task hierarchy chain is disabled.
Task-Update Disabled	Indicates whether the before update trigger on task is disabled.
TrackResourceChanges Enabled	This field is not currently used. Use the TrackResourceChanges_Disabled field instead.
TrackResourceChanges_Disabled	Indicates whether the TrackResourceChanges trigger is disabled.

ASM Triggers

Here is a description of the options in the ASM Triggers configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature.. Triggers can be bypassed using the configuration settings in this group:

Option	Description
AllBillingTriggers	Indicates whether trigger code that handles the PSA Billing Queue fires.
afterExpenseReportChange	Indicates whether trigger code that handles expense report updates fires. This allows you to automatically submit expense reports for approval when there is an approval process on your system. See "Setting up Workflow and Approval Processes"
AssignProjectManager ToBudgetApprover	Indicates whether the approver in a budgetAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project. is to be updated with the project manager of the project.
AssignProjectManagerTo ExpenseReportApprover	Indicates whether the approver in an expense reportA mechanism for charging expenses incurred to a project or an assignment. is to be updated with the project manager of the projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets..
AssignProjectManagerToMilestoneApprover	Indicates whether the approver in a milestoneA fixed target, which when achieved, can be billed to the customer for a fixed fee or by logging time against it. is to be updated with the project manager of the project.
AssignProjectManagerTo MiscellaneousAdjustmentApprover	Indicates whether the approver in a miscellaneous adjustmentA catch-all business record that allows you to correct data entry errors or adjust transactions. is to be updated with the project manager of the project.
AssignProjectManagerTo TimecardApprover	Indicates whether the approver in a timecardA mechanism for logging time against a project or an assignment. is to be updated with the project manager of the project.
beforeAssignmentChange	Indicates whether the assignmentConnection between a resource and a project. trigger handling defaulting cost rates, scheduled hours/projected revenue/project monitor fields is to be executed.
beforeBudgetChange	Indicates whether the before change trigger code on a budget is executed. This validates the Budget Currency and Project Active flag, and handles Budget header creation.
beforeExpenseLineChange	Indicates whether the before Expense trigger code executes. This handles permission controlDetermines whether a single user has permission to carry out specific tasks in FinancialForce PSA. checks, currency/rate calculations, and validations for active/closed projects/assignments/milestones/methodologies/phases.
beforeGroupPlanChange	Indicates whether the group plan trigger that handles unique name checking and setting executes.
beforeMilestoneChange	Indicates whether the before change trigger code on milestones executes. This validates the Milestone Currency and Project Active fields.
beforeMiscellaneousAdjustmentChange	Indicates whether the before change trigger code on miscellaneous adjustments executes. This validates miscellaneous adjustment Currency and Project Active fields.
beforePracticePlanChange	Indicates whether the practice plan trigger that handles unique name checking and setting executes.
beforeRegionPlanChange	Indicates whether the region plan trigger that handles unique name checking and setting executes.
beforeTimecardHeaderChange	Indicates whether the before Timecard Header trigger code executes. This handles currency/rate calculations, inheritance of settings and rates from Assignment/Project, and validations for active/closed projects/assignments/milestones.
CheckForMultipleSalesforce UsersOnResource	Indicates whether the trigger that enforces no more than one resource (contact) associated with a given Salesforce user executes.
CheckForMultipleSameDayExceptions	Indicates whether multiple schedule exceptions are prevented from being saved on the same day for a single schedule
CheckSharedSchedules	Indicates whether users are prevented from setting schedules on more than one assignment.
ClearConfigCache	Indicates whether the cache is cleared when a configuration setting is modified.
DeleteAssignments	Indicates whether assignments are deleted when a projectA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. is deleted.
DeleteAssignmentSchedule	Indicates whether schedules are deleted when the associated assignmentConnection between a resource and a project. is deleted.
DeleteProjectLocations	Indicates whether child project locations are deleted when the parent project is deleted.
DeleteProjectMethodologies	Indicates whether child project methodologies are deleted when the parent project is deleted.
DeleteProjectPhases	Indicates whether child project phases are deleted when the parent project is deleted.
DeleteProjectTasksWithProject	Indicates whether all project tasks in the project task hierarchy are deleted upon deletion of the parent project.
EnforceExpenseLimits	Indicates whether expense limits are enforced when expenses are updated.
handleAccountChange	Indicates whether trigger code that processes changes to person accounts executes. The default value is True.
handleActualsForTransaction	Indicates whether the trigger that creates and updates actuals roll-up records executes.
handleAssignmentAfterInsert. PermissionControlCheck	Indicates whether trigger code that implements staffing permission controls for assignment creation executes.
handleAssignmentDailyNoteChange	Indicates whether the handleAssignmentDailyNoteChange trigger executes. This enforces one note per assignment per day and updates the aggregated Assignment Daily Notes field on parent assignments.
handleAssignmentRateCardChange	Indicates whether trigger code that implements matching of assignments to rate cardSuggested bill rate or average cost rate for a resource role in a region, practice or group. You can use these rates for information purposes in resource requests.s executes.
handleAssignmentTrigger. RestrictAssignmentDeletion	Indicates whether trigger code that restricts assignment deletion based on the existence of child timecards/expenses executes.
handleAttachmentDelete	If the value of minimum-expense-amount-limit-for-attachment is greater than 0 and this trigger is set to True, users will not be able delete attachments from expense reports that have been submitted.
handleBillingEventBatchDelete	Indicates whether the trigger that handles billing event batchA group of billing events deletion executes. This checks for released/invoiced child billing events, and whether child billing events are to be deleted in the proper context.
handleBillingEventChange	Indicates whether the trigger that maintains Billing_Event_Batch__c.Summary_Amount__c field from billing event records executes, as well enforcing rules on Released/Billed/Invoiced checkboxes.
handleBillingEventItemChange	Indicates whether the trigger that maintains Billing_Event__c.Summary_Amount__c field on billing event items executes.
handleExpenseLineChange	Indicates whether the expense insert/update/delete/undelete trigger code executes. This handles the creation and update of transactions, as well as updates to assignment and milestone roll-upTerm used to describe how a lower level figure or transaction is included in a higher level transaction or calculation.s.
handleExpenseReportDelete	Indicates whether the trigger code that handles expense reportA mechanism for charging expenses incurred to a project or an assignment. deletion/validation executes.
handleExpenseReportUpdate	Indicates whether the trigger code that handles expense report updates executes. This code validates and cascades updates to expenses.
handleGroupPlanChange	Indicates whether the group plan trigger that handles updates to the parent group when a group plan is changed executes.
handleGroupTrigger.GroupActualsChange	Indicates whether code to update group fields containing actualsTotals for a given time period. based on changes to child group actuals records executes.
handleGroupTrigger.SetGroupChain	Indicates whether trigger code that maintains group hierarchies should execute on changes to a Group.
handleGroupTrigger. SetGroupCurrentActuals	Indicates whether the trigger code that handles changes to the current time periodA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. for the Group executes.
handleGroupTrigger. UpdateGroupCurrentTimePeriod	Indicates whether the trigger code executes that copies the 'current period' group actuals up to fields on the Group object in response to selecting the Action Update Current Time Period checkbox.
handleMilestoneChange. RestrictMilestoneDeletion	Indicates whether trigger code that restricts milestone deletion based on the existence of child timecards/expenses executes.
handlePracticePlanChange	Indicates whether the Practice Plan trigger that handles updating a parent practice when the child changes executes.
handlePracticeTrigger. PracticeActualsChange	Indicates whether code to update practice fields containing actuals based on changes to child practice actuals records executes.
handlePracticeTrigger.SetPracticeChain	Indicates whether trigger code that maintains practice hierarchies executes when changes are made to a practice.
handlePracticeTrigger. SetPracticeCurrentActuals	Indicates whether the trigger code that handles changes to the current time period for the practice executes.
handlePracticeTrigger. UpdatePracticeCurrentTimePeriod	Indicates whether the trigger code executes which copies the 'current period' Practice Actuals up to fields on the Practice object in response to selecting the Action Update Current Time Period checkbox.
handleProjectTrigger. ForceProjectWithBillableAssignments ToRemainBillable	Indicates whether code to prevent billable projects from being marked non-billable when they have billable assignments executes.
handleProjectTrigger. ProjectActualsChange	Indicates whether code to update project fields containing actuals based on changes to child project actuals records executes.
handleProjectTrigger. RestrictProjectDeletion	Indicates whether trigger code that restricts milestone deletion based on the existence of a business recordTimecard Split, Expense, Milestone, Miscellaneous Adjustment or Budget executes.
handleProjectTrigger.SetActualsNeedRecalc	Indicates whether the Actuals: Need Recalc checkbox is automatically selected on the original master/parent project and the new master/parent project when the hierarchy of a project is changed.
handleProjectTrigger.SetProjectChain	Indicates whether trigger code that maintains project hierarchies executes when changes are made to a project.
handleProjectTrigger. SetProjectCurrentActuals	Indicates whether the trigger code that handles changes to the current time period for the project executes.
handleProjectTrigger. updateBillingEligibleBusinessRecordCounts	Indicates whether code to track the number of billing eligible business records on the Project executes.
handleProjectTrigger. UpdateEVAFromProject	Indicates whether code executes which updates child estimates versus actuals records when a the project manager of a project is changed.
handleProjectTrigger. UpdateProjectCurrentTimePeriod	Indicates whether the trigger code executes which copies the 'current period' project actuals up to fields on the Project object in response to selecting Action Update Current Time Period checkbox.
handleRegionPlanChange	Indicates whether the Region Plan trigger that handles updating a parent region when the child changes executes.
handleRegionTrigger. RegionalActualsChange	Indicates whether code to update region fields containing actuals based on changes to child region actuals records executes.
handleRegionTrigger.SetRegionChain	Indicates whether trigger code that maintains region hierarchies executes when changes are made to a region.
handleRegionTrigger.SetRegionCurrentActuals	Indicates whether the trigger code that handles changes to the current time period for the region executes.
handleRegionTrigger. UpdateRegionCurrentTimePeriod	Indicates whether the trigger code executes which copies the 'current period' region actuals up to fields on the region object in response to selecting Action Update Current Time Period checkbox.
HandleResourceDelete	Indicates whether the contact delete trigger code executes or not.
handleResourceTrigger. ResourceActualsChange	Indicates whether code to update resource fields containing actuals based on changes to child resource actuals records executes.
handleResourceTrigger. SetResourceCurrentActuals	Indicates whether the trigger code that handles changes to the current time period for the resource executes.
handleResourceTrigger. SetResourceWorkCalendar	Indicates whether the trigger code fires which sets a new resource's work calendar based on the value of the Default Work Calendar Hierarchy configuration option in the Resources configuration groupA collection of configuration options contained in the configuration groups tab that defines behaviour of a FinancialForce PSA object or feature..
handleResourceTrigger. UpdateResourceCurrentTimePeriod	Indicates whether the trigger code executes which copies the 'current period' resource actuals up to fields on the Resource object in response to selecting Action Update Current Time Period checkbox.
handleTimecardHeaderChange	Indicates whether trigger code for Timecard Header insertion and update executes. This handles validation, permission control, currency conversions for cost rate and splitting timecard header information into timecard splits based on dates and time periods.
handleTimecardHeaderTaskTimeChange	Indicates whether the trigger code that rolls ups project task time to milestones and assignments executes.
handleTransactionForBudget	Indicates whether budget insert/update/delete/undelete trigger code executes. This handles the creation and update of budget transactions.
handleTransactionForMilestone	Indicates whether milestone insert/update/delete/undelete trigger code executes. This handles the creation and update of milestone transactions.
handleTransactionForMiscellaneousAdjustment	Indicates whether Miscellaneous Adjustment insert/update/delete/undelete trigger code executes. This handles the creation and update of miscellaneous adjustmentA catch-all business record that allows you to correct data entry errors or adjust transactions. transactions.
handleTransactionForTimecard	Indicates whether timecard splitA whole timecard or part of a timecard. insert/update/delete/undelete trigger code executes. This allows transactions to be created and updated and also allows updates top assignment and milestone rollups.
handleVendorInvoiceChange	Indicates whether the trigger code that maintains fields on a vendor invoice executes.
handleVendorInvoiceItemChange	Indicates whether the trigger code that maintains fields on a vendor invoice item executes.
onTimecardHeaderDelete	Indicates whether the trigger code that handles deletion of timecards executes. This validates whether the timecardA mechanism for logging time against a project or an assignment. is to be locked and cleans up related timecard splits and transactions.
onTimecardHeaderUndelete	Indicates whether the trigger code that handles undeletion of timecards executes. This validates whether a restored timecard is to be locked and restores timecard splits and transactions.
RateCardValidator	Indicates whether rate cards are validated for uniqueness.
RecalculateEstVsActuals	Indicates whether the trigger that allows the Est Vs Actuals object to work executes.
ScheduleModificationTrigger	Indicates whether a trigger executes to carry out updates to related data when the start or end date on a schedule is changed
setHierarchiesForTransaction	Indicates whether the trigger code that sets the Region/Practice/Group to which the actuals numbers for a transaction roll up to.
ShareBudgetWithApprover	Indicates whether budgetAn amount used to manage expenditure on customer purchase orders, internal budgets, outbound vendor purchase orders and work orders. A budget must be associated with a project.s are shared with the approver when they are privately shared.
ShareExpenseReportWithApprover	Indicates whether expense reportA mechanism for charging expenses incurred to a project or an assignment.s and expenses are shared with the approver when the expense report is privately shared.
ShareMilestoneWithApprover	Indicates whether milestones are shared with the approver when they are privately shared.
ShareMiscellaneousAdjustment WithApprover	Indicates whether miscellaneous adjustments are shared with the approver when they are privately shared.
ShareTimecardWithApprover	Indicates whether timecards are shared with the approver when they are privately shared.
updateAssignmentForExpense	Indicates whether the roll-ups on a parent assignment are updated when expenses are created, modified or deleted.
updateAssignmentForTimecard	Indicates whether the roll-ups on a parent assignment are updated when timecards are created, modified or deleted.
updateExpenseReportForExpense	Indicates whether billable, non-billable and reimbursable totals and Billed / Invoiced checkboxes are updated when expenses are created, modified or deleted.
updateMilestoneForExpense	Indicates whether the roll-ups on a parent milestone are updated when expenses are created, modified or deleted.
updateMilestoneForTimecard	Indicates whether the roll-ups on a parent milestone are updated when timecards are created, modified or deleted.
UpdatePrimarySkill	Indicates whether the Primary Skill checkbox on related skills is updated when a user updates the Primary checkbox.
UpdateScheduledHours	Indicates whether the trigger that updates the scheduled hours on the parent schedule when a user modifies a Schedule Exception runs.
updateTimecardHeaderForTimecard	Indicates whether the Billed and Invoiced checkboxes on the parent timecard header are updated when the Billed or Invoiced status on timecard splits is changed.

Concept Information

Configuration Settings

Managing Configuration

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