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Trigger Handlers for the Account - AssessmentTask Objects
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Account, AccountPlan, AccountPlanObjective, AccountPlanParticipant, ActionPlan, ActivityPlan, ActivityPlanTerritory, AppAlertTerritory, and AssessmentTask objects.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package. |
You can also review the trigger handlers that apply to all objects.
Account
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the Account object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| NewAccountSampleLimitInitHandlerforHCO | Initializes the HCO accounts for the Provider Sample Limit Template. | afterInsert |
| NewAccountSampleLimitInitHandler | Initializes the HCP accounts for the Provider Sample Limit Template. | afterInsert |
AccountPlan
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the AccountPlan object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| AccountPlanDeleteChildrenHandler | Handles the deletion of Account Plan Children records. | beforeDelete |
| AccountPlanChangeStatusHandler | Updates the completion percentage of the Account Plan records based on updates in the related Account Plan Objective records. | beforeInsert, beforeUpdate |
AccountPlanObjective
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the AccountPlanObjective object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| SetAccPlanPercentCompleteHandler | Updates the completion percentage of the Account Plan Objective records based on updates in the related Action Plan records. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, afterDelete |
AccountPlanParticipant
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the AccountPlanParticipant object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| AccountPlanToParticipantSharingHandler | Shares Account Plan and hierarchical records with participants. | afterInsert, afterUpdate, afterDelete |
ActionPlan
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ActionPlan object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| SetAccObjectPercentCompleteHandler | Updates the completion percentage of the Action Plan records to 100% when the parent Account Plan’s status is changed to Completed. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, afterDelete |
| ActionPlanDeleteChildrenHandler | Deletes all the action plans related to a parent account plan when the account plan is deleted. | beforeDelete, afterDelete |
| SetSprintPercentCompleteHandler | Updates the completion percentage of the sprint based on the average completion percentages of the related action plans. | afterInsert, afterUpdate, afterDelete |
| SetGoalAsgmtPercentCompleteHandler | Updates the Completion Percentage of Goal Assignment records. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, afterDelete |
ActivityPlan
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ActivityPlan object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ActivityPlanTerritoryValidationHandler | Validates the alignment of territories with activity plans and displays an error message if the conditions aren’t met. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, beforeDelete, afterDelete, afterUndelete |
| ActivityPlanValidationHandler | Identifies and prevents duplicate activity plan records and displays an error message if the conditions aren’t met. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, beforeDelete, afterDelete, afterUndelete |
| PAPATerritoryUpdateHandler | Adjusts the activity plan goals and creates the corresponding sharing record for the adjusted territory. | beforeInsert, beforeUpdate, afterInsert |
| PAPAApproveProcessHandler | Prevents users from creating more than the allowed number of provider activity plan adjustment requests. | beforeInsert, beforeUpdate |
ActivityPlanTerritory
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ActivityPlanTerritory object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ActivityPlanTerritoryModHandler | Validates and prevents an update of the Territory field in an Activity Plan Territory record or deletion of the Activity Plan Territory record if the associated activity plan is active or the status of the activity plan is not In Progress. If either condition is met, an error is displayed on the record page, preventing the update or deletion. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, beforeDelete, afterDelete, afterUndelete |
| ActivityPlanTerritorySharingHandler | Manages the creation of sharing records upon territory alignment and supports the update and deletion of sharing records to reflect territory re-alignment or removal. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, beforeDelete, afterDelete, afterUndelete |
ALL
Review the names, descriptions, and trigger conditions of the trigger handlers associated with all objects.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| StagePathPermissionsHandler | Enforces permissions defined in Life Sciences workflows. Validates whether users can create, edit, or delete records or work with related files at the current stage in the workflow path. Shows an error message if users don’t have permission to perform actions at that workflow stage. | afterInsert, beforeUpdate, beforeDelete |
AppAlertTerritory
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the AppAlertTerritory object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| NotificationTerritorySharingHandler | Creates sharing records once a territory has been assigned to an alert. | afterInsert, afterUpdate |
AssessmentTask
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the AssessmentTask object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| SetActionPlanPercentCompleteHandler | Updates the completion percentage of Action Plan records. | afterInsert, afterUpdate |
| AssessmentTaskDeleteAPItemHandler | Deletes all the assessment tasks related to an action plan when the action plan is deleted. | beforeDelete |
| AssessmentTaskSharingHandler | Shares Assessment Task records with assignees. | afterInsert, afterUpdate |
