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Trigger Handlers for the ProviderAcctProductInfo - PrvdVstSmplLmtTransaction Objects
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderAcctProductInfo, ProviderAcctTerritoryInfo, ProviderActivityGoal, ProviderAffiliation, ProviderVisit, ProviderVisitChangedEvent, ProviderVisitDtlProductMsg, ProviderVisitMarketingItem, ProviderVisitProdDetailing, ProviderVisitProdDiscussion, ProviderVisitRqstSample, and PrvdVstSmplLmtTransaction 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. |
ProviderAcctProductInfo
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderAcctProductInfo object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ProviderAcctProductInfoHandler | Sets the value of the Territory field on the provider account product information record to Null whenever a record is created or updated. | beforeInsert, beforeUpdate |
ProviderAcctTerritoryInfo
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderAcctTerritoryInfo object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| AccountTerritoryFieldsHandler | Handles a valid territory check for an account and manages Provider Account Territory Information Sharing. | beforeInsert, afterInsert, beforeUpdate |
| ATFPreferredAddressHandler | Updates the Preferred Address field on the Provider Account Territory Information object from the account's Primary address in the Contact Point Address Object. This preferred address then displays in the Account Territory Fields component on the Account Dashboard. | beforeInsert, beforeUpdate |
| NewAlignmentConsentSharingHandler | Creates sharing records for Consent and Snapshot records based on territory assignments. | afterInsert, afterUpdate |
| PATIRejectionHandler | Deletes provider account territory info sharing and object territory association records when the status of the associated provider account territory info records changes to Rejected. | beforeUpdate |
ProviderActivityGoal
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderActivityGoal object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ProviderActivityGoalHandler | Validates and prevents the creation of duplicate Provider Activity Goals by ensuring the combination of Activity Plan and Account is unique. The trigger performs this validation when you create or update a Provider Activity Goal record. If a duplicate combination is found, an error is displayed, preventing the creation or update of the record. | beforeInsert, afterInsert, beforeUpdate, afterUpdate, beforeDelete, afterDelete, afterUndelete |
ProviderAffiliation
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderAffiliation object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| AffiliationUniquenessGenericHandler | Ensures a unique combination of fields configured in the field set of the Provider Affiliation object, preventing duplicates and maintaining accurate records. | beforeInsert, beforeUpdate |
| AffiliationUniquenessHandler | Ensures affiliation uniqueness by enforcing a unique combination of account, related account, and role values. This prevents duplicate affiliations and maintains data integrity. | beforeInsert, beforeUpdate |
| HardAffiliationHandler | Assigns the affiliation type of provider affiliation records as either hard or soft. Primary Affiliations are designated as Hard Affiliations. The HardAffiliationHandler trigger handler also ensures that duplicate Hard type affiliations between the same two accounts aren't created. Sets the affiliation type of workplace affiliations between an HCP and an HCO to Hard. It also sets the affiliation between an account and its related account to Hard when the related account is the preferred workspace of the account's provider account territory info (PATI) record. Lastly, it sets the affiliation type of reciprocal affiliations to None. |
beforeInsert, afterInsert, beforeUpdate |
| AffiliationReciprocalHandler | Manages the creation, updating, and deletion of reciprocal affiliations. It ensures that the inverse affiliation is maintained whenever a ProviderAffiliation is created, updated, or deleted. Reverse Affiliations are only created if the Influence Type field on the Provider Affiliation object is selected as either Unidirectional, Bidirectional, or Neutral. | afterInsert, afterUpdate, beforeDelete |
| AffiliationPrimaryChangeHandler | Ensures a single primary affiliation between an account and a related healthcare organization account. When a new primary affiliation is created, the trigger deselects the primary flag on any prior affiliations with the same Account and Related Account. Additionally, it updates the associated Healthcare Provider's Primary Organization Account to the affiliation's Related Account, or creates a new Healthcare Provider record if one doesn't exist, populating it with the affiliation's Account and Related Account. | afterInsert, afterUpdate |
| AffiliationAccountUpdateHandler | Prevents the modification of the account and the related account after an affiliation is created. | beforeUpdate |
ProviderVisit
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderVisit object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| PVUpdateChildFieldsHandler | Maintains data consistency for group visits by syncing child provider visit records with the parent provider visit records. Automatically updates key fields (Planned Visit Start Time, Planned Visit End Time, and Channel) when the parent visit is modified. | afterUpdate |
| PVLockHandler | Prevents editing provider visit data based on the visit's status and signature state to maintain data integrity. | beforeUpdate, beforeDelete |
| RemoteSessionInvitationPVHandler | Manages remote session invitations by creating video calls, email notifications, and session keys for provider visit records. | afterInsert, afterUpdate, beforeDelete |
ProviderVisitChangedEvent
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderVisitChangedEvent object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| VisitChangedEventShareHandler | Creates Visit shares with the users shared with Accounts. | afterInsert |
| PVChangedEventUpdateAccountTerrInfo | Processes provider visit changed events and updates provider visit related fields on Provider Account Territory Information records. | afterInsert |
ProviderVisitDtlProductMsg
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderVisitDtlProductMsg object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ProviderVisitDtlProductMsgLockHandler | Locks the ProviderVisitDtlProductMsg record when Visit is Submitted or Signed. | beforeInsert, beforeUpdate, beforeDelete |
ProviderVisitMarketingItem
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderVisitMarketingItem object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ProviderVisitMarketingItemLockHandler | Locks the ProviderVisitMarketingItem record when Visit is Submitted or Signed. | beforeInsert, beforeUpdate, beforeDelete |
ProviderVisitProdDetailing
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderVisitProdDetailing object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ProviderVisitProdDtlNameHandler | Generates and populates the Product Hierarchy Name field for the Provider Visit Product Detailing record. | beforeInsert, beforeDelete |
| ProviderVisitProdDtlLockHandler | Locks the ProviderVisitProdDetailing record when Visit is Submitted or Signed. | beforeInsert, beforeUpdate, beforeDelete |
ProviderVisitProdDiscussion
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderVisitProdDiscussion object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ProviderVisitProdDiscussionLockHandler | Locks the ProviderVisitProdDiscussion record when Visit is Submitted or Signed. | beforeInsert, beforeUpdate, beforeDelete |
ProviderVisitRqstSample
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the ProviderVisitRqstSample object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| ProviderVisitRqstSampleLockHandler | Locks the ProviderVisitRqstSample record when Visit is Submitted or Signed. | beforeInsert, beforeUpdate, beforeDelete |
| CalculateShippedQuantityHandler | Manages Provider Visit Request Sample shipped quantity on Visit. | afterUpdate |
PrvdVstSmplLmtTransaction
Review the names, descriptions, and trigger conditions of the trigger handlers associated with the PrvdVstSmplLmtTransaction object.
| Trigger Name | Description | Trigger condition |
|---|---|---|
| SampleLimitTransactionHandler | Processes Sample Limit Records using Rule which comes from Web and Mobile as Provider Visit Sample Limit Transaction records. | afterInsert |
