A Trigger is a section of code executed before or after inserting or modifying a Salesforce record based on a condition provided. There are different types of triggers based on the actions to be performed. Listed below are the triggers available in the TargetX Events package:
ContactScheduleItemTrigger
| Trigger/Class |
ContactScheduleItemTrigger |
| Object |
Contact Schedule Item |
| Type |
before insert, before update, before delete, after insert, after update, after delete, after undelete |
| Description |
This trigger serves a number of functions |
| Affects |
ContactScheduleItem__c |
| How affected |
- Marks ‘Is_Guest__c’ if appropriate
- Sends out applicable CSI emails
- Adds events to staffer Salesforce calendars
- Runs waitlist logic
- Updates guest counts
- Re-parents CSIs
- Cancels appointment type Org Events
|
| Criteria |
- Marks ‘Is_Guest__c’ if ‘Guest_Of__c’ field populated
- Email sent varies based on CSI status (confirmed, cancelled, etc)
- SF events are created if a staff CSI is created for an Org Event that’s marked ‘Copy to SF calendar’
- Waitlist logic is run when a CSi is moved from Confirmed to Cancelled
- Guest counts are updated on CSIs if one of the guests’ CSIs is cancelled
- CSIs are re-parented if only the main CSI is cancelled, but guest CSIs remain confirmed
- If one of the CSIs associated to an Appointment type Org Event is cancelled, the Appointment is cancelled
|
| Custom Setting |
N/A |
| Custom Setting Description |
N/A |
| Package Version |
5.26 - Current |
EventTrigger
| Trigger/Class |
EventTrigger |
| Object |
Parent Object - Event |
| Type |
before insert, before update, before delete, after insert, after update, after delete, after undelete |
| Description |
Does two things:
- Used to create a recurring series of events when setting up recurring Org Events
- Cancels associated Appointment type Org Event when the associated Salesforce event is deleted
|
| Affects |
Event, OrgEvent__c |
| How affected |
- Creates the series of OrgEvents when creating a recurring OrgEvent. Salesforce events are either kept or deleted depending on the value of the ‘Copy to SF calendar’ checkbox on the OrgEvent
- Checks ‘Cancelled’ on an associated Appointment type OrgEvent
|
| Criteria |
- Recurring OrgEvent created
- Appointment type OrgEvents’s corresponding SF event deleted
|
| Custom Setting |
N/A |
| Custom Setting Description |
N/A |
| Package Version |
5.26 - Current |
OrgEventTrigger
| Trigger/Class |
OrgEventTrigger |
| Object |
Parent Object - Organization Event |
| Type |
before insert, before update, before delete, after insert, after update, after delete, after undelete |
| Description |
This trigger serves a number of functions |
| Affects |
OrgEvent__c, Event, Account, ContactScheduleItem__c |
| How affected |
- Sets the timezone adjusted field on the OrgEvent used for display in certain places
- Sets the registration deadline based off the ‘Registration Deadline Days’
- Syncs data to the Salesforce calendar
- Updates Accounts’ next school visit events
- Sends event rescheduled/cancellation emails
- Runs waitlist logic
- Deletes sub events when primary event is deleted
|
| Criteria |
|
| Custom Setting |
‘Next School Visit Trigger Enabled’ affects whether or not accounts will be updated |
| Custom Setting Description |
|
| Package Version |
5.26 - Current |
postUpdatePaymentDetail
| Trigger/Class |
postUpdatePaymentDetail |
| Object |
Parent Object - Payment Detail |
| Type |
After update |
| Description |
Marks a CSI as confirmed when the associated payment detail record is marked |
| Affects |
ContactScheduleItem__c |
| How affected |
Marks Fee_Paid__c field when applicable |
| Criteria |
Payments updates a payment detail related to a CSI record |
| Custom Setting |
N/A |
| Custom Setting Description |
N/A |
| Package Version |
4.24 - Current |
