Triggers

Triggers are system-defined or custom automation points that execute specific logic in response to application events. They control workflows, data validations, and UI behavior, and can attach to objects, fields, or pages.

In the Partial Locking Framework, Triggers follow the same locking framework principles as other Partial Locking components, ensuring that upgrade integrity is maintained while allowing controlled customization.

Locking Behavior

The lock state of a trigger is determined during application installation or upgrade based on its source definition. A trigger may be in one of four states:

• Unlocked (Custom) – Created in the destination tenant.

• Unlocked – Originates from the source tenant but has no lock restrictions.

• Partially Locked – Editable only in specific, controlled areas.

• Locked – Fully protected from modification.

If a trigger is associated with multiple installed applications, the latest update from any source determines its effective lock status.

Tenant Admin Permissions

Tenant Admin permissions on triggers are scoped based on their lock state. The table below lists the supported actions.

Object-Level Object Actions

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Object	Unlocked Object	Partially Locked Object	Locked Object
New Trigger
Reorder			Partially Allowed Only custom triggers can be reordered; they must activate after source-defined triggers.
Run Triggers
Debug
Log

Trigger-Specific Actions & Properties

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Clone
View Queue
Delete
Trigger Name
Integration Name
Deployment Status			Partially Allowed Only Send Email Triggers
Timing
On Field Change
Trigger Condition Formula / Script - View
Trigger Condition Formula / Script - Edit
Run as Large job
Run Relative To
Recursion
Validate Formula
Debug Formula
Test Query
Log

Trigger Type-Specific Actions & Properties

Trigger Type: Send Email

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Email Recipient Send To CC BCC
Email Template

Trigger Type: Create Audit Trail

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Trail Object
Trail Template

Trigger Type: Validate Record Data

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Treat this trigger as a Warning

Trigger Type: Unique Fields Combination

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Treat this trigger as a Warning
Error Message
Unique Fields Combination
Ignore combinations…

Trigger Type: Update Field Value

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Record
Field to Change
Access Control Policy
Update if the formula returns null

Trigger Type: Change Workflow Status

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
New Workflow Status
Access Control Policy

Trigger Type: Create New Record

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Conversion Map
Access Control Policy

Trigger Type: Attach Related Record

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Relationship

Trigger Type: Create Template Document

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Document Template or Template Picklist
File Field
Send To
Email Template

Trigger Type: Run Triggers on Related Records

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Relationship
Timing Option
Group of Triggers

Trigger Type: REST Service

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Retry Parameters
REST Service Configuration

Trigger Type: Send HTTP GET Request / Trigger Type: Send HTTP POST Request / Send SMS Message

	Built on Destination Tenant	Built on Source Tenant & Pushed to Destination Tenant
Action/Property	Unlocked (Custom) Trigger	Unlocked Trigger	Partially Locked Trigger	Locked Trigger
Retry Parameters
Trigger Properties

Super Admins have full administrative control over all the triggers, regardless of their lock status. This includes the ability to preview, clone, synchronise, rename, delete, and modify.

If a Super Admin modifies properties that are restricted for Tenant Admins, the component continues to remain on the upgrade path. These changes are treated as temporary overrides and will be replaced by the source during the next application upgrade.

Upgrade Compatibility

When a permitted change is made to a Partially Locked Trigger, the system automatically sets an Modified flag. This flag indicates that the trigger has diverged from its source version and influences upgrade behaviour. This information is displayed in the trigger table within this Object definition page. Likewise, a red exclamation triangle icon is rendered within the trigger view page that undergoes any modification.

Restoring Upgrade Path

To revert a Partially Locked Trigger to its original state, use the Restore Upgrade Compatibility action. This is available only for triggers marked as Modified components.

To restore the modified trigger to its original state, do the following:

• Navigate to the trigger table from the Object Definition page.

• Select the desired trigger that needs to be restored from the list of triggers.

• From the trigger view page, select Restore Upgrade Compatibility.

• A confirmation dialogue indicating that this action is irreversible. Confirm and proceed to restore the modified trigger to its original state, and the Modified flag is cleared.

  • During the next upgrade, all local configurations are overwritten, and the trigger is restored to its source version.

Trigger Reordering on Application Upgrades

During an application upgrade, the order of triggers in the destination tenant is updated based on the source tenant’s structure. However, any custom triggers added by the destination tenant are preserved and never removed. The following rules explain how triggers are added, reordered, or removed during upgrades:

Scenario	Behavior in Destination Tenant after Upgrade	Custom Trigger Impact
A new trigger is added in the source	Added to the destination with its defined event, condition, and action.	Custom triggers remain unaffected.
A trigger is updated in the source	Destination trigger is updated unless marked as Modified.	Modified triggers retain local changes.
A trigger is deleted in the source	Removed from destination unless it has been locally customized and detached from the upgrade path.	Detached custom triggers are preserved.
Custom trigger in destination	Preserved during upgrade.	Not overwritten by source.