Shift Management Data Triggers

employeeServiceAppointmentUpdate

A Scheduled Job looks for ShiftAcceptNotification__c records created in the last hour and sends notifications to the users for their newly dispatched service appointments.

Employee_AfterUpdate

The Employee_AfterUpdate trigger executes on an update of Employee. If an employee’s wellness status changes from Available to Work to Unavailable or Unknown, the trigger sets all service appointments assigned to that employee to Unscheduled and creates a ResourceAbsence object for one month. The trigger also disables the employee’s access to the mobile and desktop experience of Shift Management. A wellness status of Unavailable or Unknown indicates that the employee is not fit for work.

If the wellness status changes from Unavailable or Unknown to Available to Work, the employee is considered ready to come back to work. The trigger deletes the resource absence and grants the employee access to the mobile and desktop experience of Shift Management.

LocationInsertBefore and LocationUpdateBefore

The LocationInsertBefore trigger executes on an insert of a new Location and LocationUpdateBefore executes on an update of a Location. The triggers validate that the location Name field is unique. A unique location name is required for creating service territories with the data importer when setting up Shift Management. Each service territory is linked to a location and there must only be one location with that name.

ServiceAppointmentBeforeUpdate

The ServiceAppointmentBeforeUpdate trigger executes on an update of Service Appointment. If the new status is Rejected, the trigger creates a ResourceAbsence object for that service resource for the service appointment’s duration. When an employee can’t work during the assigned shift’s date and time, they can reject the shift. When the shift is rejected, the trigger creates a resource absence so that a new shift isn’t rescheduled to the employee at the same time.

ServiceTerritoryMember_AfterUpdate

The ServiceTerritoryMember_AfterUpdate trigger executes when you create a Service Territory Member. The trigger then creates a Sharing record that links the user to the service territory public group.

The data import for setting up Shift Management creates service resources for each employee and service territories for each location. In Shift Management, a service territory member associates a service resource to the service territory that the employee works in. A Sharing record links the employee to the service territory public group which gives the employee access to the facility plan, shifts, and service appointments of the service territory for their shift.

Enable and Disable Triggers

Not all triggers that come with Shift Management can be manually disabled. The triggers that you can disable are in Shift Management’s General Settings.