With the Summer Release 2020, you can now improve the creation of single-phase projects through the automations and data loader - when the trigger is on, and you data load your projects with the single-phase checkbox selected, the trigger will run and create your phases in the background - which means they will be created with one phase pre-populated with values from the project (like the name, owner, start and end date). You will not have to go and add your phases manually anymore.
The new trigger can replace part of code in your automations - but if you would like to keep your custom solutions, please don’t switch it on to avoid collisions or if you are unsure about the details, contact the Support Team. The option can be set with a Salesforce Admin access.
Implications when trigger is on:
Automations that include single phase projects - please comment or delete the code line responsible for the creation of the phase, and add a line mentioning that project has the single phase checkbox set to TRUE
Process builders - delete part of the process creating the single phase and add one with criteria = the project checkbox ‘single-phase’ is set to TRUE
Data Loader - for single phase project, set the single-phase checkbox to TRUE while loading
Automation with multiple-phases project - no action required (and the trigger can be directly switched on)
We recommend making the changes before the next March ‘21 Release.
How to switch it on?
- Go to Setup -> Home
- In the Quick Find on the right search for Custom Settings
- Select ‘Manage’ next to ‘Precursive Global Settings’, then hit ‘Global’
- Tick the ‘Single-Phase Trigger’ checkbox (the value is unticked by default)
Now all automated projects with the checkbox on will be created as single-phase ones.