Disable Inspire Planner Triggers

Last Modified On: October 21, 2025

In Inspire Planner, triggers are pieces of Apex code that automatically run in response to specific events such as when a record is inserted, edited, or deleted.

These triggers help automate behind-the-scenes logic to keep projects, tasks, time entries, and other related records in sync. They are essential for maintaining data consistency and enabling many of Inspire Planner’s automated features.

In some situations—such as troubleshooting, data migration, or bulk updates—it may be necessary to disable Inspire Planner triggers temporarily.

This guide will walk you through which triggers can be disabled and how to disable them.

Please note:

You must be a Salesforce System Administrator to disable/re-enable triggers as it requires access to Salesforce Setup.

Temporarily Disable All Triggers

As previously mentioned, you may need to temporarily disable all triggers when performing data migration or bulk updates. This can be done via Custom Settings.

1. In Setup, enter "Custom Settings" in the Quick Find box and click on Custom Settings.
   
   
    
2. Click on Manage beside Inspire Planner Config.
   
   
    
3. Click on Edit.
   
   
    
4. Set Disable Triggers for Data Migration to TRUE and then click on Save.
   
   Important:
   Triggers are essential for maintaining data consistency and enabling many of Inspire Planner’s automated features. Therefore, you should re-enable these triggers after you've completed your data migration or bulk updates.
   
   

Disable Project Status Triggers

There are two (2) triggers in Inspire Planner that are designed to automatically update the project status. They are as follows:
 

• Enforce Completed when 100 - this automatically updates the project status to "Complete" when project % complete is 100%.
   
• Set Project to In Progress - this automatically updates the project status to "In Progress" when project % complete is greater than 0 but less than 100%.

If your organization uses custom project statuses or prefers to manage status updates manually, you can disable the Inspire Planner triggers that automatically update project status.

**These triggers were previously implemented as workflows, but have been migrated to triggers following Salesforce’s retirement of workflow rules. These triggers are part of Inspire Planner's OCT 2025 Major Release, scheduled to be deployed to production environments on November 4, 2025.

1. In Setup, enter "Custom Settings" in the Quick Find box and click on Custom Settings.
   
   
    
2. Click on Manage beside Inspire Planner Config.
   
   
    
3. Click on Edit.
   
   
    
4. Set the following settings to TRUE.
   
   Disable: Enforce Completed When 100
   Disable: Set Project to In Progress
   
   Click on Save when finished.
   
   

Disable "Is Template" Trigger

When the project name contains "template", the Template Auto Assignment trigger automatically sets "Is Template" to TRUE.

If your organization prefers to manually control when a project is marked as a template, or restrict who can create templates, you can disable this trigger.

**This trigger was previously implemented as a workflow, but has been migrated to a trigger following Salesforce’s retirement of workflow rules. This trigger is part of Inspire Planner's OCT 2025 Major Release, scheduled to be deployed to production environments on November 4, 2025.

1. In Setup, enter "Custom Settings" in the Quick Find box and click on Custom Settings.
   
   
    
2. Click on Manage beside Inspire Planner Config.
   
   
    
3. Click on Edit.
   
   
    
4. Set Disable is Template auto assignment to TRUE. Click on Save when finished.