MyTriggers

Lightweight Custom Metadata driven Trigger Framework that scales to your needs. Extended from TriggerX by Seb Wagner, provided with <3 by appero.com

ChangeLog

09-2019

• added SObjectApiName__c to MyTrigger Settings to accomodate for sObjects not available in the sObject picklist
• added IsByPassAllowed__c to MyTrigger Settings and a custom permission bypassMyTriggers. This allows for excluding certain users from trigger execution (e.g. Integration User).

10-2018

• initial release

Installation

Developer Controlled Package

• Production Instances: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t1i000000gZ4HAAU
• Sandbox Instances: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t1i000000gZ4HAAU

From Source

Clone this repo

git clone https://github.com/appero-com/MyTriggers

Create a scratch org and push source

sfdx force:org:create -a MyTriggers -s -f config/project-scratch-def.json && sfdx force:source:push -r MyTriggers/framework

or deploy to your org

sfdx force:source:convert -r MyTriggers/framework -d src && sfdx force:mdapi:deploy -u <username> -d src

Resources

TriggerX by Sebastian Wagner

Issues / Known Limitations

Found something? Use the issues page

Contribution

PRs are welcome

MyTriggers HowTo

MyTriggers is a lightweight Custom Metadata driven Trigger Framework that scales to your needs. It is based upon the foundation of TriggerX that Sebastian Wagner wrote in 2013, which was a perfect starting point since it covered all one could wish for in a trigger handler except Custom Metadata Types.

The general approach behind MyTriggers is

• run all triggers through one central handler, even across namespaces.
• design the orchestration of logic in a way that allows you to declarative wire things differently
• think about Triggers in new ways: configurable, closer to business needs/processes than database changes

Dreamforce 2018: "Route Your Triggers Like a Pro"

MyTriggers was released by appero GmbH and publicly presented by Christian Szandor Knapp and Daniel Stange.

If you want to recap the session, a recording will be available a few weeks after Dreamforce. The session discussion and assets will be stored at the session's tralblazer commuinty page.

You can follow Szandor on Twitter at @ch_sz_knapp, Daniel is @stangomat.

A change in perspective - a Business Process Centric Approach

When you reflect upon what your triggers actually do, you may hardly ever say that they are pieces of code that react to changes in data whenever they happen. You'd rather describe them as entry points for your business processes that, for example, create an onboarding case for new customers whenever an opportunity closes, but only for accounts that never had a closed opportunity before.

Now, with that description in mind, we should build our trigger handlers in a way that they can react to change in business requirements, and that they handle a lot more than just the records that initially started the process.

This is why MyTriggers has a records property that contains any sObject type (but all the records that are handled currently), and this is why there are Custom Metadata Type records that can be activated, grouped by names, put in a sequential orders (and re-ordered if need be).

You decide what happens when a trigger fires - the constant is that it will always open one central instance of MyTriggers that orchestrates your business processes according to your Metadata config.

General Design

• Trigger execution will be started by instantion of MyTriggers and calling the run() method from a Trigger
• records contains all objects currently handled by the trigger context
• recordsNotYetProcessed can be inspected through their getter method
• Ids of updated records can be accessed through their getter method
• handled trigger contexts can be accessed through their setter method
• you can enable() or disable() specific handler steps or trigger contexts at runtime
• for each handler step, MyTriggers has to be extended
• each handler step orchestrates its logic through overriding methods specific for the trigger contexts. _ onBeforeInsert() _ onAfterInsert() _ onBeforeUpdate() _ onAfterUpdate() _ onBeforeDelete() _ onAfterDelete() * onAfterUndelete()

Registering MyTriggers for all Trigger contexts

For MyTriggers to handle your triggers, create a Trigger for all contexts. Create a new instance of MyTriggers and call run().

Trigger AccountTrigger on Account (
	before insert,
	before update,
	before delete,
	after insert,
	after update,
	after delete,
	after undelete) {

	MyTriggers.run();

}

Building Trigger Handler Steps

Each handler step should extend the MyTriggers class and can override any of the methods.

public class newAccounts_ValidateType extends MyTriggers {


	public override void onBeforeInsert() {
		List<Account> newAccounts = (List<Account>)records;
    	}

	private void stepLogic() {
		// some method to handle the logic
	}
}

Working With the "records" Propery

MyTriggers exposes a public instance variable records that contains all records that are handled by MyTriggers. When working with the records property, you should cast it to a specific type.

(List<Account>)records

MyTriggers has a helper property for you to control your the process flow: recordsNotYetProcessed. You can access it through its getter method, Same goes for updated records - you can access their Ids through a getter

Registering Steps For Execution

The execution flow is controlled by custom metadata records of the MyTriggerSetting type. You have to specify

• an sObject Type of a standard or custom object or a platform event
• a class that contains your logic for this step
• a trigger context

Additionally, you should set

• the activation flag
• a sequence number

Optionally, set

• a namespace prefix for the class that you are going to call if you want to call (or build) namespaced trigger handler steps.

One Word About Sequence Numbering

It doesn't really matter which sequence numbering you choose as long as it can be sorted. To avoid renumbering a whole set of steps, choose a numbering method that allows for gaps.

Classic ERP numbering styles and sequence might make you smile - but if your initial numbering sequence was 100, 200, 300, 400, 500 ..., you can add 190 and 210 later, and 195 and 215... without renumbering the whole list if you add one step inbetween.

Deactivating Triggers

MyTriggers allows you to deactivate or re-wire Trigger steps in productive environments. But just because it is possible does not mean that it is a good idea, necessarily.

Be extra careful when you deactivate or modify productive Trigger handler steps and keep a reminder that works for you (sticky notes, an alarm clock) so that you don't forget to activate your triggers again.

Enable Steps Or Trigger Contexts at Runtime

MyTriggers allows total control over all trigger operation at runtime.

public override void onAfterInsert() {

        // records property provided by myTriggers
        List<Account> newAccounts = new Map<Id,Map>(records);

        // disable after insert trigger on Opp so it doesn't interfere
        myTriggers.disable(myCaseTrigger.class,
                           new List<System.TriggerOperation>{
                               System.TriggerOperation.AFTER_UPDATE});

        CaseService.updateCustomerCareCases(newAccounts);
    }

Finding Out If (And Which) Data Has Changed

// use string field names
List<String> fieldNamesToCheck = new String[]{'Multiplier__c','Revenue__c','OwnerId','Type__c'};

if (MyTriggers.hasChangedFields(fieldNamesToCheck,record,recordOld)){
	// logic executed when condition is true
}

// or sObjectFields
sObjectField[] fieldsToCheck = new sObjectField[]{Share__c.Multiplier__c, Share__c.Revenue__c, Share__c.OwnerId, Share__c.Type__c};

for (sObjectField field : MyTriggers.getChangedFields(fieldsToCheck,record,recordOld)){
	// process field
}

Recursion control

// add all records in the current update context
MyTriggers.addUpdatedIds(triggerOldMap.keySet());

// and use this to return only records which havent been processed before
List<Sobject> untouchedRecords = MyTriggers.getRecordsNotYetProcessed();

Documentation

MyTriggers

global virtual class MyTriggers

Leightweight Custom Metadata driven Trigger Framework that scales to your needs

: info@appero.com

Properties

records

global sObject[] records

cast records to appropriate sObjectType in implementations

Methods

• addUpdatedIds

  add set of ids to updatedIds

• disable

  disable disables all events for System.Type MyClass

• disable

  disable disables all events for the trigger handler with given namespace and classname Method also works in subscriber org with hidden (public) trigger handlers from managed package

• disable

  disable disable all specificed events for the System.Type MyClass

• disable

  disable all specificed events for given ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

• disable

  disable a single event for System.Type MyClass

• disable

  disable a single event for ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

• doConstruct

  used instead of constructor since handlers are instanciated with an empty contructor

• enable

  removes all disabled events for the System.Type MyClass

• enable

  removes all disabled events for given ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

• enable

  enable all specificed events for the System.Type MyClass

• enable

  enable all specificed events for given ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

• enable

  enable a single event for System.Type MyClass

• enable

  enable a single event for ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

• getAfterEvents

  getAfterEvents list of all AFTER System.TriggerOperation enums

• getBeforeEvents

  getBeforeEvents list of all BEFORE System.TriggerOperation enums

• getChangedFields

  returns a list of changed fields based on provided fieldList list

• getChangedFields

  returns a list of changed fields based on provided fieldList list

• getDeleteEvents

  getDeleteEvents all delete events

• getDisabledEvents

  returns set of disabled events

• getDisabledEvents

  returns set of disabled events Method also works in subscriber org with hidden (public) trigger handlers from managed package

• getInsertEvents

  getInsertEvents all insert events

• getRecordsNotYetProcessed

  returns a list of objects that have not been processed yet

• getUpdatedIds

  return all updated ids

• getUpdateEvents

  getUpdateEvents all update events

• hasChangedFields

  returns true if a value of one of the specified fields has changed

• hasChangedFields

  returns true if a value of one of the specified fields has changed

• isDisabled

  isDisabled returns true if the specified event is disabled

• isDisabled

  isDisabled returns true if the specified event is disabled Method also works in subscriber org with hidden (public) trigger handlers from managed package

• myTriggers

  Global Constructor reserved for future use

• onAfterDelete

  executed to perform AFTER_DELETE operations

• onAfterInsert

  executed to perform AFTER_INSERT operations

• onAfterUndelete

  executed to perform AFTER_UNDELETE operations

• onAfterUpdate

  executed to perform AFTER_UPDATE operations

• onBeforeDelete

  executed to perform BEFORE_DELETE operations

• onBeforeInsert

  executed to perform BEFORE_INSERT operations

• onBeforeUpdate

  executed to perform BEFORE_UPDATE operations

• run

  Entry point of myTriggers framework - called from implementations

• setAllowedTriggerEvents

  loads trigger event settings MyTriggerSetting__mdt

• setAllowedTriggerEvents

  loads trigger event settings MyTriggerSetting__mdt Method also works in subscriber org with hidden (public) trigger handlers from managed package

• toStringEvents

  converts a Set of Event enums into Strings

addUpdatedIds

global static void addUpdatedIds(Set idSet)

add set of ids to updatedIds

Parameters

• idSet - Set, usally Trigger.newMap.keyset()

disable

global static void disable(Type MyClass)

disable disables all events for System.Type MyClass

disable

global static void disable(String namespacePrefix, String className)

disable disables all events for the trigger handler with given namespace and classname Method also works in subscriber org with hidden (public) trigger handlers from managed package

disable

global static void disable(Type MyClass, System.TriggerOperation[] events)

disable all specificed events for the System.Type MyClass

disable

global static void disable(String namespacePrefix, String className, System.TriggerOperation[] events)

disable all specificed events for given ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

disable

global static void disable(Type MyClass, System.TriggerOperation event)

disable a single event for System.Type MyClass

disable

global static void disable(String namespacePrefix, String className, System.TriggerOperation event)

disable a single event for ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

doConstruct

global virtual myTriggers doConstruct(sObject[] records)

used instead of constructor since handlers are instanciated with an empty contructor

Parameters

• records - Array of current sObjects. For INSERT & UPDATE Trigger.new otherwise Trigger.old

enable

global static void enable(Type MyClass)

removes all disabled events for the System.Type MyClass

enable

global static void enable(String namespacePrefix, String className)

removes all disabled events for given ClassName and Namespace Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

enable

global static void enable(Type MyClass, System.TriggerOperation[] events)

enable all specificed events for the System.Type MyClass

enable

global static void enable(String namespacePrefix, String className, System.TriggerOperation[] events)

enable all specificed events for given ClassName and Namespace. Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

enable

global static void enable(Type MyClass, System.TriggerOperation event)

enable a single event for System.Type MyClass

enable

global static void enable(String namespacePrefix, String className, System.TriggerOperation event)

enable a single event for ClassName and Namespace. Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

getAfterEvents

global static System.TriggerOperation[] getAfterEvents()

getAfterEvents list of all AFTER System.TriggerOperation enums

getBeforeEvents

global static System.TriggerOperation[] getBeforeEvents()

getBeforeEvents list of all BEFORE System.TriggerOperation enums

getChangedFields

global static String[] getChangedFields(String[] fieldList, sObject record, sObject recordOld)

returns a list of changed fields based on provided fieldList list

getChangedFields

global static sObjectField[] getChangedFields(sObjectField[] fieldList, sObject record, sObject recordOld)

returns a list of changed fields based on provided fieldList list

getDeleteEvents

global static System.TriggerOperation[] getDeleteEvents()

getDeleteEvents all delete events

getDisabledEvents

global static Set getDisabledEvents(Type MyClass)

returns set of disabled events

Return Value

• Set of disabled Event Namens (e.g. 'AFTER_UPDATE')

getDisabledEvents

global static Set getDisabledEvents(String namespacePrefix, String className)

returns set of disabled events. Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

getInsertEvents

global static System.TriggerOperation[] getInsertEvents()

get all insert events

getRecordsNotYetProcessed

global protected sObject[] getRecordsNotYetProcessed()

returns a list of objects that have not been processed yet

getUpdatedIds

global static Set getUpdatedIds()

return all updated ids

Return Value

• set of updated/already touched Ids

getUpdateEvents

global static System.TriggerOperation[] getUpdateEvents()

getUpdateEvents all update events

Return Value

System.TriggerOperation[]

hasChangedFields

global static Boolean hasChangedFields(String[] fieldList, sObject record, sObject recordOld)

returns true if a value of one of the specified fields has changed

hasChangedFields

global static Boolean hasChangedFields(sObjectField[] fieldList, sObject record, sObject recordOld)

returns true if a value of one of the specified fields has changed

isDisabled

global static Boolean isDisabled(Type MyClass, System.TriggerOperation event)

returns true if the specified event is disabled

isDisabled

global static Boolean isDisabled(String namespacePrefix, String className, System.TriggerOperation event)

returns true if the specified event is disabled Method. Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

myTriggers

global myTriggers()

Global Constructor reserved for future use

onAfterDelete

global virtual void onAfterDelete()

executed to perform AFTER_DELETE operations

onAfterInsert

global virtual void onAfterInsert()

executed to perform AFTER_INSERT operations

onAfterUndelete

global virtual void onAfterUndelete()

executed to perform AFTER_UNDELETE operations

onAfterUpdate

global virtual void onAfterUpdate(Map<Id,sObject> triggerOldMap)

executed to perform AFTER_UPDATE operations

onBeforeDelete

global virtual void onBeforeDelete()

executed to perform BEFORE_DELETE operations

onBeforeInsert

global virtual void onBeforeInsert()

executed to perform BEFORE_INSERT operations

onBeforeUpdate

global virtual void onBeforeUpdate(Map<Id,sObject> triggerOldMap)

executed to perform BEFORE_UPDATE operations

run

global static void run()

Entry point of myTriggers framework - called from implementations

setAllowedTriggerEvents

global static void setAllowedTriggerEvents(Type triggerHandlerType, Boolean forceInit)

loads trigger event settings MyTriggerSetting__mdt

Parameters

• triggerHandlerType
• forceInit - force reload of event settings

setAllowedTriggerEvents

global static void setAllowedTriggerEvents(String namespacePrefix, String className, Boolean forceInit)

loads trigger event settings MyTriggerSetting__mdt records. Also works in subscriber org with packaged public trigger handlers implementing MyTriggers

Parameters

• namespacePrefix
• className
• forceInit - force reload of event settings

toStringEvents

global static Set toStringEvents(System.TriggerOperation[] events)

converts a Set of Event enums into Strings