Litify uses a Salesforce feature called "triggers" (also known as "Apex triggers") to perform many key functions.

In general, triggers are designed to automate common actions and to keep data clean and in sync behind the scenes.

Sometimes, triggers can conflict with other Salesforce software, or unusual processes such as bulk loading data. To deal with these scenarios, Litify provides a way to disable specific triggers within your org.

Note: Disabling triggers is an advanced configuration step, and should not be taken without consulting Litify or a designated implementation partner. Disabling the wrong triggers could prevent features you are relying on from functioning properly.

How to disable Litify triggers

Triggers can be individually disabled by an admin by taking the following steps.

  1. Open Salesforce Setup and search for "Custom Metadata Types"
  2. Look for the "Apex Configuration" item and click Manage Records for this item
  3. Click New to create a new custom metadata record
  4. Name and label the new record exactly as follows:
    • Name: Trigger Settings
    • Label: Trigger_Settings
  5. Uncheck any triggers in the list which you do not want to run

Default trigger settings

If no custom Apex Configuration metadata record for Trigger Settings exists in the org, the following default values are used:

intakeMatterDisplayName: true;
runAllAccount : true;
runAllContact : true;
runDisplayNameConversion : true;
runAllMatter : true;
runAllQuestionnaire : true;
runAllTransaction : true;
runAllMatterStageActivity : true;
runAllMatterStage : true;
runAllDefaultMatterTask : true;
runAllContentVersion : true;
runAllIntake : true;
runAllContentDocument : true;
runAllTask : true;
runAllEvent : true;
runAllAttachment : true;
runAllLitifyDoc : true;
runAllContentDocumentLink : true;
runAllMatterTeamMember : true;
skipEmailAccountMatchingForReferralToIntake : false;
setMatterTeamBasedOnPrincipalAttorney : true;
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