Business Record Settings

Professional Services Cloud

By default users are prevented from deleting assignments, milestones and projects with child records. If your organization has a requirement to allow users to delete assignments, milestones and projects with child records, you can do so by changing the configuration options in the ASM TriggersClosed configuration groupClosed.

Warning:

We strongly recommend you do not change the default value.

Field Description
handleMilestoneChange
RestrictMilestoneDeletion
Indicates whether users are allowed to delete milestones with child timecards or expenses.
handleProjectTrigger
RestrictProjectDeletion
Indicates whether users are allowed to delete projects that have child business records such as timecards, timecard splits, expense reports, expenses, budgets, budget headers, milestones and miscellaneous adjustments.