SECTIONSServices Estimator Process Settings
Use these settings to control the behavior of system processes in Services Estimator.
| Field | Description | Default Value |
|---|---|---|
| Bypass Billing Schedule Item Trigger | Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for custom billing schedule items. | false |
| Bypass Custom Rollup Rule Trigger | Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for custom rollup rules. | false |
| Bypass Est Financial Summary Trigger | Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate financial summaries. | false |
| Bypass Est Pricing Modifier Inst Trigger | If selected, disables the trigger for estimate pricing modifier instances. | false |
| Bypass Est Role Skill Request Trigger | If selected, disables the trigger for estimate role skill requests. | false |
| Bypass Est Time Period Override Trigger | If selected, disables the trigger for estimate time period overrides. | false |
| Bypass Estimate Billing Group Trigger | Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for estimate billing groups. | false |
| Bypass Estimate Line Set Trigger | If selected, disables the trigger for estimate line sets. | false |
| Bypass Estimate Payment Terms Trigger | If selected, disables the trigger for estimate payment terms. | false |
| Bypass Estimate Pricing Method Trigger | If selected, disables the trigger for estimate pricing methods. | false |
| Bypass Estimate Product Instance Trigger | If selected, disables the trigger for estimate product instances. | false |
| Bypass Estimate Product Item Trigger | If selected, disables the trigger for estimate product items. | false |
| Bypass Estimate Product Trigger | If selected, disables the trigger for estimate products. | false |
| Bypass Estimate Role Request Trigger | If selected, disables the trigger for estimate role requests. | false |
| Bypass Estimate Task Trigger | If selected, disables the trigger for estimate tasks. | false |
| Bypass Estimate Trigger | If selected, disables the trigger for estimates. | false |
| Bypass Estimated Expense Trigger | If selected, disables the trigger for estimated expenses. | false |
| Bypass Scoping Action Condition Trigger | If selected, disables the trigger for scoping action conditions. | false |
| Bypass Scoping Action Trigger | If selected, disables the trigger for scoping actions. | false |
| Bypass Scoping Req Dis Condition Trigger | If selected, disables the trigger for scoping requirement display conditions. | false |
| Bypass Scoping Req Result Resp Trigger | If selected, disables the trigger for scoping requirement result responses. | false |
| Bypass Scoping Req Result Trigger | If selected, disables the trigger for scoping requirement results. | false |
| Bypass Scoping Req Set Trigger | If selected, disables the trigger for scoping requirement sets. | false |
| Bypass Scoping Requirement Trigger | If selected, disables the trigger for scoping requirements. | false |
| Bypass Scoping Requirment Resp Trigger | If selected, disables the trigger for scoping requirement responses. | false |
| Bypass Scoping Sess Est Product Trigger | If selected, disables the trigger for scoping session estimate products. | false |
| Bypass Scoping Session Trigger | If selected, disables the trigger for scoping sessions. | false |
| Bypass Services Product Trigger | Contact Certinia Customer Support before enabling this setting to avoid potential corruption of created data. If selected, disables the trigger for services products. | false |
| Clone Estimate Batch Size | Determines the number of records to process in a batch while cloning an existing estimate and its related records. | 800 |
| Clone Estimate Event | If selected, the Services Estimator Process Completion platform event will be published when an estimate is cloned. | false |
| Create Project or Add to Opp Batch Size | The batch size to determine the number of estimate role requests processed when the Create Project, Add to existing Project, or Add to Opportunity process runs. | 200 |
| Default Maximum Queueable Stack Depth | The default maximum stack depth for queueable processes in Services Estimator. | 50000 |
| Financial Summary Generation Event | If selected, the Services Estimator Process Completion platform event will be published when an estimate financial summary is generated. | false |
| Generate Estimate Milestones Event | If selected, the Services Estimator Process Completion platform event will be published when estimate milestones are generated. | false |
| Move Estimate Dates Batch Size | Determines the number of role requests processed per batch when moving estimate dates. | 200 |
| Refresh Rates Batch Size | The number of role requests processed per batch when refreshing rates on an estimate. | 200 |
| Role Request Copy Schedules Batch Size | Determines the number of estimate role request schedules copied in a batch when adding a template or estimate product to an estimate. | 50 |
| Scoping Session Estimate Creation Event | If selected, the Services Estimator Process Completion platform event will be published when an estimate is created from a scoping session. | false |
| Synchronous Refresh Rates Threshold | The maximum number of role requests that can be processed synchronously. If the total exceeds this threshold, the refresh rates process runs asynchronously. | 1500 |