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Tighten declined-confirm, delete and insert trigger articles after review

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Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>
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Michael Dieringer 2026-10-02 00:22:49 +02:00
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commit 4e2a3ead4d
8 changed files with 42 additions and 28 deletions
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7
microsoft/knowledge/data-modeling/master-data-must-be-inserted-with-trigger.md
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@ -11,7 +11,7 @@ application-area: [all]
## Description
`Record.Insert()` does not run `OnInsert`: `RunTrigger` defaults to `false`. On a standard master table that trigger initializes the record. `Customer.OnInsert` assigns `No.` and `No. Series` from Sales & Receivables Setup when `No.` is blank, then defaults `Invoice Disc. Code` and the salesperson, creates the contact, syncs `Global Dimension 1/2 Code` from existing Default Dimension rows (`DimMgt.UpdateDefaultDim` creates no default dimensions), calls `UpdateReferencedIds`, and sets the last-modified timestamp. `Item.OnInsert` assigns `No.`, `No. Series`, and `Costing Method` when `No.` is blank and always runs the dimension sync and `UpdateReferencedIds`.
`Record.Insert()` does not run `OnInsert`: `RunTrigger` defaults to `false`. On a standard master table that trigger initializes the record. Unless an `OnBeforeInsert` subscriber sets `IsHandled`, `Customer.OnInsert` assigns `No.` and `No. Series` from Sales & Receivables Setup when `No.` is blank, then defaults `Invoice Disc. Code`, defaults a blank salesperson from the user's User Setup `"Salespers./Purch. Code"` when one is set, creates the contact when Marketing Setup has a `"Bus. Rel. Code for Customers"` (unless the insert comes from a contact or from a template with a contact), overwrites `Global Dimension 1/2 Code` from the customer's Default Dimension rows and clears them when there are none (`DimMgt.UpdateDefaultDim` creates no default dimensions), calls `UpdateReferencedIds`, and sets the last-modified timestamps. `Item.OnInsert` assigns `No.`, `No. Series`, and `Costing Method` when `No.` is blank and, blank or not, runs the same global-dimension update and `UpdateReferencedIds`.
A bare `Insert()` produces a row that looks complete but lacks what downstream code assumes: with a blank `No.` the key stays blank; with a supplied `No.` the contact, defaults, and timestamps are silently missing. This is the caller-side counterpart of [`master-table-no-from-number-series-in-oninsert`](master-table-no-from-number-series-in-oninsert.md): that design only works when callers run the trigger.
@ -19,7 +19,7 @@ A bare `Insert()` produces a row that looks complete but lacks what downstream c
When code creates a record in `Customer`, `Vendor`, `Item`, `G/L Account`, `Contact`, or a custom master with initializing `OnInsert` logic, call `Insert(true)`, then validate fields and `Modify(true)`. Importing from an external source is not an exception: BCApps' data-migration facades (`CustomerDataMigrationFacade`, `ItemDataMigrationFacade`, `GLAccDataMigrationFacade`) use `Insert(true)`. This is the "trigger does work the caller depends on" case of [`pass-false-to-insert-when-trigger-not-needed`](../performance/pass-false-to-insert-when-trigger-not-needed.md); the decision stays per call.
Legitimate `Insert()` calls, not in scope: temporary records and buffer or staging tables; a caller that visibly assigns what the trigger would and then applies a template (`CatalogItemManagement.CreateNewItem` sets `No.` and `Costing Method` before `Item.Insert()`); and an XMLport that round-trips complete rows exported from Business Central (`ExportItemData`). `Modify()` without the trigger is routine on masters for technical fields and is not covered. Upgrade code that bypasses triggers is covered by [`datatransfer-skips-triggers-and-subscribers`](../upgrade/datatransfer-skips-triggers-and-subscribers.md).
Legitimate `Insert()` calls, not in scope: temporary records and buffer or staging tables; a caller that visibly assigns what the trigger would and then applies a template (`CatalogItemManagement.CreateNewItem` sets `No.` and `Costing Method` before `Item.Insert()`) or copies from a source record (`CopyItem` transfers the source item's fields and assigns the target `No.` before `TargetItem.Insert()`); and an XMLport that round-trips complete rows exported from Business Central (`ExportItemData`). `Modify()` without the trigger is routine on masters for technical fields and is not covered. Upgrade code that bypasses triggers is covered by [`datatransfer-skips-triggers-and-subscribers`](../upgrade/datatransfer-skips-triggers-and-subscribers.md).
See sample: [`master-data-must-be-inserted-with-trigger.good.al`](master-data-must-be-inserted-with-trigger.good.al).
@ -33,6 +33,7 @@ See sample: [`master-data-must-be-inserted-with-trigger.bad.al`](master-data-mus
- [Record.Insert(Boolean) method](https://learn.microsoft.com/dynamics365/business-central/dev-itpro/developer/methods-auto/record/record-insert-boolean-method): "If this parameter is false, the code in the OnInsert trigger is not executed. The default value is false."
- BCApps `src/Layers/W1/BaseApp/Sales/Customer/Customer.Table.al`, `OnInsert`, lines 2432-2472; `src/Layers/W1/BaseApp/Inventory/Item/Item.Table.al`, `OnInsert`, from line 2587.
- BCApps `src/Layers/W1/BaseApp/Sales/Customer/Customer.Table.al`, `SetDefaultSalesperson`, lines 3848-3863; `src/Layers/W1/BaseApp/CRM/BusinessRelation/CustContUpdate.Codeunit.al`, `OnInsert`, lines 26-40.
- BCApps `src/Layers/W1/BaseApp/Finance/Dimension/DimensionManagement.Codeunit.al`, `UpdateDefaultDim`, lines 894-913.
- BCApps `src/Layers/W1/BaseApp/Inventory/Item/Catalog/CatalogItemManagement.Codeunit.al`, `CreateNewItem`, lines 545-565; `src/Layers/W1/BaseApp/Inventory/Item/ExportItemData.XmlPort.al`, line 405.
- BCApps `src/Layers/W1/BaseApp/Inventory/Item/Catalog/CatalogItemManagement.Codeunit.al`, `CreateNewItem`, lines 545-565; `src/Layers/W1/BaseApp/Inventory/Item/CopyItem.Codeunit.al`, `InitTargetItem` and `CopyItem`, lines 107-133; `src/Layers/W1/BaseApp/Inventory/Item/ExportItemData.XmlPort.al`, line 405.
- BCApps `src/Layers/W1/BaseApp/System/DataMigration/`: `CustomerDataMigrationFacade.Codeunit.al` line 67, `ItemDataMigrationFacade.Codeunit.al` line 76, `GLAccDataMigrationFacade.Codeunit.al` line 77.