I have Custom object named Team__c and Fields are like, Category__c(Picklist), Close_Date__c(Date), Stage__c(Picklist) also have Standard Opportunity object. The Team__c object and Opportunity has look-up relationship with Category__c(Picklist), Close_Date__c(Date), Stage__c(Picklist) fields . In opportunity I have custom field named Type__c(Picklist), whenever the Type__c from Opportunity is equal to 'New Team' (Type__c == 'New Team') the Category__c, Close_Date__c, Stage__c fields should populate in Team__c record while it create.
Can anyone help on this?
Thanks in advance.
I have try with following trigger,
if(trigger.isAfter && trigger.isInsert)
{
List<Team__c> tt = new List<Team__c>();
Opportunity opp = new Opportunity();
if(opp.Type__c == 'New Team')
{
for(Opportunity oppty : trigger.new)
{
Team__c team = new Team__c();
team.Category__c = oppty.Category__c;
team.Close_Date__c = oppty.Close_Date__c;
team.Stage__c = oppty.Stage__c;
tt.add(team);
}
}
}
Related
I am trying to do something simple (I hope).
I have 2x objects: Contact and Career_Path__c
Contact has one field: Currency__c (picklist)
Career_Path__c has one field: Next_Currency__c (picklist)
hese two objects are related via a loopup relationship from Career_Path__c up to Contact
I am trying to update the Next_Currency__c field every time a new Career_Path__c record is created. This does not seem to work. Thanks for any suggestions.
trigger Trigger_dynPicklist_2 on Contact (after insert) {
Map<Id, String> contactIdToCareerPathMap = new Map<Id, String>();
for (Contact c : Trigger.new) {
if (String.isNotBlank(c.Id)) {
//System.debug('El contacto tiene id: '+c.Id);
contactIdToCareerPathMap.put(c.Id, c.Currency__c);
}
}
List<Career_Path__c> careerPathToUpdate = [SELECT Id, Next_Currency__c, Contact__c
FROM Career_Path__c
WHERE Contact__c IN :contactIdToCareerPathMap.keySet()
];
if(careerPathToUpdate.size() > 0){
//System.debug('Tiene hijos');
for (Career_Path__c career : careerPathToUpdate) {
//System.debug('hijos: '+ career.id);
career.Next_Currency__c = contactIdToCareerPathMap.get(career.Contact__c);
}
update careerPathToUpdate;
}
}
You're trying to set trigger on Contact when you actually need to set it on Career_Path__c SObject. Your code should look something like this to achieve Next_Currency__c auto-populated from related Contact Currency__c (also take a note that trigger will now be BEFORE insert, so you do not need to update record again):
trigger Trigger_dynPicklist_2 on Career_Path__c (before insert) {
Set<Id> relatedContactsIds = new Set<Id>();
for (Career_Path__c path : Trigger.new) {
if (path.Contact__c != null) {
relatedContactsIds.add(path.Contact__c);
}
}
Map<Id, Contact> relatedContactsMap = [SELECT Id, Currency__c FROM Contact WHERE Id IN :relatedContactsIds AND Currency__c != NULL];
for (Career_Path__c path : Trigger.new) {
if (path.Contact__c != null && relatedContactsMap.containsKey(path.Contact__c)) {
path.Next_Currency__c = relatedContactsMap.get(path.Contact__c).Currency__c;
}
}
}
Also note, that when Contact is just created (and you are in trigger on insert), it cannot have related Career_Path__c objects.
What would be the proper method to update a list of new Opportunities with the values from a related record.
for (Opportunity opps:Trigger.new){
[SELECT Id, CorpOwner__r, Contact__r,(SELECT Id, AccountLocation from Account)]
o.CorpOwner__r =Account.Id; o.AccountLocation = opps.Account.AccountLocation;
insert opps
Do you call the lookup fields by the __r suffix? Could you do a before insert operation and still look up the Opportunity.CorpOwner__r relationship to values in the CorpOwner__r Account record, or does that relationship not exist since the record has not been created? What would be a proper batchified way to go about it?
Here's a possibility that demonstrates a number of concepts:
trigger UpdateOpptyWithAccountInfo on Opportunity (before insert) {
// Keep this SOQL query out of the FOR loop for better efficiency/batching
Map<Id, Account> relatedAccounts = new Map<Id, Account>(
[SELECT Id, AccountLocation__c
FROM Account
WHERE Id IN
(SELECT AccountId
FROM Opportunity
WHERE Id = :Trigger.new)
]
);
for (Opportunity o : Trigger.new) {
/* Find each opportunity's Account in the map we queried for earlier
* Note: there's probably a more efficient way to use a Map of Opportunity IDs to Account objects...
* This works fine and could be more readable.
*/
for (Account a : relatedAccounts.values()) {
if (a.Id == o.AccountId) {
// Once you've found the account related to this opportunity, update the values
o.CorpOwner__c = a.Id;
o.AccountLocation__c = a.AccountLocation__c;
}
}
}
// We're still inside an `insert` trigger, so no need to call `insert` again.
// The new fields will be inserted along with everything else.
}
If you're establishing the relationship between objects, use the __c suffix:
o.CorpOwner__c = a.Id; // Associate Account `a` as Opportunity `o`'s CorpOwner
If you're looking up a field on a related object, then you would use __r:
System.debug(o.CorpOwner__r.Name); // Print Opportunity `o`'s CorpOwner's name
New to apex and have a question about writing triggers. Essentially, I'm trying to create a trigger that updates a given field when another field is updated (after a record is created/inserted into Salesforce).
More specifically, when a custom Account lookup field (lookup value is a custom object record) is updated, it should update another field with a different value from the custom object record.
i.e. When I update the High School name to Elm High School, it will also update the yield associated with that high school.
Below is the code that I've created so far:
trigger UpdateYield on Account (before update) {
Set<String> HS = new Set<String>();
for (Account hsName : Trigger.new) {
if (hsName.High_School_LU__c != null) {
HS.add(hsName.High_School_LU__c);
}
List<High_School__c> y = [SELECT Name, Yield__c FROM High_School__c WHERE Name IN :HS];
Map<String, High_School__c> yLU = new Map<String, High_School__c>();
for (High_School__c h : y) {
yLU.put(h.Name, h);
}
for (Account YieldU : Trigger.new) {
if (YieldU.High_School_LU__c != null) {
High_School__c a = yLU.get(YieldU.Name);
if (a != null) {
YieldU.Yield__c = a.Yield__c;
}
}
}
}
}
It saves however, it still does not work when I update the field.
Any help would be greatly appreciated. Thanks in advance.
The problem here is that the value of a lookup field is not actually a string (as displayed in the UI) but an ID, so when you perform your SOQL query you are comparing an ID to the Name field and getting no results.
If you change your code to the following you should get the result you expect.
It should also be notified that this simple use case could also be accomplished using a simple Workflow Field Update rather than a trigger.
trigger UpdateYield on Account (before update)
{
Set<Id> HS = new Set<Id>();
for (Account hsName : Trigger.new)
{
if (hsName.High_School_LU__c != null)
{
HS.add(hsName.High_School_LU__c);
}
}
Map<Id, High_School__c> y = [SELECT Name, Yield__c FROM High_School__c WHERE Id IN :HS];
for (Account YieldU : Trigger.new)
{
High_School__c a = y.get(YieldU.High_School_LU__c);
if (a != null)
{
YieldU.Yield__c = a.Yield__c;
}
}
}
Can anyone help me with writing a trigger on cross object field update.
Object: Booking__c Field: Booking_Type__c (is a picklist)
Object: Booking_Item__C Field: Booking_type__c (is also a picklist)
The requirement is, when status (Booking_Type_c) of Booking_c is selected as cancelled the status (Booking_Type__c ) of Booking_item__c should also be updated to cancelled.
Any help will be much appreciated.
Thank you
I'd like to make an assumption that your objects have the following relationship
Booking_item__c.Booking__c (Booking_item_c record has a lookup to Booking_c)
Trigger Booking on Booking__c (after insert, after update) {
Set<Id> cancelledBookingIds = new Set<Id>();
for (Booking__c booking: Trigger.new) {
if (booking.Booking_Type__c == 'cancelled') {
cancelledBookingIds.add(booking.id);
}
}
List<Booking_Item__c> bookingItemsForCancelling = [SELECT Booking_Type__c
FROM Booking_Item__c
WHERE Booking__c IN: cancelledBookingIds];
for (Booking_Item__c item: bookingItemsForCancelling) {
item.Booking_Type__c = 'cancelled';
}
update bookingItemsForCancelling;
}
I'm new to Salesforce and I'm trying to create a trigger that will basically update fields and create a new Opportunity owner every time a new Opportunity gets added.
For clarity, I've attached my code below:
trigger trig_Opportunity_CreateOppOwner on Opportunity (before insert, before update) {
//Opportunity OppOwner = null;
List<id>OppsID = new List<id>(); //Get the id of all new Opportunities owners
for (Opportunity Opp : Trigger.new) { //If a new Opportunity is added, then create new OppOwner, if not, then don't add.
OppsId.add(Opp.ID); //adds all new Opportunities Id's
}
List<Opportunity>OppToUpdate = [SELECT Id,
Name,
Owner__c,
OppOwner,
FROM Opportunity
WHERE Id IN: Opp.ID // Select Id, OpportunityName,
];
if Trigger.oldMap.get(opp.id).Owner__c != Trigger.oldMap.get(OppToUpdate.id).Owner__c // verify that if previous Opportunity has a matching owner.
OppsId.add(Opp.ID); //populates new oppowner with ID's of all owners.
This is basically what I'm trying to do:
Trigger(Before Update, Before Insert){
Get all Triggered Opportunities.
Verify if old opportunities already has a matching Owner.
If it's not a matching owner, update Opportunity fields and update the opportunity.
I'm not sure how to get from step 2 to step 3. Any help would be appreciated.
By the code that you provided isn't clear where it's finished, from my side seems that after couples of lines that you've provided another couples of lines exists. Could you please post all your code? If it isn't so, and code that you posted is all your code, from my point of view, this code do nothing, absolutely nothing.
Why?
no validation's errors
no DML operation
trigger trig_Opportunity_CreateOppOwner on Opportunity (before insert, before update) {
//Opportunity OppOwner = null;
/*
List<id>OppsID = new List<id>(); //Get the id of all new Opportunities owners
for (Opportunity Opp : Trigger.new) { //If a new Opportunity is added, then create new OppOwner, if not, then don't add.
OppsId.add(Opp.ID); //adds all new Opportunities Id's
}
*/
// 3 started lines might be replaced by the following one
List<id>OppsID = Trigger.newMap.getKeys();
//but the following code perform select on Opportunity object and return the same list as Trigger.new
// OppToUpdate == Trigger.new
// What for? May be you should work with this part on "after insert/update"
List<Opportunity>OppToUpdate = [SELECT Id,
Name,
Owner__c,
OppOwner,
FROM Opportunity
//WHERE Id IN: Opp.ID // Opp - isn't exist and it isn't list/set of id
WHERE Id IN OppsId // I guess you meant this
];
// 1.variable "opp" isn't exist here
// 2. "OppToUpdate.id" - you can't use list in this manner
if Trigger.oldMap.get(opp.id).Owner__c != Trigger.oldMap.get(OppToUpdate.id).Owner__c // verify that if previous Opportunity has a matching owner.
OppsId.add(Opp.ID); //populates new oppowner with ID's of all owners.