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Tommy C
Creating a button to create custom objects for a child Opportunity based off the Products of its parent Opp?
I have an object called Past Products that is normally created when a new child Opportunity is created. These Past Products objects are associated with the child Opp and are created from the parent Opportunity's Products. Currently, there is a code that creates these Past Products when a new child Opportunity is created from its parent. However, if the child Opportunity is created separately and is assigned a parent afterwards, these Renewals are not created. These Past Products show up in a Related Record List for the child Opportunity.
Essentially, given the child Opportunity, I want to pull all the Products from the parent Opportunity and create Past Products objects for each of those products and associate these Past Product objects with the child Opportunity. I want to be able to add a button or some trigger to manually call this method. The code already exists to create these Past Product objects so it's either a matter of calling this method or replicating its function.
Would it be possible to call this Apex method from the Process Builder or a Button? Could it be done through a workflow? If I can also replicate what the code does (creating the Past Product objects) in Process Builder or a Workflow without needing to call the method, that also works. I'm new to the platform so I will appreciate any help!
Essentially, given the child Opportunity, I want to pull all the Products from the parent Opportunity and create Past Products objects for each of those products and associate these Past Product objects with the child Opportunity. I want to be able to add a button or some trigger to manually call this method. The code already exists to create these Past Product objects so it's either a matter of calling this method or replicating its function.
Would it be possible to call this Apex method from the Process Builder or a Button? Could it be done through a workflow? If I can also replicate what the code does (creating the Past Product objects) in Process Builder or a Workflow without needing to call the method, that also works. I'm new to the platform so I will appreciate any help!