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RJ12
Create a Task based on Opportunity Field
I need help to create a task based on Opportunity Field.
Let's say I have a picklist field in Opportunity called 'Type' with Values A, B.
If value 'A' is selected then you must check for Synced Quote in that Opportunity related list. In the synced Quote, if the Status field is 'Rejected' then we must create 2 Tasks in the Opportunity Record with the subject line 'Task Subject 1' and 'Task Subject 2'.
I have a custom picklist field in the Task called 'Task Value' with values X, Y.
So Tasks must be created as
Task 1:
Subject Line: Task Subject 1
Task Value: X
Task 2:
Subject Line: Task Subject 2
Task Value: Y
These 2 tasks must be displayed on the opportunity related list 'Open Activities'.
Let's say I have a picklist field in Opportunity called 'Type' with Values A, B.
If value 'A' is selected then you must check for Synced Quote in that Opportunity related list. In the synced Quote, if the Status field is 'Rejected' then we must create 2 Tasks in the Opportunity Record with the subject line 'Task Subject 1' and 'Task Subject 2'.
I have a custom picklist field in the Task called 'Task Value' with values X, Y.
So Tasks must be created as
Task 1:
Subject Line: Task Subject 1
Task Value: X
Task 2:
Subject Line: Task Subject 2
Task Value: Y
These 2 tasks must be displayed on the opportunity related list 'Open Activities'.
Create a trigger for Opportunity if one does not yet exists (and remember, bet practices a batched one with a trigger handler) that will be executed on after update. On that would be quite straightforward... Good luck :)
Hope this helps.
@Dev_Arya
Here we need to Create a task not to update one.