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Arrow Opportunity Button to add an attachment and update a field
We have KPIs on the opportunity dependent on Stage and Type and display red warnings in an S-Control.
All this is working well except for attachments.
The below custom button makes it easy for a user to add an attachment e.g. a proposal.
We track the number of attachments in a custom field (updated every 15 minutes from SQL Server) and compare this with the Attachment KPI field displaying a warning.
An issue with the above is that we still have a warning displayed for up to 15 minutes after they have added an attachment.
It is not possible in Salesforce to have Workflow or a trigger running reliably against the Attachment object.
I'm wondering whether there was a way to change the below URL in such a way so that it generated a field update in Salesforce on the opportunity. I could then use this update to hide the warning till the next SQL Server update.
/p/attach/NoteAttach?pid={!Opportunity.Id}&parentname={!Opportunity.Name}&retURL=%2F{!Opportunity.Id}
There is no way you could change that URL per se to do a field update on the opportunity. You could change the button to an Execute Javascript button and use a technique like this to update something on the opportunity and then navigate the page to that URL afterwards.
You can write a trigger on Attachment using Eclipse. Open your Org in Eclipse then create a new trigger where you will get a picklist to select the Attachment Object. This is the way to write a trigger on Attachment. Find below a sample code :
trigger TiggerName on attachment(after insert)
{
attachment att = Trigger.New[0];
// do here
}