Apex Code Development You need to sign in to do that
Don't have an account?
TeddyAble Task Trigger IF Statement for Validation (HELP)
Hello Guys,
Any suggestion for solution to this problem will be highly apreciated.
What we are going for is IF a task is created and it meets the following Field criteria in Task (Standard Object) then Run trigger which creates an Interaction (Custom Object)
Related To Picklist Equals Adviser
[Related To is the Field label for Task, the Field Name is What]
and im confused as to how i can write the trigger to Create an Interaction record during insert Only if the Related To picklist "Adviser" is selected else just save the task and do not create anything.
The code below is the Trigger that is suppose to be run Only when the Task meets the criteria
But the task gets created but doesnt not run the trigger hence the record is not created in the custom Object (Interaction)
========================================================================
trigger TaskCreate2 on Task (after Insert)
{
List<Interaction__c> INTA = new List<Interaction__c>();
ID RecordTypeofInteraction=[SELECT Id,Name FROM RecordType WHERE Name LIKE '07-Sales Process'].id;
for(Task TC :Trigger.new)
{
if (TC.what.name == 'Adviser')
{
INTA.add(new Interaction__c (Subject__c=TC.subject,
Contact__c=TC.whoID,
points__c = TC.point__c,
adviser__c=TC.WhatID,
Log_Interaction_Details__c=TC.description,
recordTypeID = '012Q00000000TqN',
Interaction_Type__c='Sales Activity'));
}
}
Insert INTA;
}
=======================================================================
Please Let me know what im doing wrong, Because i m confused on how to call the Related To field in Task so that If statement can execute this trigger if the user select the Related To "Adviser" Adviser is a custom Object Adviser__C
Please Help ..
Regards,
Hi,
Try the below code as reference and made changes accordingly:
trigger TaskCreate2 on Task (after Insert)
{
Map<String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();
Map<String, Schema.DescribeSObjectResult> descMap=new Map<String, Schema.DescribeSObjectResult>();
for(Schema.SObjectType sot : schemaMap.values())
{
Schema.DescribeSObjectResult descRes=sot.getDescribe();
String kp=descRes.getKeyPrefix();
descMap.put(kp, descRes);
}
Task T = Trigger.New[0];
String str = T.whatId;
String ObjName = '';
String prefix='';
Schema.DescribeSObjectResult descObj;
if(str != NULL)
{
prefix=str.substring(0,3);
descObj=descMap.get(prefix);
}
if(descObj != null)
ObjName = descObj.getName();
List<Interaction__c> INTA = new List<Interaction__c>();
ID RecordTypeofInteraction=[SELECT Id,Name FROM RecordType WHERE Name LIKE '07-Sales Process'].id;
for(Task TC :Trigger.new)
{
system.debug('#################' +ObjName );
if (ObjName == 'Adviser__c')
{
INTA.add(new Interaction__c (Subject__c=TC.subject,
Contact__c=TC.whoID,
points__c = TC.point__c,
adviser__c=TC.WhatID,
Log_Interaction_Details__c=TC.description,
recordTypeID = '012Q00000000TqN',
Interaction_Type__c='Sales Activity'));
}
}
Insert INTA;
}
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
All Answers
Hi,
Try the below code as reference and made changes accordingly:
trigger TaskCreate2 on Task (after Insert)
{
Map<String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();
Map<String, Schema.DescribeSObjectResult> descMap=new Map<String, Schema.DescribeSObjectResult>();
for(Schema.SObjectType sot : schemaMap.values())
{
Schema.DescribeSObjectResult descRes=sot.getDescribe();
String kp=descRes.getKeyPrefix();
descMap.put(kp, descRes);
}
Task T = Trigger.New[0];
String str = T.whatId;
String ObjName = '';
String prefix='';
Schema.DescribeSObjectResult descObj;
if(str != NULL)
{
prefix=str.substring(0,3);
descObj=descMap.get(prefix);
}
if(descObj != null)
ObjName = descObj.getName();
List<Interaction__c> INTA = new List<Interaction__c>();
ID RecordTypeofInteraction=[SELECT Id,Name FROM RecordType WHERE Name LIKE '07-Sales Process'].id;
for(Task TC :Trigger.new)
{
system.debug('#################' +ObjName );
if (ObjName == 'Adviser__c')
{
INTA.add(new Interaction__c (Subject__c=TC.subject,
Contact__c=TC.whoID,
points__c = TC.point__c,
adviser__c=TC.WhatID,
Log_Interaction_Details__c=TC.description,
recordTypeID = '012Q00000000TqN',
Interaction_Type__c='Sales Activity'));
}
}
Insert INTA;
}
Did this answer your question? If not, let me know what didn't work, or if so, please mark it solved.
Hello Navatar,
Thank you very much for your detailed help.
Very much apreciated,
Cannot say thank you enough.
Regards,
Hello Navatar_
It comes up with an error message when a new task is created and the Object Organisation is selected... Seems like it only prefers the Adviser to be chosen for some weird reason.
Review all error messages below to correct your data.
Apex trigger TaskCreateAdviser caused an unexpected exception, contact your administrator: TaskCreateAdviser: execution of AfterInsert caused by: System.DmlException: Insert failed. First exception on row 0; first error: FIELD_INTEGRITY_EXCEPTION, Adviser: id value of incorrect type: a0RQ0000002GybVMAS: [Adviser__c]: Trigger.TaskCreateAdviser: line 63, column 1
I extended the code to include additional IF Statement of other Custom Object within the Picklist.
trigger TaskCreateAdviser on Task (after Insert)
{
Map<String, Schema.SObjectType> schemaMap = Schema.getGlobalDescribe();
Map<String, Schema.DescribeSObjectResult> descMap=new Map<String, Schema.DescribeSObjectResult>();
for(Schema.SObjectType sot : schemaMap.values())
{
Schema.DescribeSObjectResult descRes=sot.getDescribe();
String kp=descRes.getKeyPrefix();
descMap.put(kp, descRes);
}
Task T = Trigger.New[0];
String str = T.whatId;
String ObjName = '';
String prefix='';
Schema.DescribeSObjectResult descObj;
if(str != NULL)
{
prefix=str.substring(0,3);
descObj=descMap.get(prefix);
}
if(descObj != null)
ObjName = descObj.getName();
List<Interaction__c> INTA = new List<Interaction__c>();
ID RecordTypeofInteraction=[SELECT Id,Name FROM RecordType WHERE Name LIKE '07-Sales Process'].id;
for(Task TC :Trigger.new)
{
system.debug('#################' +ObjName );
if (ObjName == 'Adviser__c')
{
INTA.add(new Interaction__c (Subject__c=TC.subject,
Contact__c=TC.whoID,
points__c = TC.point__c,
adviser__c=TC.WhatID,
Log_Interaction_Details__c=TC.description,
recordTypeID = '012Q00000000TqN',
Interaction_Type__c='Sales Activity'));
}
else {
If (ObjName == 'Organisation__c')
{
INTA.add(new Interaction__c (Subject__c=TC.subject,
Contact__c=TC.whoID,
points__c = TC.point__c,
adviser__c=TC.WhatID,
Log_Interaction_Details__c=TC.description,
recordTypeID = '012Q00000000TqN',
Interaction_Type__c='Sales Activity'));
}
}
}
Insert INTA;
}
Please advice on what im doing wrong.
Regards,
Ted
Hello Navatar_
figured it out thanks.
for some stupid reason i was calling the Adviser__c in the wrong section instead of Organisation__c
else {
If (ObjName == 'Organisation__c')
{
INTA.add(new Interaction__c (Subject__c=TC.subject,
Contact__c=TC.whoID,
points__c = TC.point__c,
Organisation__c=TC.WhatID,
Log_Interaction_Details__c=TC.description,
recordTypeID = '012Q00000000TqN',
Interaction_Type__c='Sales Activity'));
}
}
Thanks
I hope this is useful for others.