Hello,

I am working on an idea for a trigger and thought I would post this to the community before I get too far and realize it is not a worthwhile pursuit. Any feedback would be appreciated.

I am proposing a trigger that fires on a custom field to query email and two other custom fields “credit_line_request_Amount_c” and “credit_analysis_c” from Opportunity.

There are different stages to the trigger depending on the dollar amount in “credit_line_request_Amount_c” and if the potential customer was denied or approved per “credit_analysis_c”. Depending on the stage and status an email message will be sent out to the proper user.

I can say my first problem is that I am trying to query the email field from Opportunity. I am trying to talk the credit people into querying from Lead.

Here is my code so far, please excuse some of the pseudo code I have used and any syntax/compile errors, I am still in the planning stages.  

//APEX TRIGGER AND SOQL QUERY TO AUTOMATE PROCESS FROM CREDIT PERSON //DENY/APPROVE AND SEND EMAIL . MUST INCLUDE DATE/TIME OF APPROVE/DENY. 

Trigger denyapprove on Opportunity(after insert, before update){

    //resets trigger after each check
    Set Trigger<> = new Trigger{};
    for (Integer i=0; i<Trigger.new.size();i++) {

     //date time stamp for each check 
    for (credit_line_request_Email_c i : Trigger.new) {
                DateTime now = System.now();         
       
//SOQL Query for data
if(credit_line_request_Amount_c.size()!=0)
    List<Opportunity>=[SELECT credit_line_request_Amount_c, credit_analysis_c, Email    
    FROM Opportunity WHERE Record Type = Credit Approval);

//if stage 2 and credit denied  
if (credit_line_request_Amount_c()!<75,000) && (credit_analysis_c = 'deny';)
//this will need to be picklist field
    {
    //send email message to director
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(Credit Application Declined[0],Email);
    mail.setReplyTo.(director[0],Email);
    Messaging.sendEmail(new Messaging.Email Message[] {mail});
}
//if stage 2 and credit approved
if (credit_line_request_Amount_c()!<75,000) && (credit_analysis_c = 'approved';)
    {
    //send email message to applicant
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(approved[0],Email);
    mail.setReplyTo.(applicant[0],Email);
}   Messaging.sendEmail(new Messaging.Email Message[] {mail});
}

//if stage 4 and credit denied  
if (credit_line_request_Amount_c()!>=75,000 && <125,000) && (credit_analysis_c = 'deny';)
    {
    //send email message to director
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(Credit Application Declined[0],Email);
    mail.setReplyTo.(director[0],Email);
}   Messaging.sendEmail(new Messaging.Email Message[] {mail});
}
//if stage 4 and credit approved
if (credit_line_request_Amount_c()!>=75,000 && <125,000) && (credit_analysis_c = 'approved';)
    {
    //send email message to applicant
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(approved[0],Email);
    mail.setReplyTo.(applicant[0],Email);
}   Messaging.sendEmail(new Messaging.Email Message[] {mail});
}

//if stage 5 and credit denied  
if (credit_line_request_Amount_c()!>=125,000 && <200,000) && (credit_analysis_c = 'deny';)
    {
    //send email message to director
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(Credit Application Declined[0],Email);
    mail.setReplyTo.(director[0],Email);
}   Messaging.sendEmail(new Messaging.Email Message[] {mail});
}
//if stage 5 and credit approved
if (credit_line_request_Amount_c()!>=125,000 && <200,000) && (credit_analysis_c = 'approved';)
    {
    //send email message to applicant
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(approved[0],Email);
    mail.setReplyTo.(applicant[0],Email);
}   Messaging.sendEmail(new Messaging.Email Message[] {mail});
}

//if stage 6 and credit denied  
if (credit_line_request_Amount_c()!>=200,000 && <300,000) && (credit_analysis_c = 'deny';)
    {
    //send email message to director
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(Credit Application Declined[0],Email);
    mail.setReplyTo.(director[0],Email);
}   Messaging.sendEmail(new Messaging.Email Message[] {mail});
}
//if stage 5 and credit approved
if (credit_line_request_Amount_c()!>=200,000 && <300,000) && (credit_analysis_c = 'approved';)
    {
    //send email message to applicant
    Messaging.Email Message mail= new Messaging.Email Message();
    mail.setTemplate.(approved [0],Email);
    mail.setReplyTo.(applicant[0],Email);
}   Messaging.sendEmail(new Messaging.Email Message[] {mail});
}