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mdelgado Ability to create a new entity after closing an opportunity
Hello,
I've been asked to implement the following:
Create a new project (one of our custom objects) when an opportunity is marked "closed won". I believe I can implement this using an apex trigger.
My question is the following:
I'd like to have the ability to not allow users to make changes to the opportunity once is marked "closed won" (or any of the other close states). This would prevent a possible 2nd project (duplicate) from being created
Does anyone have any suggestions?
thanks,
Mirko
Yes you are correct you need a trigger for the initial requirement of creating new projecct record.
You can see these : http://forceschool.blogspot.com/search/label/Apex%20Triggers
if you want to take help in how to write triggers.
Your second question : How to prevent duplicate project creation. : For this either you can have validation rule on Opportunity so that once it has been closed/won you can not change it again. This validation can be done using trigger also.
let me know if any issues in it.