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DevelopementDevelopement 

Help with Triggers

Hello,

I need help to create a triggers.

 

One Object: Opportunity

Other Object: Cases

 

Scenario: Cases has status "New, Sales, Closed". Cases is not related to opp but related to Accounts object.[Account and Opportunity are related] 

I have created a field on Opportunity and I want that whathever is the status of Case, it should populate on the Opportuity object in the field i  created.

Could you please tell me how to write a trigger based on the above scenario.

 

 

I tried writing  a trigger but am stuck that how to match the account ID to the account Id on case to get the case status.

But I need to update the filed on Opportunity and Opportunity laos has account name.

 

this is the relation

Case-> Account

Account-> Opp

 

 

trigger Updateopp on Opportunity (after insert,after update) {
list<Cases> ca = new list<Cases>();
for(Cases c:trigger.new)
{
list<Cases> caa = new list<Cases>();
ca = [select Status from Cases where id =: c.AccountId];

 

 

Please help!

Best Answer chosen by Admin (Salesforce Developers) 
SLockardSLockard

For this problem, I see you needing 2 triggers. The first one would be for when a cases is inserted/updated :

trigger UpdateOppFromCase on Case (after insert,after update) 
{
    Map<Id, Case> cases = new Map<Id, Case>();
    for(Case c:trigger.new)
    {
        if (c.Status == 'Closed' || c.Status == 'Sales' || c.Status == 'New')
        {
            cases.put(c.AccountId, c);
        }
    }
    
    if (!cases.isEmpty())
    {
        List<Opportunity> oppsToUpdate = [SELECT AccountId, fieldToUpdate__c FROM Opportunity WHERE AccountId IN :cases.keySet()];
        for (Opportunity o : oppsToUpdate)
        {
            o.fieldToUpdate__c = cases.get(o.AccountId).Status;
        }
        
        update oppsToUpdate;
    }
}

 and another trigger for when an opportunity is inserted, for situations where there is already a case related to its account:

trigger UpdateOppFromOpp on Opportunity(before insert)
{
	Map<Id, Opportunity> opps = new Map<Id, Opportunity>();
    for(Opportunity o:trigger.new)
    {
		if (o.AccountId != null)
		{
			opps.put(o.AccountId, o);
		}
    }
    
    if (!opps.isEmpty())
    {
        List<Case> casesToCheck = [SELECT AccountId, Status FROM Case WHERE AccountId IN :opps.keySet() AND (Status = 'New' OR Status = 'Closed' OR Status = 'Sales')];
        for (Case c : casesToCheck)
        {
            opps.get(c.AccountId).fieldToUpdate__c = c.Status;
        }
    }
}

 I hope these help you.

All Answers

DevelopementDevelopement

For now, please consider that Account has one case and one opp only.i.e. it will be  aone to one relstionship.

SLockardSLockard

For this problem, I see you needing 2 triggers. The first one would be for when a cases is inserted/updated :

trigger UpdateOppFromCase on Case (after insert,after update) 
{
    Map<Id, Case> cases = new Map<Id, Case>();
    for(Case c:trigger.new)
    {
        if (c.Status == 'Closed' || c.Status == 'Sales' || c.Status == 'New')
        {
            cases.put(c.AccountId, c);
        }
    }
    
    if (!cases.isEmpty())
    {
        List<Opportunity> oppsToUpdate = [SELECT AccountId, fieldToUpdate__c FROM Opportunity WHERE AccountId IN :cases.keySet()];
        for (Opportunity o : oppsToUpdate)
        {
            o.fieldToUpdate__c = cases.get(o.AccountId).Status;
        }
        
        update oppsToUpdate;
    }
}

 and another trigger for when an opportunity is inserted, for situations where there is already a case related to its account:

trigger UpdateOppFromOpp on Opportunity(before insert)
{
	Map<Id, Opportunity> opps = new Map<Id, Opportunity>();
    for(Opportunity o:trigger.new)
    {
		if (o.AccountId != null)
		{
			opps.put(o.AccountId, o);
		}
    }
    
    if (!opps.isEmpty())
    {
        List<Case> casesToCheck = [SELECT AccountId, Status FROM Case WHERE AccountId IN :opps.keySet() AND (Status = 'New' OR Status = 'Closed' OR Status = 'Sales')];
        for (Case c : casesToCheck)
        {
            opps.get(c.AccountId).fieldToUpdate__c = c.Status;
        }
    }
}

 I hope these help you.

This was selected as the best answer
DevelopementDevelopement

Hi,

I tried these two triggers but I just have a one question:

Like you have used

 

if (c.Status == 'Closed' || c.Status == 'Sales' || c.Status == 'New').

 

But I have around 20 status, so giving 20 status like this is not good. So can it be dynamic?

SLockardSLockard

I only did that because I thought you only wanted to execute the logic for those 3 conditions. If you don't care what the status of the case is then you can remove those checks completely.

DevelopementDevelopement

Aweome :)

Thanks a ton.

DevelopementDevelopement

Hi,

I know you can help me with this query.

 

Now as you mentioned I created two triggers.I have one more object oppcase which has Opporunity field.So relation is like

Account-> Opp

Account-> Case

Case-> oppcase

Opp-> oppcase

 

I want now that only update those Opp's which exists on Oppcase object.

ExamplE:  Account ABCD has 6 opps and 1 case and that case has 4 opps.So i need to update only 4 opps not the all 6.

 

Hope you understand my question.Please let me know how to create trigger or modify the above two triggers.

 

Thanks a lot