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roysmith601.3493067652527424E1 Trigger to update the parent record based on child record update on opportunity object?
Hi,
I create trigger on Event Object and this will do the following: If user try to create new event on the related list on opportunity record then If user select anything on Primary focus(picklist) field in event while create new event then after user save the record then it will translate that picklist selected option to stage field in opportunity record.
For example: if user select primary focus = phone then opportuntiy stage hould be update with phone.I have different recprd type on event and opportunities and i want this trigger to be work on selected record types.
here is my trigger but it working but not updating the opportunity stage with what i select while creating event.
please help me figuring this out.
thanks
trigger eventafter on Event (after update) {
List<Opportunity> opps = new List<Opportunity>{};
for (Event t : trigger.new)
{
// if the event is related to an Opportunity and the Stage has changed
if (t.Primary_Focus__c != null) {
List<opportunity> o = [Select Id, StageName From Opportunity Where Id = :t.WhatId];
if (o.size() >0 ) {
o[0].StageName = t.Primary_Focus__c;
}
opps.add(o[0]);
}
if(opps != null && !opps.isEmpty()){
Database.update(opps);
}
}
}
Write one more trigger on Event like this:
trigger eventBefore on Event (before insert,before update) {
RecordType rt = [SELECT Id,Name,SobjectType FROM RecordType WHERE Name = 'Opportunity Event' AND SobjectType = 'Event' LIMIT 1];
if(trigger.isInsert)
{
for (Event t : trigger.new)
{
if (t.WhatId.getSObjectType() == Opportunity.sObjectType && t.RecordTypeId != rt.Id)
{
t.addError('You can select only AF:Opportunity Event Record type');
}
}
}
}
Once it works club both the trigger code into one trigger.
All Answers
try this :
trigger eventafter on Event (after insert,after update) {
List<Opportunity> opps = new List<Opportunity>{};
if(trigger.isInsert)
{
for (Event t : trigger.new)
{
if (t.Primary_Focus__c != null && t.WhatId.getSObjectType() == Opportunity.sObjectType)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Primary_Focus__c));
}
}
}
else
{
for(Event t : trigger.new)
{
if(t.Primary_Focus__c != null
&& t.WhatId.getSObjectType() == Opportunity.sObjectType
&& t.Primary_Focus__c != trigger.oldMap.get(t.Id).Primary_Focus__c)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Primary_Focus__c));
}
}
}
if(opps != null && !opps.isEmpty()){
Database.update(opps);
}
}
Hi Laxman,
I try this and its working fine and now i have to add record type to my record. for example, if user click on event and we have 4 record type but we want to this functionlaity to work for only one event record.
Note: Instead of using rpimary focus field for now i m using subject option to be translate to opportunity stage field:
my new trigger:
List<Opportunity> opps = new List<Opportunity>{};
if(trigger.isInsert)
{
for (Event t : trigger.new)
{
if (t.Subject != null && t.WhatId.getSObjectType() == Opportunity.sObjectType)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
else
{
for(Event t : trigger.new)
{
if(t.Subject != null
&& t.WhatId.getSObjectType() == Opportunity.sObjectType
&& t.Subject != trigger.oldMap.get(t.Id).Subject)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
if(opps != null && !opps.isEmpty()){
Database.update(opps);
}
}
could you please help me
thanks
I am confused, can you explain me in detail
Hi Rao,
Just add the condition to this if statement to only add the Opportunities for certain Event RecordTypes.
I enter the if statement but i am getting the following error:
my trigger is as follow:
trigger eventafter on Event (after insert,after update) {
List<Opportunity> opps = new List<Opportunity>{};
if (t.Subject != null && t.WhatId.getSObjectType() == Opportunity.sObjectType && t.RecordType.Name = 'Opportunity Event')
if(trigger.isInsert)
{
for (Event t : trigger.new)
{
if (t.Subject != null && t.WhatId.getSObjectType() == Opportunity.sObjectType)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
else
{
for(Event t : trigger.new)
{
if(t.Subject != null
&& t.WhatId.getSObjectType() == Opportunity.sObjectType
&& t.Subject != trigger.oldMap.get(t.Id).Subject)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
if(opps != null && !opps.isEmpty()){
Database.update(opps);
}
}
Please help me.
thanks
Try this:
trigger eventafter on Event (after insert,after update) {
List<Opportunity> opps = new List<Opportunity>{};
//if (t.Subject != null && t.WhatId.getSObjectType() == Opportunity.sObjectType && t.RecordType.Name = 'Opportunity Event')
RecordType rt = [SELECT Id,Name,SobjectType FROM RecordType WHERE Name = 'Opportunity Event' AND SobjectType = 'Event' LIMIT 1];
if(trigger.isInsert)
{
for (Event t : trigger.new)
{
if (t.Subject != null && t.WhatId.getSObjectType() == Opportunity.sObjectType && t.RecordTypeId == rt.Id)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
else
{
for(Event t : trigger.new)
{
system.debug('t.RecordTypeID' + t.RecordTypeID);
if(t.Subject != null
&& t.WhatId.getSObjectType() == Opportunity.sObjectType
&& t.Subject != trigger.oldMap.get(t.Id).Subject
&& t.RecordTypeId == rt.Id)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
if(opps != null && !opps.isEmpty()){
Database.update(opps);
}
}
I enter the trigger and i am able to save it but when i testing this trigger and try to add new event in the existing opportunity record then i am getting error:
Error: Invalid Data.
Review all error messages below to correct your data.
Apex trigger eventafter caused an unexpected exception, contact your administrator: eventafter: execution of AfterInsert caused by: System.QueryException: List has no rows for assignment to SObject: Trigger.eventafter: line 6, column 1
my current trigger:
trigger eventafter on Event (after insert,after update) {
List<Opportunity> opps = new List<Opportunity>{};
//if (t.Subject != null && t.WhatId.getSObjectType() == Opportunity.sObjectType && t.RecordType.Name = 'Opportunity Event')
RecordType rt = [SELECT Id,Name,SobjectType FROM RecordType WHERE Name = 'AF:Opportunity Event' AND SobjectType = 'Event' LIMIT 1];
if(trigger.isInsert)
{
for (Event t : trigger.new)
{
if (t.Subject != null && t.WhatId.getSObjectType() == Opportunity.sObjectType && t.RecordTypeId == rt.Id)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
else
{
for(Event t : trigger.new)
{
system.debug('t.RecordTypeID' + t.RecordTypeID);
if(t.Subject != null
&& t.WhatId.getSObjectType() == Opportunity.sObjectType
&& t.Subject != trigger.oldMap.get(t.Id).Subject
&& t.RecordTypeId == rt.Id)
{
opps.add(new Opportunity(Id = t.WhatId, StageName = t.Subject));
}
}
}
if(opps != null && !opps.isEmpty()){
Database.update(opps);
}
}
please help me
thanks
Probem is due to this line :
RecordType rt = [SELECT Id,Name,SobjectType FROM RecordType WHERE Name = 'AF:Opportunity Event' AND SobjectType = 'Event' LIMIT 1];
It says not records were retrieved.Might be you are giving the wrong record type name
AF:Opportunity Event should be your record type name.
Run a query in workbech and ensure you are getting the row.
Workbench link is https://workbench.developerforce.com/query.php
I check and its working fine now for Event record type = AF: Opportunity Event but also this trigger also let me add add other event record type but infact, i want this trigger to be work on only event record type =AF: Opportunity Event.
can you please help me out.
This trigger will only fire when the record type is AF: Opportunity Event.
It does not fire for other recordtypes because Code say:
t.RecordTypeId == rt.Id(which meand if recordtype ==AF: Opportunity Event )
this is what my understadning too but i am able to add record type other then AF: Opportunity Event record type.
please help me
Do you want the trigger to fire for other record types also?
No RAO. BUT I AM still able to add other record type and the value update the opportunity stage name with other other record type.Infact,I want the ability to only been able to add record type AF: Opportunity Event and update teh stage name on opportunity.
I hope that this make sense to you and my concern.
thanks
You mean to say, if user selects other than record type AF: Opportunity Event, then it should not allow to create the task???
Yes, This is right. I mean to say, if user selects other than record type AF: Opportunity Event, then it should not allow to create the event.
please help me
Write one more trigger on Event like this:
trigger eventBefore on Event (before insert,before update) {
RecordType rt = [SELECT Id,Name,SobjectType FROM RecordType WHERE Name = 'Opportunity Event' AND SobjectType = 'Event' LIMIT 1];
if(trigger.isInsert)
{
for (Event t : trigger.new)
{
if (t.WhatId.getSObjectType() == Opportunity.sObjectType && t.RecordTypeId != rt.Id)
{
t.addError('You can select only AF:Opportunity Event Record type');
}
}
}
}
Once it works club both the trigger code into one trigger.
thanks