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MikeyO
Checkbox in one object (cases) triggers a project in another object
I have a checkbox in cases that says "Accept Project" if checked I want it to create a Project within a custom object that is part of PM Milestone downloaded from the AppExchange.
Any ideas on how to do that?
Any ideas on how to do that?
I'm not too familiar with the Milestone package, but take a quick look to see if it doesn't already do this for you.
If not, it's a pretty simple trigger on the Case object. In a nutshell, it would be a after insert, after update trigger that checks whether or not Accept Project has been inserted with or changed to true. If Accept Project has been checked, then create a new Milestone record.
As with any trigger, you'll want to do this in a bulkified manner, in case multiple cases are updated.
Below is a quick and dirty example of how you might go about this. The example assumes that accept_project__c will never be unchecked the rechecked, so you might need to put some validation logic around that case.
https://developer.salesforce.com/forums/ForumsMain?id=906F00000008yuFIAQ