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Lynn Tran Notes and Attachment Check Box Trigger
Hello!
I have Salesforce Enterprise. I have downloaded Eclipse SDK.
I am looking to create a trigger for when a document is uploaded, it will trigger a check box in Contact (or another object if it's easier?) that a document uploaded. It would be even greater if it updated a text box with the date the document was created.
I have two documents, a 1) Policy form and a 2) Contract form. When a Policy form is uploaded via a form into Notes and Attatchments, I would like a box to EITHER check or have the date created appear. I would like to differentiate this form with the Contract form. Is this possible?
So
Policy form uploaded --> Date updated
OR
Policy form uploaded --> box checked
...Really whichever is easier to do!
Thanks so much.
Best,
Lynn
I have Salesforce Enterprise. I have downloaded Eclipse SDK.
I am looking to create a trigger for when a document is uploaded, it will trigger a check box in Contact (or another object if it's easier?) that a document uploaded. It would be even greater if it updated a text box with the date the document was created.
I have two documents, a 1) Policy form and a 2) Contract form. When a Policy form is uploaded via a form into Notes and Attatchments, I would like a box to EITHER check or have the date created appear. I would like to differentiate this form with the Contract form. Is this possible?
So
Policy form uploaded --> Date updated
OR
Policy form uploaded --> box checked
...Really whichever is easier to do!
Thanks so much.
Best,
Lynn
Here is the sample code
Try this one:
https://help.salesforce.com/HTViewSolution?id=000181538&language=en_US
Thanks,
Pratik
All Answers
As you have Force.com IDE setup, you can write the trigger on Notes & attachement on insert event.
Please refer to below Salesforce article:
https://developer.salesforce.com/forums/ForumsMain?id=906F00000008l9OIAQ
This will help you to get started,
Thanks & regards,
Pratik Munot
P.S. If this answers you question, please mark it as "Best Answer" so it will help other community members too.
The article you sent me led me to another forum. I didn't find an answer there.
What I did do was:
1. Log into Force.com IDE
2. select "New" > "Apex Trigger"
3. Choose "Attatchment"
4. And chose my events as after insert, after update....
I found a script online but it didn't seem to work for me...Maybe I don't know where to go from here
This is what I ended up using..but I don't know if it's what I want it to do...
trigger TriggerForAttatchment on Attachment (after insert, after update)
{
List<Custom_Obj__c> co = [select id, Attachment__c from Custom_Obj__c where id =: Trigger.New[0].ParentId];
if(co.size()>0)
{
co[0].Attachment__c = true;
update co;
}
}
Here is the sample code
Try this one:
https://help.salesforce.com/HTViewSolution?id=000181538&language=en_US
Thanks,
Pratik
Thanks,
Pratik