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Jaynandan Prasad 8 how to Auto-populate look up field
I need to auto-populate a lookup field(Account) on the case object with reference to the text value(having Account Name) on custom text field in same object. How to do this ? any trigger code may help..
Are you able to save the trigger ,If no please let me know th error .
If yes trigger wil fall under recursion as it is both after insert and update .
So please follow below links to solve recursion error .
https://help.salesforce.com/apex/HTViewSolution?id=000133752&language=en_US (https://help.salesforce.com/apex/HTViewSolution?id=000133752&language=en_US)
Check if your copyAccount__c field have value befoe insert context or not . Simply check by adding a debug in trigger with before insert .
If value is there in before context then use below code ,
trigger CopyAccount on Case (before insert, before update) { Map<String, Id> mapAcc = new Map<String, Id>(); Set<String> acNameSet = new Set<String>(); for(Case cc: Trigger.new){ acNameSet .add(cc.copyAccount__c); } For(Account acc :[Select Id,Name from Account where Name in:acNameSet]){ mapAcc.put(acc.Name,acc.Id); } for(Case cc:Trigger.new){ if(!mapAcc.Isempty()){ cc.AccountId = mapAcc.get(cc.copyAccount__c); } } }Still you are facing the same issue please click on the field and check whether it is readonly or not if read only change to editable .Let me know if it helps .
All Answers
Please let me know if you are looking for the same.
trigger CaseTrigger on Case (Before Insert, before update) {
CaseTriggerHandler objCaseTriggerHandler = new CaseTriggerHandler();
if(Trigger.isBefore) {
if(trigger.isInsert) {
objCaseTriggerHandler.onBeforeInsert(Trigger.new);
}
else if(trigger.isUpdate) {
objCaseTriggerHandler.onBeforeUpdate(Trigger.new);
}
}
}
===================
public with sharing class LeadTriggerHandler {
public void onBeforeInsert(List<Case> lstCaseInsert) {
autopopulateAccount(lstCaseInsert);
}
public void onBeforeUpdate(List<Case> lstCaseINsert){
autopopulateAccount(lstCaseInsert);
}
private void autopopulateAccount(List<Case> lstCaseInsert) {
for(Case objCase : lstCaseInsert) {
ObjCase.FieldNameNeedsToUpdate = objCase.FromWhereYouneedtotakeVasle;
}
}
}
Please let me know if it helps you
Thanks
Sunil
Here, copyAccount__c is a custom text field in the case object that carries the account name. I need to auto-populate the actual account name in the case object with this value(in copyAccount__c) .
trigger CopyAccount on Case (after insert, after update) { List<Id> acId = new List<Id>(); for(Case cc: Trigger.new){ acId.add(cc.copyAccount__c); } Map<Id, Account> mapAcc = new Map<Id, Account>([Select Name from Account where id in:acId]); for(Case cc:trigger.new){ if(!mapAcc.Isempty()){ Account.Name = mapAcc.get(cc.Account.Name).Name.copyAccount__c; } } }Getting below error from the handler class- which is
public with sharing class CaseTriggerHandler { public void onBeforeInsert(List<Case> lstCaseInsert) { autopopulateAccount(lstCaseInsert); } public void onBeforeUpdate(List<Case> lstCaseINsert){ autopopulateAccount(lstCaseInsert); } private void autopopulateAccount(List<Case> lstCaseInsert) { for(Case objCase : lstCaseInsert) { ObjCase.Account.Name = objCase.copyAccount__c; } } }Apex trigger CopyAccount caused an unexpected exception, contact your administrator: CopyAccount: execution of BeforeUpdate caused by: System.NullPointerException: Attempt to de-reference a null object: Class.CaseTriggerHandler.autopopulateAccount: line 17, column 1
Please clarify below points .
1.You have custom text field in Case named copyAccount__c,How this value is ispopulating ,are you entering manually ?
2.Do you want to populated the account(Standrad Field ) in case based on the above custom field ,if yes is your account name unique ?
if no it may match many account which account you need to populated .
Please clarify .
1. the value in custom text field- copyAccount__c is coming from S2S connection.. I am not entering manually.
2. Yes, I want to populate the standard Account field in the case object. It should do a matching and populate the account ..as its unique.
HI Jaynandan
In place Of ObjCase.Account.Name = objCase.copyAccount__c;
for(Case objCase : lstCaseInsert) {
if(objCase.copyAccount__c != null ) {
ObjCase.AccountId = objCase.copyAccount__c;
}
}
Thanks
Sunil
getting the below error-
Variable does not exist: cs.AccountId at line 11 column 6
Try with below code .
trigger CopyAccount on Case (after insert, after update) { Set<id> caseIdSet=new Set<Id>(); Map<String, Id> mapAcc = new Map<String, Id>(); List<Case> caseListToupdate=new List<Case>(); Set<String> acNameSet = new Set<String>(); for(Case cc: Trigger.new){ acNameSet .add(cc.copyAccount__c); caseIdSet.add(cc.id); } For(Account acc :[Select Name from Account where Name in:acNameSet]){ mapAcc.put(acc.Name,acc.Id); } for(Case cc:[SELECT id,AccountId FROM Case WHERE id IN : caseIdSet]){ if(!mapAcc.Isempty()){ cc.AccountId = mapAcc.get(cc.copyAccount__c); caseListToupdate.add(cc); } } try{ update caseListToupdate; }catch(DMLException de ){ System.debug(de); } }Let me know if it helps .
Error:
Trigger.CopyAccount: line 13, column 1 10:43:45.240 (240986099)|FATAL_ERROR|System.FinalException: Record is read-only
Try below code plz .
trigger CopyAccount on Case (after insert, after update) { Set<id> caseIdSet=new Set<Id>(); Map<String, Id> mapAcc = new Map<String, Id>(); List<Case> caseListToupdate=new List<Case>(); Set<String> acNameSet = new Set<String>(); for(Case cc: Trigger.new){ acNameSet .add(cc.copyAccount__c); caseIdSet.add(cc.id); } For(Account acc :[Select Id,Name from Account where Name in:acNameSet]){ mapAcc.put(acc.Name,acc.Id); } for(Case cc:[SELECT id,AccountId,copyAccount__c FROM Case WHERE id IN : caseIdSet]){ if(!mapAcc.Isempty()){ cc.AccountId = mapAcc.get(cc.copyAccount__c); caseListToupdate.add(cc); } } try{ update caseListToupdate; }catch(DMLException de ){ } }Let me know if it help !
I am able to save it. But it does not populate the std. account field..
Are you able to save the trigger ,If no please let me know th error .
If yes trigger wil fall under recursion as it is both after insert and update .
So please follow below links to solve recursion error .
https://help.salesforce.com/apex/HTViewSolution?id=000133752&language=en_US (https://help.salesforce.com/apex/HTViewSolution?id=000133752&language=en_US)
Check if your copyAccount__c field have value befoe insert context or not . Simply check by adding a debug in trigger with before insert .
If value is there in before context then use below code ,
trigger CopyAccount on Case (before insert, before update) { Map<String, Id> mapAcc = new Map<String, Id>(); Set<String> acNameSet = new Set<String>(); for(Case cc: Trigger.new){ acNameSet .add(cc.copyAccount__c); } For(Account acc :[Select Id,Name from Account where Name in:acNameSet]){ mapAcc.put(acc.Name,acc.Id); } for(Case cc:Trigger.new){ if(!mapAcc.Isempty()){ cc.AccountId = mapAcc.get(cc.copyAccount__c); } } }Still you are facing the same issue please click on the field and check whether it is readonly or not if read only change to editable .Let me know if it helps .