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John_SFDCJohn_SFDC 

Create a Task

When ever the task "Template" competed then create a two more tasks(RASD n TSED) with trigger.
Mahesh DMahesh D
Hi John,

Please explain more about your requirement.

Regards,
Mahesh
Mahesh DMahesh D
Hi John,

Please find the below trigger on Opportunity:
  
trigger UpdaetOpportunity on Opportunity (after insert, after update) {

    String recordTypeName = 'Commercial';
    Map<String, Schema.RecordTypeInfo> rtMapByName = Schema.SObjectType.Opportunity.getRecordTypeInfosByName();
    Id recTypeId = rtMapByName.get(recordTypeName).getRecordTypeId();
    List<task> taskList = new list<task>();
    set<id> oppIdSet = new set<id>();
    for(opportunity opp:trigger.new) {
        if(opp.StageName.contains('Development') && opp.RecordTypeId == recTypeId && (Trigger.isInsert || trigger.OldMap.get(opp.Id).StageName == 'Identification')) {
            oppIdSet.add(opp.id);
        }
    }
    
    if(!oppIdSet.isEmpty()) {
        Map<Id, Id> oppOwnerIdMap = new Map<Id, Id>();
        for(OpportunityTeamMember otm: [SELECT Id, OpportunityId, UserId  FROM OpportunityTeamMember WHERE TeamMemberRole = 'Commercial Manager' AND OpportunityId IN:oppIdSet]) {
            oppOwnerIdMap.put(otm.OpportunityId, otm.UserId);
        }
            
        for(Opportunity opp:trigger.new) {
            if(opp.StageName.contains('Development') && opp.RecordTypeId == recTypeId && (Trigger.isInsert || trigger.OldMap.get(opp.Id).StageName == 'Identification')) {
                Task t = new Task();
                t.Subject = 'Others';
                t.Status = 'Inprogress';
                t.whatid = opp.id;
                t.ActivityDate = System.today()+5;
                t.Type_of_Activity__c = 'Kick off meeting';
                t.Priority = 'Normal';
                t.Ownerid = opp.Ownerid;
                if(oppOwnerIdMap.get(opp.Id) != null) {
                    t.Ownerid = oppOwnerIdMap.get(opp.id);
                }
                taskList.add(t);
            }
            
        }
        if(!taskList.isEmpty())
            insert taskList;
    }
}

Please do let me know if it helps you.

Regards,
Mahesh
Mahesh DMahesh D
Hi John,

Please find the Task trigger as well:
  
trigger CreatTask on Task (before update) {
    Set<Id> oppIdSet = new Set<Id>();
 
    for(Task t: Trigger.new) {
        If(t.Status == 'Completed' && (t.Type_of_Activity__c == 'Kick off meeting' || t.Type_of_Activity__c == 'Offer Development') && t.whatId.getsObjectType() == Opportunity.sObjectType){
            oppIdSet.add(t.whatId);
        }
    }
    
    if(!oppIdSet.isEmpty()) {
        Map<Id, Id> oppOwnerIdMap = new Map<Id, Id>();
        List<Task> finalTaskList = new List<Task>();
        for(OpportunityTeamMember otm: [SELECT Id, OpportunityId, UserId  FROM OpportunityTeamMember WHERE TeamMemberRole = 'Commercial Manager' AND OpportunityId IN:oppIdSet]) {
            oppOwnerIdMap.put(otm.OpportunityId, otm.UserId);
        }
        
        Map<Id, Opportunity> oppMap = new Map<Id, Opportunity>([Select Id, OwnerId from Opportunity where Id IN: oppIdSet]);
        
        for(Task t: Trigger.new) {
            If(t.Status == 'Completed' && t.whatId.getsObjectType() == Opportunity.sObjectType) {
                if(t.Type_of_Activity__c == 'Kick off meeting') {
                    Task newTask = new Task();
                    newTask.Subject = 'Others';
                    newTask.Status = 'Inprogress';
                    newTask.whatid = t.whatid;
                    newTask.Priority = 'Normal';
                    newTask.ActivityDate=System.today()+10;
                    newTask.Type_of_Activity__c= 'Offer Development';
                    if(oppOwnerIdMap.get(t.whatId) != null) {
                        newTask.Ownerid = oppOwnerIdMap.get(t.whatId);
                    } else {
                        newTask.Ownerid = oppMap.get(t.whatId).Ownerid;
                    }
                    finalTaskList.add(newTask);
                }
                
                if(t.Type_of_Activity__c == 'Offer Development') {
                    Task skTask = new Task();
                    Task appTask = new Task();
                    
                    skTask.Subject = 'Others';
                    skTask.Status = 'Inprogress';
                    skTask.whatid = t.whatid;
                    skTask.Priority = 'Normal';
                    skTask.ActivityDate = System.today()+7;
                    skTask.Type_of_Activity__c = 'Approval TW';
                    
                    appTask.Subject = 'Others';
                    appTask.Status = 'Inprogress';
                    appTask.whatid = t.whatid;
                    appTask.Priority = 'Normal';
                    appTask.ActivityDate = System.today()+7;
                    appTask.Type_of_Activity__c = 'Approval TW';
                    
                    if(oppOwnerIdMap.get(t.whatId) != null) {
                        skTask.Ownerid = oppOwnerIdMap.get(t.whatId);
                        appTask.Ownerid = oppOwnerIdMap.get(t.whatId);
                    } else {
                        skTask.Ownerid = oppMap.get(t.whatId).Ownerid;
                        appTask.Ownerid = oppMap.get(t.whatId).Ownerid;
                    }
                    
                    finalTaskList.add(skTask);
                    finalTaskList.add(appTask);
                }
            }
        }
        if(!finalTaskList.isEmpty())
            insert finalTaskList;
    }
}

Please do let me know if it helps you.

Regards,
Mahesh