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Glenn Balmonte
Need help for Trigger Assigning Records
Hello Experts,
Need your inputs on how we can assign particular records created by this trigger to specific user. Say the record "Website Audit Report and Recommendations" will be assign to User A and the record "Optimize keywords in footer links" will be assign to User B.
=================================================
trigger AutoCreateProductionTask on SFDC_Project__c (after insert) {
List<Production_Task__c> newRecord = new List<Production_Task__c>();
List<String> namePT = new List<String>();
namePT.add('Website Audit Report and Recommendations');
namePT.add('Keyword Research');
namePT.add('Competitor Research');
namePT.add('Run page speed loading test and make improvements');
namePT.add('Run site on validator and fix broken links and html errors');
namePT.add('Run crawl test and redirect any obsolete urls');
namePT.add('Keyword mapping, meta data creation and implementation');
namePT.add('Text content creation');
namePT.add('Upload optimized text content, insert and highlight ketwords');
namePT.add('Optimize keywords in footer links');
namePT.add('Optimize alt tags of images');
namePT.add('Create or improve HTML sitemap page');
namePT.add('Add breadcrumbs navigation on inner pages');
namePT.add('Create Google Places listing');
namePT.add('URL and Directory Submission');
namePT.add('Create Google Webmaster Tools profile');
namePT.add('Create Google Analytics profile');
namePT.add('Create Google Analytics Contact Forms Goal Setup');
namePT.add('Add in AI Directory');
namePT.add('Create and submit xml sitemap to Google');
namePT.add('Create and publish 1 Press Release');
for (SFDC_Project__c aim : Trigger.new) {
if (aim.RecordTypeID == Schema.SObjectType.SFDC_Project__c.getRecordTypeInfosByName().get('AIM Project').getRecordTypeId())
if (aim.Product_Service__c == 'SEO - Premium'|| aim.Product_Service__c == 'SEO - Pro'|| aim.Product_Service__c == 'SEO - Starter'|| aim.Product_Service__c == 'SEO - Plus')
{
for(Integer i = 0; i < namePT.size(); i++){
Production_Task__c aimTask = new Production_Task__c();
aimTask.recordTypeId = Schema.SObjectType.Production_Task__c.getRecordTypeInfosByName().get('AIM').getRecordTypeId();
aimTask.Name = namePT [i];
aimTask.Due_Date__c = Date.today().addDays(30);
aimTask.Project__c = aim.Id;
aimTask.Instructions__c = 'test';
newRecord.add(aimTask);
}
}
insert newRecord;
}
}
=================================================
Any assistance is highly appreciated. Thank you.
Need your inputs on how we can assign particular records created by this trigger to specific user. Say the record "Website Audit Report and Recommendations" will be assign to User A and the record "Optimize keywords in footer links" will be assign to User B.
=================================================
trigger AutoCreateProductionTask on SFDC_Project__c (after insert) {
List<Production_Task__c> newRecord = new List<Production_Task__c>();
List<String> namePT = new List<String>();
namePT.add('Website Audit Report and Recommendations');
namePT.add('Keyword Research');
namePT.add('Competitor Research');
namePT.add('Run page speed loading test and make improvements');
namePT.add('Run site on validator and fix broken links and html errors');
namePT.add('Run crawl test and redirect any obsolete urls');
namePT.add('Keyword mapping, meta data creation and implementation');
namePT.add('Text content creation');
namePT.add('Upload optimized text content, insert and highlight ketwords');
namePT.add('Optimize keywords in footer links');
namePT.add('Optimize alt tags of images');
namePT.add('Create or improve HTML sitemap page');
namePT.add('Add breadcrumbs navigation on inner pages');
namePT.add('Create Google Places listing');
namePT.add('URL and Directory Submission');
namePT.add('Create Google Webmaster Tools profile');
namePT.add('Create Google Analytics profile');
namePT.add('Create Google Analytics Contact Forms Goal Setup');
namePT.add('Add in AI Directory');
namePT.add('Create and submit xml sitemap to Google');
namePT.add('Create and publish 1 Press Release');
for (SFDC_Project__c aim : Trigger.new) {
if (aim.RecordTypeID == Schema.SObjectType.SFDC_Project__c.getRecordTypeInfosByName().get('AIM Project').getRecordTypeId())
if (aim.Product_Service__c == 'SEO - Premium'|| aim.Product_Service__c == 'SEO - Pro'|| aim.Product_Service__c == 'SEO - Starter'|| aim.Product_Service__c == 'SEO - Plus')
{
for(Integer i = 0; i < namePT.size(); i++){
Production_Task__c aimTask = new Production_Task__c();
aimTask.recordTypeId = Schema.SObjectType.Production_Task__c.getRecordTypeInfosByName().get('AIM').getRecordTypeId();
aimTask.Name = namePT [i];
aimTask.Due_Date__c = Date.today().addDays(30);
aimTask.Project__c = aim.Id;
aimTask.Instructions__c = 'test';
newRecord.add(aimTask);
}
}
insert newRecord;
}
}
=================================================
Any assistance is highly appreciated. Thank you.
You can set OwnerId (Label - assigneeID ) of task to User you want to assign task.
//Code started
//It will query any user . You should put user's name at place of testName .
User usr = [select id from user where name like '%testName%'];
//It will assign task to user
aimTask.ownerID= usr.Id;
Thanks
Dhruv
Please mark this best answer if it solved your problem
and then before you add new task record in List, you can assign it to required owner using flag value set earlier.
Hope this logic will work -
============================================================
trigger AutoCreateProductionTask on SFDC_Project__c (after insert) {
List<Production_Task__c> newRecord = new List<Production_Task__c>();
List<String> namePT = new List<String>();
/* Your code for list population */ }
========================================
Here Create flag based segrrgeation -
Flag = False
If ( Recordtyp1,typ2,type 3) then Flag = True
============================================
/*your code for task creation*/
aimTask.Name = namePT [i];
aimTask.Due_Date__c = Date.today().addDays(30);
aimTask.Project__c = aim.Id;
aimTask.Instructions__c = 'test'
If Flag == True
( aimTask.OwnerID = A.ID)
Else
(aimTask.OwnerID = B.ID)
=====================================
/*Your further code*/