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Russell baker 1Russell baker 1 

Trigger to Pull related contact functional role ( Custome field) on Activity page

I have a requirement. Contact related to activity, I need to pull his functional role ( custom field) on Activity page layout. So whenever I create an activity and relate with ant contact so his/her functional role should populate automatic.

Please help! How can I achieve it? I tried formula field but unable to get. I tried through trigger but it is not updating the field.
  
trigger updatefunctionalrole on Event (before insert, before update) {
// Create a map between the contact ID and its functional role value
Map<ID,String> confunrole = new Map<ID,String>();
List<Event> conEvents = new List<Event>();

// Loop through the triggered Events and add all of the contact IDs (for those associated with conortunities)
for (Event e : trigger.new) {
    // Only Events associated with contact
    if (e.whoID!= null && ((String)e.whoID).startsWith('003 ')) {
        // And only newly inserted events or those being reparented to an contact
        if (trigger.isInsert || (trigger.isUpdate && e.WhoID != trigger.oldMap.get(e.id).WhoID)) {
            confunrole.put(e.whoID,'');
            conEvents.add(e);
        }
    }
}
// Query the contact and add their functional role to the map
for (contact con : [SELECT Functional_Role__c FROM contact WHERE ID IN :confunrole.keySet()]) {
    confunrole.put(con.id,con.Functional_Role__c);
}
// Update the contact functional role field on the Event with the relevant value
for (Event e : conEvents) {
    e.contact_functional role__c = confunrole.get(e.whoID);
}
}

 
Bhanu MaheshBhanu Mahesh
Hi Russel,

Please try below code
  
trigger updatefunctionalrole on Event (before insert, before update) {
	// Create a map between the contact ID and its functional role value
	Map<ID,String> confunrole = new Map<ID,String>();
	List<Id> eventContacts = new List<Id>();

	// Loop through the triggered Events and add all of the contact IDs (for those associated with conortunities)
	for (Event e : trigger.new) {
		// Only Events associated with contact
		if (e.whoID!= null && ((String)e.whoID).startsWith('003')) {
			// And only newly inserted events or those being reparented to an contact
			if (trigger.isInsert || (trigger.isUpdate && e.WhoID != trigger.oldMap.get(e.id).WhoID)) {
				eventContacts.add(e.WhoID);
			}
		}
	}
	// Query the contact and add their functional role to the map
	for (contact con : [SELECT Id,Functional_Role__c FROM contact WHERE ID IN :eventContacts]) {
		confunrole.put(con.id,con.Functional_Role__c);
	}
	// Update the contact functional role field on the Event with the relevant value
	for (Event e : trigger.new) {
		if(confunrole !== null && confunrole.get(e.WhoID) != null){
			e.contact_functional role__c = confunrole.get(e.whoID);
		}
	}
}

Mark this as "Solved" if this fix your issue.

Thanks,
Bhanu Mahesh
Rakesh51Rakesh51
trigger updatefunctionalrole on Event (before insert, before update) {
	// Create a map between the contact ID and its functional role value
	Map<ID,String> confunrole = new Map<ID,String>();
	List<Id> eventContacts = new List<Id>();

	// Loop through the triggered Events and add all of the contact IDs (for those associated with conortunities)
	for (Event e : trigger.new) {
		// Only Events associated with contact
		if (e.whoID!= null && ((String)e.whoID).startsWith('003')) {
			// And only newly inserted events or those being reparented to an contact
			if (trigger.isInsert || (trigger.isUpdate && e.WhoID != trigger.oldMap.get(e.id).WhoID)) {
				eventContacts.add(e.WhoID);
			}
		}
	}
	// Query the contact and add their functional role to the map
	for (contact con : [SELECT Id,Functional_Role__c FROM contact WHERE ID IN :eventContacts]) {
		confunrole.put(con.id,con.Functional_Role__c);
	}
	// Update the contact functional role field on the Event with the relevant value
	for (Event e : trigger.new) {
		if(confunrole !== null && confunrole.get(e.WhoID) != null){
			e.contact_functional role__c = confunrole.get(e.whoID);
		}
	}
}

 
Russell baker 1Russell baker 1
Hi, Above codes are working fine kindly help me to write test class for this. 
@isTest
public class testupdatefunctionalrole {
private static testMethod void runTest() {
contact con = new contact( Last Name='Test test1',   Functional_Role__c='Information Technology',Email= 'na@na.com', phone = +987654);
insert con;
}

}

 
Russell baker 1Russell baker 1
@isTest             
 private class updatefunctionalroleTest 
 {
 static testmethod void testbatch1() 
 {
    Account acc = new Account(Name='Test Account');
    insert acc;



    List<contact> cons = new List<contact>();
    for (integer i=0; i<50; i++)
    {
        contact con = new contact();
        con.AccountId=acc.Id;
        con.First Name='My';
        con.Last Name ='contact'+i;
        con.Email='na@na.com';
        con.Phone='+12345';
        con.Functional_Role__c = 'Information';
        con.Title = 'CEO';
        con.Level__c = 'Director';
        cons.add(con);
    }
    insert cons;

    Event Evt = new Event();
    Evt.whatId = acc.Id; 
    Evt.Subject = 'Testing';
    Evt.ShowAs = 'Busy';
    Evt.Location = 'UAE';
    Evt.ActivityDate = System.today()+15;
    insert Evt ;

   Test.startTest();
       updatefunctionalrole  obj = new  updatefunctionalrole ();
       Database.executeBatch(obj, 200);
   Test.stopTest();

}
}

It's give me error.