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  • Keith Gay
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SOLVED
2 replies

Help needed! Trying to make a trigger to update a custom field on task upon creation that reads a lookup field from the attached account.

I am new to apex so just trying my best. I know this is not right but this is what I am working with so far. Any insight would be greatly appreciated.

trigger channelpartner on Task (after insert) {
for (task t : Trigger.new) {
if(acct.channel_object != null){

Task tsk = new Task(),
accList.add(c.accountID)

t.channel_partner = acct.channel_object

tasks.add(tsk);}
}
insert tasks;
}
1 replies

Trying to automatically attach tasks to a custom object when it is created on the account, workflows and process builder do not work. Is this possible to do with a trigger?

Our org uses a software to automatically create activity in SFDC. But this software does not allow for any type of relation to custom objects. So when the activity is created it is only attached to the account and contact but we have a third lookup on tasks for our custom object and can not for the life of me get this to autopopulate upon creation. I don't have much experience with triggers but from what I have researched seems like that may be the only option to get this done. Any help would be greatly appreciated. Thanks!
SOLVED
2 replies

Help needed! Trying to make a trigger to update a custom field on task upon creation that reads a lookup field from the attached account.

I am new to apex so just trying my best. I know this is not right but this is what I am working with so far. Any insight would be greatly appreciated.

trigger channelpartner on Task (after insert) {
for (task t : Trigger.new) {
if(acct.channel_object != null){

Task tsk = new Task(),
accList.add(c.accountID)

t.channel_partner = acct.channel_object

tasks.add(tsk);}
}
insert tasks;
}
1 replies

Trying to automatically attach tasks to a custom object when it is created on the account, workflows and process builder do not work. Is this possible to do with a trigger?

Our org uses a software to automatically create activity in SFDC. But this software does not allow for any type of relation to custom objects. So when the activity is created it is only attached to the account and contact but we have a third lookup on tasks for our custom object and can not for the life of me get this to autopopulate upon creation. I don't have much experience with triggers but from what I have researched seems like that may be the only option to get this done. Any help would be greatly appreciated. Thanks!