Hi all,

I am trying to write a trigger that is 2-fold in purpose.  The context is we have 2 different types of opportunity record types (for existing business): Renewal and Retention.  Renewal is informal when we are proactively trying to extend a contract and Retention is more formal when the client has issued a Request for Proposal from multiple vendors.  It is possible that we have a renewal that will change to retention.  In that case, what I am trying to do is:
1 - Clone the record (when stage = '6 Going to Bid') but change the record type to Retention and set stage = '3 Analysis'
2 - Update the original record (the one whose stage = '6 Going to Bid') with a link to the new record (I have created a custom lookup field labeled 'Related Retention Opportunity').

I have written a trigger and can get the first part to work but am getting stuck on the second requirement.  I think it is because of the criteria when to run the trigger (before update, after insert, etc.).  I have copied my trigger below but commented out where it is not working at the end.  Any help would be greatly appreciated.  THANK YOU!!



trigger CloneOpportunity on Opportunity (before update, after insert) {

    for(Opportunity o : trigger.new){
        if(o.StageName == '6 Going to Bid'){
            
            Opportunity opp = [SELECT Id, Name, Related_Retention_Opportunity__c, AccountId, CloseDate, Type, No_of_Buses__c, Current_Contractor__c, NEC_Company__c, LeadSource, NEC_Contract__c, No_Bid_Decision_Made__c, OwnerId, CampaignId, Up_or_Out__c, Total_Routes_out_for_bid__c, Market_Cap__c, Description, Contract_Start_Date__c, Contract_End_Date__c, Contract_Extension_Date__c, Reason_Win_Loss_NoBid_Note__c, Account_Management__c, Priority__c, Business_Analysts__c, Bid_Coordinator__c, Comments_Update__c, Budgeted_Increase__c, Approved_Increase__c, Actual_Increase__c, Budgeted_Bus_Count__c, Approved_Bus_Count__c, Awarded_Bus_Count__c, Amount, X5_YR_OM__c, YR_1_Capex__c, New_Bus_CapEx_Yr1__c, District_Fleet_CapEx_Yr1__c, Cascade_Fleet_Value_Yr1__c, Other_Equip_CapEx_Yr1__c, ROCE__c, IRR__c, NPV__c, Final_Model_Detail__c, Op_Lease_Purchase__c, of_Op_Leases__c, Avg_Annual_Op_Lease_Cost__c, Winning_Contractor__c, No_Bid_Reason__c, Difference_from_low_bidder__c, Competitor_Pricing_Not_Available__c, Other_Bidding_Companies__c, Pricing__c, Reason_Win_Loss__c, STA_price_change_Yr_1__c, Difference_from_First_Student__c, Illinois_Central_s_price_change_Yr_1__c, Cook_IL_price_change_Yr_1__c, Regional_Co_price_change_Yr_1__c, Regional_Co_2_price_change_Yr_1__c
                               FROM Opportunity WHERE Id = :o.Id];
            
            Opportunity OClone = new Opportunity();
            
            OClone.Name = 'Going to Bid - ' + opp.Name;
            OClone.RecordTypeId = '012A0000000VkfM';
            OClone.AccountId = opp.AccountId;
            OClone.CloseDate = opp.CloseDate;
            OClone.StageName = '3 Analysis';
            OClone.Type = opp.Type;
            OClone.No_of_Buses__c = opp.No_of_Buses__c;
            OClone.Current_Contractor__c = opp.Current_Contractor__c;
            OClone.NEC_Company__c = opp.NEC_Company__c;
            OClone.LeadSource = opp.LeadSource;
            OClone.NEC_Contract__c = opp.NEC_Contract__c;
            OClone.No_Bid_Decision_Made__c = opp.No_Bid_Decision_Made__c;
            OClone.OwnerId = opp.OwnerId;
            OClone.CampaignId = opp.CampaignId;
            OClone.Up_or_Out__c = opp.Up_or_Out__c;
            OClone.Total_Routes_out_for_bid__c = opp.Total_Routes_out_for_bid__c;
            OClone.Market_Cap__c = opp.Market_Cap__c;
            OClone.Description = opp.Description;
            OClone.Contract_Start_Date__c = opp.Contract_Start_Date__c;
            OClone.Contract_End_Date__c = opp.Contract_End_Date__c;
            OClone.Contract_Extension_Date__c = opp.Contract_Extension_Date__c;
            OClone.Priority__c = opp.Priority__c;
            OClone.Business_Analysts__c = opp.Business_Analysts__c;
            OClone.Bid_Coordinator__c = opp.Bid_Coordinator__c;
            OClone.Comments_Update__c = opp.Comments_Update__c;
            OClone.Budgeted_Increase__c = opp.Budgeted_Increase__c;
            OClone.Approved_Increase__c = opp.Approved_Increase__c;
            OClone.Actual_Increase__c = opp.Actual_Increase__c;
            OClone.Budgeted_Bus_Count__c = opp.Budgeted_Bus_Count__c;
            OClone.Approved_Bus_Count__c = opp.Approved_Bus_Count__c;
            OClone.Awarded_Bus_Count__c = opp.Awarded_Bus_Count__c;
            OClone.Amount = opp.Amount;
            OClone.Reason_Win_Loss_NoBid_Note__c = opp.Reason_Win_Loss_NoBid_Note__c;
            OClone.X5_YR_OM__c = opp.X5_YR_OM__c;
            OClone.YR_1_Capex__c = opp.YR_1_Capex__c;
            OClone.New_Bus_CapEx_Yr1__c = opp.New_Bus_CapEx_Yr1__c;
            OClone.District_Fleet_CapEx_Yr1__c = opp.District_Fleet_CapEx_Yr1__c;
            OClone.Cascade_Fleet_Value_Yr1__c = opp.Cascade_Fleet_Value_Yr1__c;
            OClone.Other_Equip_CapEx_Yr1__c = opp.Other_Equip_CapEx_Yr1__c;
            OClone.ROCE__c = opp.ROCE__c;
            OClone.IRR__c = opp.IRR__c;
            OClone.NPV__c = opp.NPV__c;
            OClone.Final_Model_Detail__c = opp.Final_Model_Detail__c;
            OClone.Op_Lease_Purchase__c = opp.Op_Lease_Purchase__c;
            OClone.of_Op_Leases__c = opp.of_Op_Leases__c;
            OClone.Avg_Annual_Op_Lease_Cost__c = opp.Avg_Annual_Op_Lease_Cost__c;
            OClone.Winning_Contractor__c = opp.Winning_Contractor__c;
            OClone.Reason_Win_Loss__c = opp.Reason_Win_Loss__c;
            OClone.No_Bid_Reason__c = opp.No_Bid_Reason__c;
            OClone.Difference_from_low_bidder__c = opp.Difference_from_low_bidder__c;
            OClone.Competitor_Pricing_Not_Available__c = opp.Competitor_Pricing_Not_Available__c;
            OClone.Other_Bidding_Companies__c = opp.Other_Bidding_Companies__c;
            OClone.Pricing__c = opp.Pricing__c;
            OClone.Reason_Win_Loss__c = opp.Reason_Win_Loss__c;
            OClone.STA_price_change_Yr_1__c = opp.STA_price_change_Yr_1__c;
            OClone.Difference_from_First_Student__c = opp.Difference_from_First_Student__c;
            OClone.Illinois_Central_s_price_change_Yr_1__c = opp.Illinois_Central_s_price_change_Yr_1__c;
            OClone.Cook_IL_price_change_Yr_1__c = opp.Cook_IL_price_change_Yr_1__c;
            OClone.Regional_Co_price_change_Yr_1__c = opp.Regional_Co_price_change_Yr_1__c;
            OClone.Regional_Co_2_price_change_Yr_1__c = opp.Regional_Co_2_price_change_Yr_1__c;
            OClone.Account_Management__c = opp.Account_Management__c;
            
            insert OClone;
            
 /*         IF(trigger.isafter){
             opp.Related_Retention_Opportunity__c = OClone.Id;
             update opp;     
            }
  */        

            
        }
    }
      
}

Hi all,

I am trying to write a trigger that is 2-fold in purpose.  The context is we have 2 different types of opportunity record types (for existing business): Renewal and Retention.  Renewal is informal when we are proactively trying to extend a contract and Retention is more formal when the client has issued a Request for Proposal from multiple vendors.  It is possible that we have a renewal that will change to retention.  In that case, what I am trying to do is:
1 - Clone the record (when stage = '6 Going to Bid') but change the record type to Retention and set stage = '3 Analysis'
2 - Update the original record (the one whose stage = '6 Going to Bid') with a link to the new record (I have created a custom lookup field labeled 'Related Retention Opportunity').

I have written a trigger and can get the first part to work but am getting stuck on the second requirement.  I think it is because of the criteria when to run the trigger (before update, after insert, etc.).  I have copied my trigger below but commented out where it is not working at the end.  Any help would be greatly appreciated.  THANK YOU!!



trigger CloneOpportunity on Opportunity (before update, after insert) {

    for(Opportunity o : trigger.new){
        if(o.StageName == '6 Going to Bid'){
            
            Opportunity opp = [SELECT Id, Name, Related_Retention_Opportunity__c, AccountId, CloseDate, Type, No_of_Buses__c, Current_Contractor__c, NEC_Company__c, LeadSource, NEC_Contract__c, No_Bid_Decision_Made__c, OwnerId, CampaignId, Up_or_Out__c, Total_Routes_out_for_bid__c, Market_Cap__c, Description, Contract_Start_Date__c, Contract_End_Date__c, Contract_Extension_Date__c, Reason_Win_Loss_NoBid_Note__c, Account_Management__c, Priority__c, Business_Analysts__c, Bid_Coordinator__c, Comments_Update__c, Budgeted_Increase__c, Approved_Increase__c, Actual_Increase__c, Budgeted_Bus_Count__c, Approved_Bus_Count__c, Awarded_Bus_Count__c, Amount, X5_YR_OM__c, YR_1_Capex__c, New_Bus_CapEx_Yr1__c, District_Fleet_CapEx_Yr1__c, Cascade_Fleet_Value_Yr1__c, Other_Equip_CapEx_Yr1__c, ROCE__c, IRR__c, NPV__c, Final_Model_Detail__c, Op_Lease_Purchase__c, of_Op_Leases__c, Avg_Annual_Op_Lease_Cost__c, Winning_Contractor__c, No_Bid_Reason__c, Difference_from_low_bidder__c, Competitor_Pricing_Not_Available__c, Other_Bidding_Companies__c, Pricing__c, Reason_Win_Loss__c, STA_price_change_Yr_1__c, Difference_from_First_Student__c, Illinois_Central_s_price_change_Yr_1__c, Cook_IL_price_change_Yr_1__c, Regional_Co_price_change_Yr_1__c, Regional_Co_2_price_change_Yr_1__c
                               FROM Opportunity WHERE Id = :o.Id];
            
            Opportunity OClone = new Opportunity();
            
            OClone.Name = 'Going to Bid - ' + opp.Name;
            OClone.RecordTypeId = '012A0000000VkfM';
            OClone.AccountId = opp.AccountId;
            OClone.CloseDate = opp.CloseDate;
            OClone.StageName = '3 Analysis';
            OClone.Type = opp.Type;
            OClone.No_of_Buses__c = opp.No_of_Buses__c;
            OClone.Current_Contractor__c = opp.Current_Contractor__c;
            OClone.NEC_Company__c = opp.NEC_Company__c;
            OClone.LeadSource = opp.LeadSource;
            OClone.NEC_Contract__c = opp.NEC_Contract__c;
            OClone.No_Bid_Decision_Made__c = opp.No_Bid_Decision_Made__c;
            OClone.OwnerId = opp.OwnerId;
            OClone.CampaignId = opp.CampaignId;
            OClone.Up_or_Out__c = opp.Up_or_Out__c;
            OClone.Total_Routes_out_for_bid__c = opp.Total_Routes_out_for_bid__c;
            OClone.Market_Cap__c = opp.Market_Cap__c;
            OClone.Description = opp.Description;
            OClone.Contract_Start_Date__c = opp.Contract_Start_Date__c;
            OClone.Contract_End_Date__c = opp.Contract_End_Date__c;
            OClone.Contract_Extension_Date__c = opp.Contract_Extension_Date__c;
            OClone.Priority__c = opp.Priority__c;
            OClone.Business_Analysts__c = opp.Business_Analysts__c;
            OClone.Bid_Coordinator__c = opp.Bid_Coordinator__c;
            OClone.Comments_Update__c = opp.Comments_Update__c;
            OClone.Budgeted_Increase__c = opp.Budgeted_Increase__c;
            OClone.Approved_Increase__c = opp.Approved_Increase__c;
            OClone.Actual_Increase__c = opp.Actual_Increase__c;
            OClone.Budgeted_Bus_Count__c = opp.Budgeted_Bus_Count__c;
            OClone.Approved_Bus_Count__c = opp.Approved_Bus_Count__c;
            OClone.Awarded_Bus_Count__c = opp.Awarded_Bus_Count__c;
            OClone.Amount = opp.Amount;
            OClone.Reason_Win_Loss_NoBid_Note__c = opp.Reason_Win_Loss_NoBid_Note__c;
            OClone.X5_YR_OM__c = opp.X5_YR_OM__c;
            OClone.YR_1_Capex__c = opp.YR_1_Capex__c;
            OClone.New_Bus_CapEx_Yr1__c = opp.New_Bus_CapEx_Yr1__c;
            OClone.District_Fleet_CapEx_Yr1__c = opp.District_Fleet_CapEx_Yr1__c;
            OClone.Cascade_Fleet_Value_Yr1__c = opp.Cascade_Fleet_Value_Yr1__c;
            OClone.Other_Equip_CapEx_Yr1__c = opp.Other_Equip_CapEx_Yr1__c;
            OClone.ROCE__c = opp.ROCE__c;
            OClone.IRR__c = opp.IRR__c;
            OClone.NPV__c = opp.NPV__c;
            OClone.Final_Model_Detail__c = opp.Final_Model_Detail__c;
            OClone.Op_Lease_Purchase__c = opp.Op_Lease_Purchase__c;
            OClone.of_Op_Leases__c = opp.of_Op_Leases__c;
            OClone.Avg_Annual_Op_Lease_Cost__c = opp.Avg_Annual_Op_Lease_Cost__c;
            OClone.Winning_Contractor__c = opp.Winning_Contractor__c;
            OClone.Reason_Win_Loss__c = opp.Reason_Win_Loss__c;
            OClone.No_Bid_Reason__c = opp.No_Bid_Reason__c;
            OClone.Difference_from_low_bidder__c = opp.Difference_from_low_bidder__c;
            OClone.Competitor_Pricing_Not_Available__c = opp.Competitor_Pricing_Not_Available__c;
            OClone.Other_Bidding_Companies__c = opp.Other_Bidding_Companies__c;
            OClone.Pricing__c = opp.Pricing__c;
            OClone.Reason_Win_Loss__c = opp.Reason_Win_Loss__c;
            OClone.STA_price_change_Yr_1__c = opp.STA_price_change_Yr_1__c;
            OClone.Difference_from_First_Student__c = opp.Difference_from_First_Student__c;
            OClone.Illinois_Central_s_price_change_Yr_1__c = opp.Illinois_Central_s_price_change_Yr_1__c;
            OClone.Cook_IL_price_change_Yr_1__c = opp.Cook_IL_price_change_Yr_1__c;
            OClone.Regional_Co_price_change_Yr_1__c = opp.Regional_Co_price_change_Yr_1__c;
            OClone.Regional_Co_2_price_change_Yr_1__c = opp.Regional_Co_2_price_change_Yr_1__c;
            OClone.Account_Management__c = opp.Account_Management__c;
            
            insert OClone;
            
 /*         IF(trigger.isafter){
             opp.Related_Retention_Opportunity__c = OClone.Id;
             update opp;     
            }
  */        

            
        }
    }
      
}