You can certainly create the opportunity using a trigger but you cannot navigate the user to another record from a trigger. Here are a few options: 1. Use "visual force" and "retURL" or "saveURL" in order to take you to the opportunity record 2. Override "edit" of "File_Note__c" with a visual force page and manage the logic that you mention in the controller extension. More info ...
Thread: Community - Apex Triggers - Apex Code Development - Force.com Discussion Boards  |
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Started 1 month, 1 week ago by Laytro80
Hi, Very new to salesforce APEX development. I have created a custom object called file note (file_note__c). The object contains a checkbox field called new opportunity ( new_opportunity__c). When I save a new or updated file note record I want a trigger to run. Trigger If the 'new opportunity checkbox' is ticked (set...
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Anand@SAAS replied 1 month, 1 week ago
Size: 700 bytes
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Laytro80 replied 1 month, 1 week ago
Thanks for the quick reply. I can certainly recreate my filenote to look how it does currently. Not sure how to write the apex code to evaluate if the new opportunity checkbox is true and if creating a new opportunity do you have an example of sample code. Thanks again Much appreciated.
Size: 475 bytes
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ColinKenworthy1 replied 1 month, 1 week ago
trigger myFirstTrigger on file_note__c (after insert, after update) {
System.Debug('## >>> Trigger executing run by ' + UserInfo.getName());
file_note__c[] myNotesToProcess = new file_note__c[]{};
for(Integer i=0 ; i<Trigger.new.size() ; i++) {
if ( Trigger.new[i].new_opportunity__c == true ) {
myNotesToProcess.add(Trigger.new[i]); // ...
Size: 1,224 bytes
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Laytro80 replied 1 month, 1 week ago
Thanks Colin, This method worked really well, I really appreciate you taking the time to reply, couple of quick questions. First, at the moment a new opportunity requires mandatory fields to be completed before I can save. To get the trigger to work I have just added manual strings to test. If I wanted to map the opportunity fields required to fields that exist on ...
Size: 2,984 bytes
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Laytro80 replied 1 month, 1 week ago
Have figured out an answer to question 1. I just need to know now if it is possible to link the newly create opportunity to the filenote. Cheers R
Size: 302 bytes
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ColinKenworthy1 replied 1 month, 1 week ago
In this for loop the the instance of the file_note__c has been named myNote (make up any naming system you like). So to use the fields you should use e.g. oppy.Name = myNote.Subject__c; The Id field in the opportunities is not known until after the INSERT. It would be rather easier in this case if the Opportunity had a lookup field to the file_note__c e.g. oppy.file_note_lookup...
Size: 1,600 bytes
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Laytro80 replied 1 month, 1 week ago
Thanks again Colin, I have amended my code see below and it looked like it worked and saved okay. Problem is which I try the process I get this error message Error: Invalid Data. Review all error messages below to correct your data. Apex trigger myFirstTrigger caused an unexpected exception, contact your administrator: myFirstTrigger: execution of AfterUpdate caused by...
Size: 2,912 bytes
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Laytro80 replied 1 month, 1 week ago
Have also tried upsert same error message
Size: 113 bytes
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ColinKenworthy1 replied 1 month ago
Hi, I think you should change these to "before insert" and "before update" triggers then you won't need the "update myNotesToProcess;" line at all. Personally I think this is nicer as a before trigger (since you are also updating the file_note__c in the trigger) BUT maybe in future with workflow field updates in place you may need to make this an after trigger to pickup some of the ...
Size: 1,145 bytes
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Laytro80 replied 1 month ago
Hi Colin, Thanks again for all your help will read through the help files mentioned. Requirements changed slightly which I thought would make this a lot easier. Have added two fields to the opportunity record one checkbox which indicates if the source was a filenote and the other a link to the filenote. Amended code is below, only problem I have is the opportunity filenote...
Size: 3,957 bytes
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