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cpayne Trigger record ownership on custom object (Apex newbie)
I'm trying to assign record ownership on custom-object records as they are created via the API. The custom object is called "Sales Quotes". I would like to change the owner on each record from the login username used by the API to the same owner that is set on the Opportunity (Sales Quotes being related to Opportunity via lookup relationship).
The preferred method would have been Workflow rule but the field update does not allow dynamic selection of user. So I'm hoping this could be an easy Apex trigger that could run after each record is created. Does anyone have any ideas to accomplish this easily and/or some sample code that would work?
Thanks from an Apex newbie!
Please follow this post.
The trigger in the post will give you the shell you need.
Iterate through the trigger and get a set of oppty Ids to query.
Query opptys and populate a map.
Iterate through again and change the ownerId on your inserted record.
You can use this logical progression on many use cases.
trigger OrderOwnerUpdate on Sales_Order__c (after insert) {
//change the owner of a custom object record to be the owner of the parent record
for (Sales_Order__c.OwnerId:Trigger.new){
Opportunity.OwnerID query = [Select OwnerID from Opportunity where Id = :Sales_Order__c limit 1]
Sales_Order__c.OwnerID = query.Opportunity.OwnerID;
}
}
Any suggested improvements? Thanks for your time.
trigger OrderOwnerUpdate on Sales_Order__c (after insert) {
//change the owner of a custom object record to be the owner of the parent record
// Declare the variable to hold the ID of the parent opportunity owner
ID MyOppId;
Sales_Order__c[] soc = Trigger.new;
for (Sales_Order__c s:soc) {
s.OwnerID = s.Opportunity__r.OwnerId;
}
}
But when running the code in the sandbox we get an error in the API:
<meta http-equiv="Content-Type" content="text/html; charset=utf-8"><meta name="ProgId" content="Word.Document"><meta name="Generator" content="Microsoft Word 11"><meta name="Originator" content="Microsoft Word 11">
Apex script unhandled trigger exception by user/organization: 00540000000wJBB/00D400000007Bwx
OrderOwnerUpdate: execution of AfterInsert
caused by: System.Exception: Record is read-only
Trigger.OrderOwnerUpdate: line 7, column 1
The records we are creating including the Opportunity we are referencing are all set to Public Read/Write in the security model (hoping this code will help us change that) - so the error appears to be abit of a misnomer. Any ideas?
Apex script unhandled trigger exception by user/organization: 00540000000wJBB/00D400000007Bwx
OrderOwnerUpdate: data changed by trigger for field Owner ID: owner cannot be blank
Getting closer it looks like! :)
ID MyOppId; Sales_Order__c[] soc = Trigger.new; for (Sales_Order__c s:soc) { if(s.Opportunity__r.OwnerId != null){ s.OwnerID = s.Opportunity__r.OwnerId; } } }I would appreciate your help on this one:
I'm trying to achieve the following :
- A user can directly modify a Case which is in a Queue. In this case he automatically owns the case.
This business need is set to skip the step of taking ownership of the case before being able to modify it.
The problem is, I use a before update trigger on the case.
My algorithm is the following :
if (owner is a Queue) // Je suis dans le cas d'une file d'attente
{
}
else
{
Owner of the Case is the User Id
}
My Code is fine, the only problem is I encounter the following issue :
Insufficient Privileges You do not have the level of access necessary to perform the operation you requested. Please contact the owner of the record or your administrator if access is necessary.
It only works with the admin (probably because he has "modify all data" permission on his profile.
I thought that if I changed the owner in the before update of the Case trigger it would work fine. But it doesn't, any idea ?
Thanks in advance !
I just tried but it doesn't make any difference ! :-(
You're probably right, it's probably something having to do with permissions.
But I get the impression it's the "modify all data" which I cannot grant for regulat users.
The weird thing is that although I change ownership in the Apex Triger, basic security rules seem to apply first ?!
Anyone ? I'm getting desperate here :smileysad:
Seems pretty simple though !!!
//change the owner of a custom object record to be the owner of the parent record
// Declare the variable to hold the ID of the parent opportunity owner
ID MyOppId;
Sales_Order__c[] soc = Trigger.new;
for (Sales_Order__c s:soc)
{
if(s.Opportunity__c!=null)
{
ID OpportunityOwnerId =[Select OwnerId from Opportunity where Id=:s.Opportunity__c].OwnerId;
s.OwnerID = OpportunityOwnerId;
}
}
}
refer to this post, for an example of bulking your triggers.
Mikef,
I have looked at those docs but still not understanding it. I am completely new to this. Does anyone have some examples?
Thanks,
John