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Gregory512Gregory512 

Trigger that creates child record on creation of parent record only if checkbox is true

I was wondering if someone could help a newb to SFDC come up with the code for an apex trigger.

 

Here's the scenario:

 

I have a custom object called payments (Payments__c) - a child object  of opportunities - and I would like a payment record to be created after a new opportunity record is created, but only if a checkbox is checked (Create_New_Payment__c).

 

There are a few fields on the new payment record that need to be pre-populated:

  1. The opportunity field (obviously)
  2. Payment amount (Amount__c) should equal the amount of the opportunity (the payment amount field is not a formula field and can't be, but maybe this can be accomplished with workflow - if Create_New_Payment__c is true, payment amount equals opportunity amount??)
  3. Paid__c checkbox equals true

So is this possible to do?

 

Thanks for any help.

BritishBoyinDCBritishBoyinDC

Here's the basic trigger:

 

 

trigger CreatePayments on Opportunity (after insert) {

List<Payments__c> createpayments = new List <Payments__c> {};

for (opportunity o : trigger.new) {

if (o.create_new_payment__c == true) {
createpayments.add(new Payments__c ( Opportunity__c = o.Id, amount__c = o.amount, paid__c = true));
}
}
try {
insert createpayments;
}
catch (Exception Ex)
{
system.debug(Ex);
}
}
 
 
I believe you could also update the Amount field on the Payments object after creation via workflow using a cross object formula 
Message Edited by BritishBoyinDC on  09-30-2009 05:55 PM


chpurohitchpurohit
This was great. and worked like a charm.
 
how do we create related records and existing accounts (opportunities in example)
 
Thanks,
CP


BritishBoyinDCBritishBoyinDC
Not sure I follow - are you asking how to create related records for accounts related to the Opportunity? Or something else?


chpurohitchpurohit
Do you also have a test class created for it.
 
having trouble creating the test class.
 
Thanks,
Chirag


BettyMac1BettyMac1
This trigger works fine. Can someone write a decent test class for it so I can migrate it to production? This is not a skillset I've yet developed. Many thanks.
Bmac