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Krrish GopalKrrish Gopal 

Apex trigger to update fields(lookup and date) at asset object from custom object

 I have a custom lookup filed Asset__c  at custom object Service_Report__c.  Service_Report__c is a child object of standard case object i.e. case is parent of Service_Report__c
Now I want to write a apex trigger to update InstallDate and Site__c fields at asset when Asset__c!=null, when I create and update record at custom object  Service_Report__c.
 InstallDate(asset) = Date_of_Site_Visit_To__c(custom lookup field at Service_Report__c)
 Site__c(custom lookup field at asset) =  Site__c(custom lookup field at case)
 Asset object fields: InstallDate(Standard field),  Site__c(lookup)
 Service_Report__c  object fields: Case__c(lookup), Asset__c(lookup), Date_of_Site_Visit_To__c(date field)
 Case object fields: Site__c(lookup)
Best Answer chosen by Krrish Gopal
justin_sfdcjustin_sfdc
Hi Krrish,

There are two ways to achieve this:
1) You can use process builder 
2) trigger

If you are using trigger then your code would look sth like this:

trigger ServiceReportTrigger on Service_Report__c (after insert, after update) {
    set<id> assetIds = new set<Id>();
    map<id, date> mapAssetInstallDate = new map<id, date>();
    map<id, string> mapAssetSite = new map<id,string>();
    List<Asset__c> newAssetList = new List<Asset__c>();

    for (service_report__c srv: trigger.new) {
        if(srv.asset__c != null) {
             assetIds.add(srv.asset__c);
             mapAssetInstallDate.put(srv.asset__c, srv.Date_of_Site_Visit_To__c);
             mapAssetSite.put(srv.asset__c, srv.CaseId);
    ​    }    
    }

    List<Asset__c> assetList = [Select id, installdate__c, site__c from Asset__c where Id IN: assetIds];

    for (Asset__c ast: assetList) {
        ast.installdate__c = mapAssetInstallDate.get(ast.id);
        ast.site__c = mapAssetSite.get(ast.id);

        newAssetList.add(ast);
    }
    
    if (newAssetList.size() > 0) {
        update newAssetList;
    }    
}

Hope this helped!

All Answers

justin_sfdcjustin_sfdc
Hi Krrish,

There are two ways to achieve this:
1) You can use process builder 
2) trigger

If you are using trigger then your code would look sth like this:

trigger ServiceReportTrigger on Service_Report__c (after insert, after update) {
    set<id> assetIds = new set<Id>();
    map<id, date> mapAssetInstallDate = new map<id, date>();
    map<id, string> mapAssetSite = new map<id,string>();
    List<Asset__c> newAssetList = new List<Asset__c>();

    for (service_report__c srv: trigger.new) {
        if(srv.asset__c != null) {
             assetIds.add(srv.asset__c);
             mapAssetInstallDate.put(srv.asset__c, srv.Date_of_Site_Visit_To__c);
             mapAssetSite.put(srv.asset__c, srv.CaseId);
    ​    }    
    }

    List<Asset__c> assetList = [Select id, installdate__c, site__c from Asset__c where Id IN: assetIds];

    for (Asset__c ast: assetList) {
        ast.installdate__c = mapAssetInstallDate.get(ast.id);
        ast.site__c = mapAssetSite.get(ast.id);

        newAssetList.add(ast);
    }
    
    if (newAssetList.size() > 0) {
        update newAssetList;
    }    
}

Hope this helped!
This was selected as the best answer
Krrish GopalKrrish Gopal
Hi Justin,

Thanks for prompt reply, both the solution is important for me to learn apex and customization in salesforce. Thanks once agains.
justin_sfdcjustin_sfdc
You're welcome! :)