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Abraham Durojaiye How do I create an Apex Trigger to make a custom field in Contacts mandatory to fill out when a specific relationship type is selected?
Hi,
Still getting my feet wet with the developer thing, so I am not sure where to start on this one.
I have a custom lookup field in my Contacts object called Relationship Manager, which is manually populated with a user name. I also have a custom picklist(multi select) field called Relationship Type, which includes Donor and Board Member as choices.
I want a trigger that will make the Relationship Manager field mandatory to populate by the user when either the Donor and/or Board Member types are selected.
Thanks
Still getting my feet wet with the developer thing, so I am not sure where to start on this one.
I have a custom lookup field in my Contacts object called Relationship Manager, which is manually populated with a user name. I also have a custom picklist(multi select) field called Relationship Type, which includes Donor and Board Member as choices.
I want a trigger that will make the Relationship Manager field mandatory to populate by the user when either the Donor and/or Board Member types are selected.
Thanks
Sorry, my fault! Try this:
AND (
OR( INCLUDES(relationship_type__c, "Donor"), INCLUDES(relationship_type__c, "Board Member") ), ISBLANK(relationship_manager__c)
)
All Answers
Why do you want to use a trigger for this?
I would go for a validation rule on the object.
Make the condition
OR( INCLUDES(relationship_type__c, "Donor"), INCLUDES(relationship_type__c, "Board Member") )
INCLUDES(multiselect_picklist_field, text_literal) Determines if any value selected in a multi-select picklist field equals a text literal you specify.
When this returns TRUE the error message will be displayed.
Try with below code it will helps !!
trigger multiSelectContactDemo on Contact (before insert,before update ) { for (Contact con :Trigger.new ){ if(con.Relationship_Type__c=='Board Member'|| con.Relationship_Type__c='Donor;Board Member' || con.Relationship_Type__c='B' || con.Relationship_Type__c='Board Member;Donor' && con.Relationship_Manager__c ==null){ con.addError('Please select relationship manager'); } } }Replace your field api name as per your org !!Let me know if it helps !!
Thanks
Manoj
The validation rule you sent me worked. The only issue I am seeing now is that even though I insert a Relationship Manager, the record still does not save and still gives the error message to insert a Relationship Manager.
I attached a screenshot of the validation rule I set up
Once a Relationship Manager has been populated, the record sould be able to be saved.
Please advise.
I tried the Apex Trigger you sent me and got an error message about the OR operator only being able to be applied to Boolean expressions.
See below:
In the if condition replace =with == ,means Relationship_Type__c=='Donar;Board member'
Sorry, my fault! Try this:
AND (
OR( INCLUDES(relationship_type__c, "Donor"), INCLUDES(relationship_type__c, "Board Member") ), ISBLANK(relationship_manager__c)
)