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Neha Jain 136 Roll up summary field on account won't trigger field change on opportunity object
Hi
I would like to update the opportunity stage to "transacting" when a roll-up summary field on the account (Total Transaction) become =>2 which is getting information from bill object. I tied many ways but unable to change stage.
I tried below ways none of them are working.
1) Roll up summary field won't trigger workflow and process builder
2) Created a checkbox on opp which turns "true" when total transaction meet criteria, But still won't change stage through Process Builder/workflow.
Please help!!!
I would like to update the opportunity stage to "transacting" when a roll-up summary field on the account (Total Transaction) become =>2 which is getting information from bill object. I tied many ways but unable to change stage.
I tried below ways none of them are working.
1) Roll up summary field won't trigger workflow and process builder
2) Created a checkbox on opp which turns "true" when total transaction meet criteria, But still won't change stage through Process Builder/workflow.
Please help!!!
please check with the below Trigger Handler
public class ChangeOpportunityStage {
public static void changeStage(List<Opportunity> oppList) {
set<id> oppId = new set<id>();
for(Opportunity opp:oppList) {
oppId.add(opp.AccountId);
}
List<Account> accList = [Select Total_Transaction From Account WHERE id =:oppId];
set<id> OpportId = new set<id>();
for(Opportunity oppObj : oppList) {
OpportId.add(oppObj.id);
}
List<Opportunity> oppLists = [Select StageName From Opportunity where id =:OpportId];
List<Opportunity> uppOppList = new List<Opportunity>();
for(Opportunity oppObject :oppLists){
if(accList[0].Total_Transaction > 2) {
oppObject.StageName = 'transacting';
uppOppList.add(oppObject);
}
}
update uppOppList;
}
}
and check with the opportunity trigger
trigger OpportunityTrigger on Opportunity (After insert,After Update) {
ChangeOpportunityStage.changeStage(Trigger.new);
}
Please let us know if it is workning or not.