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sean.gorman@ipc.com Trigger to create new Opp from Custom Object - need Opp ID in Custom Object
Hi,
I have a new custom object stores Opportunity related data which can be used to create a new opportunity.
I cannot think of a way to store the new OPPID in the relavent record.
trigger Process_IB2U on IB2U__c (Before Update) {
set<id> IBIds = new set<id>();
map<id,id> mapIBtoOpp = new map<id,id>();
list<IB2U__c> newIB2U = new list<IB2U__c>();
set<IB2U__c> IBs_toUpdate = new set<IB2U__c>();
list<Opportunity> Opp_forInsert = new list<Opportunity>();
Pricebook2[] priceBook = [Select p.Name, p.Id From Pricebook2 p where p.Name = 'Trading Price Book'];
for(IB2U__c IB: trigger.new)
{
if(IB.Convert_to_Opportunity__c == TRUE)
{
IBs_toUpdate.add(IB);
Opportunity oppty = new Opportunity (StageName = 'Price / Quote', Opp_Probability__c = '60', Name = 'IB2U Converted Opp',
Estimated_Revenue_Amount__c = IB.Estimated_Revenue_Amount__c, CloseDate = IB.Estimated_Contract_Date__c,
Amount = 200, AccountId = IB.Account__c, CurrencyIsoCode = IB.CurrencyIsoCode, Unigy__c = TRUE,
Site_Name__c = IB.Account_Site__c, Distributor__c = IB.Distributor__c, Pricebook2Id = priceBook[0].Id, Incumbent__c = IB.Incumbant__c );
Opp_forInsert.add(oppty);
}
}
insert Opp_forInsert;
for(Opportunity Oppt: Opp_forInsert)
{
// this does not work as IB is out of context
IB.Opportunity__c = Oppt.id;
}
// Again - will not work
update IB;
}
I have a couple of SETs and MAPs that are not currently used... I was playing with them to get the ID of the IB and OPP together - but I cannot without requerying the Opportunity table with a related list of IB.IDs and saving the related IB on the Opportunity.
You can do this by creating a map with the Id of the IB that is associated with the opportunity being inserted.
Try something like this:
trigger Process_IB2U on IB2U__c (Before Update) { Map<Id, Opportunity> oppToInsertMap = new Map<Id, Opportunity>{}; Pricebook2[] priceBook = [Select p.Name, p.Id From Pricebook2 p where p.Name = 'Trading Price Book']; for(IB2U__c IB: trigger.new) { if(IB.Convert_to_Opportunity__c == TRUE) { Opportunity oppty = new Opportunity (StageName = 'Price / Quote', Opp_Probability__c = '60', Name = 'IB2U Converted Opp', Estimated_Revenue_Amount__c = IB.Estimated_Revenue_Amount__c, CloseDate = IB.Estimated_Contract_Date__c, Amount = 200, AccountId = IB.Account__c, CurrencyIsoCode = IB.CurrencyIsoCode, Unigy__c = TRUE, Site_Name__c = IB.Account_Site__c, Distributor__c = IB.Distributor__c, Pricebook2Id = priceBook[0].Id, Incumbent__c = IB.Incumbant__c ); oppToInsertMap.put(IB.Id, oppty); } } insert oppToInsertMap.values(); for (Id key : oppToInsertMap.keySet()) { Opportunity newOpportunity = oppToInsertMap.get(key); IB2U__c ib = Trigger.newMap.get(key); ib.Opportunity__c = newOpportunity.Id; } }All Answers
You can do this by creating a map with the Id of the IB that is associated with the opportunity being inserted.
Try something like this:
trigger Process_IB2U on IB2U__c (Before Update) { Map<Id, Opportunity> oppToInsertMap = new Map<Id, Opportunity>{}; Pricebook2[] priceBook = [Select p.Name, p.Id From Pricebook2 p where p.Name = 'Trading Price Book']; for(IB2U__c IB: trigger.new) { if(IB.Convert_to_Opportunity__c == TRUE) { Opportunity oppty = new Opportunity (StageName = 'Price / Quote', Opp_Probability__c = '60', Name = 'IB2U Converted Opp', Estimated_Revenue_Amount__c = IB.Estimated_Revenue_Amount__c, CloseDate = IB.Estimated_Contract_Date__c, Amount = 200, AccountId = IB.Account__c, CurrencyIsoCode = IB.CurrencyIsoCode, Unigy__c = TRUE, Site_Name__c = IB.Account_Site__c, Distributor__c = IB.Distributor__c, Pricebook2Id = priceBook[0].Id, Incumbent__c = IB.Incumbant__c ); oppToInsertMap.put(IB.Id, oppty); } } insert oppToInsertMap.values(); for (Id key : oppToInsertMap.keySet()) { Opportunity newOpportunity = oppToInsertMap.get(key); IB2U__c ib = Trigger.newMap.get(key); ib.Opportunity__c = newOpportunity.Id; } }