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Ali Meyer Multi-object trigger
Hello,
I'm trying to write a trigger that will do three things:
1. take info from a custom object
2. create an account from that info
3. create a contact from that info
I lifted this code from here but I don't really know what I'm doing. I think the first problem is declaring the Account variable; my error message says "Name" does not exist.
Thank you for your help!
trigger CreateContact on Intake_Phone_Screen_Information__c (after update, after insert) {
List<Intake_Phone_Screen_Information__c> IntakeList = new List<Intake_Phone_Screen_Information__c>();
List<Account> AccList = new List<Account>();
for(Intake_Phone_Screen_Information__c i:Trigger.new){
Account a = new Account(Name = i.Caller_First_Name__c, RecordTypeId = '012A0000000dlDz');
}
insert a;
//newAccount has IDs since been inserted, so parallel list to Trigger.new
Integer cnt = 0;
for(Intake_Phone_Screen_Information__c i:Trigger.new){
if (i.Boolean_Appointment__c = TRUE){
cnt++;
continue;
}
newContact.add(FirstName = i.Caller_First_Name__c, LastName = i.Caller_Last_Name__c, Date_entered_as_new_patient__c = System.today(), Account = newAccount[cnt].Id);
cnt++;
}
if (!newContact.isEmpty()) insert newContact;
}
Hi,
For creating the records in Account & Contact based on the field availability in Intake_Phone_Screen_Information__c, just include a condition there thats enough.
Example:
trigger CreateAccountContact on Intake_Phone_Screen_Information__c(after update, after insert){
List<Contact> conList = new List<Contact>(); //change this line
if(Trigger.IsInsert || Trigger.IsUpdate){
for(Intake_Phone_Screen_Information__c i : trigger.new){
if(i.Field1 != null){ //Include this line
.................................
}
}
}
}
Do the changes in the trigger.
Hope this helps you...!
Please give kudos and mark this as a solution, If you found this answer as useful to others as well.
All Answers
Hi,
After analysing your code I understood that you are trying to insert a, that Account insance a is onside the for loop so, its a local variable that lost its scope, while it is refered outside the for loop.
Check the below loop and insert statement in your code,
for(Intake_Phone_Screen_Information__c i:Trigger.new){ Account a = new Account(Name = i.Caller_First_Name__c, RecordTypeId = '012A0000000dlDz'); } insert a;keep th insert statement as inside the for loop.
I would advice not to use two loops to initialize the trigger. You can wirte it in the following way,
trigger CreateAccountContact on Intake_Phone_Screen_Information__c(after update, after insert){
List<Contact> conList = new List<Account>();
if(Trigger.IsInsert || Trigger.IsUpdate){
for(Intake_Phone_Screen_Information__c i : trigger.new){
Account a = new Account(Name = i.Caller_First_Name__c, RecordTypeId = '012A0000000dlDz');
insert a; //You can directly insert an object
//Also before inserting you can add it in a list and add insert later
//in the outside of loop, because list is globally declared
Contact c = new Contact(FirstName = i.Caller_First_Name__c,
LastName = i.Caller_Last_Name__c,
Date_entered_as_new_patient__c = System.today(),
Account = a.Id);
conList.add(c);
}
insert conList;
}
}
In the above trigger do whatever conditions you want to check before inserting your records.
Please give kudos and mark this as a solution, If you found this answer as useful to others as well.
Thanks so much for this! When I entered your code, I got an error message Compile Error: Illegal assignment from LIST<Account> to LIST<Contact> at line 2 column 7, and then if I changed that Compile Error: Invalid initial expression type for field Account, expecting: SOBJECT:Account (or single row query result of that type) at line 11 column 71 (which is the Account = a.id line)
Thanks for your help!
Hi,
Sorry while typing I missed something wrong,
Try this code,
trigger CreateAccountContact on Intake_Phone_Screen_Information__c(after update, after insert){
List<Contact> conList = new List<Contact>(); //change this line
if(Trigger.IsInsert || Trigger.IsUpdate){
for(Intake_Phone_Screen_Information__c i : trigger.new){
Account a = new Account(Name = i.Caller_First_Name__c, RecordTypeId = '012A0000000dlDz');
insert a; //You can directly insert an object
//Also before inserting you can add it in a list and add insert later
//in the outside of loop, because list is globally declared
Contact c = new Contact(FirstName = i.Caller_First_Name__c,
LastName = i.Caller_Last_Name__c,
Date_entered_as_new_patient__c = System.today(),
AccountID = a.Id); //change this line
conList.add(c);
}
insert conList;
}
}
Hope this helps you...!
Please give kudos and mark this as a solution, If you found this answer as useful to others as well.
Thanks so much for this. The code compiles without error, but nothing happens when I create a new record on the intake object--neither the account nor the contact record is created. Any ideas why?
Thanks again for your help.
If you create record in Intake_Phone_Screen_Information__c object, you will get the Account and contact created accordingly with the informations you provided.
Check again!!
Hope this helps you...!
Please give kudos and mark this as a solution, If you found this answer as useful to others as well.
Thank you so much for this! One last question: if I wanted to include a conditional (ie create the contact and account if field X on the intake object = true), where should I include that? Can it put it in here: if(Trigger.IsInsert || Trigger.IsUpdate){ ?
Thank you!!
Hi,
For creating the records in Account & Contact based on the field availability in Intake_Phone_Screen_Information__c, just include a condition there thats enough.
Example:
trigger CreateAccountContact on Intake_Phone_Screen_Information__c(after update, after insert){
List<Contact> conList = new List<Contact>(); //change this line
if(Trigger.IsInsert || Trigger.IsUpdate){
for(Intake_Phone_Screen_Information__c i : trigger.new){
if(i.Field1 != null){ //Include this line
.................................
}
}
}
}
Do the changes in the trigger.
Hope this helps you...!
Please give kudos and mark this as a solution, If you found this answer as useful to others as well.
Just one more question! Is there a way that I can add the newly created contact ID into a lookup field on the intake record? I don't see how this would work in a before trigger, but I'm holding out hope.
Thank you so much!
Hi,
Then try the following,
trigger CreateAccountContact on Intake_Phone_Screen_Information__c(after update, after insert){
List<Contact> conList = new List<Contact>(); //change this line
if(Trigger.IsInsert || Trigger.IsUpdate){
for(Intake_Phone_Screen_Information__c i : trigger.new){
if(i.Field1 != null){ //Include this line
Account a = new Account(Name = i.Caller_First_Name__c, RecordTypeId = '012A0000000dlDz');
insert a; //You can directly insert an object
Contact c = new Contact(FirstName = i.Caller_First_Name__c,
LastName = i.Caller_Last_Name__c,
Date_entered_as_new_patient__c = System.today(),
AccountID = a.Id); //change this line
insert c; //Directly inserting a contact, so that this id can be assigned to ContactID__c lookup field in Intake
i.ContactID__c = c.id; //Include this line too, So Lookup field (ContactID__c) in Intake will be assigned with contact created newly
}
}
}
}
Hope this helps you...!
Please give kudos and mark this as a solution, If you found this answer as useful to others as well.