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Niccole Trigger new Case based on value in an Oppty field
Hi there,
I am trying to trigger a new case to be created when a custom field (Quote Status) on my opportunity has the value "Quote Approval". See screen shot for further field info, if needed.
Since I am new to Apex and Triggers, I found and modified some code. (Original Code found on https://developer.salesforce.com/forums/ForumsMain?id=906F0000000942YIAQ (https://developer.salesforce.com/forums/ForumsMain?id=906F0000000942YIAQ) ) My modified code is throwing an error message "Error: Compile Error: Invalid foreign key relationship: Opportunity.Quote_Status_v2__c at line 4 column 109". When I deleted the "opp." from "opp.Quote_Status_v2__c", I then received the following error message "Error: Compile Error: Variable does not exist: Quote_Status_v2__c.equals at line 4 column 105".
Can someone tell me what I am doing wrong and how to fix it. If it is possible to correct my trigger, I would greatly appreciate it :)!
My trigger:
trigger SEApproveRejectQuoteTaskCaseCreation on Opportunity (after insert,after update) {
for (Opportunity opp: Trigger.New)
{ case newcase=new case();
if((trigger.isInsert && (opp.Quote_Status_v2__c.equals('Quote Approval'))) || (trigger.isUpdate &&(opp.Quote_Status_v2__c.equals != Trigger.oldMap.get(opp.Id).Quote_Status_v2__c && opp.Quote_Status_v2__c.equals('Quote Approval'))))
{
system.debug('----------opp.Account---->'+opp.Account);
newcase.Account=opp.Account;
newcase.Opportunity__c=opp.Name;
newcase.Subject='Approve / Reject Quote for '+opp.Name;
newcase.Description='Quote approval is needed for '+opp.Name;
newcase.Status='New';
newcase.Origin='End User Request';
newcase.Priority='Low';
newcase.Task_Steps__c='1. Review Quote \n2. Approve / Reject Quote \n3. Complete case in Salesforce';
}}}
Trigger:
trigger Opportunity_OnAfterUpsert on Opportunity (after insert, after update)
{
OpportunityRecord toUpsert = new OpportunityRecord();
Integer count = 0;
for(Opportunity o: Trigger.new)
{
Opportunity old = null;
if(System.Trigger.oldMap != null) old = System.Trigger.oldMap.get(o.ID);
toUpsert.OnAfterUpsert(o, old);
}
}
Apex Class:
public class OpportunityRecord
{
public void OnAfterUpsert(Opportunity toUpsert, opportunity old)
{
this.UpsertNewCaseOnQuoteApproval(toUpsert, old);
this.UpsertCaseAssignment(toUpsert);
}
private void UpsertNewCaseOnQuoteApproval (Opportunity toUpsert, opportunity old)
{
if(old != null && old.Quote_Status_v2__c != toUpsert.Quote_Status_v2__c)
{
List<case> caseList = new List<case>();
If(toUpsert.Quote_Status_v2__c=='Quote Approval')
{
Case c= new Case();
c.Status='New';
c.Reason='Approve / Reject Quote';
c.Origin='End User Request';
c.Priority='Low';
c.Type='SE Support';
c.Subject='Approve / Reject Quote for '+toUpsert.Name;
c.Description='Quote approval is needed';
c.Task_Steps__c='1. Change this Case status to "In Progress" \n2. Review Quote \n3. Approve or Reject Quote \n4. Change this Case status to "Closed"';
c.Accountid=toUpsert.Accountid;
c.Opportunity__c=toUpsert.id;
c.Opportunity_Owner__c=toUpsert.ownerid;
caseList.add(c);
c= new Case();
c.Status='New';
c.Reason='Space Reservation';
c.Origin='End User Request';
c.Priority='Low';
c.Type='SE Task';
c.Subject='Link space reservation(s) for '+toUpsert.Name;
c.Description='Space reservation(s) need to be linked to Quote';
c.Task_Steps__c='1. Change this Case status to "In Progress" \n2. Link space reservation(s) to Quote \n3. Change this Case status to "Closed"';
c.Accountid=toUpsert.Accountid;
c.Opportunity__c=toUpsert.id;
c.Opportunity_Owner__c=toUpsert.ownerid;
caseList.add(c);
}
if (caseList.size()>0) insert caseList;
}
}
public void UpsertCaseAssignment(Opportunity toupsert)
{
List<case> caseList = [select OwnerId from Case where Opportunity__c = :toupsert.id limit 200];
for(Case c: caseList)
{
//if oppty's alternate SE is set and is different from the case owner, set case owner to oppty alt SE
//else if oppty's SE is different from case owner, set case owner to oppty SE
if(toupsert.Lead_Sales_Engineer__c != null && toupsert.Lead_Sales_Engineer__c != c.ownerid)
c.ownerid = toupsert.Lead_Sales_Engineer__c;
else if (toupsert.Lead_Sales_Engineer_for_Site__c != null &&
toupsert.Lead_Sales_Engineer_for_Site__c != c.ownerid)
c.ownerid = toupsert.Lead_Sales_Engineer_for_Site__c;
}
update caseList;
}
}
All Answers
Please review the below sample trigger code and modify it accordingly.
trigger NewCase on Opportunity (before insert, before update) {
for(Opportunity o: Trigger.new){
If(o.QuoteStatus__c=='Quote Approval'){
Case c= new Case();
c.Status='workin';
c.Origin='web';
c.Account=o.Account;
insert c;
}
}
}
I hope this helps.
Please mark this as a "Best Answer" if this has resolved your issue.
However, some other issues appeared. In the trigger I had the following line "c.Opportunity__c=o.Name;". When the Quote Status field is populated with Quote Approval I received the following error "Error:Apex trigger NewSECaseQuoteApproval caused an unexpected exception, contact your administrator: NewSECaseQuoteApproval: execution of BeforeUpdate caused by: System.StringException: Invalid id: Nicc test 2: Trigger.NewSECaseQuoteApproval: line 16, column 1"
Thus, I edited and removed the "c.Opportunity__c=o.Name;" from the trigger to see if it would create the case and it did. But, when I went to the case, I noticed that my "Account Name" field on the case wasn't populated with any information. Please note that on the Oppty the "Account Name" and "Oppty Name" fields, which are the standard Oppty fields, are populated.
Are you able to help me out with populating the "Opportunity" and "Account Name" fields on the case object with the Opportunity info? Appreciate all your help :)!
Case Object Fields Info:
Trigger:
trigger NewSECaseQuoteApproval on Opportunity (before insert, before update) {
for(Opportunity o: Trigger.new){
If(o.Quote_Status_v2__c=='Quote Approval'){
Case c= new Case();
c.Status='New';
c.Reason='Approve / Reject Quote';
c.Origin='End User Request';
c.Priority='Low';
c.Type='SE Task';
c.Subject='Approve / Reject Quote for '+o.Name;
c.Description='Quote approval is needed';
c.Task_Steps__c='1. Change this Case status to "In Progress" \n2. Review Quote \n3. Approve or Reject Quote \n4. Change this Case status to "Closed"';
c.Account=o.Account;
c.Opportunity__c=o.Name;
insert c;
}
}
}
Please change the below line
c.Account=o.Account; to below
c.Accountid=o.Accountid;
I hope this helps.
Please mark this as a "Best Answer" if this has resolved your issue.
Kindly do the following to populate custom field "Opportunity":
c.Opportunity__c=o.id;
For changing the case owner to a queue , I would have to check that.
Trigger:
trigger Opportunity_OnAfterUpsert on Opportunity (after insert, after update)
{
OpportunityRecord toUpsert = new OpportunityRecord();
Integer count = 0;
for(Opportunity o: Trigger.new)
{
Opportunity old = null;
if(System.Trigger.oldMap != null) old = System.Trigger.oldMap.get(o.ID);
toUpsert.OnAfterUpsert(o, old);
}
}
Apex Class:
public class OpportunityRecord
{
public void OnAfterUpsert(Opportunity toUpsert, opportunity old)
{
this.UpsertNewCaseOnQuoteApproval(toUpsert, old);
this.UpsertCaseAssignment(toUpsert);
}
private void UpsertNewCaseOnQuoteApproval (Opportunity toUpsert, opportunity old)
{
if(old != null && old.Quote_Status_v2__c != toUpsert.Quote_Status_v2__c)
{
List<case> caseList = new List<case>();
If(toUpsert.Quote_Status_v2__c=='Quote Approval')
{
Case c= new Case();
c.Status='New';
c.Reason='Approve / Reject Quote';
c.Origin='End User Request';
c.Priority='Low';
c.Type='SE Support';
c.Subject='Approve / Reject Quote for '+toUpsert.Name;
c.Description='Quote approval is needed';
c.Task_Steps__c='1. Change this Case status to "In Progress" \n2. Review Quote \n3. Approve or Reject Quote \n4. Change this Case status to "Closed"';
c.Accountid=toUpsert.Accountid;
c.Opportunity__c=toUpsert.id;
c.Opportunity_Owner__c=toUpsert.ownerid;
caseList.add(c);
c= new Case();
c.Status='New';
c.Reason='Space Reservation';
c.Origin='End User Request';
c.Priority='Low';
c.Type='SE Task';
c.Subject='Link space reservation(s) for '+toUpsert.Name;
c.Description='Space reservation(s) need to be linked to Quote';
c.Task_Steps__c='1. Change this Case status to "In Progress" \n2. Link space reservation(s) to Quote \n3. Change this Case status to "Closed"';
c.Accountid=toUpsert.Accountid;
c.Opportunity__c=toUpsert.id;
c.Opportunity_Owner__c=toUpsert.ownerid;
caseList.add(c);
}
if (caseList.size()>0) insert caseList;
}
}
public void UpsertCaseAssignment(Opportunity toupsert)
{
List<case> caseList = [select OwnerId from Case where Opportunity__c = :toupsert.id limit 200];
for(Case c: caseList)
{
//if oppty's alternate SE is set and is different from the case owner, set case owner to oppty alt SE
//else if oppty's SE is different from case owner, set case owner to oppty SE
if(toupsert.Lead_Sales_Engineer__c != null && toupsert.Lead_Sales_Engineer__c != c.ownerid)
c.ownerid = toupsert.Lead_Sales_Engineer__c;
else if (toupsert.Lead_Sales_Engineer_for_Site__c != null &&
toupsert.Lead_Sales_Engineer_for_Site__c != c.ownerid)
c.ownerid = toupsert.Lead_Sales_Engineer_for_Site__c;
}
update caseList;
}
}