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Bmart Help with OpportunityTeamMember query and using the Team Member UserId values to a custom object.
Hi everyone. not a developer here so I struggle sometimes with code. I'm trying to create a trigger where when on the Opportunity object I flag the billed complete field (custom field, Jan Billed complete in this example) it queries the opportunity team members of the opportunity and then creates a new CSM Commission record (custom object). I can get everything to work in terms of creating the CSM Commission record, but when creating the CSM record I'm having trouble getting the OpportunityTeamMember who's teammemberrole == 'Client Service Manager' from the CSMTeamMember. Can someone help me out and point out what I need to do? to get the values to feed over correctly? Thanks for your help in advance.
trigger Opportunity_to_CSM_Commission on Opportunity (after update) {
// create a set of all the unique line item revision records based on WF ID
List<string> CSMIDS = new List<string>();
for (Opportunity o : Trigger.new)
{
CSMIDS.add(o.id);
}
Date datobj =date.today();
Integer dy = datobj.day();
Integer mon = datobj.month();
Integer yr = datobj.year();
Integer lastyr = datobj.year()-1;
List <CSM_Commission__c > CSMINSERTS = new list <CSM_Commission__c> ();
List <OpportunityTeamMember> CSMTeamMember=[Select OpportunityID, Userid, TeamMemberRole from OpportunityTeamMember Where Opportunityid =:CSMIDS ];
for (Opportunity Opp : Trigger.new) {
if (/*I want to add a filter here where TeamMemberRole='Client Service Manager' && */OPP.Intl__c == false && OPP.Jan_Billed_Complete__c == true && OPP.Jan_CSM_Payment_Complete__c != true)
{
CSM_Commission__c CSMCOM= new CSM_Commission__c ();
CSMCOM.Opportunity__c = OPP.Id;
CSMCOM.Name = 'IO#' + OPP.IO_Number__c + '- January' + yr + '- CSM Payment';
CSMCOM.Jan_Billed__c = OPP.Jan_Billed__c;
// CSMCOM.CSM__c = I want to get the OpportunityTeamMember userid where the teamMemberRole = 'Client Service Manager' and assign that person as the CSM__c user lookup value.
//CSMCOM.OwnerId= I want to get the OpportunityTeamMember userid where the teamMemberRole = 'Client Service Manager' and assign that person as the Owner of the CSM Commission record.
CSMINSERTS.add(CSMCOM);
}
}
try{
insert CSMINSERTS;
}catch (System.Dmlexception e) {
}
}
Below code will help you out.Please udpate the code as per your business requirements:
trigger Opportunity_to_CSM_Commission on Opportunity (after update) { Date datobj =date.today(); Integer dy = datobj.day(); Integer mon = datobj.month(); Integer yr = datobj.year(); Integer lastyr = datobj.year()-1; // create a set of all the unique line item revision records based on WF ID Map<Id,Map<String,OpportunityTeamMember>> opportunityIdOpportunityTeamMemberListMap = new Map<Id,Map<String,OpportunityTeamMember>>(); List <CSM_Commission__c > CSMINSERTS = new list <CSM_Commission__c> (); for(Opportunity opportunityObj :[Select Id,(Select Id, TeamMemberRole From OpportunityTeamMembers) from opportunity where Id IN: Trigger.New]){ Map<String,OpportunityTeamMember> OppRoleOpportunityTeamMemberMap = new Map<String,OpportunityTeamMember>(); for(OpportunityTeamMember OpportunityTeamMemberObj : opportunityObj.OpportunityTeamMembers){ OppRoleOpportunityTeamMemberMap.add(OpportunityTeamMemberObj.TeamMemberRole , OpportunityTeamMemberObj); } opportunityIdOpportunityTeamMemberListMap.put(opportunityObj.Id , OppRoleOpportunityTeamMemberMap); } for (Opportunity Opp : Trigger.new) { Map<String,OpportunityTeamMember> OppRoleOpportunityTeamMemberMap = new Map<String,OpportunityTeamMember>(); CSM_Commission__c CSMCOM= new CSM_Commission__c (); CSMCOM.Opportunity__c = OPP.Id; CSMCOM.Name = 'IO#' + OPP.IO_Number__c + '- January' + yr + '- CSM Payment'; CSMCOM.Jan_Billed__c = OPP.Jan_Billed__c; if(OppRoleOpportunityTeamMemberMap.containsKey(Opp.Id)) OppRoleOpportunityTeamMemberMap = OppRoleOpportunityTeamMemberMap.get(Opp.Id); if(OppRoleOpportunityTeamMemberMap.containsKey('Client Service Manager')){ CSMCOM.CSM__c = OppRoleOpportunityTeamMemberMap.get('Client Service Manager').Id; CSMCOM.OwnerId= OppRoleOpportunityTeamMemberMap.get('Client Service Manager').Id; } CSMINSERTS.add(CSMCOM); } try{ insert CSMINSERTS; }catch (System.Dmlexception e) {} }Important :
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Save error: Method does not exist or incorrect signature: [MAP<String,OpportunityTeamMember>].add(String, SOBJECT:OpportunityTeamMember) Opportunity_to_CSM_Commission.trigger /Undertone Sandbox/src/triggers line 15 Force.com save problem