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Aaron Hill Updating Lead Based on Task Subject
I've been trying to create a trigger for new tasks that are related to a lead. I've had a hard time explaining it in the past so before I post what I have so far I'll pseudo-code it.
//Trigger for when a new task is created
//When this task is created on a lead
//For (this new task) {
//If the new task subject is equal to 'First Time Meeting (Phone or In-Person)'. {
//Change the custom field 'Had_First_Time_Meeting__c' to 'True'
}
}
//update the related lead
}
The task subject field is a picklist value. Here is the code that I created with the help of one of the other developers in the community.
This task saves just fine and there are no errors when I create a new task with this subject. But it doesn't update the 'Had_First_Time_Meeting__c' field on the related lead to true. I have quadruple checked the merge fields to make sure they are accurate. I have no idea what to do. When I remove line 6 (The body of the if statement) and remove the second two requeirements from line 5 (&& t.whatId!=null && t.whatId.getsobjectType() == Lead.sobjectType). I can get it to update the task field . But other than that I'm a little lost.
I'd really appreciate any help.
//Trigger for when a new task is created
//When this task is created on a lead
//For (this new task) {
//If the new task subject is equal to 'First Time Meeting (Phone or In-Person)'. {
//Change the custom field 'Had_First_Time_Meeting__c' to 'True'
}
}
//update the related lead
}
The task subject field is a picklist value. Here is the code that I created with the help of one of the other developers in the community.
trigger hadFirstMeeting on Task (before insert) {
List<Lead> updatelead = new List<Lead>();
for (task t : Trigger.new) {
if (t.Type.contains('First Time Meeting (Phone or In-Person)')&& t.whatId!=null && t.whatId.getsobjectType() == Lead.sobjectType) {
updatelead.add(new Lead(Id = t.whatId, Had_First_Time_Meeting__c = true));
}
}
update updatelead;
}
This task saves just fine and there are no errors when I create a new task with this subject. But it doesn't update the 'Had_First_Time_Meeting__c' field on the related lead to true. I have quadruple checked the merge fields to make sure they are accurate. I have no idea what to do. When I remove line 6 (The body of the if statement) and remove the second two requeirements from line 5 (&& t.whatId!=null && t.whatId.getsobjectType() == Lead.sobjectType). I can get it to update the task field . But other than that I'm a little lost.
I'd really appreciate any help.
Please find the below code:
trigger hadFirstMeeting on Task (after insert) {
List<Lead> updatelead = new List<Lead>();
for (task t : Trigger.new) {
if (t.Type.contains('First Time Meeting (Phone or In-Person)') && t.whatId != null && t.whatId.getsobjectType() == Lead.sobjectType) {
updatelead.add(new Lead(Id = t.whatId, Had_First_Time_Meeting__c = true));
}
}
if(!updatelead.isEmpty()) {
update updatelead;
}
}
Thanks for getting back to me. It still didn't update the lead field.
like below
System.debug('-----------------t.Type:'+t.Type);
System.debug('-----------------t.whatId:'+t.whatId);
System.debug('-----------------t.whatId.getsobjectType():'+t.whatId.getsobjectType());
Also print the value of "updatelead" after the for loop.
and provide the results.
Try with WHoId rather tahn whatid if you have leads attached under whoid
trigger hadFirstMeeting on Task (before insert) { List<Lead> updatelead = new List<Lead>(); for (task t : Trigger.new) { if (t.Type.contains('First Time Meeting (Phone or In-Person)')&& t.whoId!=null && t.whoId.getsobjectType() == Lead.sobjectType) { updatelead.add(new Lead(Id = t.whoId, Had_First_Time_Meeting__c = true)); } } update updatelead; }Try this!