Apex Code Development You need to sign in to do that
Don't have an account?
Andy Garsia How can I do It?
I Have two custom objects:
-Visit
Representative (lookup User)
Customer (lookup Contact)
StartDate (Date)
EndDate (Date)
Status (picklist)
-Target
Representative (lookup User)
Customer (lookup Contact)
StartDate (Date)
EndDate (Date)
Actual Calls Count (Number)
When Visit`s status change to 'Close' need increment Target`s Actual Calls Count by 1 with next condition:
1) Date from Visit`s StartDate field must be in between Target`s StartDate and EndDate.
2) Contact in Visit`s Customer field must be the same that Contact Target`s Customer field
3) User in Target`s Representative field must be the same that User Target`s Representative field
4) Need that counter have worked only one time for one visit.
How can I do it? (Without triggers)
-Visit
Representative (lookup User)
Customer (lookup Contact)
StartDate (Date)
EndDate (Date)
Status (picklist)
-Target
Representative (lookup User)
Customer (lookup Contact)
StartDate (Date)
EndDate (Date)
Actual Calls Count (Number)
When Visit`s status change to 'Close' need increment Target`s Actual Calls Count by 1 with next condition:
1) Date from Visit`s StartDate field must be in between Target`s StartDate and EndDate.
2) Contact in Visit`s Customer field must be the same that Contact Target`s Customer field
3) User in Target`s Representative field must be the same that User Target`s Representative field
4) Need that counter have worked only one time for one visit.
How can I do it? (Without triggers)
If the 2 custom objects do not have any kind of relationship between them then its not possible to acheive this without the use of triggers.
If they are related you can try the Process Builder
Thanks
Anupama
Cannot see any relationship between the above mentioned objects. You cannot achieve it using standard functionality for now.