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'; }}}
I have several fields on my Case object that I want to auto populate depending on certain conditions. For the most part, I have my trigger set up to do what I want. The issue I am running into is at the end of the trigger. The field (c.Task_Steps__c) is a text field with the ability to have 255 characters. Currently, how my trigger is written, it populates the text field with a horizontal list like such:
I am looking for help with automatically adding a person to an opportunity team. We have a custom formula field "Lead Sales Engineer Assinged" that is populated with a Sales Engineer's name when a certain primary site (another custom picklist field) is selected. What I am looking to do is to automatically add that person to the opportunity team when the opportunity is created and assign them with a team role of Lead Sales Engineer. Any help will be greatly appriciated. Also, as I am new to Apex, if anyone can provide me with sample code that would be awesome :)!!
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'; }}}
I have several fields on my Case object that I want to auto populate depending on certain conditions. For the most part, I have my trigger set up to do what I want. The issue I am running into is at the end of the trigger. The field (c.Task_Steps__c) is a text field with the ability to have 255 characters. Currently, how my trigger is written, it populates the text field with a horizontal list like such:
I am looking for help with automatically adding a person to an opportunity team. We have a custom formula field "Lead Sales Engineer Assinged" that is populated with a Sales Engineer's name when a certain primary site (another custom picklist field) is selected. What I am looking to do is to automatically add that person to the opportunity team when the opportunity is created and assign them with a team role of Lead Sales Engineer. Any help will be greatly appriciated. Also, as I am new to Apex, if anyone can provide me with sample code that would be awesome :)!!
