OppId need to be populated on case

Question

When an Opportunity of Record Type='Execute' is closed a) Case of Record Type ='order management' should be created, routed to OM queue and OppId need to be populated on case.

b) When OM member close queue, Email has to be send.

Can I make it like this with workflow? or trigger?

1. Setup >> Create >> Workflows & Approvals >> Workflow Rules >> New Rule >> Opportunity
2. Evaluate the workflow "created, and every time it’s edited"
3. Run the rule if the following "formula evaluates to true"
4. Formula is this: ISPICKVAL(Execute, "Closed") but how to do it with case or to write trigger and how can I send the email template with workflow or trigger.

Answer 1

You can either use Process Builder or a Trigger as a Workflow rule is not able to create a new Case record only update a field or send an email. Process Builder or a Trigger can both create the case record and send an email if required. This can auto assign that new case to the queue or you can use an assignment rule.

I would recommend using Process Builder in the first place as it is easier to use than writing Apex Code and allows you to prototype the logic even if you decide a trigger is required.

If the Case is accepted from the Queue and then closed a workflow rule can easily be setup to send an email. In this case I would advise including the Record Type in the Formula as it will prevent emails being sent on other cases when closed.