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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.
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    Have you tried anything? You'll get a better response if you edit your question with actual code or process builder flows as the Community tends not to like doing your work for you. – cropredy Jun 23 '16 at 2:45
  • Can I make it with trigger or workflow like this Setup >> Create >> Workflows & Approvals >> Workflow Rules >> New Rule >> Opportunity Evaluate the workflow "created, and every time it’s edited" Run the rule if the following "formula evaluates to true" 4. Formula is this: ISPICKVAL(Execute, "Closed") 5. Add a field update that changes the record type – Code Dictator Jun 23 '16 at 3:22
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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.

an example

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.

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