Prevent deletion of ContentNote

Question

Is there anyway to prevent a user from deleting a New Note, based on the status of the Opportunity that the contentnote is linked to?

The requirement is that I have a datetime field that is set, once the opportunity status is "Closed Won". Once this datetime field is not null, a note linked to this opportunity record should not be deleted.

I started writing a trigger on the contentdocument object (since ContentNote wont allow me to write a trigger), but it looks like the code is not working since its never hitting the ContentDocument Trigger.

Is this achievable?

Answer 1

You can write trigger before delete on contentDocument.

you will get the ContentDocumentid from contentDocument in trigger.new.after that you need to fetch the opportunity id by querying the ContentDocumentLink as:-

[SELECT Id, LinkedEntityId, ContentDocumentId, Visibility, IsDeleted, ShareType,ContentDocument.Title, ContentDocument.createdDate, ContentDocument.FileType  FROM ContentDocumentLink WHERE ContentDocumentId=:'your contentdocument id' and ContentDocument.FileType= 'SNOTE']

this query will give you the List of Contentdocument which you have tried to delete. Now iterate it and store the LinkedEntityId in a set. The LinkedentityId is nothing but your opportunity id on which note is related with.

Now you can add logic to check for that opportunity and show error using add error method.