How to write an apex trigger that displays error message "You must add atleast 1 product " before submitting a record for approval

Question

I am new to coding. I need help to write an apex trigger to display an error message(You must add atleast 1 product on the record to submit it for approval) before submitting a record for approval.

Object A(api name - Opportunity_Support_Request__c) is the master object and Product(api name - OSR_Product__c) is the detail object and OSR_ID__c is the master detail field created on detail object.

Suppose there is an object A and on its related list, there is option to add Products(also an object). If I create a new record on object A and its status(field on Object A) is "Not Submitted" and has no product on it and if I click on the button(Submit for Approval), I should get an error message at the top(You must have atleast 1 product to submit it for approval). Seeing the error message, we will come to know why we are not able to submit the record for approval.

Trigger for this :

trigger OSRapprovalTrigger on Opportunity_Support_Request__c (before insert,before update) {
if(trigger.isUpdate && trigger.isBefore) {
for(Opportunity_Support_Request__c s : Trigger.new){
if(s.Status__c == 'Not Submitted') { //Get list of osr products List <OSR_Product__c> SampleProductList = [Select CAT_logic_Description__c,Material_Description__c from OSR_Product__c where OSR_ID__c =: s.id ];// if(SampleProductList.size() == 0) { if(!Test.isRunningTest()){ s.addError('You must add at least one osr Product to your Request'); } } } } } }

Tried to explain the whole scenario. Thanks in Advance !

Answer 1

The trigger is not automatically invoked upon the record approval unless there is a field updated during the approval step.

So what you can do is in the approval step Initial Submission Actions trigger a field update, for eg: create a new field SubmittedForApproval and try to update that field to true in approval step. This will initiate a trigger action. In before insert check if the SubmittedForApproval is true and also check if there is any product attached to it.

Then just use .addError method to add an error message accordingly.

Answer 2

1. Add a count-based rollup summary field to object A that counts the products associated with it, e.g. ProductCount__c.
2. Assuming the Status__c changes to "Open" on submission, add a validation rule like:

ISCHANGED(Status__c) && ISPICKVAL(Status__c, 'Open') && ProductCount__c == 0

The violation message would be "You cannot submit for approval without products".

Answer 3

today is my first day on sharing doubts/question on this forum and I am glad to share that the trigger is working for me. Yes!! it is fulfilling my requirements.

At first, status is 'Not Submitted' but when we submit it for approval it gets changed to "Open". And when the status is changed to "Open", trigger worked.

trigger OSRapprovalTrigger on Opportunity_Support_Request__c (before insert,before update) {
    if(trigger.isUpdate && trigger.isBefore) {
        for(Opportunity_Support_Request__c s : Trigger.new){
            if(s.Status__c == 'Open') { 
                //Get list of osr products 
                List <OSR_Product__c> SampleProductList = [
                    SELECT CAT_logic_Description__c,Material_Description__c 
                    FROM OSR_Product__c 
                    WHERE OSR_ID__c = :s.id 
                ];
                // if(SampleProductList.size() == 0) { 
                    if(!Test.isRunningTest()){ 
                        s.addError('You must add at least one OSR Product to your Request.'); 
                    } 
                } 
            } 
        } 
    } 
}

Thanks to everyone !! and SPECIAL THANKS TO @Nagendra Singh and @Phil for your time.