Apex Trigger To Update Owner On Master Record Based On Picklist Value On Detail Record

Question

I have a scenario where I am trying to create an Apex Trigger that updates the Owner on a master record based on the selection made on a picklist in a detail record.

My master object is:

 Label: Agreement

 Object Name: APTS_Agreement

 API Name: Apttus__APTS_Agreement__c

My detail object is:

 Label: Bank Account Details

 Object Name: Bank_Account_Details

 API Name: Bank_Account_Details__c

The picklist field is located on the Bank Account Details object and has a list of users in the system:

 Field Label: TL Approver

 API Name: TL_approver__c

Basically, one user will be coming in and creating an Agreement record. They will then create a Bank Account Opening detail record off that Agreement record that will have the TL Approver field on it. Whoever they select from the TL Approver field should then become the Owner of the Agreement record.

Can anyone help me out with this?

Thanks!

Answer 1

Matt,

you can achieve this with a Cross Object Field Update ( Workflow Rule ) .. you don't need a Trigger for this.

the reference link will help you on how to setup the cross object field updates..

Answer 2

Here is the code that I built that appears to be working:

trigger BAO_TL_Approver on Bank_Account_Details__c (before insert, before update) {

    Map<ID, Apttus__APTS_Agreement__c> parentAgmts = new Map<ID, Apttus__APTS_Agreement__c>();
    List<Id> listIds = new List<Id>();
    List<Apttus__APTS_Agreement__c> ApttusAPTSAgreementList = 
        new List<Apttus__APTS_Agreement__c>();


    for (Bank_Account_Details__c childObj : Trigger.new) {
        listIds.add(childObj.Bank_Account_Details__c);
    }

    parentAgmts = new Map<Id, Apttus__APTS_Agreement__c>([SELECT id, Name 
        FROM Apttus__APTS_Agreement__c WHERE ID IN :listIds]);   

    for (Bank_Account_Details__c BAD :trigger.new)
    {
        Apttus__APTS_Agreement__c myParentAgmt = parentAgmts.get(BAD.Bank_Account_Details__c);
        String TLApprover = BAD.TL_Approver__c;   
        map<string,string> userIdbyName = new map<string,string>();  

        for(User u : [select Name, id from User where Name LIKE :TLApprover]){
            userIdbyName.put(u.Name,u.Id);
        }

        if(userIdbyName.containsKey(TLApprover)){
            myParentAgmt.OwnerId = userIdbyName.get(TLApprover);
            ApttusAPTSAgreementList.add(myParentAgmt);
        }
    }

    update ApttusAPTSAgreementList;
}