[SalesForce] updating parent object after record approval

I'm trying to update parent record when current record is 'finally approved'. I've master-detail relationship between parent child

was trying to achieve this in following ways :

1) Firing Cross object field update when record is finally approved- Found this is not possible

2) Writing trigger on child, which query processIntance object ProcessInstance
somethng like this :

Select ID, Status, TargetObject.Name From ProcessInstance Where
TargetObjectID = '' AND Status in ('Approved',
'Rejected')

TargetObjectID -> current record ID

But seems like status of record is still not approved , when trigger is firing.so query is not returning anything

3) Thinking to writer a scheduler which will fire same code i'm writing in trigger.
I'm going to implement this which I think, will work
But just thinking If community has any other efficient way to achieve same

Thanks !

Best Answer

I an confused why you are querying ProcessInstance. Are you not setting a status field when the record is approved? If you have one, just use an after trigger to look for it changing to Approved (or whatever) then query for the parent and update that.

Strictly speaking a status field isn't necessary, but I have never implemented an approval process where the business didn't want a status field on the object. I suppose your proposed way would work, but I hope you have a strong reason to avoid adding a status field. If not, you are just creating a headache for yourself!

Related Solutions

[SalesForce] Approval Process: What status’ indicate the record is Submitted for Approval

You are corrected that statuses Submitted and Pending mean the record is in the approval process but not yet approved.

NoResponse: If the approval step requires unanimous approval and one approver rejects the request, the value of this field for the other approvers changes to NoResponse. Likewise, If approval is based on the first response and an approver responds, the value of this field for the other approvers changes to NoResponse

Reassigned: Sent to a delegated approver in the approval process

[SalesForce] Apex Trigger – Create a child record when a new parent record is created

@David: Few points to note:

Code should be applicable for trigger "after insert" mode, so that child record is created only after creation of parent record.
Additionally, in order to establish the relationship, you need to associate child with parent, by populating parent's id in relationship field. Parent's id would only be available in after insert

Sample code:- (psuedocode)

trigger CreateChild on Parent__c (after insert) {
    List<Child__c> Childs = new List<Child__c>();

    for(Parent__c a : trigger.new)
    {
       Child__c Child = new Child__c ();
       Child.Parent__c = a.id;
       Child.Name = 'testName'; 

       Childs.add(Child);      
    }

    insert Childs;
}

Best Answer

Related Solutions

[SalesForce] Approval Process: What status’ indicate the record is Submitted for Approval

[SalesForce] Apex Trigger – Create a child record when a new parent record is created

Related Topic