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REQ_CreateTask_TDTM

Requirement trigger handler/TDTM

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Table of Contents

Description
Custom Permission REDU - Admin, REDU - Faculty, REDU - Student
 
Event AfterInsert, AfterUpdate
Object Requirement
Related RIO Education Settings None

 

Description

Whenever a Requirement's Create Salesforce Task field is set (by insert or update), this class will create a related Task record. It will set the fields on the Task record as follows.

  • Assigned To = Owner on Requirement
  • Comments = Requirement Detail on Requirement
  • Due Date = Due Date on Requirement
  • Subject = Requirement Name on Requirement
  • Priority = Priority on Requirement

 

It will also set the either the Name (WhoId) or Related To (WhatId) fields. The Requirement's related Requirement Set will have a related record of a certain object. The type of object is recorded in the Object Lookup Field on the Requirement Set's related Requirement Set Template. If the related record is a Lead or Contact, it is linked to the Task using the Name field. If it is any other object, the Related To field is used instead. Also, if the Requirement Set's Contact field is set, it is linked via the Name field regardless of the Object Lookup Field on the template.

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