Skip to main content
All,

I have a custom object Matter__c  label is Engagement with a lookup relationship field Deal__c  datatype Lookup(Opportunity) that connects to Opportunity. Opportunities object in my Salesforce database is rename to Deal__c  .

 

I am requesting if the currency value in the custom currency (16,2)  field Total_Fees__c in the custom object  Matter__c which may contain one or more records ,  will Rollup Summary into the related Opportunity ( Deal__c ) record,   within the custom currency (16,2) field Engagement_Total_Fees__c .  For each Deal__c record there can be one or  many Matter__c  records.

 

I created a Trigger below but it is not working. I believe the trigger does not have coding that will place the currency values in the Total_Fees__c field in Matter__c records to be summarize in the Engagement_Total_Fees__c in the Deal__c record.

 

I am not an expert in triggers and I could appreciate the help.

trigger UpdateEngagementTotalFees on Matter__c (After insert,After update,After delete){

    Set<String>dealIds= new Set<String>();

    if(Trigger.isDelete){

        for(Matter__c mat : Trigger.old){

            dealIds.add(mat.Deal__c);

        }

    }else if(Trigger.isUpdate){

       for(Matter__c mat : Trigger.New){

            if(mat.Deal__c != trigger.oldMap.get(mat.id).Deal__c || mat.Total_Fees__c !=trigger.oldMap.get(mat.id).Total_Fees__c){

                if(mat.Deal__c!=null)

                    dealIds.add(mat.Deal__c);

                if(trigger.oldMap.get(mat.id).Deal__c!=null)

                  dealIds.add(trigger.oldMap.get(mat.id).Deal__c);  

            }

       } 

    }else{

        for(Matter__c mat : Trigger.New){

            if(mat.Deal__c != null){

                dealIds.add(mat.Deal__c);

            }

        }

    }

    if(dealIds.size()>0){

        TriggerUtility.rollupBookValues(dealIds,'Matter__c');

    }

    }

 
2 answers
0/9000