自動建立自訂活動記錄

自訂範例程式碼

更新範例程式碼以符合您的需求。

• 以您自訂子系物件的 API 名稱取代 Custom_Activity__c。例如,如果您已建立自訂物件來代表會議會議,請在適用的情況下使用 Congress_Meeting__c 取代 Custom_Activity__c。
• 以容器自訂物件的 API 名稱取代 Account_Activity__c。
• 以您要在時間表中顯示的組織中現有欄位取代範例欄位 (Status__c 和 Start_Time__c)。
• 確定容器物件中有所有必要欄位,且符合驗證規則。若否,則觸發執行期間容器記錄建立可能會失敗。

建立觸發服務 Apex 類別

建立觸發服務 Apex 類別,以產生父系自訂物件的記錄,每個記錄皆對應到子系自訂物件。

1. 進入「設定」，選取「開發人員主控台」。
2. 按一下 檔案 | 新增 | Apex 類別 。
3. 針對「名稱」,輸入 CustomActivityTriggerService。
4. 針對 sObject,選取自訂活動。
5. 在 CustomActivityTriggerService.aptx 檔案中,輸入下列範例程式碼。視需要自訂程式碼。

   public class CustomActivityTriggerService {
   
      // INSERT: create container rows
      public static void onAfterInsert(List<Custom_Activity__c> newList) {
          List<Account_Activity__c> toInsert = new List<Account_Activity__c>();
   
          for (Custom_Activity__c r : newList) {
              toInsert.add(buildActivity(r));
          }
          insert toInsert;
      }
   
      // UPDATE: update existing container rows (match by Entity_Id__c + Entity_Type__c)
      public static void onAfterUpdate(Map<Id, Custom_Activity__c> newMap) {
          List<Account_Activity__c> existing = [
              SELECT Id, Entity_Id__c
              FROM Account_Activity__c
              WHERE Entity_Type__c = :SObjectType.Custom_Activity__c.name
              AND Entity_Id__c IN :newMap.keySet()
          ];
   
          List<Account_Activity__c> toUpdate = new List<Account_Activity__c>();
          for (Account_Activity__c a : existing) {
              Custom_Activity__c r = newMap.get((Id)a.Entity_Id__c);
              Account_Activity__c updated = buildActivity(r);
              updated.Id = a.Id; // important: turns it into an update
              toUpdate.add(updated);
          }
   
          if (!toUpdate.isEmpty()) update toUpdate;
      }
   
      // DELETE: delete container rows
      public static void onAfterDelete(Set<Id> deletedIds) {
          List<Account_Activity__c> toDelete = [
              SELECT Id
              FROM Account_Activity__c
              WHERE Entity_Type__c = :SObjectType.Custom_Activity__c.name
              AND Entity_Id__c IN :deletedIds
          ];
          if (!toDelete.isEmpty()) delete toDelete;
      }
   
      // Helper to build the container record consistently
      private static Account_Activity__c buildActivity(Custom_Activity__c r) {
          return new Account_Activity__c(
              Account__c = r.Account__c,
              Event_Date_Time__c = System.now(), // stored in UTC internally
              Title__c = r.Name,                 // safer default than hardcoded text
              Subtitle__c = null,
              Entity_Id__c = r.Id,
              //ensure that the custom activity name is also added to the 'Entity Type' picklist of Account Activity
              Entity_Type__c = SObjectType.Custom_Activity__c.name,
              Entity_Subtype__c = null,
              Event_Data__c = JSON.serialize(new ObjectEventData(r))
          );
      }
   
      private class ObjectEventData {
          public List<FieldDTO> fields;
          public ObjectEventData(Custom_Activity__c record) {
              fields = new List<FieldDTO>();
   
              // Please note - the fields added here should EXIST on the custom object. These are the
              //fields that will show up on activity timeline.
              //Format should be (fieldAPIName, fieldValue) -> relatedRecordName is optional
   
              fields.add(new FieldDTO('Name', record.Name));
   
              // OPTIONAL (doc should tell users to replace with real fields in their org):
              // fields.add(new FieldDTO('Status__c', String.valueOf(record.get('Status__c'))));
          }
      }
   
      private class FieldDTO {
          public String fieldAPIName;
          public String fieldValue;
          public String relatedRecordName;
          public FieldDTO(String fieldAPIName, String fieldValue) {
              this.fieldAPIName = fieldAPIName;
              this.fieldValue = fieldValue;
          }
          public FieldDTO(String fieldAPIName, String fieldValue, String relatedRecordName) {
              this(fieldAPIName, fieldValue);
              this.relatedRecordName = relatedRecordName;
          }
      }
   }
   

6. 儲存您的變更。

建立 Apex 觸發

建立 Apex 觸發,以確保在您為自訂活動建立記錄後,系統會自動建立相關的父系自訂活動記錄。

1. 進入「設定」，選取「開發人員主控台」。
2. 按一下 檔案 | 新增 | Apex 觸發 。
3. 針對「名稱」,輸入 CustomActivityTrigger。
4. 在 CustomActivityTrigger.aptx 檔案中,輸入下列範例程式碼並視需要進行自訂。

   trigger CustomActivityTrigger on Custom_Activity__c (after insert, after update, after delete) {
       if (Trigger.isAfter && Trigger.isInsert) {
           CustomActivityTriggerService.onAfterInsert(Trigger.new);
       }
       if (Trigger.isAfter && Trigger.isUpdate) {
           CustomActivityTriggerService.onAfterUpdate(Trigger.newMap);
       }
       if (Trigger.isAfter && Trigger.isDelete) {
           CustomActivityTriggerService.onAfterDelete(Trigger.oldMap.keySet());
       }
   }
   

5. 儲存您的變更。