Salesforce Apex Trigger: Calculating the Count of Open and Closed Tasks on the Account.

/ apex, Salesforce / By


Hey everyone,

I’m here to share a trigger code that demonstrates how to tally the number of open and closed tasks associated with an account. To implement this, create two custom fields on the Account object:

  1. Open Task field.
  2. Closed Task field.

Apex Trigger snippet –

trigger countOpenAndClosedTask on Task (after insert, after undelete, after delete, after update) {    
    Set<Id> setOpenTaskAccountIds = new Set<Id>();
    Set<Id> setClosedTaskAccountIds = new Set<Id>();
    List<Account> listAccountUpdate = new List<Account>();
    List<Account> listOpenTaskAccounts = new List<Account>();
    List<Account> listClosedTaskAccounts = new List<Account>();
    if(Trigger.IsAfter){
        if(Trigger.IsInsert || Trigger.IsUndelete  || Trigger.isUpdate) {
            for(Task t: Trigger.new) {
                if(String.valueOf(t.WhatId).startsWithIgnoreCase('001')) {
                    if(t.Status.equalsIgnoreCase('Completed')){
                        setClosedTaskAccountIds.add(t.WhatId);
                        System.debug('@@@@Inside Completed@@@'+setClosedTaskAccountIds);
                    }
                    else {
                        setOpenTaskAccountIds.add(t.WhatId);
                        System.debug('@@@@Inside Open@@@'+setOpenTaskAccountIds);
                    }
                    if(Trigger.IsUpdate){
                        if(Trigger.oldMap.get(t.Id).WhatId != t.WhatId){
                            if(t.Status.equalsIgnoreCase('Completed')){
                                setClosedTaskAccountIds.add(Trigger.oldMap.get(t.Id).WhatId );
                                System.debug('@@@Inside Update Closed@@@'+setClosedTaskAccountIds);
                            }
                            else {
                                setOpenTaskAccountIds.add(Trigger.oldMap.get(t.Id).WhatId );
                                System.debug('@@@Inside Update Open@@@'+setOpenTaskAccountIds);
                            }
                        }
                    }
                }
            }
        }        
        if(Trigger.IsDelete){
            for(Task t : Trigger.Old){
                if(String.valueOf(t.WhatId).startsWithIgnoreCase('001')) {
                    if(t.Status.equalsIgnoreCase('Completed')){
                        setClosedTaskAccountIds.add(t.WhatId);
                        System.debug('@@@@Inside Deleted Completed');
                    }
                    else {
                        setOpenTaskAccountIds.add(t.WhatId);
                        System.debug('@@@@Inside Deleted Open');
                    }
                }
            }
        }            
        listOpenTaskAccounts =[SELECT Id, Name, Open_Task__c,(Select Status From Tasks Where Status != 'Completed' ) FROM Account WHERE Id =:setOpenTaskAccountIds];
        listClosedTaskAccounts =[SELECT Id, Name, Closed_Task__c,(Select Status From Tasks Where Status = 'Completed' )  FROM Account WHERE Id =:setClosedTaskAccountIds];
        System.debug('@@@@ListOpenTaskAccounts'+listOpenTaskAccounts );
        System.debug('@@@@ListClosedTaskAccounts'+listClosedTaskAccounts );       
        for(Account acc:listOpenTaskAccounts) {
            List<Task> listTask = acc.Tasks;
            acc.Open_Task__c = listTask.size();
            listAccountUpdate.add(acc);           
        }
        for(Account acc:listClosedTaskAccounts) {
            List<Task> listTask = acc.Tasks;
            acc.Closed_Task__c = listTask.size();
            listAccountUpdate.add(acc);           
        }
        try{
            System.debug('@@@@listAccountUpdate'+listAccountUpdate);
            update listAccountUpdate;
        }catch(System.Exception e){
            System.debug('@@@error'+e.getMessage());
        }
    }
}

Thanks.

Enjoy coding.

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