Salesforce: Restrict User from Deleting Files Once Record Status Changed

Salesforce: Restrict User from Deleting Files Once Record Status Changed

Business Requirement: 

There is a custom object in Salesforce having a status field. If the status of that record is marked as "Completed" user is not allowed to attach/upload new files with it, nor user can upload new version of file nor he can delete file.

Solution:

On the front end we see Files object ,its related list and tab and in my requirement data is saved from front end in files. From back-end  Salesforce use 3 diffrent object.

1. Content Document
2. Content Version
3. Content Document Link

ContentDocument object is to retrieve, query, update, and delete the latest version of a document, but not a content pack, in a library or a file in Chatter.

Use the ContentVersion object to create, query, retrieve, search, edit, and update a specific version of a Salesforce CRM Content document or Chatter file.

So in order to achieve this functionality we have to write trigger on all three objects.

Content Document Trigger:

trigger ContentDocumentTrg on ContentDocument (before delete,before update) {
    
    Map<Id,String> MapOfStatus = new Map<Id,String>();
    Set<Id> SetOfCdl = new Set<Id>();
    Set<Id> SetOfCd = new Set<Id>();
    map<Id,Id> MapOfCdNCdl = new map<Id,Id>();
    if(Trigger.IsUpdate){
    for(ContentDocument cd :Trigger.new){
    SetOfCd.add(cd.Id);
    }
    }
    if(Trigger.Isdelete){
    for(ContentDocument cd :Trigger.old){
    SetOfCd.add(cd.Id);
    }
    }
   
    for(ContentDocumentLink cdl : [SELECT LinkedEntityId,ContentDocumentId FROM ContentDocumentLink WHERE ContentDocumentId IN:SetOfCd]){
    string cdlentityId = cdl.LinkedEntityId;
    if (cdlentityId.substring(0,3) == 'a0h') {
    SetOfCdl.add(cdl.LinkedEntityId);
    MapOfCdNCdl.put(cdl.ContentDocumentId, cdl.LinkedEntityId);
    }
    }
MapOfStatus = ContectDocLinkHandler.CheckStatus(SetOfCdl);
if(Trigger.IsUpdate){
for(ContentDocument cd :Trigger.new){
Id cdlId = MapOfCdNCdl.get(cd.Id);
if(MapOfStatus.get(cdlId) == 'Completed'){
cd.addError('Sorry you cannot add/update this file.');
}
}
}
if(Trigger.Isdelete){
for(ContentDocument cd :Trigger.old){
Id cdlId = MapOfCdNCdl.get(cd.Id);
if(MapOfStatus.get(cdlId) == 'Completed'){
cd.addError('Sorry you cannot delete this file.');
}
}
}
}

Content Version Trigger

trigger ContentVersionTrg on ContentVersion (before update) {

    

    if(Trigger.IsBefore && (Trigger.IsInsert || Trigger.IsUpdate)){

   

    Map<Id,String> MapOfStatus = new Map<Id,String>();

    Set<Id> SetOfCdl = new Set<Id>();

    Set<Id> SetOfCd = new Set<Id>();

    map<Id,Id> MapOfCdNCdl = new map<Id,Id>();

    for(ContentVersion cv :Trigger.new){

    SetOfCd.add(cv.ContentDocumentId);

    }

    system.debug('Set Of Content Doc'+SetOfCd);

    for(ContentDocumentLink cdl : [SELECT LinkedEntityId,ContentDocumentId FROM ContentDocumentLink WHERE ContentDocumentId IN:SetOfCd]){

    string cdlentityId = cdl.LinkedEntityId;

//Hard coding start 3 character of my custom object

    if (cdlentityId.substring(0,3) == 'a0h') {

   

    SetOfCdl.add(cdl.LinkedEntityId);

    MapOfCdNCdl.put(cdl.ContentDocumentId, cdl.LinkedEntityId);

    }

    }

MapOfStatus = ContectDocLinkHandler.CheckStatus(SetOfCdl);

for(ContentVersion cv :Trigger.new){

Id cdlId = MapOfCdNCdl.get(cv.ContentDocumentId);

if(MapOfStatus.get(cdlId) == 'Completed'){

cv.addError('Sorry you cannot add/update this file');

}

}

    }

}

Content Document Link Trigger:

trigger ContectDocLinkTrg on ContentDocumentLink (before delete,before update) {

    set<Id> SetOfCdlLinkId = new set<Id>();

    map <Id,String> MapOfStatus = new map<Id,String>();

    

for(ContentDocumentLink cdl :Trigger.old){

SetOfCdlLinkId.add(cdl.LinkedEntityId);

}

MapOfStatus = ContectDocLinkHandler.CheckStatus(SetOfCdlLinkId);

for(ContentDocumentLink cdl :Trigger.old){

if(MapOfStatus.get(cdl.LinkedEntityId) == 'Completed'){

cdl.addError('Sorry you cannot delete this file');

}

}

}

Content Document Link Handler :

public without sharing class ContectDocLinkHandler {

       

 // function used to check status of Jira Issue object as complete

    public Static Map<Id,String> CheckStatus(set<Id> SetOfCdl)

    {

    map <Id,String> MapOfJIStatus = new map<Id,String>();

   

   

    if(SetOfCdl.size() > 0){

    for(Jira_Issues__c js : [select Id, Status__c from Jira_Issues__c where Id IN: SetOfCdl]){

    MapOfJIStatus.put(js.Id, js.Status__c);

    }

    }

    return MapOfJIStatus;

    }

}

Happy Coding !!!