I am working on a report type "Activities with Contacts" and I see that a field called "Last Activity"(date)(api_name: CONTACT_LAST_ACTIVITY) is visible and I am able to add it to the report columns.
I also see that this column is coming from contacts object.
But when I go to object manager and check this in contact's object fields and relationships, this column is not there.
Please let me know if I am missing something. Why is this field visible in report but not anywhere else?
I have checked this column in task, activities, events, accounts objects as well.
Also, this field is not visible in field sets.
Last Activity is a calculated field, it depends in a lot of conditions. It's not in the list of fields of the object. More info about the calculation: https://help.salesforce.com/s/articleView?id=000385365&type=1
If you need it as a field in the object, you can create a formula field that uses the field LastActivityDate, like the example in salesforce help for the lead object: https://help.salesforce.com/s/articleView?id=000387759&type=1
Related
I have seen the link below which explains that it is possible to create a filter on one field between sources by generating a calculated field and then assigning the same field ID to both fields for filtering purposes:
Using the same filter control for two different data sources
But my question is whether or not it is possible to make that particular field (that is now shared between 2 data sources) dependent on other filters that are tied to 1 of the data sources?
Example would be:
One dataset with country name and city name
One dataset with city name and population
I've generated a calculated field to be able to filter on city name since they now share the same field_id.
What I'd like to do is use a control that selects country from dataset 1 and then automatically filters city_name in both datasets.
I realize I could just pull country name into my dataset in the example above, but in my real dataset there are a significant number of fields I'd be looking to be able to use for filters.
If a filter is set, all charts and filters are updated with that setting. However, it would be a huge mess, if any of these objects would automatically changes the filters again. Then all object would be updated again and the filter setting could be changed once more, thus ending up in an infinity loop.
Therefore, a filter can only apply to a field. If this should cause further filtering an user action is needed. It would be possible to write a customer vizualisation, which would mimic an user action, but again it could end in an infinity loop.
I am creating an application to display the notification like facebook. I have database schema to save the user-specific notification. The notification message contains the placeholders. E.g. Suppose we have below notification messages (Calling it Notification Template):
{FrinedName} like your photo.
{FriendName} like your page {PageName}.
{FrinedName} posted a message in {groupName}.
It's {friendName} birthday today.
{FriendName} and {#count} likes your photo
So here the text inside {} represents placeholder and the value of these placeholders need to be replaced at the runtime.
Now I want to keep these placeholders and their value source in database tables.
The Value of different placeholders may refer to the different columns in different tables. (E.g. the value of {FriendName} may belong to the User tables LoginName column, value of {PageName} will refer to Pages table's Name column and the value of {groupname} placeholder refer to the the Groups tables Name column).
So, I would like to get the data dynamically for the placeholders. What is the best way to store such type of data in the database (something like below).
dbo.NotificationTemplates - Table to store all the notification templates
dbo.TemplatePlaceholders - Table to store the placeholders in the template
dbo.TemplatePlaceholdersMapping - Table to store the mapping of placeholders in a template.
dbo.PlaceholderValueProvider - table to store the placeholder's value source, i.e. from where to get the value for placeholder.
My suggestion is to use scalar function, you can have multiple conditions in scalar function and at the end, return your result in one column
I've created a dropdown box in layout mode of filemaker and specified a field to pull in. However the box is remaining blank and not pulling in any of the information from the field in the table. What can have been missed for this to happen?
Most probably it is the problem with the value list set up or the relationship you are using to pull in the data for your drop-down.
If you are using a value list from a related data, place a portal based on the same relationship on the same layout and see if data comes through. If it does not - resolve your relationship first.
If you are pulling all values from a field in the same table, make sure in the value list setup you select the same relationship as the one the layout based on, the target field is selected and "Include all values" option is checked
I have created a content type called Customer.
I am creating other content called reports.
A customer has several reports.
How could create a variable in the content-type reports relations with the customer's name on content-type customer?
thanks
You should use Drupal Entity Reference module. Download, install and enable it, and then, you have to add a new field in content type "Reports", namely customer, of type "Entity reference" (this field type was added by Entity Reference module). Once you have added this field, you have to choose which kind of nodes can be referenced. Select Customer in the checkbox list.
You can also choose the way you want to determine which customer owns a report. You have several options: selection checkboxes, autocomplete field, etc. Take a second to determine if a Report should be linked to one or more customers. In case it must be linked to a single customer, make sure to limit the number of fields to one.
Using this module you will not only link the customer's name to the report, but you will also link the whole entity. You will be able to display the customer name as a link to the customer node.
When producing a list of available parameter properties, rather than manually typing each persons name in one by one, is there any way of just populating the data from the table/view which holds all the possible names?
I assume its in the circled box however all that does it let me point to a dataset and then field which I have tried selecting StaffName (being the field that is the one I'm using) if I then run the report it falls over.
Add a new dataset to the report, maybe called StaffMembersDS. The SQL for it might look like:
SELECT Id, Name
FROM StaffMember;
Then assign Name to Label and Id to Value.
BTW if this is related to your last question you're going to run into the trouble that when a user picks a staff member name from the drop down list they are picking only one value. So for your case you might want the Value field to be tied to Name as well as the label. That would allow you to use the query in your last question - SSRS Parameters - which collects related Id values.
SSRS's concept of a query is largely tied to a data set that you define in Report Data.
When you choose 'Use a query', you should be choosing a pre-defined query from Report Data. Of course, the good news is that you can define these yourself.
So let's take your example. You want your possible parameter options to be StaffNames.
Create a new dataset in Report Data. It should return all possible staff names for your report.
Something like:-
SELECT DISTINCT
StaffName,
StaffID
FROM
MyReportViewOrTable
Once you have defined this dataset, you should be able to use it as a source of parameter values.