When you use salesforce data that has being exported through any API, tables you get have column names in their "API_Name" format. This differs a bit from their "Filed Label" format in which they are presented on salesforce's web UI (for example on reports).
You can find what API name corresponds to any of the columns (objects) in the salesforce object manager.
My question is: is there anywhere a dictionary to map API Names back to their Filed Labels? It will be very helpful to have in JSON or anything that can be used programmatically.
It's called "describe" data. It's available for whole object (label, plural label), fields (label, picklist value translations), names of related lists.
In Apex this is a good initial reading: https://developer.salesforce.com/docs/atlas.en-us.200.0.apexcode.meta/apexcode/apex_dynamic_describe_objects_understanding.htm and for fields: https://developer.salesforce.com/docs/atlas.en-us.apexref.meta/apexref/apex_methods_system_fields_describe.htm
If you're using REST API - make GET to /services/data/v55.0/sobjects/Account/describe for example.
Have a look at https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_quick_start.htm too. For example if you need to build your own UI for "dependent picklists" it can be painful to read it all from "describe", https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_features_records_dependent_picklist.htm is bit better. And when you fetch records via this API you get fields as object with visible label and raw value (useful when displaying dates, numbers for example)
Related
I'm trying to access some custom fields in the Quote object from Opportunity Object.
I tried to use cross formula fields to access the fields via SyncedQuote, but for some reason not all my custom fields from the Quote Object appear in the dropdown menue.
Is there any reason why only some some custom fields can be linked and others can't?
In general I want to build a VisufalForce PDF formula set up on the Opportunity Objects, for which I need data from the Quote custom fields. Is there any other possibilty to archieve that?
It is important to notice that my company doesnt have the enterprise licence, so no apex code is available. Can this be archived without?
Many Thanks!
I am extending Kiwi TCMS for my team and trying to display the Product on the Search Test Cases page. The Product is tied to the Category field and I am not sure how to extract that field within the testcases/static/js/seach.js file.
I have traced it back to jsonrpc.js but am missing something, not sure what it is I am not seeing.
I added the Product field in the search.html file and the data is moved 1 column to the left since the array does not contain the Product field. I have tried "product" and "product_id" in the columns[] section of search.js.
Thanks
I have traced it back to jsonrpc.js but am missing something, not sure what it is I am not seeing.
JSON RPC is a communications protocol. The spec is very simple, you can find it at https://www.jsonrpc.org/specification. The jsonRPC function in Kiwi TCMS is a wrapper for that.
FK relationship between models are represented with a field called ..._id. For example Category has a field product_id. At the same time the Product model has a reverse relationship to Category - this is something that the underlying web framework adds automatically. The field is called Product.category.
Checkout how to make queries here:
https://kiwitcms.readthedocs.io/en/latest/modules/tcms.rpc.api.html#module-tcms.rpc.api
If you have test_case.category_id then you can send another API request to Product.filter method filtering on the category field with the respective value.
Inside the browser console you can do something like:
jsonRPC('Product.filter', {category: 1630}, console.log)
and see the results you get.
I added the Product field in the search.html file and the data is moved 1 column to the left since the array does not contain the Product field. I have tried "product" and "product_id" in the columns[] section of search.js.
You will have to modify the entire page (which includes search, the callback, the HTML template and the function rendering the returned data) for this to work.
It sounds like either
you need more information shown in the search table: there isn't much space available, OTOH there is a filter per Product so if you teach users to filter by product everything they see will be related to that product so they won't need additional column for that information
you need a more flexible mechanism for extension - it is mostly doable and possible to design pages in Kiwi TCMS to be arbitrarily extensible, however we haven't thought in this direction and we need more information about the intended use-case to figure out the underlying architecture.
you can design an entirely separate search page, using the upstream code as your base. Then bundle that into a plugin and just install your plugin into Kiwi TCMS. That actually sounds like the best option in this case and you will have full control over that page, see https://kiwitcms.readthedocs.io/en/latest/plugins/index.html.
So, I've been attempting to gather picklist dependencies per Opportunity record type for my lightning components. I have been able to retrieve Standard Field dependencies by RecordType, but it the Tooling API will not return the custom field dependencies. Standard calls and queries will not work either, as they state that the field has no controlling value or dependency.
Given this information I suspected that there was a table that is hidden somewhere that contains the keys for the RecordType and FieldDefinition, hopefully with a nested Metadata object.
I found an Id in one of the parameters in the setup menu for a Record Type and Id.getSObjectType() on it. The table name is CustomFieldDefinition. However, it is not accessible via SOQL or the Tooling API.
Has anyone accessed this table? Or has anyone been able to retrieve the field-record type picklist dependencies on custom fields AND standard fields?Tooling API ResponseDebug Log with SObject Name
I think you're doing it wrong.
"Controlling field" would be another picklist or a checkbox for example, something you change during same edit action. If you have dependency to record type - in that sense it's not a controlling field. Sure, you change record type and picklist changes - but really everything would change, it should be a different page layout (different fields shown, marked readonly/required etc). There's a reason that record type change is not done on normal edit screen, you do it by clicking special link on detail view and then everything "explodes".
Have a look at "User Interface API" - set of tools meant to help your custom app (mobile? desktop?) steal recreate a normal page layout. This one might be especially useful: https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_resources_picklist_values_collection.htm
There's even a Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/user-interface-api (skim through whole set but especially read last module)
And since you mentioned Lightning Components - are you aware of these ready tools:
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_ui_api
getPicklistValuesByRecordType
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_generate_record_input_create
or maybe you don't have to code it all and stuff like <lightning-record-edit-form> with recordtypeid passed to it will solve all your problems
Have a look, if I didn't give you a working solution then at least you have some keywords to Google around. If you're still stuck - try to post a code sample as new question?
In a Salesforce Junction object can I reference fields from the two Master-Detail relationships in formulas and/or the User Interface or am I going to have to switch to Apex code? I can write the apex, but I try to use the built in tools as much as possible :).
To use the examples from the Trailhead tutorials I have
1. A Job Position Object (Project Mananger, Sr Developer, etc).
2. A Posting Website Object (Monster.com, Dice.com, etc).
3. A "Job Posting" Junction Object to link the two.
Let's say I add a field to the Job Position Object called "Close Date" to keep track of the date the position closes. Can I display this field on the layout page of the Job Posting Junction object without using Apex code and/or a custom VisualForce page?
Thanks!
You can definitely do that. You can use a formula field and just reference the relationship name of the object and the field name (so for example something like Job_Position__r.Close_Date__c), or if you prefer you can use the "Insert Field" button when creating the formula which will allow you to select the object/field you want through the UI.
I'm trying to get over a limitation in Salesforce where Lead objects can't have related lists that convert with the Lead over to Opportunity, Contact and Account. I have set up 4 objects of type Lookup Relationship, and created a dummy record in each.
I want to use Custom Settings to store the id of each of these dummy records, so that when the Lead converts, any custom objects can also convert to objects with Master/Detail relationships on the respective standard objects.
My trigger on Lead(after update) tries to create a Map of the Custom Settings:
Map cs = AcctId__c.getAll();
AcctId__c is the Custom Setting api name. Compile time is giving me the above message.
Now, I copied this code directly from the Salesforce documentation. What am I forgetting?
I believe that you must include the actual map definition <String,AcctId__c> after the word Map.
Check out this page.
http://www.salesforce.com/us/developer/docs/apexcode/Content/langCon_apex_collections_maps.htm