I'm working on a screen flow. The idea is to have a lookup component the user can search a contact. Then I would like to display the information from the Contact (Account Name, Contact Name, Number Email) and I would like to be able to have the user update that information if needed. I just stomped on how it can be done. I know it should be able to be pulled from the record ID in some type of way and maybe use an Assignment to display the information. Can someone guide me on a next step or if anyone has an instructional video would be helpful.
Thanks
You wouldn't be able to display the looked up contact's fields on that screen as soon as you populate that field. That would be something only possible in code (aura component or lwc).
What you can do, however is -
Get Record element after that screen element. (Get Contact, where Id = lookupcomponent.recordId)
Then EITHER:
use the new Fields (BETA) option on another screen Fields (BETA)
(this method is easier, doesn't have as much control and is limited on fields, depending on data type, you can use)
add inputs one by one and set the default values Add Fields One By One
(this method allows more control)
Then, you will need an update element. If you used the Fields (BETA) you can just update the record variable. If you did the inputs one by one, you will need to update the contact and set fields individually.
Full Flow Example
Related
Is there an easy way to save a recordset, i mean multiple records, but only the "new ones"?
I have a table users and a users form in the view. First field you must enter is passport number, so if user already exists in database the rest of the form will be auto completed and disabled to prevent changes but if passport dont exist then you have to enter all data. As anyone can change those existing users data controls from the browser even if they are disabled, i want to make sure only new records are saved in database. First of all i thought i could find again in database and delete existing users from recordset before save, but i wonder if there is a more elegant approach.
Ty in advance.
I write this here, cause comments are too short:
Thank you for your answer, André. I'm sorry if i didnt explain perfectly, but the form is done by disabling all controls except passport and if passport dont exist (i check it on passport focusout) then the rest of controls are set to enabled. I mean, that is already done. The question was only about the saving.
The validation method you talk about, well i'm actually validating all the controls in the form and i must disable the 'unique' rule so a user can link an existing user to the current bill, otherwise it will fail validation on submit and it wont allow the user to proceed (i did this because it happened to me when testing). The actual setting is much more complicated: the form belongs to a model (bills) which is associated with 4 other models and 2 of those relationships are many to many, bills_users and bills_clients, where users are the persons who do the job and clients pay for it, but I was trying to make the question easier. Anyway, what I am looking for is, in fact, some kind of saving setting which I can't find. In documentation I found "When converting belongsToMany data, you can disable the new entity creation, by using the onlyIds option. When enabled, this option restricts belongsToMany marshalling to only use the _ids key and ignore all other data." The first half of the sentence was promising, but the explanation says different, and I actually tried it without success.
First:
Is there an easy way to save a recordset, i mean multiple records, but only the "new ones"?
Yes there is you can validate it in model, something like this:
public function buildRules(RulesChecker $rules)
{
$rules->add($rules->isUnique('passportNumber'));
return $rules;
}
This will prevent to save a duplicate passport number register, but you can different.
I have a table users and a users form in the view. First field you must enter is passport number, so if user already exists in database the rest of the form will be auto completed and disabled to prevent changes but if passport dont exist then you have to enter all data.
There is two different ways to do this:
First you have your form, you develop an ajax function when you fill the first field (passport number) this ajax function do a request to your controller to search for a passport with that number if find something get data and fill others fields and turn them just readable, else just nothing and let user fill the fields by himself
second add a step-by-step where you first do a form to try find by pass number, user fill this only field with a number then submit, on submit this search for a record, if find fill the entire next step fields, else the next step will be the rest of form with the fields to be filled.
This may help you too: https://book.cakephp.org/3.0/en/orm/validation.html
Tell me how you decided to do :)
I wanted to add a simple read-only URL-field to 'opportunities' in SalesForce that contains a link to an external webpage with the 15-char record id (used in the salesforce urls) attached to it . To do this I wen to /ui/setup/Setup?setupid=Opportunity --> fields and created a new field under 'Opportunity Custom Fields & Relationships'.
I chose a field with data type 'URL' and added a default value. I thought
"http://example.com/?sfid="&id would do the trick, but this returns
Error: Field id may not be used in this type of formula
This is a vague error. Is my syntax of a default value wrong, or am i using the 'id' parameter in a wrong way? And what is the right way to do this?
I'm new to SalesForce, as you probably already have guessed.
As the other answer stated - Id will be known only after insert meaning the "default value" trick won't work for you.
You have some other options though:
Workflow rule that would be populating the URL field after save.
Formula field of type text that uses HYPERLINK function
HYPERLINK("http://example.com/?sfid=" & Id , "See " & Name & " in ext. system")
Custom link (similar to custom buttons, they appear on the bottom of the page layout. Search them in online help)
The difference between 2 and 3 is quite minor. Custom links can appear only on the record's detail view while formula fields & other urls are well... fields - so they can be used in reports, listviews etc.
You'd have to decide which version suits you best.
This is a great question. You're right, the error is very vague.
To begin with, read some of the documentation on default fields. Pay particular attention to the order of operations:
The user chooses to create a new record.
Default field value is executed.
Salesforce displays the edit page with the default field value pre-populated.
The user enters the fields for the new record.
The user saves the new record.
Default field values are calculated before any other record data including the id are available. For this reason, they cannot be calculated based on other record fields. Especially the record id, which has not yet been assigned.
To get this functionality, you will need to create a workflow rule that fires on record creation and inserts the proper value into your field.
It would be nice if we could have formula URL fields, but we don't. EDIT: I am dumb and forgot about using HYPERLINK in text formula fields, as eyescream correctly points out.
For the contacts object, I have a custom checkbox which represents whether the contact owner wants the contact information (email and phone) to be visible. Most of our contacts will be completely visible to everyone. However, for a few contacts, we want them to be visible but their contact information needs to be hidden to everyone except for the owner.
Is there a way to set field-level access dependent on another variable? Could you create a workflow to redirect to another page layout if the contact information is visible? If so, can you restrict objects to certain field layouts depending on whether or not you are the record owner? And would would the contact information for "hidden contacts" still show up in reports?
Redirects, custom Visualforce view page etc hacks are all nice and shiny until you realize people will be able to pull data they want via some reports, list views, Outlook integration, mobile apps etc ;)
There's no straightforward answer because field visibility is really "all or nothing" (by Profiles & Permission Sets). Owner/Role-related stuff will help you only if you'd store data in some new related objects.
Another option - Store public part in Leads (public read only for example) and sensitive part - in Contacts (private)? Some lookup to link the 2, maybe a trigger when new Contact is created and you're good to go.
Last but not least - have a look at https://salesforce.stackexchange.com/questions/777/can-i-grant-different-field-level-security-based-on-record-ownership for some ideas.
If I understood correctly (My english...) You could create a new RecordType and a new customized page layout without this fields assigned to it, then you have to create a WFR that change the Recordtype when the cheked field becomes true.
I'm assuming that you know how you have to give permissions to this new Recordtype...etc
Hope this helps.
I have a custom object FlightRequest for Opportunity object and there is an Amount filed both in opportunity and FlightRequest.
I want to set Opportunity's Amount filed value as default in FlightRequest's Amount Field. So whenever New Button clicked for FlightRequest, Amount input should already field with Opportunity's Amount
I m using Standard page layout not any visual force page layout and can not use it.
I saw there is an option to set default value for a field but Opportunity object is not shown in Select Field Type options
please advice how can i accomplish this
thanks in advance
This is possible with a "unofficially" supported technique (meaning everyone has been doing it for 10 yrs and while they say it's unsupported they'll never break it, too many customers use it) called URL hacking. Basically when they click the new button you'll pass the value for your field into the new record page dynamically based on the parent record. There is a good blog post tutorial on this. Give it a try and that should do what you need.
You need to set up a Master-Detail relationship between the objects, then you can setup the Amount field on the FlightRequest object as a formula field that references the Amount field on the Opportunity.
This should accomplish what you need to do. The Master-Detail relationship is essential for the cross-object reference of fields.
I have a Quickbase app with a form for adding records. On an intranet page, I have a link to the add record form. When a user clicks on that link, Quickbase opens the add record form. However, I would like to supply values for some of the fields on the form as parameters in the URL.
I am aware of API_AddRecord, but as I understand it, that can only be used for completely filling in all required fields and saving the record. The disprec parameter can be used to see the record, but doesn't keep the record in add mode without committing the record.
What I need to do, is to fill in a couple of the fields, but keep the record in add mode, allowing the user to fill in a couple more fields. The URLs on the intranet page are actually generated in a grid, so there are some fields that are already known then the user clicks on the link, and I don't want the user to have to type them in again.
Can this be done? Thanks for your input.
Sure. Folks do this all the time. Use a=API_GenAddRecordForm&_fid_1="foo"&_fid_2="bar" where the number are the Field IDs of the fields you want to fill out, and "foo" and "bar" are the values you want to fill in.