From X Object i have placed Send with DocuSign button From that X Object i have email field first recipient and another for user email so i need to add these both field as a recipient dynamically
Please can anyone help
You may be able to use our embedded signing example (or similar code) to customize the button to your use case.
You could use the recipient class for different methods and properties. https://developers.docusign.com/docs/salesforce/apex-toolkit-reference/recipient.html
You may also use this guide on how to use the Apex Toolkit to send responsive HTML documents with dynamically set tabs
https://www.docusign.com/blog/developers/the-trenches-use-the-apex-toolkit-to-send-responsive-html-documents-dynamically-set
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We have a requirement where we need to combine two separate fields into one in the salesforce object and then removed those separate fields from the page layout but when the edit option is enabled in the salesforce portal to edit the object the eliminated fields should be there for edit. If further clarification is required, I can also do that
Click here to see the screenshot
I have tried the formula custom field type where I have to write a formula of concatenating the two fields like this given below:Text(Rent_Start_Date_Actual__c) & ","& Text(Rent_Start_Date_Type__c). I have also removed these two separate fields from salesforce page layout but it also gets removed when object window is in edit mode and we do not want that.
Rather than potentially messing with the edit page, have you considered using a simple screen Flow and an action to achieve this? For example, an action to 'Edit Rent Details' added to the page header, and then when clicked it presents the individual fields on a screen flow for editing? Once saved, the page would refresh and update the formula field as required.
I wanted to display a custom field as Read-Only on the Edit page ONLY of a custom object. This field should be hidden on the detail page. I tried wrapping the field in a section and display the section in Edit Page only(Page layout editor). That didn't work. I don't want to create a custom visual force page for the EDIT Page. Please suggest.
Thanks
Kumar
Unfortunately, there's no way to put a field on just edit or just detail. It's both or neither.
You have two options, custom Visualforce page as an Edit override is the easiest one, but if you want to leave the page layout editor as something useful to admins, there's also a very hacky option...
Create two record types, one that displays the field and one that doesn't. Create a new button that launches a Flow (with a return URL of the edit page for that object). The Flow should change the object's recordtype to the one that displays the field. Additionally, create a Process or trigger that changes the recordtype back to the one that does not display the trigger after you save the object.
I definitely recommend the VF page...
I'm trying to put a checkbox in a salesforce page but the problem is that the required message is more than 40 characters so it doesn't fit in the checkbox label (40 character max)
I tried adding two custom fields on top of the checkbox but the problem that these fields even though if they are read only the user can edit there content(text(255)) or not be able to see them(formula(text)) in edit mode.
Is there any way I can do that without creating a custom page and appending it in the page?
It isn't an ideal solution but you could create a new section on your page layout which will allow more text than a label to be displayed. Then only put your confirmation check box field in that section.
That will affectively give you the long label description you are looking for.
You can create a very simple Visualforce page:
<apex:page standardController="Account" showHeader="false" sidebar="false">
I confirm that the new account is open
</apex:page>
Set the controller to your object; I use "Account" here.
You then insert the Visualforce page directly into the page layout, just like you would a field.
It sounds like you need visualforce or S-Controls (now deprecated)
An alternate is to make a text box and prepopulate it with the info, but I think that too would need those technologies
If you come up with a solution to this- let me know.
I was wondering if there is a way to override the native functionality of the lookup field in Salesforce and replace it with a visualforce page. The reason I'm trying to override this button is because when the user does a look up, the look up returns everybody with that name. What we want to return is a list of all the contacts by account for the contact being searched.
Here's what I'm trying to achieve:
When the user clicks the lookup button my visualforce page will launch and allow the user to see the account and all the contacts of that account.
Is this even possible? What other ways would you suggest going about this?
Here's a screen shot of what I'm trying to change:
Thanks for all your help!
It sounds really like you just need to customise the columns on the lookup to make it better suited to your needs. If you go to Setup -> Customize -> Contacts -> Search Layouts, you'll see entries for Lookup Dialogs and Lookup Phone Dialogs, there you can edit the columns displayed in the lookup windows.
If you really need a custom solution:
You can't override the lookup page itself, but you could create a new visualforce page for your account, using <apex:detail> and other similar tags to make your life simpler. Then you could include a search section underneath, where a user can enter various search terms which you put into a dynamic SOQL query and then render the results for them to choose from.
yeah its possible by javascript as i did by visual force page that will show the records of related lists and upon selection id of that record passed to parent window by jscipt. and performed same functionality ..
As far as I know - NO.
As a workaround you can use JavaScript.
What we did in our situation? We implement everything in JavaScript. We created an inputText and right on the right of this inputText we placed image with this lookup icon. On image click we create ExtJS popup window (I think you can simply create VF page and show this page in popup window). After window was closed you fill in the inputText field.
There's no out-of-the-box override for this button, last I checked, so something custom would be required. If you're set on having a popup and do not want an inline solution, I'd recommend reviewing this tutorial to get familiar with some of the issues with popups in Visualforce.
But considering what you are looking to accomplish, you could also have your account and filtered list of all contacts associated with that account appear inline on your page when the user clicks a new, custom search button. Of course that page would itself be in Visualforce (or inline Visualforce in a standard page layout) - which you may or may not want to have to code and maintain.
The AJAX Toolkit might also be a good place to start if you want to go with a custom JavaScript button placed on a standard page layout.
Hi I am trying to create a Custom Object in Salesforce.com Developer Edition, because I would then like to use this Custom Object in a New Custom Tab say "Properties". Properties tab will contain information about Realestate Properties, like # of rooms, bath rooms etc.
The problem I cannot seem to get around is how do I create a Custom Object that has many attributes. When I go to Setup->Create->Objects it only has one Label in the Custom Object definition page. I am expecting many attributes/labels I can add so I can then put this into the new Tab.
I've been looking at this for a while and I do not see a solution, so I am assuming I am looking at this wrong. Could someone recommend a solution or a book, article that would show me what I am missing.
Thanks
The custom objects page shows a list of all the custom objects you have created. If you click on the label, it takes you to the object definition. To add more attributes (called "fields" in Salesforce), go to the "Custom Fields & Relationships" section on the object detail page. Click to "New" button to add new fields from there.
Salesforce has a huge amount of publicly available training material available online.
The fundamentals doc should provide you with what you need immediately (http://www.salesforce.com/us/developer/docs/fundamentals/index.htm).
I also recommend looking at the training courses available on iTunes (search for Salesforce).