I'm working on a data integration project with Salesforce. All of the objects I'm working with I've been able to add a custom field and flag it as External Id in the "General Options" section of the custom fields. Except this one object, the option is not available.
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I am trying to figure out why/how certain fields are auto-populating on my Opportunity object when I complete a Docusign.
The issue: On an Opportunity record I click a custom button that sends a DocuSign to a list of signers. When the last signer completes signing the document, and the DocuSign Status is marked as completed I refresh the Opportunity record and 2 custom fields have been populated with today's date.
Here are the items I have already looked into to trouble shoot the issue:
On the fields themselves, I have clicked the 'where is this used?' button, and the only places these fields are used are in Page layouts and reports. It is NOT referenced in any apex classes or process builders.
I have looked through all my workflow rules, and field updates on those workflow rules. These fields are not referenced in any of the workflows/field updates.
I have set field history tracking on the fields and found that the change is being made by an integration user. I then set up a debug log on the integration user and in all of the debug logs there is no reference to the fields being updated there.
In a sandbox I tried deleting the field to see if it might be referenced by a Custom metadata type, and no errors were thrown saying it was. I have also looked into the custom settings and custom metadata types to see if the reference to these fields could be in there.
Hoping someone can let me know if they've seen this issue before, or know any other ways to troubleshoot this issue.
It sounds like there's been some custom configuration setup, out of the box the package shouldn't add new fields to the opportunity record that are updated upon completion of an envelope. All of that information should only be found on the DocuSign Status object initially.
I would recommend reaching out to the DocuSign support team and have them take a look at the configuration with you to see what may be happening. https://support.docusign.com/
I would like to add to my Form on Liferay 7, 3 basic self compiled fields so that you can see the name, the surname and the date of birth. In addition, where can I insert these fields? In which file?
I’m using the form with workflow single approver.
ok as far as I know the portlet is configured in edit mode ..
in combination with this
Note: By default, form entries are stored in Liferay’s database using
JSON format. If you navigate to Form Settings (click the Options
(icon-options.png) button → Settings), you’ll see that the only
storage option is JSON. Keep in mind that developers can implement
their own storage types if JSON is not desirable. If they do, the
option will appear here in Form Settings. See the tutorial on custom
storage types (not yet written) for more information
and that How to use custom storage type for liferay 7 forms? , I would look in the database table of DDMContent class
https://dev.liferay.com/discover/portal/-/knowledge_base/7-0/creating-advanced-forms
I Would like to have a register form like that one
http://www.blackfire.eu/account.php?act=register
so I thought I go with this tutorial
https://www.youtube.com/watch?v=XSJYDjhkZJ0
but he doesn't show how to add fields or how to change some. So is some able to help me?
You can add customer specific fields by adding fields to the Billing or Shipping Customer profiles.
Via the Admin menu:
Store -> Customer profiles -> Profile Types -> Billing/Shipping Information -> Manage Fields.
URL: yoursite.com/admin/commerce/customer-profiles/types/billing/fields
If you need to customise the checkout form further, there are a number of ways, including the following:
1) Use an existing Commerce module that provides extra fields or checkout "panes".
Commerce Agree Terms - Adds a Terms and Conditions checkbox
Commerce Extra Panes - Lets you load nodes within the checkout form
2) Create a custom module and add your own checkout pane. In this pane you can add any required fields. This tutorial provides further details on how this is implemented. http://atendesigngroup.com/blog/custom-commerce-checkout-panes
3) Use the standard Drupal hook_form_alter() to modify the existing checkout form. There is an example here https://drupal.stackexchange.com/questions/107310/how-to-alter-commerce-checkout-form-in-a-custom-module
When a custom form is created in Wagtail, I can see that it stores in the DB. What I'm not clear on is how to make it so that the admin UI contains the results in some manner. (A new link which lets you download a CSV would be fine, but I don't see how to do that)
How do I allow admin users the ability to see the results of the custom forms? Is this library the only way?
Once you create your first form page (i.e. a page of any page type that subclasses AbstractForm), a 'Forms' item will automatically appear in the left menu of the Wagtail admin. This provides a listing of all the form pages that exist on the site, allowing you to access the results of each one and download them as a CSV.
I need to add a custom field to the standard salesforce account object when a user installs my SalesForce application (Managed) in his organization.
Is it possible to package such customization into a managed package and distribute? I'm unable to find any reference to such packaging in the documentation.
Any help/links would be appreciated!
From your managed package page:
Press the Add button under the Components tab.
Set the Component Type to Custom Field
Check the Checkbox next to your field
Press Add To Package
More details are available in the documentation under Adding Components to Your Package.
Note that once your managed package is released certain details will be locked down and can't be changed.
Go to Build-->Customize-->Account-->Fields
Scroll down to the Account Custom Fields and Relationships related list.
Click on the 'New' button and create a new field of the Account object.