I want to implement Auto Save feature in the comment tab of Case in Salesforce.
That means, whenever a user is writing a comment in any case, rather than clicking on the Save button, it should automatically get save after every 10 seconds for example.
How can this be achieved? I am extremely new to Salesforce.
Have attached a sample screenshot below.
Thanks!
Related
In Salesforce lightning I see a bell icon in the top right corner which displays notifications. I have a custom object and I would like to know if it is possible to create a notification inside Salesforce when the record value changes.
Yes, you can create a task whenever a record is getting changed on the desired object. Task will help you to get notified whenever a record is changed
Creating task based on record change can be done using apex triggers.
https://help.salesforce.com/articleView?id=tasks_enable_task_notifications.htm&type=5
I am newbie to the salesforce and working on the Live Agent setup and its other useful features. Now I am looking to implement the Pre-Chat form, but I dont see the option to choose form. I see the below, Could you please guide what setting needs to be done ?
I have created a custom VF page and now I want to choose that form. But I dont see that option. I created the Pre-chart form using : https://developer.salesforce.com/docs/atlas.en-us.live_agent_dev.meta/live_agent_dev/live_agent_pre_chat_forms_code_sample.htm
For that we need to register the site for your own force.com site like below and then only you will be able to see the
And Now you will be able to see
Paste the URL of the page eg. https://cs-19.salesforce.com/apex/PreChatForm in the Pre Chat Form field
I am struggling to find where to start w.r.t my following problem.
In SFDC reports, there is an "export details" button to export a user chosen report into csv or xls formats. I want to modify this xls file (for example, encrypt it) before user downloads it.
I guess I can achieve this using Apex triggers. My questions are:
How can I add an Apex trigger which is triggered upon a user clicking this "export details" button?
How can I access the xls contents in this Apex trigger code where I want to encrypt them?
I extensively searched in Apex user guide and many other sources. I can not find how to add triggers to standard SFDC buttons.
Thank you very much in advance.
How can I add an Apex trigger which is triggered upon a user clicking
this "export details" button?
This isn't currently possible. First triggers are related to database actions and not user interface events. You can override the behavior for a lot of buttons using a view override, but unfortunately that's also not available for report buttons.
Workarounds
While you can't alter the behavior of the standard report experience, there is a new Reporting API that was just released by Salesforce that allows you to programmatically get the contents of a report. Using that you could build your own "encrypted report download" tool to accomplish this.
For more information, checkout this answer on Salesforce Stackexchange on accessing reports through the api. And in the future, post to Salesforce Stackexchange first!! That's where the community is these days ;)
Trigger can only be called when you do some dml operation in salesforce, clicking a button has no concern with the trigger calling,
I am looking for some initial direction on this one because I cannot seem to find my way with it. Let me explain...
I am developing a website wherein a logged in site member (Joomla 1.6) can fill out a simple form and attach a pdf to be uploaded upon submission. The user then clicks the submit button and the page will refresh to a new and unique web page.
User Submits data on http://www.examplesite.com and then after submission a new web page is generated that is called http://www.examplesite.com/userSubmittedValue
This newly generated web page would come from a template that is specified by the administrator and, most important, it will display all of the information that the user submitted. Also, there would be a link to download the pdf they uploaded. The user could then view a list of all the pages they have created in this manner via their profile.
I have seen this all over, but I am at a loss for how to generate this. Any help is much appreciated.
This is not something you will be able to easily do or get a detailed answer for here. If you just wanted to do the submission form with a thank you page that shows the data submitted you could use any number of form wizard type extensions - http://extensions.joomla.org/extensions/contacts-and-feedback/forms
If you just needed a way for users to upload PDfs and have access to them you could use one of the file management extensions that offer front end upload features - http://extensions.joomla.org/extensions/directory-a-documentation/downloads
If the additional data that is being submitted is simply data related to the file - title, description, etc then one of the file download components should work fine for you. The choices are limited in 1.6 at this time though so you might have to go with 1.5 to get the extension that works best for your needs.
So this probably isn't the best way to do it if your using Joomla but it just might help.
I would use PHP and inside of you're directory have a file like "template.html". Then I would create some php to handle the task of....
Opening "template.html"
Finding and replacing the values that the user passed you
Save the "template.html" under a new name (userSubmittedValue.html)
Again, I never really use Joomla. If you were to try this I'd suggest checking out php's file system functions (http://us2.php.net/manual/en/ref.filesystem.php).
Hope this helps a bit.
I have an EPiServer project which is using the sequential workflow to validate content changes. This works fine, however we have a slight issue where content reviewers are just clicking Publish when they are happy with an editor's work. What they should be doing is using the workflow task window and indicating their approval through that.
To enforce this behaviour I would like to disable the Publish button in the content editor under certain circumstances (i.e. when there is an outstanding workflow task linked to the current page).
Does anyone have any ideas how I can do this, or even an alternative solution to the problem altogether?
Actually, I think you may want to revisit your workflow logic.
If a user with publishing rights publishes a page: that should be considered an approval. You could easily hook up to the Published event to see if the page is part of a currently running workflow.