I have created a custom object called Onboarding and created a master detail relationship between it (detail) and the Account (master) object. It shows up fine in report builder and I have added it to the account page layout as a related list no problem.
I want to have a flow create records in the Onboarding object (related to an account), however, in the Create Record element, the Onboarding object is not available for selection in the 'Create a Record of this Object' field. I start with a 'Get Record' to get the account I want to use as Master, execute a screen element to gather some information, then want to do the create. What am I missing?
Related
I can see in my org that someone has a lookup to opportunity and can get the history tracking of opportunity in the related list of the custom object.
I tried to do it for another custom object and it didn't work.
To replicate this in a scratch org I created two custom objects custom object 1 and custom object 2.
Custom object 2 has a lookup to custom object 1 and I made a field "status" on 1 and turned on the field history tracking on it. While creating the objects object 1 didn't have field history tracking turned on and I turned it on but in the real org its turned on from what I can see.
Here is what I can see. As I have field history tracking turned on for both 1 and 2 I can see history object for both in their respective page layouts under the related tabs.
What I want to see is Custom object 1 's history on custom object 2 under the related list but I can't get it to show up. I can see that people have been successful in my org in doing so.
i have created a custom button 'create note' in list view of leads. An extra column of create note appears as shown below in link(image).
through that 'create note' button i am sending the lead id as record in url as - http://localhost/cod/suitecrm/index.php?action=ajaxui#ajaxUILoc=index.php%3Fmodule%3DNotes%26action%3DEditView%26return_module%3DNotes%26return_action%3DDetailView%26record%3Da0deb972-35e7-d909-41be-5be96467233c.
after clicking on the create note button i want to fetch that record id and want to autofill the related field lead using that record lead id in create note.
i want the same functionality that appears after opening a lead below the history tab create note with autofill related lead name on list view of lead using that button 'create note' in list view
kindly help
links for images below:
drive.google.com/file/d/1SPJlSSg1qDgtkJEw5NX_5ZaUTgW8T2m1/view
drive.google.com/file/d/1EQcg_TI7FgjXCHgHVK-nhmEqCxsce69q/view
I've created an access database using access 2007 for one of the teams I work with and I'm fairly new to access so would like some help. The database is being used to log jobs for engineers so I have a login system where a user selects their name from a drop down and enters their password, and depending on their access levels they get directed to their own user menus etc. Now what I would like is once the user has logged in they will click on the job sheet button will then direct them to a list of jobs raised from here they click on new and then a pop of the Job Sheet where they can enter details from the call pops up what i want is in this job sheet for their name to auto-populate in the field labelled user, how do I get the user who has logged in their name to just auto populate in the field once they have accessed it.
You might want to check out the "OnLoad" property of the form. Go to the properties section of the job sheet and click on its "on load" event. Select VBA code. Type the following:-
me.fieldname = [Forms]![FirstFormWhereLoginDropdownPresent].DropDownName.Value
Hope this helps
I have 3 user role that
Senior->users(senior1,senior2)
Sub_Senior->users(subsenior1,subsenior2)
junior->users(j1,j2,j3,j4)
the user subsenior1 is belonging to senior2 , user subsenior2 is belonging to senior1.
the users j1,j2 belonging to subsenior1 and users j3,j4 belonging to subsenior2 referenced by using user reference fields
but i am not able to list the corresponding users in views page like when i click the senior1 user it will list the corresponding subsenior2 user(corresponding all referenced users).
or
modules or technique is possible to create the user hierarchy and list corresponding users in views page.
I'm extremely new to drupal any one help me ..
thanks in advance..
What you have to do is to create a view that lists users and which takes a user id as an argument. When no user id is given it should list all users. When a user id is given the view should list all users who are referenced to the user whose id is given as the parameter.
In the views output against each user there should be a link that links to the same view with the user id of the user in the row passed as a parameter. Now clicking on that link the view will be loaded and show the child users under that user.
or
Use the Organic Group module for user hierarchy.
I have a custom object that is used for product setup that is mapped to an opportunity. It's a one to many relationship - one opportunity maps to many setup objects, but one setup object is only mapped to one opportunity.
Opportunity has some setup fields that need to act as defaults for the related custom object. Unfortunately, I cannot just specify them in a formula - getting an error.
What I would like to do is have a custom button that would allow user to click and copy all of the related setup fields from the opportunity into the custom setup object and then edit them as needed.
Any pointers or sample code are greatly appreciated!
You can achieve this with a custom button on the related list for your custom object on the opportunity detail page.
All of the fields on a standard Salesforce new/edit screen have id's associated with them. You can specify values for fields by using these ids to set GET parameters on your URL. For example if the id on the name field on your opportunity is 'opp3', the following URL will populate the name field on your new opportunity page:
https://na2.salesforce.com/006/e?opp3=Hello+World
You would have to change na2 to the correct server for your org.
The new record page URL contains the 3 character id prefix for your particular object and then '/e'. 006 is the prefix for opportunities. You will have to attempt to create a new record to see what the 3 characters are for your custom object.
You will have to capture the id's of the fields you want to populate on your custom object. You can do this by viewing the source of the new record page. For custom fields these id's will take the form of a Salesforce Id (eg. 00N40000002QhEV).
Create a new list button on your custom object and set the behavior to without header and sidebar and set the source to URL. Build up your URL with id=value pairs separated by '&' using the id you got from the page source and the insert field functionality to select the opportunity fields your wish to add in. You should end up with something like this:
/a0U/e?00N40000002QhEV={!Opportunity.Name}&00N40000002QhEW={!Opportunity.StageName}
a0U should be replaced by the correct prefix for your custom object. Then add your button to the related list for your custom object under opportunity.