I am a relative novice with the Salesforce interface and platform itself so if I misuse some terminology, I apologize. In my current role, I am undertaking the challenge of learning APEX and one of the tasks that I have been assigned is figuring out how to sort/filter the Activity Timeline by Profile/User on an Account's page. I have been reading up on this topic but haven't found anything concrete. The closest thing to discovering an answer is the following link,
https://trailblazer.salesforce.com/ideaView?id=0873A0000003XdlQAE
however based off of the conversation, I believe the post is referring to the desire to have an already built-in filter beyond Date Range, Activities, and Activity Type. So with that being said, I was wondering if it is possible to:
Filter the Activity Panel by User and if so ...
How can I complete this task, whether through APEX or some other method
The following image is the Activity Timeline that I am referring to, and the names highlighted in yellow are the User/Profiles that I am referring to. My objective is to sort the display by these names instead of the default chronological order per month. Thank you in advance!
bit late to this but as far as I know there's no way to filter the standard component, which is why I built TimelinePlus (you can find it on the AppExchange). It's kindof a complicated build once you get past the basics but it's certainly possible to build this from scratch, there are also SLDS components to help with the styling.
Related
First off I would like to say your product is amazing! Has made the job of inheriting an old DNN instance a much more intuitive experience.
Apologies if this is really simple thing I'm missing but I'm at a dead end after scouring the docs and internet.
I'm using Evoq content and up until the start of the week the publishing workflow had been working fine rich text WISIWIG fields but it seems something has changed. Now when publishing changes any apps that are embedded in rich content fields display the demo item when not logged in.
I've recreated the issue on a smaller scale to illustrate the problem:
When logged in it looks as expected - on the left is a button that's placed directly onto the page, on the right is a button inside a rich text field:
logged in
And when logged out:
logged out
As you can see the button that is embedded as a rich text field is displaying the demo item.
I've gone through all of the content items and ensured that they are set to publish and not draft or hide and ensured the page is set to published in DNN.
Aldo I've double checked how the fields are setup but as this was working previously, I'm doubtful that this is the issue but for clarity here is how the fields look in the model:
Rich text field model
And it's rendered to the page using:
#{
var renderSvc = GetService<IRenderService>();
}
#renderSvc.All(Content, field: "BodyContentBlocks", merge: Content.Body)
I've been scouring the docs and internet for hints of what might be going on but the closest I could find was this thread on github but it doesn't seem to be quite the same issue.
Any help would be massively apricated as this issue has cropped up just before moving to our production server (as they always do!) after working as expected for a couple of months. Let me know if you need any more info from me and thanks for your time.
Evoq has a page-workflow feature which is technically undocumented. 2sxc got a sponsor a few years ago who paid for the implementation but there are limitations to it. Some background:
Some data in 2sxc can be clearly assigned to a module or page - such as content added directly
Other data cannot be assigned to a page - such as a blog post
Because of this, the logic is to first determine if something is partOfPage and if yes - and workflow is active - then it will be set to be a draft. This way the end users don't see it.
Upon page-publish, everything that is partOfPage will be published, so the draft will become the live data.
I assume the detection of this was never implemented for inner content - I think inner-content was actually developed later. Because of this, I assume the toolbars for the inner-content-item tell the UI it's part of the page (resulting in draft), but the publish cycle doesn't know about this, since it's internally a sub-entity (which is just like a tag on a blog - not part of a page).
This is difficult to fix. A proper fix would require 2sxc to be modified to make sure that inner-content is never seen as part-of-page, OR that it's taken into account when publishing. Both of these options would probably take ca. 3 days of dev on 2sxc side and would only happen if we have a sponsor.
A workaround is to disable the Evoq-integration so the page publishing wouldn't happen. I believe there is a feature for this - and AFAIK you don't even have to become a Patron (which I highly recommend to support our thousands of hours of work):
Or you could manually try to publish it, but that will be difficult. Note that most of us will be on x-mas vacation so we won't be answering questions till mid Jan.
Summary of options
Avoid inner content for now
Disable Evoq Page Workflow in 2sxc
Manually publish the items (very difficult, needs super-user permissions because it's an unusual thing to publish)
Get some budget ca. 3 days to sponsor the feature https://2sxc.org/contact but wait till end of January
A mix of short-term solution + sponsoring
Sorry for the delay on this, I've been waiting for a decision. I'm going to close the question as we have been able to work around the issue for now with the help of your last comment. Avoiding inner content is working well enough for our use case. Thanks for your time and help and for making an amazing product!
I am trying to Use my Custom Fields Data which I have taken from the User such as ,Card Number and expiry year, expiry Month and CVC .I have googled every where but everyone seems to be using react-stripe-elements for the payment process but i want to use my Custom Fields ,I have tried many way's to achieve that but since i am new to react I can't seem solve it on my own so if anyone Knows about it .your help would be appreciated.
It looks like you asked more or less this same question yesterday, and it was answered in detail.
While it is not the recommended approach unless you have a deep need, you can send card details to the API to create a payment method, but this carries an additional PCI compliance burden for you (click "API Direct" on that page).
I have recently taken up salesforce.com and i have very little idea about its workings and stuff. Recently i was going through some of the stuff and i had a doubt...
Is there any way through which i can find out where an particular field/ object/ visualforce page has been used in an application. For example lets say i have a field labeled Sales, i want to be able to find where that particular field is used, under which object, and the object in which visualforce page/ Apex class, and the visualforce page/ Apex class is used in which application.
Hope i have made my Q clear.
Thanking everyone for their help
It's not really a programming question, you might be better off asking about administrative stuff like that on salesforce.stackexchange.com.
If you have a test environment (sandbox) - you could always try deleting the field there ;) I'm kidding but if you'll try it the page should display you a list where the field is being used.
Similar thing could be achieved by creating a changeset, adding that field to it and then checking dependencies.
But probably the best way would require some preparations upfront. Read about Force.com IDE (or Eclipse IDE) and how to use it to download files that represent your object definitions, page layouts, classes, visualforce pages, reports... This is great as backup but also will let you search the files (Ctrl+H in Eclipse or just use whatever you want once you have the files locally). Search for API name of the field (similar to My_Custom_Field__c should be most effective.
Pretty old thread but adding another option. I have a free and open source app that scans the fields in your Org and returns the components it's used in (Workflows, Processes, Page Layouts, Apex etc).
Keep in mind that returning fields in Apex and VF is not 100% accurate, as a field with the same API name on different objects would return as being found in a class, even though it might not (as others have mentioned).
Also, it can take quite a while to run on large Orgs.
App: http://schemalister.herokuapp.com/
Source Code: https://github.com/benedwards44/schemalister
Thanks in advance for any help offered and patience for my current web-coding experience.
Background:
I'm currently attempting to develop an web based application for my family's business. There is a current version of this system I have developed in C#, however I want to get the system web-based and in the process learn cakephp and the MVC pattern.
Current problem:
I'm currently stuck in a controller that's supposed to take care of a PurchaseTicket. This ticket will have an associated customer, line items, totals etc. I've been trying to develop a basic 'add()' function to the controller however I'm having trouble with the following:
I'm creating a view with everything on it: a button for searching customer, a button to add line items, and a save button. Since I'm used to developing desktop applications, I'm thinking that I might be trying to transfer the same logic to web-based. Is this something that would be recommended or do'able?
I'm running into basic problems like 'searching customer'. From the New Ticket page I'm redirecting to the customer controller, searching and then putting result in session variable or posting it back, but as I continue my process with the rest of the required information, I'm ending up with a bit of "spaghetti" code. Should I do a multi part form? If I do I break the visual design of the application.
Right now I ended up instantiating my PurchaseTicket model and putting it in a session variable. I did this to save intermediate data however I'm not sure if instantiating a Model is conforming to cakephp standards or MVC pattern.
I apologize for the length, this is my first post as a member.
Thanks!
Welcome to Stack Overflow!
So it sounds like there's a few questions, all with pretty open-ended answers. I don't know if this will end up an answer as such, but it's more information than I could put in a comment, so here I go:
First and foremost, if you haven't already, I'd recommend doing the CakePHP Blog Tutorial to get familiar with Cake, before diving straight into a conversion of your existing desktop app.
Second, get familiar with CakePHP's bake console. It will save you a LOT of time if you use it to get started on the web version of your app.
I can't stress how important it is to get a decent grasp of MVC and CakePHP on a small project before trying to tackle something substantial.
Third, the UI for web apps is definitely different to desktop apps. In the case of CakePHP, nothing is 'running' permanently on the server. The entire CakePHP framework gets instantiated, and dies, with every single page request to the server. That can be a tricky concept when transitioning from desktop apps, where everything is stored in memory, and instances of objects can exist for as long as you want them to. With desktop apps, it's easier to have a user go and do another task (like searching for a customer), and then send the result back to the calling object, the instance of which will still exist. As you've found out, if you try and mimic this functionality in a web app by storing too much information in sessions, you'll quickly end up with spaghetti code.
You can use AJAX (google it if you don't already know about it) to update parts of a page only, and get a more streamlined UI, which it sounds like something you'll be needing to do. To get a general idea of the possibilities, you might want to take a look at Bamboo Invoice. It's not built with CakePHP, but it's built with CodeIgniter, which is another open source PHP MVC framework. It sounds like Bamboo Invoice has quite a few similar functionalities to what you're describing (an Invoice has line items, totals, a customer, etc), so it might help you to get an idea of how you should structure your interface - and if you want to dig into the source code, how you can achieve some of the things you want to do.
Bamboo Invoice uses Ajax to give the app a feel of 'one view with everything on it', which it sounds like you want.
Fourth, regarding the specific case of your Customer Search situation, storing stuff in a session variable probably isn't the way to go. You may well want to use an autocomplete field, which sends an Ajax request to server after each time a character is entered in the field, and displays the list list of suggestions / matching customers that the server sends back. See an example here: http://jqueryui.com/autocomplete/. Implementing an autocomplete isn't totally straight forward, but there should be plenty of examples and tutorials all over the web.
Lastly, I obviously don't know what your business does, but have you looked into existing software that might work for you, before building your own? There's a lot of great, flexible web-based solutions, at very reasonable prices, for a LOT of the common tasks that businesses have. There might be something that gives you great results for much less time and money than it costs to build your own solution.
Either way, good luck, and enjoy CakePHP!
I'm stumped and need some ideas on how to do this or even whether it can be done at all.
I have a client who would like to build a website tailored to English-speaking travelers in a specific country (Thailand, in this case). The different modes of transportation (bus & train) have good web sites for providing their respective information. And both are very static in terms of the data they present (the schedules rarely change). Here's one of the sites I would need to get info from: train schedules The client wants to provide users the ability to search for a beginning and end location and determine, using the external website's information, how they can best get there, being provided a route with schedule times for the different modes of chosen transport.
Now, in my limited experience, I would think the way to do that would be to retrieve the original schedule info from the external site's server (via API or some other means) and retain the info in a database, which can be queried as needed. Our first thought was to contact the respective authorities to determine how/if this can be done, but this has proven to be problematic due to the language barrier, mainly.
My client suggested what is basically "screen scraping", but that sounds like it would be complicated at best, downloading the web page(s) and filtering through the HTML for relevant/necessary data to put into the database. My worry is that the info on these mainly static sites is so static, that the data isn't even kept in a database to build the page and the web page itself is updated (hard-coded) when something changes.
I could really use some help and suggestions here. Thanks!
Screen scraping is always problematic IMO as you are at the mercy of the person who wrote the page. If the content is static, then I think it would be easier to copy the data manually to your database. If you wanted to keep up to date with changes, you could then snapshot the page when you transcribe the info and run a job to periodically check whether the page has changed from the snapshot. When it does, it sends an email for you to update it.
The above method could also be used in conjunction with some sort of screen scaper which could fall back to a manual process if the page changes too drastically.
Ultimately, it is a case of how much effort (cost) is your client willing to bear for accuracy
I have done this for the following site: http://www.buscatchers.com/ so it's definitely more than doable! A key feature of a web scraping solution for travel sites is that it must send you emails if anything went wrong during the scraping process. On the site, I use a two day window so that I have two days to fix the code if the design changes. Only once or twice have I had to change my code, and it's very easy to do.
As for some examples. There is some simplified source code here: http://www.buscatchers.com/about/guide. The full source code for the project is here: https://github.com/nicodjimenez/bus_catchers. This should give you some ideas on how to get started.
I can tell that the data is dynamic, it's to well structured. It's not hard for someone who is familiar with xpath to scrape this site.