How to Update RecordTypeId field in Lightning record form in salesforce? - salesforce

Hi #all I have lightning record edit form which are showing specific value one of them is a recordtype. I want to update the recordtype from the same as other fields are updating but when I click on recordtype field it shows me the below error:-
[LWC component's #wire target property or method threw an error during value provisioning. Original error:
[Field: RecordTypeId is not a valid lookup field.]]

Record Type change is a critical operation that messes everything up. Potentially you're looking at new page layout (incl required/readonly fields), new picklist dependencies... There's reason why you select it first before any layout is displayed. And why record type change is a special button, not a field visible on normal edit action.
If you know what you're doing, are confident the requirements won't change / you'll know how to represent the changed layouts, picklists etc...
Use getObjectInfo to pull (among others) the Map of record types.
Use this data to build lightning-combobox that onchange updates a helper variable (you'd ideally have that variable bound to <lightning-record-edit-form record-id={recordId} record-type-id={recordTypeId}
Have a custom handleSubmit in the record-edit-form in which you'd intercept the save, prepopulate the field and then submit.

Related

An Updated Salesforce's Picklist does'nt render a new value just added

I am new in Salesforce and I need to add a new value in a picklist. Once added, I save, but when a I need to create a new record of the object within which there is the picklist, the new value is not rendered. Someone can explain me why?? Thanks
I tried by adding the new value by editing the picklist.
Does your object have "record types"? Like "ok, all accounts go to 1 database table but hospitals/factories/marketing agencies need different fields visible, different rules around what is required and even if they use same picklists - values on the picklists may differ". When you were adding that new picklist value it probably asked you to which (if any) record types you want it added...
Firstly, you should make sure the picklist value is active. Then make sure that the user profile viewing the page has visibility to that record type. this can be checked under Profile > Object settings > Work Order (or object that applies). After checking make sure that picklist field value was added to the appropriate record type.Please give feedback if u managed to get this done.

How do I get the SalesForce record id in a custom field

I wanted to add a simple read-only URL-field to 'opportunities' in SalesForce that contains a link to an external webpage with the 15-char record id (used in the salesforce urls) attached to it . To do this I wen to /ui/setup/Setup?setupid=Opportunity --> fields and created a new field under 'Opportunity Custom Fields & Relationships'.
I chose a field with data type 'URL' and added a default value. I thought
"http://example.com/?sfid="&id would do the trick, but this returns
Error: Field id may not be used in this type of formula
This is a vague error. Is my syntax of a default value wrong, or am i using the 'id' parameter in a wrong way? And what is the right way to do this?
I'm new to SalesForce, as you probably already have guessed.
As the other answer stated - Id will be known only after insert meaning the "default value" trick won't work for you.
You have some other options though:
Workflow rule that would be populating the URL field after save.
Formula field of type text that uses HYPERLINK function
HYPERLINK("http://example.com/?sfid=" & Id , "See " & Name & " in ext. system")
Custom link (similar to custom buttons, they appear on the bottom of the page layout. Search them in online help)
The difference between 2 and 3 is quite minor. Custom links can appear only on the record's detail view while formula fields & other urls are well... fields - so they can be used in reports, listviews etc.
You'd have to decide which version suits you best.
This is a great question. You're right, the error is very vague.
To begin with, read some of the documentation on default fields. Pay particular attention to the order of operations:
The user chooses to create a new record.
Default field value is executed.
Salesforce displays the edit page with the default field value pre-populated.
The user enters the fields for the new record.
The user saves the new record.
Default field values are calculated before any other record data including the id are available. For this reason, they cannot be calculated based on other record fields. Especially the record id, which has not yet been assigned.
To get this functionality, you will need to create a workflow rule that fires on record creation and inserts the proper value into your field.
It would be nice if we could have formula URL fields, but we don't. EDIT: I am dumb and forgot about using HYPERLINK in text formula fields, as eyescream correctly points out.

Salesforce how to remove -none- from custom piclkist?

I have Custom Picklist on Lead object. lead object has got three record type and all record type having default values i.e -auswahl- specified in it works fine and shows defualt value. from field also i have made -auswahl- fild as default but the problem is that still it shows -None- in picklist i want to remove -none- from picklist.
picklist shows option like below.
-auswahl- (default)
-none-
secondvalue
thirdvalue
(Making picklist required from page layout doesn't solve problem.)
Setup -> Customize -> Leads -> Fields -> [your Custom Picklist name].
The very bottom section named 'Picklist Values'. Press 'edit' action in front of value which you want to make default. Check 'Defaul' checkbox. Save.
I could suggest one tweak if removing '--None--' is very necessary. Although I will not recommend.
Remove the field from Page Layout
Create one field in Lead object
Create a inline VF page for this particular field
Onload of inline VF page you can run a javascript for removing '--None--' node from select option list
Also you will have to couple the value inserted/edited by User in the vf page with the field created in step 2 using onchange event of picklist ie. again using javascript
Override save button in the standard pae and set the value of picklist using field created in step 2
I have not tried the solution but pretty sure this will work. Let me know if you need this workaround. I will post the code after trying at my end.

How can I get the ID of a record when it isn't mentioned on a form in Access 2007 via VBA?

I have a multiple items form which does not mention the ID of the record. I have a button for each row which, when clicked, opens up a new form containing more details.
In the past, I've added a field for the ID but made it invisible, but this seems silly - the ID is a unique field of the original query, so I should be able to access purely with code somehow.
Does anybody know how to do this? Let me know if you want more clarification.
Update
The fastest way for me to do this is to add a field in the form for the field in the query, call it the query field name, save it all and close it, then delete the field. Though of course I'd rather just be able to do Me.ID without any of that prior nonsense.
In some cases, you may have to refer to Me!ID, rather than Me.ID because the field has not been added as a property of the form (discussion: http://tek-tips.com/viewthread.cfm?qid=1127364 )
When you add the ID as as control and then delete it, it becomes a property of the form, which is why your work-around works.
If a form's record source includes a field named "ID", you can access the field's value as a property of the form:
Debug.Print Me.ID
That works without a control bound to the field.
you probably need to edit the recordsource / query.. and add that column as an available field.

How to set default value for a managed field in salesforce?

I have a managed field from a package. The requirement is such that I can not add this field to page layout. But when I create or clone a record some managed code throws the error that the particular field is required. Since it is not included in page layout, users can not set any value.
Is there any way I can set a default value for this field?
You can't set a default value the easy way like you would with one of your custom fields. First I would try it with a simple Workflow Rule / Field Update combo. For the Workflow Rule you could use a formula condition like ISBLANK(PKG_Field_c). Choose your default in the Field Update. I'm a little worried that the error will be raised before your workflow has a chance to populate it. If so, you could resort to a Before Insert trigger.

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