I have used the 'clonebutton' from react-admin which will allow me to clone/copy the existing data record into another one and will open the edit form. But It clone all fields , i just want to exclude the id field else i've got an error :
{"name":"Conflict","message":"id: value already exists.","code":409,"className":"conflict","errors":{"id":"value"}}
How can I do it?
Related
All I want to do is,
Add Salesforce as destination
From the Track Object, get a field
Update to Salesforce
I created a custom action
But it does not work
everytime it inserts a lead
My action is not executed
What am I doing incorrect?
Below image I am testing to create a case to see if that works.
It throws and error for not including Salesforce:true.
Not sure where to include that
I think the issue is that you are using the Create operation for the action. Instead of creating a new case, you should use an Update operation. As the form says:
If the CRUD Operation is Update an ID field mapping is required.
I can't see that you have included an ID field in your field mappings there either. You will need that ID, so that you can update your customer.
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 am trying to make a batch update to Salesforce as part of a data masking project and am getting the error INVALID_FIELD_FOR_INSERT_UPDATE when I try updating fields of a particular custom object via API.
Our custom object has a few standard fields and a few custom fields. The custom fields are what I'm trying to update but I keep getting denied.
Each field that I'm trying to update is either Long Text Area(32768) or Text(255). There are no lookups, controlling fields, validation rules, nor are there field dependencies.
I am able to make modifications to other objects (Account for example) via the masking process. I am also able to make modifications to the values through the web UI on the values for this custom object.
I've tried as members of the API group as well as System Administrator.
Can anyone please point me in the right direction? I don't have access to the source code of the masking tool, but I do have elevated rights in SF.
Thanks in advance for your advice.
The exact error:
INVALID_FIELD_FOR_INSERT_UPDATE Error message: Unable to create/update fields: Name. Please check the security settings of this field and verify that it is read/write for your profile or permission set.
The funny thing is that I'm not trying to update the field "Name". Name seems to be an auto-number field on the object, but I'm not sure why this field would change value on an update to a different column.
If some one facing the same issue of not able to update the Name column because it has data type as Name.
There are 2 solutions:
If you want to push the name of human then try pushing FirstName and LastName instead. "Name" will get populated automatically.
If you want to push the name of a product then try changing the type of Name field to Text. If that doesn't work then you can push the name to either FirstName or LastName, whichever is mandatory(Just A work around).
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.
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.