I'm working on a list of tasks. Users can request to be assigned to a task, and Admin can approve or reject this request.
I almost have it done, but have a problem with the XPath statement in the last 3rd step.
Implementation step-by-step:
I created the tasks entity and associated it with the Administration.Account entity, this way I can assign users to tasks using reference selector.
In each list item, there is a "request assignment" button, when User clicks on it, a microflow takes the name of the current user and saves it to the "requester" string parameter of this item.
When Admin approves a request, a microflow should find the user with the same username as the one stored in the requestor parameter, and associate this list item with this user.
I have a problem with the last 3rd step. As you can see on the screenshot below, I created a microflow and I use Retrieve action to get the user from the database of all registered users. I use this XPath expression, which should help me get only one user, whose name is the same as the name stored in the "requestor" string parameter of the tasks entity:
[Name = $Tasks.Requester]
But I'm getting an error, and don't understand how to fix it.
Rumata, the right way to access the parameter's/object's attributes is using '/' symbol instead of '.' symbol. When you type / as shown below you will be shown all the attributes if 'Tasks' instead of Administration.Account entity.
[Name = $Tasks/Requester]
The '.' symbol is used only when trying to access an enumeration's value in a if statement or exclusive split.
Example: variable1 = module.enumname.value
Related
I'm working on a screen flow. The idea is to have a lookup component the user can search a contact. Then I would like to display the information from the Contact (Account Name, Contact Name, Number Email) and I would like to be able to have the user update that information if needed. I just stomped on how it can be done. I know it should be able to be pulled from the record ID in some type of way and maybe use an Assignment to display the information. Can someone guide me on a next step or if anyone has an instructional video would be helpful.
Thanks
You wouldn't be able to display the looked up contact's fields on that screen as soon as you populate that field. That would be something only possible in code (aura component or lwc).
What you can do, however is -
Get Record element after that screen element. (Get Contact, where Id = lookupcomponent.recordId)
Then EITHER:
use the new Fields (BETA) option on another screen Fields (BETA)
(this method is easier, doesn't have as much control and is limited on fields, depending on data type, you can use)
add inputs one by one and set the default values Add Fields One By One
(this method allows more control)
Then, you will need an update element. If you used the Fields (BETA) you can just update the record variable. If you did the inputs one by one, you will need to update the contact and set fields individually.
Full Flow Example
I need to create a reference in an email template. for that I need to reffer a standard Contact objecect. For that I have a Custom Object Email Info, that has a lokup to standard Accounts.
So in the email I have to have value of the custom field Email_info__c from the custom object Email_info__c(the object and it's field have the same API names) while entering the Contact.
In the end both Contacts and my custom object have the lookups to Account, but not to each other, and there is no lookup from Acount, for now.
My first guess was to refer to the first child object Email info in the header of the VF template
relatedToType="Email_Info__c"
and then refer to it in the body as
{!RelatedTo.Account_r}
but then I would need a lookup from Accounts to Email Info to be able to refer deeper
{!RelatedTo.Account_r.Email_Info__r.Email_Info__c}
but, I don't think that it'll work that way or that it meets the needed criteria. Can someone share if there is an option at all to get the Email Info to Contacts through Accounts without creating a lookup on Accounts?
The task is to have a middle referred object, not a direct lookup:
It depends a bit how you are going to use this email template. What will the send be triggered from. Account? Contact? Email Info record? Will it be fired from a workflow or user will be instructed to navigate to account record and start composing the message?
If your relatedTo is really Email_Info__c then you don't have to do anything, you have all the data hidden in {!relatedTo.Id}, {!relatedTo.Name}, {!relatedTo.Email_Info__c} (you said the field name is same as object's name)
If your email starts from "Account" and you can guarantee accounts will have 1 email info record on related list - something like this might work:
<messaging:emailTemplate subject="hi stack" recipientType="Contact" relatedToType="Account">
<messaging:plainTextEmailBody >
{!relatedTo.Opportunities[0].Id} {!relatedTo.Opportunities[0].Name} {!relatedTo.Opportunities[0].StageName} {!relatedTo.Opportunities[0].CloseDate}
</messaging:plainTextEmailBody>
</messaging:emailTemplate>
from Account (relatedTo) I'm going down to the related list of Opportunities, I'm picking 1st one (at random... but if you have just 1 record it'll be fine) and display whatever I want.
If your relatedTo and recipient both have to be Contact it starts to get bit messier, normal visualforce syntax will not allow you to go "up" (from Contact to Account) and then "down" (from Account to related list of email infos)
You'd need to start with something like https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_email_templates_with_apex.htm and then figure out how to pass the Id of account to it and run a query for email infos related to this account. https://salesforce.stackexchange.com/questions/245930/pass-id-from-visualforce-email-template-to-controller might be a good start, poke me if you're stuck.
I am having a problem in ReactJS. I want to create a text editor ( with ReactQuill). So, I want different accounts for each user, such that, if one person creates a note and edits it in his account, the other person should not see this.for example this is my current stage - https://wright-text.web.app. After you create your account and login you would see a note called first note because that's the note I created. What should I do so that when you login you see no notes because you have not created a note, but when I login, I should see the note I had already created. How would I do this ??
You need to add a scope to notes endpoint so that user could only GET notes, which they have created.
You need to add query parameters in the API you are fetching. For example, if you are fetching data via a GET request, add in some specific user id that you assign to your user upon validation and then fetch data of a particular user using that id as a query parameter on your API.
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).
1) I have created a custom object "Hello".
Added two lookup fields to it, one is associated to Accounts and another to Leads.
2) now my custom object appears as a related list in both Account and lead
3) if i goto an account say "**Test_account**" >> i click on the new button
on the "Hello" related list.here i have redirected to a custom
visualforce page "**Welcome**".
Now I want that on my "Welcome Page" I want to display 2 fields.
If user reached this "Welcome Page" via hello related list in accounts then label on this page is set to Accounts
but
If user reached this "Welcome Page" via hello related list in leads then label on this page is set to Leads.
I dont know how to do this.
I can get the retURL in the currentpage URL but it gives me only the id.
Now I am not sure this id belongs to Accounts or Leads.
Accounts nad leads are just examples,there could be many more ojects.
By looking at the first three characters of the id, you can tell the type of object. For example, all Accounts start with '001' and all Leads start with '00Q'. You can get all the key prefixes from the DescribeSObjectResult in either Apex or the Web Services API. The API also returns this in the DescribeGlobalResult, which is handy if you want to load all the key prefixes in one call. The REST API also has the key prefix, but you'd have to traverse all the objects to get to it.