I am working on the Srearh Layout, and instead of Default, I want to create Custom Search Layout and assign to a profile.
Is that possible to create Custom search Layout.
You can create a different Search Layout per Profile. You have to navigate to the object page and select Search Layouts. Then you can apply a different one per profile.
Please keep in mind that you'll have to set the Einstein Search Permission Set on the Profiles with a Custom Search Layout, otherwise it will not work.
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I wanted to display a custom field as Read-Only on the Edit page ONLY of a custom object. This field should be hidden on the detail page. I tried wrapping the field in a section and display the section in Edit Page only(Page layout editor). That didn't work. I don't want to create a custom visual force page for the EDIT Page. Please suggest.
Thanks
Kumar
Unfortunately, there's no way to put a field on just edit or just detail. It's both or neither.
You have two options, custom Visualforce page as an Edit override is the easiest one, but if you want to leave the page layout editor as something useful to admins, there's also a very hacky option...
Create two record types, one that displays the field and one that doesn't. Create a new button that launches a Flow (with a return URL of the edit page for that object). The Flow should change the object's recordtype to the one that displays the field. Additionally, create a Process or trigger that changes the recordtype back to the one that does not display the trigger after you save the object.
I definitely recommend the VF page...
I have a content type called 'company' with an entity reference field called 'company_managers' referencing users who will be allowed to add and edit other content types relating to this company.
The company node is displayed using panels. What I am struggling with is to create a visibility rule which will only show a panel-pane if the logged in user is referenced in the entity field 'company_managers' this will allow me to show panel panes specific to users in the 'company_managers' field.
So the psudo logic for the visibility rule would be:
Check if logged in user is contained in 'company_managers'
If yes show panel-pane
if no
dont show pane.
This seems such a simple use case that i dont want to create custom code it must be achievable 'out the box' I just cant seem to get to the answer. So after two days of researching am asking for help.
NOTE: have spoofed this behavior using the visibility rule content manager and manually selecting a user on this site. All I would need is to put in the logged in user but I dont think you can put in dynamic variables or tokens.
Help much appreciated.
I'm new to Drupal, and I'm working with a content panel.
I want to create a news content containing a 'category' taxonomy reference field. However, my vocabulary has 2 levels and over 100 terms, so it's hard to choose an category using the simple widgets.
I don't want to create new add content panel, but the panel of Drupal. So any ideas for that?
Try using the Hierarchical Select module.
There's also a tutorial on how to use it at http://eureka.ykyuen.info/2012/05/29/drupal-7-mutiliple-selection-list-for-taxonomy-using-hierarchical-select/.
(The one caveat is that there isn't yet support for using it with exposed Views taxonomy fields.)
I have made some custom fields at config->account settings (manage fields) and I have put them in my registration form but I want some of them display at image I show below under the post count and generally when they create a new topic or replay.
How do I display that field? From a search I did I found that it's inside the module VIEWS. I am searching inside there to find where to add the field.
I was wondering if there is a way to override the native functionality of the lookup field in Salesforce and replace it with a visualforce page. The reason I'm trying to override this button is because when the user does a look up, the look up returns everybody with that name. What we want to return is a list of all the contacts by account for the contact being searched.
Here's what I'm trying to achieve:
When the user clicks the lookup button my visualforce page will launch and allow the user to see the account and all the contacts of that account.
Is this even possible? What other ways would you suggest going about this?
Here's a screen shot of what I'm trying to change:
Thanks for all your help!
It sounds really like you just need to customise the columns on the lookup to make it better suited to your needs. If you go to Setup -> Customize -> Contacts -> Search Layouts, you'll see entries for Lookup Dialogs and Lookup Phone Dialogs, there you can edit the columns displayed in the lookup windows.
If you really need a custom solution:
You can't override the lookup page itself, but you could create a new visualforce page for your account, using <apex:detail> and other similar tags to make your life simpler. Then you could include a search section underneath, where a user can enter various search terms which you put into a dynamic SOQL query and then render the results for them to choose from.
yeah its possible by javascript as i did by visual force page that will show the records of related lists and upon selection id of that record passed to parent window by jscipt. and performed same functionality ..
As far as I know - NO.
As a workaround you can use JavaScript.
What we did in our situation? We implement everything in JavaScript. We created an inputText and right on the right of this inputText we placed image with this lookup icon. On image click we create ExtJS popup window (I think you can simply create VF page and show this page in popup window). After window was closed you fill in the inputText field.
There's no out-of-the-box override for this button, last I checked, so something custom would be required. If you're set on having a popup and do not want an inline solution, I'd recommend reviewing this tutorial to get familiar with some of the issues with popups in Visualforce.
But considering what you are looking to accomplish, you could also have your account and filtered list of all contacts associated with that account appear inline on your page when the user clicks a new, custom search button. Of course that page would itself be in Visualforce (or inline Visualforce in a standard page layout) - which you may or may not want to have to code and maintain.
The AJAX Toolkit might also be a good place to start if you want to go with a custom JavaScript button placed on a standard page layout.