So, I've been attempting to gather picklist dependencies per Opportunity record type for my lightning components. I have been able to retrieve Standard Field dependencies by RecordType, but it the Tooling API will not return the custom field dependencies. Standard calls and queries will not work either, as they state that the field has no controlling value or dependency.
Given this information I suspected that there was a table that is hidden somewhere that contains the keys for the RecordType and FieldDefinition, hopefully with a nested Metadata object.
I found an Id in one of the parameters in the setup menu for a Record Type and Id.getSObjectType() on it. The table name is CustomFieldDefinition. However, it is not accessible via SOQL or the Tooling API.
Has anyone accessed this table? Or has anyone been able to retrieve the field-record type picklist dependencies on custom fields AND standard fields?Tooling API ResponseDebug Log with SObject Name
I think you're doing it wrong.
"Controlling field" would be another picklist or a checkbox for example, something you change during same edit action. If you have dependency to record type - in that sense it's not a controlling field. Sure, you change record type and picklist changes - but really everything would change, it should be a different page layout (different fields shown, marked readonly/required etc). There's a reason that record type change is not done on normal edit screen, you do it by clicking special link on detail view and then everything "explodes".
Have a look at "User Interface API" - set of tools meant to help your custom app (mobile? desktop?) steal recreate a normal page layout. This one might be especially useful: https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_resources_picklist_values_collection.htm
There's even a Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/user-interface-api (skim through whole set but especially read last module)
And since you mentioned Lightning Components - are you aware of these ready tools:
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_ui_api
getPicklistValuesByRecordType
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_generate_record_input_create
or maybe you don't have to code it all and stuff like <lightning-record-edit-form> with recordtypeid passed to it will solve all your problems
Have a look, if I didn't give you a working solution then at least you have some keywords to Google around. If you're still stuck - try to post a code sample as new question?
Related
I'm managing a company website, where we have to display our products. We however do not want to handle the admin edit for this CPT, nor offer the ability to access to the form. But we have to read some product data form the admin edit page. All has to be created or updated via our CRM platform automatically.
For this matter, I already setup a CPT (wprc_pr) and registered 6 custom hierarchical terms: 1 generic for the types (wprc_pr_type) and 5 targeting each types available: wprc_pr_rb, wprc_pr_sp, wprc_pr_pe, wprc_pr_ce and wprc_pr_pr. All those taxonomies are required for filtering purposes (was the old way of working, maybe not the best, opened to suggestions here). We happen to come out with archive pages links looking like site.tld/generic/specific-parent/specific-child/ which is what is desired here.
I have a internal tool, nodeJS based, to batch create products from our CRM. The job is simple: get all products not yet pushed to the website, format a new post, push it to the WP REST API, wait for response, updated CRM data in consequence, and proceed to next product. Handle about 1600 products today on trialn each gone fine
The issue for now is that in order for me to put the correct terms to the new post, I have to compute for each product the generic type and specific type children.
I handled that by creating 6 files, one for each taxonomy. Each file is basically a giant JS object with the id from the CRM as a key, and the term id as a value. My script handles the category assertion like that:
wp_taxonomy = [jsTaxonomyMapper[crm_id1][crm_id2]] // or [] if not found
I have to say it is working pretty well, and that I could stop here. But I will have to take that computing to the wp_after_insert_post hook, in order to reaffect the post to the desired category on updated if something changed on the CRM.
Not quite difficult, but if I happen to add category on the CRM, I'll have to manually edit my mappers to add the new terms, and believe me that's a hassle.
Not waiting for a full solution here, but a way to work the thing. Maybe a way to computed those mappers and store their values in the options table maybe, or have a mapper class, I don't know at all.
Additional information:
Data from the CRM comes as integers (ids corresponding to a label) and the mappers today consist of 6 arrays (nested or not), about 600 total entries.
If you have something for me, or even suggestions to simplify the process, I'll go with it.
Thanks.
EDIT :
Went with another approach, see comment below.
I am extending Kiwi TCMS for my team and trying to display the Product on the Search Test Cases page. The Product is tied to the Category field and I am not sure how to extract that field within the testcases/static/js/seach.js file.
I have traced it back to jsonrpc.js but am missing something, not sure what it is I am not seeing.
I added the Product field in the search.html file and the data is moved 1 column to the left since the array does not contain the Product field. I have tried "product" and "product_id" in the columns[] section of search.js.
Thanks
I have traced it back to jsonrpc.js but am missing something, not sure what it is I am not seeing.
JSON RPC is a communications protocol. The spec is very simple, you can find it at https://www.jsonrpc.org/specification. The jsonRPC function in Kiwi TCMS is a wrapper for that.
FK relationship between models are represented with a field called ..._id. For example Category has a field product_id. At the same time the Product model has a reverse relationship to Category - this is something that the underlying web framework adds automatically. The field is called Product.category.
Checkout how to make queries here:
https://kiwitcms.readthedocs.io/en/latest/modules/tcms.rpc.api.html#module-tcms.rpc.api
If you have test_case.category_id then you can send another API request to Product.filter method filtering on the category field with the respective value.
Inside the browser console you can do something like:
jsonRPC('Product.filter', {category: 1630}, console.log)
and see the results you get.
I added the Product field in the search.html file and the data is moved 1 column to the left since the array does not contain the Product field. I have tried "product" and "product_id" in the columns[] section of search.js.
You will have to modify the entire page (which includes search, the callback, the HTML template and the function rendering the returned data) for this to work.
It sounds like either
you need more information shown in the search table: there isn't much space available, OTOH there is a filter per Product so if you teach users to filter by product everything they see will be related to that product so they won't need additional column for that information
you need a more flexible mechanism for extension - it is mostly doable and possible to design pages in Kiwi TCMS to be arbitrarily extensible, however we haven't thought in this direction and we need more information about the intended use-case to figure out the underlying architecture.
you can design an entirely separate search page, using the upstream code as your base. Then bundle that into a plugin and just install your plugin into Kiwi TCMS. That actually sounds like the best option in this case and you will have full control over that page, see https://kiwitcms.readthedocs.io/en/latest/plugins/index.html.
To create child record, I use e.force:createRecord but when I type the name of parent record into look-up field, it shows nothing even whole name or some letter.
I want to have the functionality as standard object like contact:
Do I need to config somewhere?
I believe Lightning shows only recently accessed records.
To have more flexibility you might need to create a completely custom component which would include custom lookup.
For my case I used custom components with custom lookup with similar approaches to this post or this one
So this is weird, wondering if perhaps SFDC is just returning "wrong" information.
I'm working with layouts for an object, and in the interface I have set a field in the default layout (there are no other layouts) to "required".
But, when I retrieve this layout from the API, the field in question's "nillable" attribute is TRUE when it should be FALSE.
Does salesforce expect data like this to be retrieved from somewhere else? Regardless it seems the API is lying.
The API is not lying - the field is only required by that particular layout, not by the underlying system.
If you want it to truly be required, you need to set this attribute on the field itself.
I have the next issue.
I have a custom object called 'Application', and I have this requirement:
"Show all Contacts related to an Application. Create a field on Application object, must be read only".
I solve it with apex code. 'Application' has a lookup to Opportunity, Opportunity to Account, and all my contacts have AccountId, so this way, I get all the contacts using apex code in a trigger.
But, I've been ask to change this to a Formula field in Application object.
So, my issue is next. I'm not able to get all contacts with advance formula editor, because they're not part of any object. I have no master-detail relationship.
Does any one know how can I achieve this using configuration? I should not use apex code for this req.
Thank in advance guys.
I don't think you can do it.
In formulas / merge fields syntax there's no way to go "up, up then down" (Application -> Opportunity -> Account -> down to Contacts related list). There's also nothing that would let you loop through Contacts (and display what? Ids? Names? Emails?). Roughly speaking you can only go up through dots.
You might want to explore path of "cross object workflow" rules but I imagine that when I add a new Contact to Account it should somehow "spread itself" to all related Applications? There's no straight way to fire a workflow on delete too - so you'd eventually end up with inaccurate list.
I'd say trigger was a good solution. Maybe it ws unoptimized but if it has to be in a field - tough.
There might be a fairly simple way of achieving that by embedding a visualforce page within Application page layout.
This should be doable with pure Visualforce (so technically there will be no Apex code ;))
Something as simple as
<apex:relatedList list="Contacts" subject="Application__c.Opportunity__r.AccountId" />
would be a good start (if you want your own layout and not a rel. list - you should be still able to pull it off with <apex:repeat> or <apex:pageBlockTable>.
There's one BUT here: it's not a field, just a display trick. Forget about using it in reports, mobile applications etc.
Another way - would it be acceptable to be 1 click away from these contacts? You could make a report "Account with Contacts", filter it by Id of one Account and later use "URL hacking" to change the filter depending on from which Application you'll click it. This link could be either a formula field or a real custom button/link. Technically - it's pure config, no apex & VF.
You can read more about URL hacking at Ray Dehler's excellent post and specifically about dynamic Reports here or here.