I have a form variable of type external API called customersList. It is a list of customer objects. In my form, I have a Customer Name and Customer Id. For the Customer Name, I use an auto-complete widget. So, when I type something in the Customer Name field, it will give me a list of suggestions. When I click on one of the suggestion, I want the Customer Id field automatically populated with the information corresponding to the name I choose.
For example, the first object of a customersList variable which is:
customersList[0] = { "customerName" = "One Time Customer", "customerNumber" = "0000" }
Thus, when I choose Customer Name field to be One Time Customer, I want the Customer Id to be set to 0000 automatically.
I set the value of the Customer Id field to be customersList[0].customerNumber. But, it is static.
(please note: customerNumber represents Customer Id)
Any tips on how to do it?
Sadly the default autocomplete widget won't let you achieve such use case.
In fact the default autocomplete widget can take a list of JSON object as "Available values", can use one of the attribute of those objects as the display value ("Displayed key" property) and use it for autocompletion but it will only store this value (i.e. the one being displayed).
In your use case it means that you can use your customersList for "Available values" and customerName for "Displayed key" but you will only be able to save the customerName in "Value".
The good news is that a custom widget that do just what you want is available as a community contribution. Checkout the project page to download it and then import it in your UI Designer. An example of usage of this custom widget is also available for download from the project releases.
Related
'm working on a project to manage the human ressources, well my question is: how can I control a picklist to create a new record. Exemple: I go to Application tab, wich contain a picklist, among values I choose 'Time Off'. I want to redirect me to create a Time Off form ( Start date , End date ... etc) on a object Time off that 've already created.
Thank you
Here's a link to one solution showing a button where the record type is being set instead of being allowed to default:
https://developer.salesforce.com/forums?id=906F00000008kdbIAA
The key is that parameter "p3" is the record type. You'll need to replace the code segment
"p3" = "012500000009Wjw"
with something like
"p3" = IF ( ISPICKVAL(TypeToCreate, "Time Off"), "<record type id of TimeOff>", "<default record type (or nest more IFs>"
You could also use Visualforce and Apex for this.
I have 2 content types:
One content type is named: "Offer". This content type includes a reference field to choose one hotel, form the other content type: "Hotel". The content type "Hotel" has a term reference field called "sports".
Now I want to build a view filter, which uses the content type "Offer", and uses the sport terms which i get over the hotel relationship.
I already tried to create a relationship on my own:
Reference to the hotel
Added taxonomy field sport with the relationship to the hotel, which i created before
Then i added the taxonomy field to my filter, and selected the Relationship in the drop down menu.
But this doesn't work at all.
Anyone can help me?
Regards M.
The view should initially return the hotel content type.
Add a optional relationship to the offer reference field, this will give you access to the fields in the offer content type. Once you've done that you should be able to add whatever field you want as an exposed filter.
To get the sports working you may have to add the relationship Has taxonomy term in order to get what you want and then add the term as an exposed filter.
Use the patch over at https://www.drupal.org/node/1492260 for autocomplete.
A select list should work the same way as with this patch, but it's built-in. In either case, you have to enable it by checking the checkbox in the content type field config.
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 FlightRequest for Opportunity object and there is an Amount filed both in opportunity and FlightRequest.
I want to set Opportunity's Amount filed value as default in FlightRequest's Amount Field. So whenever New Button clicked for FlightRequest, Amount input should already field with Opportunity's Amount
I m using Standard page layout not any visual force page layout and can not use it.
I saw there is an option to set default value for a field but Opportunity object is not shown in Select Field Type options
please advice how can i accomplish this
thanks in advance
This is possible with a "unofficially" supported technique (meaning everyone has been doing it for 10 yrs and while they say it's unsupported they'll never break it, too many customers use it) called URL hacking. Basically when they click the new button you'll pass the value for your field into the new record page dynamically based on the parent record. There is a good blog post tutorial on this. Give it a try and that should do what you need.
You need to set up a Master-Detail relationship between the objects, then you can setup the Amount field on the FlightRequest object as a formula field that references the Amount field on the Opportunity.
This should accomplish what you need to do. The Master-Detail relationship is essential for the cross-object reference of fields.
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.