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
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I have created a custom object called Onboarding and created a master detail relationship between it (detail) and the Account (master) object. It shows up fine in report builder and I have added it to the account page layout as a related list no problem.
I want to have a flow create records in the Onboarding object (related to an account), however, in the Create Record element, the Onboarding object is not available for selection in the 'Create a Record of this Object' field. I start with a 'Get Record' to get the account I want to use as Master, execute a screen element to gather some information, then want to do the create. What am I missing?
I have done doing form in access for inserting records.
When open that form the field inside it appear filled with previous record l want them to be empty for allowing the user fill the filed, what should I do please!
If you just want to go to a new record just use the following in the load event
private sub yourformname_load()
docmd.gotorecord acdataform,"yourformname", acNewRec
'or
'docmd.gotorecord ,, acNewRec
To keep them from viewing previous records
me.navigationbuttons = false
To allow them to view just not edit previous records
me.allowedits = false
If you want to go to another new record when they click the ok button just put the same docmd... in the Click event of your button.
I have an app with multiple columns (about 3 columns as least), each column is a more detailed view of an item in a column on its left. This type of layout is similar to Asana's.
Lets take an example from 1 of the page I currently have:
Column 1 list all current users, clicking on 1 user will open a list of all sales orders of that user on column 2.
Column 2 show list of all orders of 1 selected user on column 1. Clicking on 1 order will show the details of that order
Column 3 show all details of an order selected on column 2. Clicking on a shipment in that order details will show the details of the shipment
Column 4 show all the details of a shipment selected on column 3
So on a so forth. Now there is another twist:
Column 2,3,4 show these details in a form, which mean they can be edited and submitted. Once they are submitted, it makes sense to reload all the column on the left of that edited column to refresh the info. However, for performance purpose I would like to reload them all in a single request and send them back in one json array hen update each column that has newly returned view code (lets assume the backend code is smart enough to handle all this)
I believe someone must have had this issue before, what is your solution to get around this?
Since you are loading different set of data. Its good not load them all at once. You can use ng-include and the the content of the ng-include can be triggered based on the clicks.
ng-inclue="<<scope variable>>"
For ex. In your controller,
Chnage the value of salesurl based on user action
<div class="slide-animate" ng-include="salesurl"></div>
The scope variable can be an URL, which renders the result set based on the parameters posted after user action.
Hope this help.
In the page I have a list of fields where I can make a filter.
Typically it reflects the caption field. The list Is subject to the field property 'captionclass' (e.g. Dimension)
I modified codeunit 42 to manage (with my function) the caption dependent on a value in a record in a table. It works fine on OpenPage however if I change records in the Page List it will not be reinitialized.
Any idea?
Does using the following code to refresh the form when necessary, resolve the issue?
Form
CurrForm.UPDATE(FALSE);
Page
CurrPage.UPDATE(FALSE);
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.