I have a Profile Type attached to a user. In there I have a Entity Reference Field of Program Manager. I have Live Events(content-type) that people can register for. I set up a Rule to Email the Program Manager every time someone registers.
My problem is I am trying to pull information from the Profile based on the the entity reference for the Program Manager.
I have the field printing out by using this pattern...
[registration:entity:field_program_manager]
However when I try to pull the first name, email of phone I can not get it to show up.
Does anyone have any ideas to share?
Many Thanks!
Okay so I was trying to solve for sending the email to the Author of the page but was having issues. So I created a new fields hoping it would be easier. In trying to solve for this I solved the original issue.
To print the Author of a node to an email through Rules actions us this.
[registration:entity:author]
So for first name it would be:
[registration:entity:author:profile-main:field_first_name]
Hope it helps someone else.
If you're using entityform instead of a node and referencing the default user info (not the 'Main Profile' profile type), then you want to use something like
[entityform:field-staff-entity-ref:field-work-email]
In this case, 'field-staff-entity-ref' is the entity reference field in the entityform and 'field-work-email' is the field in the user's account settings.
Related
I've been writing a React app that relies on the mgt-react components.
The app is basically just an interface to a SharePoint library.
Everything has been working great and the PeoplePicker is working in so much as I can start typing a users name and the drop down works and I can select a person.
However now I'm at the point where I want to create an edit screen. In order to implement this I need to prepopulate the PeoplePicker with the users that were input at insert time.
I can't seem to get the "defaultSelectedUsers" property to work.
I've pared things down to simply hardcoding a users email address and it still doesn't work.
Here is my code for the component (email address changed for privacy reasons):
<PeoplePicker defaultSelectedUsers={['user#domain.com']} selectionMode="single" selectionChanged={handleSelectionChanged}></PeoplePicker>
No matter what I do it is not prepopulating with a user / person.
The permissions are all there (I think) which is proven by the component working when I start typing a user name.
Any ideas what I might be missing?
As always thanks so much for any input in advance.
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Oh okay, it seems that I can't use that prop with mgt-react? I have to use defultSelectedUserIds and can't just provide an email address. Can someone confirm this is the case?
Is there mgt documentation for the defaultSelectedUsers property? As far as I am aware, the people picker only supports defaultSelectedUsersById. The email address should work though, assuming the graph is able to retrieve the users (it's their actual id).
For a quick test, are you able to retrieve the users through the graph explorer with the /users/${id} (replace id with your email) filter? This is what we use for the property.
Hi,
I'm trying to create a lightning component to add records to the campaign object and I keepo getting an error message that I can't seem to find sufficient information on.
I'm using the lightning:recordEditForm component and because it automatically generates the picklist or input field based on the field data type and doesn't need a controller.
Here is the code I have written.
When I try to add the component to the appropriate page I get the error message shown in red.
Has anyone else solved a similar problem?
I'm inclined to believe it's a permissions issue but I'm not sure. If there's any more information I can give let me know.
I would really appreciate some assistance.
Thank you
Make Sure that your Profile has all necessary Object Permissions for Campaign Object.
For Campaigns: check if you have enabled "Marketing User" checkbox in the relevant User's profile.
This is one of annoying Salesforce Gotchas.
Check whether the user has access to create the record.
Try checking it in Profiles --> Campaign --> make sure Read, Create, Edit are checked (True)
Also make sure you have enabled Marketing User (Setup --> Users)
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).
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.
On the user page (/user/20 for example) I want to display a view with some related users. Each user has a field of type entity reference that points to a user. The users are related if they point to the same user.
I tried to do this using the Entity Views Attach module, but didn't succeed (although I think it should be possible using it).
Could someone give me some advice on how I could do this?
I would create an block (or eva) view using contextual filters with your reference field that takes the uid from the url (or node's author) as parent.
maybe this other post can help
PR