I have a problem with CRM 2011 , I currently have 22 users . In the Accounts or Cases entities some of them can search with half of the word and some of them have to enter the whole exact name to get answers which is really annoying . Can someone help please?
Thank You !
By default you can add which fields will be searched to the Quick Search view, see how Example.
You still can use wild cards "*" (ex: "John") when performing a Quick Find Search.
Make sure they use all the same view (the Quick find one usually) and, from
Settings->Customizations->Customize the system->Entities->(Select the desired entity)->Views and then open the view users are using then you can set the filter criteria to whatever you would like for each fields.
I don't think you can enforce a view on users though, but my guess if for some users partial searches work, and for some others not, they are probably using different views.
EDIT: You can select said view and in More Actions above set it to default view. Then again, users are still able to create personal views and set them as default...
Surely you mean that your users search their wanted fields in quick find area that this is system view and the problem posed do not have relation to view's setting, because it was the same for all the user's.
so i guess this problem arises out: keyboard not uniform.......
Related
I am trying to allow the users from nested groups in Active Directory to login to my spring boot/security based application. I have figured how to provide the search query through spring-security configuration, but I am having trouble with the search query itself.
Here is the search query that is currently working as expected:
(&(objectCategory=Person)(userPrincipalName=user1#domain.local)
(memberOf:1.2.840.113556.1.4.1941:=CN=parent_group1,OU=Another Group,OU=Groups,OU=Company,DC=Company-Domain,DC=local))
This is working as expected as user1 belongs to parent_group1 or one of its sub groups. But I have more than one parent_group, with constant prefix. So I am trying to provide wildcard in that query as CN=parent_group*, but its not working.
I have seen a variation here where each parent_group can be added with an OR like this:
(&(objectCategory=Person)(userPrincipalName=user1#domain.local)
(|(memberOf:1.2.840.113556.1.4.1941:=CN=parent_group1,OU=Another Group,OU=Groups,OU=Company,DC=Company-Domain,DC=local)
(memberOf:1.2.840.113556.1.4.1941:=CN=parent_group2,OU=Another Group,OU=Groups,OU=Company,DC=Company-Domain,DC=local)
(memberOf:1.2.840.113556.1.4.1941:=CN=parent_group3,OU=Another Group,OU=Groups,OU=Company,DC=Company-Domain,DC=local)
And this works too. But the problem with this is, every time a new new parent group is added this needs to be updated. I have gone through the link specified in the answer to the above question, but nothing from there works.
Ideally, I was hoping something like this would work (wildcard pattern for parent_group):
(&(objectCategory=Person)(userPrincipalName=user1#domain.local)
(memberOf:1.2.840.113556.1.4.1941:=CN=parent_group*,OU=Another Group,OU=Groups,OU=Company,DC=Company-Domain,DC=local))
But its not working. It doesn't return any results. Can someone help me if there is a better way of doing this?
Also, is it possible not to mention the entire hierarchy like this?
CN=parent_group*,OU=Another Group,OU=Groups,OU=Company,DC=Company-Domain,DC=local
I have been researching on this for a couple of days now and gone through most of the articles provided online or on SO, but nothing with the wildcard pattern with the chain command works so far.
It is not possible to do what you describe. You'd be well served by having one parent group which all your "other" parent groups are nested in. Anytime a new parent group is created, you would nest it in your master group so that it's granted access. This is a pretty common model.
I just can't seem to wrap my head around Drupal relationships. I have been reading and watching tutorials, but as soon as I try to get my own project done - I fail. I think it's very basic, so I would love to understand it. Maybe someone here can help me understand how it works :)
On my drupal site, I want to keep track of some private game tournaments.
I have created a content type called contestant, which has fields like: Tournament date, Player name, Final Position. I can then create a view that list the information from one tournament. I used the help I got from this thread: drupal views dynamic filter
I would like to have the view described above as a block. And then place that block-view on a "tournament description" page. I could do this, by simply creating a new block each time, and then manually place it on the page it should be shown (structure-->Blocks-->configure), but that is not an elegant way to do it. I am pretty sure this is where Relationships should be used. But I fail to understand how to create this relationship, so that the specific block view, that matches the specific tournament description page will be displayed together.
Use a Content:Nid as a Contextual filter.
WHEN the Filter value is not in the URL >>
Provide default value
Content ID from URL
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.
I'm creating some custom queries and need to figure out the relation between Member Groups and Document Groups.
My ultimate goal is to display the resources belonging to a particular User Group when a user log in. I am able to get their User ID from Sessions and so the relations I have figured out so far are:
User ID -> Member Groups Table -> ??Unknown table that pairs Member Groups with Document Groups?? -> Document Groups Table- > Resources Table
I just cant find that missing table(s)!
If any one can help me out that would be awesome!
Thanks
(ps: using Revo)
EDIT: added image for assitance
You could use some of the built-in MODX methods to achieve this.
This is not tested and might not work, but this might be a way to do it:
// userGroups = membergroups
$userGroups = $user->getUserGroups();
foreach ($userGroups as $userGroup) {
$resGroups = $userGroup->getResourceGroups();
foreach ($resGroups as $resGroup) {
$resources = $resGroup->getResources();
// merge resources into an array or something
}
}
Check out moduser.class.php, modusergroup.class.php, and modresourcegroup.class.php to see the queries behind these methods. You might be able to adapt them to one more efficient query.
Also, if I haven't misunderstood what you want to achieve then your results should be similar to what a user would see in the resource tree in the manager when logged in?
That uses the resource/getnodes.class.php processor, which retrieves all possible resources for each context using getCollection, then loops through each and decides whether to display or not by using $resource->checkPolicy('list'). That might be another approach to consider.
I usually work with custom data rather than MODX resources so would be keen to hear how you get on with this.
I know this is really, really old, but I came across this question looking for the answer myself. After a bit more digging I've found that it's the access_resource_groups table that links document_groups and member_groups
document_groups.id = access_resource_groups.target
member_groups.id = access_resource_groups.principal
Seems like a simple question, but I can't see where this is set.
I created a custom object, Account Thing, which is related to Accounts with a Master-Detail relationship.
It has a text area field, Body.
It has a Search Results Layout, and if i search for something contained in Body, a result returns.
I created another analogous custom object, Contact Thing. It also has a text area field, Body.
It does not have a Search Results Layout. If i search for something contained in Body, nothing returns. Looking at the list of objects being searched in the results page, Account Thing is listed, but not Contact Thing (or any other custom object i have created)
I'm thinking there must be a flag or search setting that i set for Account Thing, but I can't find it now.
I looked under App Setup > Customize > Search > Search Settings,
but there is no relevant config there.
Any help is appriciated!
I did some digging and found the solution to this issue.
Apparently only Custom Objects that have their own tab are included in search results.
I had somehow created a tab for Account Thing (but removed it from view), but not for
any of the other Custom Objects. After I added a tab, Contact Things were returned in relevant searches.
One other side piece of info is that the body was a Rich Text type, not a standard Text Area. So that explains why it is searchable.
Are you sure the Body on Account think uses a text area? I didn't think those would be searchable as you can't use them in the where clause of a SOQL query so would be surprised if the system did search them. Other than that, is the object marked as 'Deployed' or 'In Development'? If the latter, it probably wouldn't appear.
Because this is a non-code question you may well get closed down here, please follow (and vote on some questions) my Salesforce Stack Exchange proposal, I'm putting it forward so that these kind of questions (which are valid Salesforce development questions) have somewhere to live on Stack Exchange network!