I have field Company Name which is a term reference to a vocabulary with same name. when user types the field if name already exists, so auto complete showed that or else it will be added as taxonomy term. let us consider "BBB" is the company name he entered.
On next scenario when another user keying in this company name as "BBB" so its already their in the taxonomy so i have to send a mail to the user who created added the term "BBB" first.
I tried using rules module but i couldn't find way to get the user who created the term.Meanwhile i use Profile2 module so writing submit handler is best?
You can add a user reference field to the taxonomy entity so it will have a Name, Description and that User reference field.
Then you have to run a Rule on events "taxonomy_term_update" and "taxonomy_term_insert" that will save the user id on that field. See the rules code example on a Drupal.org related issue.
Related
I need to create a reference in an email template. for that I need to reffer a standard Contact objecect. For that I have a Custom Object Email Info, that has a lokup to standard Accounts.
So in the email I have to have value of the custom field Email_info__c from the custom object Email_info__c(the object and it's field have the same API names) while entering the Contact.
In the end both Contacts and my custom object have the lookups to Account, but not to each other, and there is no lookup from Acount, for now.
My first guess was to refer to the first child object Email info in the header of the VF template
relatedToType="Email_Info__c"
and then refer to it in the body as
{!RelatedTo.Account_r}
but then I would need a lookup from Accounts to Email Info to be able to refer deeper
{!RelatedTo.Account_r.Email_Info__r.Email_Info__c}
but, I don't think that it'll work that way or that it meets the needed criteria. Can someone share if there is an option at all to get the Email Info to Contacts through Accounts without creating a lookup on Accounts?
The task is to have a middle referred object, not a direct lookup:
It depends a bit how you are going to use this email template. What will the send be triggered from. Account? Contact? Email Info record? Will it be fired from a workflow or user will be instructed to navigate to account record and start composing the message?
If your relatedTo is really Email_Info__c then you don't have to do anything, you have all the data hidden in {!relatedTo.Id}, {!relatedTo.Name}, {!relatedTo.Email_Info__c} (you said the field name is same as object's name)
If your email starts from "Account" and you can guarantee accounts will have 1 email info record on related list - something like this might work:
<messaging:emailTemplate subject="hi stack" recipientType="Contact" relatedToType="Account">
<messaging:plainTextEmailBody >
{!relatedTo.Opportunities[0].Id} {!relatedTo.Opportunities[0].Name} {!relatedTo.Opportunities[0].StageName} {!relatedTo.Opportunities[0].CloseDate}
</messaging:plainTextEmailBody>
</messaging:emailTemplate>
from Account (relatedTo) I'm going down to the related list of Opportunities, I'm picking 1st one (at random... but if you have just 1 record it'll be fine) and display whatever I want.
If your relatedTo and recipient both have to be Contact it starts to get bit messier, normal visualforce syntax will not allow you to go "up" (from Contact to Account) and then "down" (from Account to related list of email infos)
You'd need to start with something like https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_email_templates_with_apex.htm and then figure out how to pass the Id of account to it and run a query for email infos related to this account. https://salesforce.stackexchange.com/questions/245930/pass-id-from-visualforce-email-template-to-controller might be a good start, poke me if you're stuck.
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 simply want to display an input field, that will let me capture a user, so I can filter a list from a custom object by owner. CustomObject__c.OwnerId is not writable, so when I bind it to an input field, nothing is displayed on my page! I don't want to have a drop down list of users (There could be hundreds!) and I don't want to create a spurious custom object with a writeable field, related to the User object. How can I get the input field functionality for a read only field, as if it were writeable?
OwnerId field should be writeable. Unless your field security permissions are messed up or for example the field is hidden because it's a detail in Master-Detail relationship.
But when you'll manage to get it to work you'll see that most likely it's a bit weird lookup that can point to User or Queue.
If you're fine with that - great, just check the security around the field. If you need really only a lookup to user - check if you have any custom Lookup(User) field? You could create a dummy record of that type in the controller and don't do any DML with it, just use the fact it'll have the lookup.
If you don't have any custom ones - I think that Account / Contact / Opportunity owner must be a user (can't have queues). You might have to force <apex:input field... required="false"/> but other than that it should OK?
I want to let admin upload files (PDF files) to a separate user (client), such as bill, information and documentation.
I think to Add new content type with some fields, like file field, but I don't know how to add users list, so admin can choose file to upload and corresponding user.
After I finish this step, how can I display these files to user when login?
To reference the user, you could install the entity reference module.
http://drupal.org/project/entityreference
You can use that to add a field that will reference users.
As far as listing files for the user, you can use Views to make a list of your new content type, and filter it by the user who is logged in.
To elaborate more, Install the Views module, and make a new View, with a content-type filter for your new type, and a contextual filter for current User, and then add a Field for the file field, and configure the field however you would like the file to be displayed to the user.
Depending on what you want, you could also set that view as the frontpage of your site, so that people will see it when they log in.
To filter by current user, when you add the Contextual Filter, in the "WHEN THE FILTER VALUE IS NOT IN THE URL" section, select "Provide Default Value" and then select the type "User ID from logged in user"