I have Custom Picklist on Lead object. lead object has got three record type and all record type having default values i.e -auswahl- specified in it works fine and shows defualt value. from field also i have made -auswahl- fild as default but the problem is that still it shows -None- in picklist i want to remove -none- from picklist.
picklist shows option like below.
-auswahl- (default)
-none-
secondvalue
thirdvalue
(Making picklist required from page layout doesn't solve problem.)
Setup -> Customize -> Leads -> Fields -> [your Custom Picklist name].
The very bottom section named 'Picklist Values'. Press 'edit' action in front of value which you want to make default. Check 'Defaul' checkbox. Save.
I could suggest one tweak if removing '--None--' is very necessary. Although I will not recommend.
Remove the field from Page Layout
Create one field in Lead object
Create a inline VF page for this particular field
Onload of inline VF page you can run a javascript for removing '--None--' node from select option list
Also you will have to couple the value inserted/edited by User in the vf page with the field created in step 2 using onchange event of picklist ie. again using javascript
Override save button in the standard pae and set the value of picklist using field created in step 2
I have not tried the solution but pretty sure this will work. Let me know if you need this workaround. I will post the code after trying at my end.
Related
I am new in Salesforce and I need to add a new value in a picklist. Once added, I save, but when a I need to create a new record of the object within which there is the picklist, the new value is not rendered. Someone can explain me why?? Thanks
I tried by adding the new value by editing the picklist.
Does your object have "record types"? Like "ok, all accounts go to 1 database table but hospitals/factories/marketing agencies need different fields visible, different rules around what is required and even if they use same picklists - values on the picklists may differ". When you were adding that new picklist value it probably asked you to which (if any) record types you want it added...
Firstly, you should make sure the picklist value is active. Then make sure that the user profile viewing the page has visibility to that record type. this can be checked under Profile > Object settings > Work Order (or object that applies). After checking make sure that picklist field value was added to the appropriate record type.Please give feedback if u managed to get this done.
Hi #all I have lightning record edit form which are showing specific value one of them is a recordtype. I want to update the recordtype from the same as other fields are updating but when I click on recordtype field it shows me the below error:-
[LWC component's #wire target property or method threw an error during value provisioning. Original error:
[Field: RecordTypeId is not a valid lookup field.]]
Record Type change is a critical operation that messes everything up. Potentially you're looking at new page layout (incl required/readonly fields), new picklist dependencies... There's reason why you select it first before any layout is displayed. And why record type change is a special button, not a field visible on normal edit action.
If you know what you're doing, are confident the requirements won't change / you'll know how to represent the changed layouts, picklists etc...
Use getObjectInfo to pull (among others) the Map of record types.
Use this data to build lightning-combobox that onchange updates a helper variable (you'd ideally have that variable bound to <lightning-record-edit-form record-id={recordId} record-type-id={recordTypeId}
Have a custom handleSubmit in the record-edit-form in which you'd intercept the save, prepopulate the field and then submit.
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);
We have a custom object say Sales form. On edit apge of customer object we need to add a button Save and Add Product(similar to One we can have on Opportunity page). User forget to add Product/SKU after saving the sales form
New Button(Save and Add product), will save the sales-form first and then depends on record type will open the related list(child object).
Say a Sales form is for Custom Program, after save,. it will open up Custom Program relate list.
If Record type is of Price Change Notification it willl open up related list of SKU detail..
Is this possible, please adivse, we have 9-10 different record type, and we don't want to re-write the application with visualforce and all customization. Re-writing with Visualforce page has some pitfalls.
As far as I'm aware, you can't replace the Save button as it's part of the Edit page and not the standard layout, so to achieve this with one button you'd need to write a custom visualforce page, this need not be complicated though — a simple custom controller which uses a standardController for management of the record would suffice.
You would call Save on the StandardController and then return a different page redirect based on the record type, the page itself would pretty much only consist of an <apex:detail> tag. If you want more details I can provide more.
If you really don't want to write any custom code or pages then you'll need to do this as a two step process, i.e. use the standard page and then have a custom "Continue" button which takes the user onto a custom URL based on the record type. I've just created a contrived version of this by doing the following:
1 - Define a custom formula field on the object, this should be of type text and can use a CASE() statement to determine the URL which the user will be taken to when hitting the button (note that this was made just for the sake of an example so it forwards to the accounts standard page for the record type 'Friend' and contacts page for 'Foe').
CASE($RecordType.DeveloperName, 'Friend', '../001/o', 'Foe', '../003/o', '')
Note the reason I use a formula field here instead of the doing this in the custom button is that for some reason you can't seem
access the record types by name when defining a custom button.
2 - Define a custom button for the object called "Continue" or something similar that makes sense for you. For my example I just used the Contact object, so I referenced the custom field on my record and specified the options shown here:
3 - Customise the page layouts used by your record types to include this new button and you should be done!
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.