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.
Related
I'm managing a company website, where we have to display our products. We however do not want to handle the admin edit for this CPT, nor offer the ability to access to the form. But we have to read some product data form the admin edit page. All has to be created or updated via our CRM platform automatically.
For this matter, I already setup a CPT (wprc_pr) and registered 6 custom hierarchical terms: 1 generic for the types (wprc_pr_type) and 5 targeting each types available: wprc_pr_rb, wprc_pr_sp, wprc_pr_pe, wprc_pr_ce and wprc_pr_pr. All those taxonomies are required for filtering purposes (was the old way of working, maybe not the best, opened to suggestions here). We happen to come out with archive pages links looking like site.tld/generic/specific-parent/specific-child/ which is what is desired here.
I have a internal tool, nodeJS based, to batch create products from our CRM. The job is simple: get all products not yet pushed to the website, format a new post, push it to the WP REST API, wait for response, updated CRM data in consequence, and proceed to next product. Handle about 1600 products today on trialn each gone fine
The issue for now is that in order for me to put the correct terms to the new post, I have to compute for each product the generic type and specific type children.
I handled that by creating 6 files, one for each taxonomy. Each file is basically a giant JS object with the id from the CRM as a key, and the term id as a value. My script handles the category assertion like that:
wp_taxonomy = [jsTaxonomyMapper[crm_id1][crm_id2]] // or [] if not found
I have to say it is working pretty well, and that I could stop here. But I will have to take that computing to the wp_after_insert_post hook, in order to reaffect the post to the desired category on updated if something changed on the CRM.
Not quite difficult, but if I happen to add category on the CRM, I'll have to manually edit my mappers to add the new terms, and believe me that's a hassle.
Not waiting for a full solution here, but a way to work the thing. Maybe a way to computed those mappers and store their values in the options table maybe, or have a mapper class, I don't know at all.
Additional information:
Data from the CRM comes as integers (ids corresponding to a label) and the mappers today consist of 6 arrays (nested or not), about 600 total entries.
If you have something for me, or even suggestions to simplify the process, I'll go with it.
Thanks.
EDIT :
Went with another approach, see comment below.
So, I've been attempting to gather picklist dependencies per Opportunity record type for my lightning components. I have been able to retrieve Standard Field dependencies by RecordType, but it the Tooling API will not return the custom field dependencies. Standard calls and queries will not work either, as they state that the field has no controlling value or dependency.
Given this information I suspected that there was a table that is hidden somewhere that contains the keys for the RecordType and FieldDefinition, hopefully with a nested Metadata object.
I found an Id in one of the parameters in the setup menu for a Record Type and Id.getSObjectType() on it. The table name is CustomFieldDefinition. However, it is not accessible via SOQL or the Tooling API.
Has anyone accessed this table? Or has anyone been able to retrieve the field-record type picklist dependencies on custom fields AND standard fields?Tooling API ResponseDebug Log with SObject Name
I think you're doing it wrong.
"Controlling field" would be another picklist or a checkbox for example, something you change during same edit action. If you have dependency to record type - in that sense it's not a controlling field. Sure, you change record type and picklist changes - but really everything would change, it should be a different page layout (different fields shown, marked readonly/required etc). There's a reason that record type change is not done on normal edit screen, you do it by clicking special link on detail view and then everything "explodes".
Have a look at "User Interface API" - set of tools meant to help your custom app (mobile? desktop?) steal recreate a normal page layout. This one might be especially useful: https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_resources_picklist_values_collection.htm
There's even a Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/user-interface-api (skim through whole set but especially read last module)
And since you mentioned Lightning Components - are you aware of these ready tools:
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_ui_api
getPicklistValuesByRecordType
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_generate_record_input_create
or maybe you don't have to code it all and stuff like <lightning-record-edit-form> with recordtypeid passed to it will solve all your problems
Have a look, if I didn't give you a working solution then at least you have some keywords to Google around. If you're still stuck - try to post a code sample as new question?
In a Salesforce Junction object can I reference fields from the two Master-Detail relationships in formulas and/or the User Interface or am I going to have to switch to Apex code? I can write the apex, but I try to use the built in tools as much as possible :).
To use the examples from the Trailhead tutorials I have
1. A Job Position Object (Project Mananger, Sr Developer, etc).
2. A Posting Website Object (Monster.com, Dice.com, etc).
3. A "Job Posting" Junction Object to link the two.
Let's say I add a field to the Job Position Object called "Close Date" to keep track of the date the position closes. Can I display this field on the layout page of the Job Posting Junction object without using Apex code and/or a custom VisualForce page?
Thanks!
You can definitely do that. You can use a formula field and just reference the relationship name of the object and the field name (so for example something like Job_Position__r.Close_Date__c), or if you prefer you can use the "Insert Field" button when creating the formula which will allow you to select the object/field you want through the UI.
For the contacts object, I have a custom checkbox which represents whether the contact owner wants the contact information (email and phone) to be visible. Most of our contacts will be completely visible to everyone. However, for a few contacts, we want them to be visible but their contact information needs to be hidden to everyone except for the owner.
Is there a way to set field-level access dependent on another variable? Could you create a workflow to redirect to another page layout if the contact information is visible? If so, can you restrict objects to certain field layouts depending on whether or not you are the record owner? And would would the contact information for "hidden contacts" still show up in reports?
Redirects, custom Visualforce view page etc hacks are all nice and shiny until you realize people will be able to pull data they want via some reports, list views, Outlook integration, mobile apps etc ;)
There's no straightforward answer because field visibility is really "all or nothing" (by Profiles & Permission Sets). Owner/Role-related stuff will help you only if you'd store data in some new related objects.
Another option - Store public part in Leads (public read only for example) and sensitive part - in Contacts (private)? Some lookup to link the 2, maybe a trigger when new Contact is created and you're good to go.
Last but not least - have a look at https://salesforce.stackexchange.com/questions/777/can-i-grant-different-field-level-security-based-on-record-ownership for some ideas.
If I understood correctly (My english...) You could create a new RecordType and a new customized page layout without this fields assigned to it, then you have to create a WFR that change the Recordtype when the cheked field becomes true.
I'm assuming that you know how you have to give permissions to this new Recordtype...etc
Hope this helps.
In salesforce I need to create a visualforce page that includes the fields of 2 objects. The first object is the QUOTE object. The second objects is a custom object with several fields.
I want to create a visualforce page that shows the records of both QUOTE and the new object. Can I do this without creating a custom controller? If no any hints on the code for this new controller?
Can I do calculations between fields in a visualforce page?
Ideally I want this page to appear as soon as the QUOTE is set to ACCEPTED
1: You can't do this without a custom controller unfortunately, unless one object is related to the other and you're just happy displaying it as a related list on the parent object's page. For calculations you could use rollup summaries for some basic sums etc..
As for a custom controller, have a look at field sets for a super easy way to get fields into a VF page, you essentially configure groups of fields on your objects and then you can stick those groups onto a page with minimal markup.
2: For fields with complex calculations you'll want to do the sums in the controller and then expose the results through variables onto the page in the usual manner.
3: Not really possible without creating a custom edit page in the first place — you'd be better off having a button on the quote page to open up the Visualforce page, that page can simply display an error if the quote is not yet accepted. There are some other alternatives that might work though, like using a forumla field to generate a link to the page when the status is as you desire.
I'm happy to elaborate on any of this, but the fact that you're asking about number 2 would suggest to me that you don't have much experience developing on the platform (not a dig, just an observation), so unless you're comfortable coding in other environments you could find this quite tricky. That said, you're on stackoverflow so I'm thinking you probably know a little about coding at least!