I organize an event and invite attendants. They respond with different options - accepted, rejected, tentative and others - it is up to their local language what is reason of confusion.
I need to create such rule (without API if it is possible) which will gather all calendar items and move them to specific folder.
Now using 'Rules Wizard' we have e.g. 'assigned to category' but it does not meet the expectations for these categories are related to colors used to mark an item; there is also 'which is a meeting invitation or update' but it does not meet the expectations for it is related to events organized by someone else.
I just want to organize all responds for my own events.
This thread popped up after a Google search for the same problem. I found the solution here:
http://www.uvic.ca/systems/support/emailcalendar/facultystaff/outlook2010/filterinvitationresponses.php
In summary:
Go to the "uses form name form" condition and look at the "Application forms".
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.
could really use some serious help on this. Below is the current business case:
We have the standard accounts, contacts, and opportunities objects. We've also created a custom object, and let's call it 'Customers.'
As of now, 'customers' are related to accounts.
Our users have einstein activity capture on, so all the email interactions get logged to the 'Account' level that the contact is related to, which makes sense.
The problem is that I want those emails tracked on the 'Customer' activity feed too, not just the 'Account' or 'Contact' activity feed.
Will creating a junction object between contacts and customers allow this activity to be shown in the 'customer' field? Or is there a simpler way to do this? Thank you in advance as this is a major roadblock I am facing right now.
I haven't worked with Einstein Activity Capture yet. What does it save stuff as? EmailMessage? Task? Either allows adding custom fields so you could add lookup to your Customer__c. With Task it's even simpler, it has that mutant lookup thing, Customer should appear as available option if it has "Allow Activities" ticked in setup.
Assuming that gives you something - next step would be to maybe make a custom quick action with some fields prepopulated, maybe a trigger to go "up" to Account and then to Customer(s)... Because out of the box
https://help.salesforce.com/articleView?id=aac_limitations.htm&type=5
Custom objects aren’t supported. When emails are sent from a custom
object, the email is logged on the activity timeline of the associated
contact.
You can upvote an idea: https://trailblazer.salesforce.com/ideaView?id=0873A000000EAIiQAO
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?
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.
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!