On the user page (/user/20 for example) I want to display a view with some related users. Each user has a field of type entity reference that points to a user. The users are related if they point to the same user.
I tried to do this using the Entity Views Attach module, but didn't succeed (although I think it should be possible using it).
Could someone give me some advice on how I could do this?
I would create an block (or eva) view using contextual filters with your reference field that takes the uid from the url (or node's author) as parent.
maybe this other post can help
PR
Related
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
I have a Profile Type attached to a user. In there I have a Entity Reference Field of Program Manager. I have Live Events(content-type) that people can register for. I set up a Rule to Email the Program Manager every time someone registers.
My problem is I am trying to pull information from the Profile based on the the entity reference for the Program Manager.
I have the field printing out by using this pattern...
[registration:entity:field_program_manager]
However when I try to pull the first name, email of phone I can not get it to show up.
Does anyone have any ideas to share?
Many Thanks!
Okay so I was trying to solve for sending the email to the Author of the page but was having issues. So I created a new fields hoping it would be easier. In trying to solve for this I solved the original issue.
To print the Author of a node to an email through Rules actions us this.
[registration:entity:author]
So for first name it would be:
[registration:entity:author:profile-main:field_first_name]
Hope it helps someone else.
If you're using entityform instead of a node and referencing the default user info (not the 'Main Profile' profile type), then you want to use something like
[entityform:field-staff-entity-ref:field-work-email]
In this case, 'field-staff-entity-ref' is the entity reference field in the entityform and 'field-work-email' is the field in the user's account settings.
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.
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.
I have a view that shows user profile fields in a tabular format. There is a "Country" field, which is not accessible to anonymous users. When viewed as anonymous user, the field is not shown by Views, which is correct. However, I also have the same field exposed, so that users can filter by "Country". The exposed filter shows up for anonymous user and an anonymous user can actually filter by the field, even though he does not see the field value. Am I missing something or it is normal behavior? Is there a way to force the filter to be hidden for anonymous users?
If you want to achieve this without having to do any custom coding, you can try to display the filter as a block and set the permissions on the block to display only to authenticated users.
This in fact is a known issue and detailed at http://drupal.org/node/1352654. As per the last comment in that issue this "wont fix". That's strange, and certainly not to my liking. Hopefully there will be some solution in a future version.