Salesforce Custom Object Relationship Creation - salesforce

I want to create two objects and link them via a parent child relationship in C# using the Metadata API.
I can create objects and 'custom' fields for the objects via the metadata, but the service just ignores the field def for the relationship.
By snipet for the fields are as follows:
CustomField[] fields = new CustomField[] { new CustomField()
{
type = FieldType.Text,
label = "FirstName",
length = 50,
lengthSpecified = true,
fullName = "LJUTestObject__c.FirstName__c"
},
new CustomField()
{
type = FieldType.Text,
label = "LastName",
length = 50,
lengthSpecified = true,
fullName = "LJUTestObject__c.Lastname__c"
},
new CustomField()
{
type = FieldType.Text,
label = "Postcode",
length = 50,
lengthSpecified = true,
fullName = "LJUTestChildObject__c.Postcode__c"
},
new CustomField()
{
type = FieldType.MasterDetail,
relationshipLabel = "PostcodeLookup",
relationshipName = "LJUTestObject__c.LJUTestObject_Id__c",
relationshipOrder = 0,
relationshipOrderSpecified = true,
fullName = "LJUTestChildObject__c.Lookup__r"
}
};
The parent object looks like:
LJUTestObject
ID,
FirstName, Text(50)
LastName, Text(50)
The child objext looks like:
LJUTestChildObject
ID,
Postcode, Text(50)
I want to link the parent to the child so one "LJUTestObject", can have many "LJUTestChildObjects".
What values do I need for FieldType, RelationshipName, and RelationshipOrder to make this happen?

TL;DR:
Use this as a template for accomplishing what you want:
var cf = new CustomField();
cf.fullName = "ChildCustomObject__c.ParentCustomField__c";
cf.type = FieldType.MasterDetail;
cf.typeSpecified = true;
cf.label = "Parent Or Whatever You Want This To Be Called In The UI";
cf.referenceTo = "ParentCustomObject__c";
cf.relationshipName = "ParentOrWhateverYouWantThisToBeCalledInternally";
cf.relationshipLabel = "This is an optional label";
var aUpsertResponse = smc.upsertMetadata(metadataSession, null, null, new Metadata[] { cf });
The key difference:
The natural temptation is to put the CustomField instances into the fields array of a CustomObject, and pass that CustomObject to the Salesforce Metadata API. And this does work for most data fields, but it seems that it does not work for relationship fields.
Instead, pass the CustomField directly to the Salesforce Metadata API, not wrapped in a CustomObject.
Those muted errors:
Turns out that errors are occurring, and the Salesforce Metadata API knows about them, but doesn't bother telling you about them when they occur for CustomFields nested inside a CustomObject.
By passing the CustomField directly to the Metadata API (not wrapped in a CustomObject), the call to upsertMetadata will still return without an exception being thrown (as it was already doing for you), but this time, if something goes wrong, upsertResponse[0].success will be false instead of true, and upsertResponse[0].errors will give you more information.
Other gotchas
Must specify referenceTo, and if it doesn't match the name of an existing built-in or custom object, the error message will be the same as if you had not specified referenceTo at all.
fullName should end in __c not __r. __r is for relationship names, but remember that fullName is specifying the field name, not the relationship name.
relationshipName - I got it working by not including __r on the end, and not including the custom object name at the start. I haven't tested to be sure other ways don't work, but be aware that at the very least, you don't need to have those extra components in the relationshipName.
Remember generally that anything with label in its name is probably for display to users in the UI, and thus can have spaces in it to be nicely formatted the way users expect.
Salesforce... really???
(mini rant warning)
The Salesforce Metadata API is unintuitive and poorly documented. That's why you got stuck on such a simple thing. That's why no-one knew the answer to your question. That's why, four years later, I got stuck on the same thing. Creating relationships is one of the main things you would want to do with the Salesforce Metadata API, and yet it has been this difficult to figure out, for this long. C'mon Salesforce, we know you're a sales company more than a tech company, but you earn trazillions of dollars and are happy to show it off - invest a little more in a better API experience for the developers who invest in learning your platform.

I've not created these through the meta data API like this myself, but I'd suggest that:
relationshipName = "LJUTestObject__c.LJUTestObject_Id__c
Should be:
relationshipName = "LJUTestObject__c.Id
as Id is a standard field, the __c suffix is only used for custom fields (not standard fields on custom objects). Also, it may be that the relationship full name should end in __c not __r, but try the change above first and see how you go.

SELECT
Id,
OwnerId,
WhatId,
Reminder_Date_Time__c,
WhoId,
Record_Type_Name__c,
Task_Type__c,
Assigned_Date__c,
Task_Status__c,
ActivityDate,
Subject,
Attended_By__c,
Is_Assigned__c
FROM Task
WHERE
(NOT Task_Status__c LIKE 'Open') AND
ActivityDate >= 2017-12-13 AND
(NOT Service__r.Service_State__c LIKE 'Karnataka')

Related

Pre-fill with the id of an entity

How can I pre-fill a new content with an entity relationship that I know the id? I know the item is, let's say 1234, but if I use this number like that :
#Edit.Toolbar(actions: "new", contentType: "NewsItem", prefill = new { Category = 1234 } )
It doesn't work. When I implement the code above, the form for a new item shows up but instead of having the correct item selected, I have (item not found). Obviously, my argument is not correct. So, how do I code this argument?
I also tried
Category = {1234}
Category = new {(1234}}
Category = "1234"
But nothing works. Any ideas?
We're working on enhancing this, but as of now, you are best off using the guid - as shown in the wiki: https://github.com/2sic/2sxc/wiki/razor-edit.toolbar#multiple-entities-prefil

Knockoutjs how to data-bind observable array members based on IDs

I'm not if the title explains what I need to achieve or not but I can change it later if some has a better suggestion.
I'm using KO to manage a whole bunch of data on the client side.
Here's the basic.
I have a list of training sessions
Each has a list of training session parts
Each training session parts are referencing items kept in other lists. For example, I have a list of activities (ex: biking, running, swimming, etc.)
Each activity is identified by an ID which is used in the training session parts to identify which activity was used for a particular session.
Now, all these list are stored as observable arrays, and each member of the lists are observables (I use KO.Mapping to map the JSON coming from the server)
When I display a training session in my UI, I want to display various information coming from various lists
Duration: 1h30
Activity: Biking
Process: Intervals
The only information I have in order to link the training session to its component is an ID which is fine. What I'm not sure is how to data-bind the name (text) of my activity to a <p> or <div> so that the name will change if I edit the activity (by using some functionality of the application).
The training session only has the ID to identify the activity, so I don’t know how to bind the name of the activity based on its ID.
Hopefully this makes senses and someone can help me figure it out. I found lots of info on how to bind to observable array but nothing addressing ID and linked information.
The easiest way would probably be to make your own constructors and link the data by hand. You can use mapping if you really want to, but you'll basically have to do the same manual linking, only in a more verbose format.
This is the fiddle with the example implementation: http://jsfiddle.net/aKpS9/3/
The most important part of the code is the linking, you have to take care to create the activity objects only once, and use the same objects everywhere, as opposed to creating new activity objects for the parts.
var TrainingSession = function(rawData, actualActivities){
var self = this;
self.name = ko.observable(rawData.name);
self.parts = ko.observableArray(ko.utils.arrayMap(rawData.parts, function(rawPart){
return ko.utils.arrayFirst(actualActivities(), function(ac){
return ac.ID() == rawPart.ID;
})
}));
}
var Activity = function(rawData){
var self = this;
self.ID = ko.observable(rawData.ID);
self.name = ko.observable(rawData.name);
}
var MainVM = function(rawData){
var self = this;
//first create an array of all activities
self.activities = ko.observableArray(ko.utils.arrayMap(rawData.activities, function(rawAc){
return new Activity(rawAc);
}));
self.trainingSessions = ko.observableArray(ko.utils.arrayMap(rawData.trainingSessions, function(session){
return new TrainingSession(session, self.activities);
}));
}

Update Multi-Picklist on updating custom object

I have custom object KeywordAccountAssociation__c. This object has three fields
Account__c - Master-Detail(Account)
Keyword__c - Master-Detail(Keyword)
Compositecp__c - Text(255) (External ID) (Unique Case Sensitive)
I have a custom field in Account
DD_Segment__c - multi-picklist
Now I want to update (Insert is fine too) values of DD_Segment__c whenever KeywordAccountAssociation__c is updated. I could write trigger for this but I don't know how? I am new to Salesforce Development and my background is ruby (so getting accustomed to apex is bit difficult for me).
KeywordAccountAssociation__c has multiple rows of Account__c which has same account_id and those account_id are related to a record of custom object Keyword__c. I want to get all keywords related to one account and update in its (account's) multi-picklist. How can I achieve this? If you have doubts about this please do ask. Thanks!
One issue is related to learning to work with triggers in general, which can be started with Salesforce Apex Developer Documents on Triggers
but to answer your actual question, you would essentially need to build a trigger against your custom object that would update the related account. It might look something like this:
trigger keywordAccountUpdate on KeywordAccountAssociation__c (after insert, after update){
set<id> = new set<id>();
for (KeywordAccountAssociation__c a : Trigger.new)
accountIds.put(a.Account__c);
map<id,Account> accountMap = new map<id,Account>([select id, DD_Segment__c from Account where id in :accountIds]);
for (KeywordAccountAssociation__c kaa : Trigger.new){
if (AccountMap.containskey(kaa.Account__c)){
Account thisAccount = AccountMap.get(kaa.Account__c);
String s = thisAccount.DD_Segment__c + ';new value'; // Always add value
if ((thisAccount.DD_Segment__c).contains('second value')
s += ';second value';
AccountsToUpdate.add(new Account(id=thisAccount.id, DD_Segment__c = s));
}
}
}
Please keep in mind that I don't have the structure to test this trigger, I just free handded it, so YMMV.

setWhatId in salesforce using email template

i have to send an email to a user in salesforce using email template.this template contain merge field type of custom object.
Messaging.SingleEmailMessage mail = new Messaging.SingleEmailMessage();
mail.setTargetObjectId(user.get(0).id);
mail.setTargetObjectId(user.get(0).Id)
mail.setTemplateId(specifier.get(0).Template_id__c);
mail.saveAsActivity = false;
mail.setWhatId(custom_object.Id);
i read in documentation
If you specify a contact for the targetObjectId field, you can specify a whatId as well. This helps to further ensure that merge fields in the template contain the correct data. The value must be one of the following types:
Account
Asset
Campaign
Case
Contract
Opportunity
Order
Product
Solution
Custom
but if we are sending email to a user not to contact then how to assign a custom object for merge field type in custom objects as in the above code
This is a GIGANTIC whole in their email methods, and one that has annoyed me for years. Particularly given workflow email alerts seem to have no problem sending an email template for a user. Alas, you can't use setWhatId() if your target is a user. But you can vote for them to add that functionality,
I've worked around this I typically create a contact with the same name and email as the user, use it to send the email, and then delete it. This works well, although dealing with validation rules on the contact object can be a challenge. See their dev boards for a full discussion.
You can get the template and replace the merge fields as follows:
EmailTemplate template = [SELECT Id, Subject, HtmlValue, Body FROM EmailTemplate WHERE Name = 'Case Update'];
Case modifiedCase = [SELECT Account.Id, Account.Name, Owner.FirstName, Owner.LastName, CaseNumber, Subject, LastModifiedBy.FirstName, LastModifiedBy.LastName from Case where Id=:modifiedCaseId];
String subject = template.Subject;
subject = subject.replace('{!Case.Account}', modifiedCase.Account.Name);
subject = subject.replace('{!Case.CaseNumber}', modifiedCase.CaseNumber);
subject = subject.replace('{!Case.Subject}', modifiedCase.Subject);
String htmlBody = template.HtmlValue;
htmlBody = htmlBody.replace('{!Case.Account}', modifiedCase.Account.Name);
htmlBody = htmlBody.replace('{!Case.OwnerFullName}', ownerFullName);
...
Messaging.SingleEmailMessage email = new Messaging.SingleEmailMessage();
email.setSubject(subject);
email.setHtmlBody(htmlBody);
Messaging.sendEmail(new Messaging.SingleEmailMessage[] {email});
As far as no new fields are added in the template this will work fine. The admin can mess with the format of the email without the need for code changes.
Not sure this is possible to do, but it depends on the relationship between your custom object and your users that will be receiving the merged emails. Do you have a 1-to-1 relationship between User and CustomObject? If so, perhaps adding a reference to the single custom object instance that each user object references and then adding custom formula fields on your user object with CustomObject__r.CustomField__c would do the trick.
In a custom formula field on your User object:
TEXT(CustomObject__r.CustomField__c)
Then your template could be changed into a User template and the merge fields would be the formula fields that actually pointed to your custom object instance. But if you have some other relationship like 1-to-many or many-to-many between User and CustomObject__c, I think you're out of luck.

AppEngine Datastore get entities that have ALL items in list property

I want to implement some kind of tagging functionality to my app. I want to do something like...
class Item(db.Model):
name = db.StringProperty()
tags = db.ListProperty(str)
Suppose I get a search that have 2 or more tags. Eg. "restaurant" and "mexican".
Now, I want to get Items that have ALL, in this case 2, given tags.
How do I do that? Or is there a better way to implement what I want?
I believe you want tags to be stored as 'db.ListProperty(db.Category)' and then query them with something like:
return db.Query(Item)\
.filter('tags = ', expected_tag1)\
.filter('tags = ', expected_tag2)\
.order('name')\
.fetch(256)
(Unfortunately I can't find any good documentation for the db.Category type. So I cannot definitively say this is the right way to go.) Also note, that in order to create a db.Category you need to use:
new_item.tags.append(db.Category(unicode(new_tag_text)))
use db.ListProperty(db.Key) instead,which stores a list of entity's keys.
models:
class Profile(db.Model):
data_list=db.ListProperty(db.Key)
class Data(db.Model):
name=db.StringProperty()
views:
prof=Profile()
data=Data.gql("")#The Data entities you want to fetch
for data in data:
prof.data_list.append(data)
/// Here data_list stores the keys of Data entity
Data.get(prof.data_list) will get all the Data entities whose key are in the data_list attribute

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