I have created 2 custom objects - 'user details' and 'salary'.
In user details I have this field employee id. If I am searching for some user by entering its employee id,I want to display the salary details of the user in the search table too.
As I am new to salesforce.com, can anyone please give me the code for this??
I think there are 2 ways you could do this.
Create a formula in the user detail to bring the value of the salary from the salary object.
formula may look something like this.... (depending on your objects set up)
salary__r.Salary_Value__c
then in the search results, just include the Salary__c field in the user details object
or
create a visualforce page that will make a soql query and bring the values to be displayed on the page in a repeater.
The former is the easier option, the latter gives you more flexibility and customization.
Related
I have a number of objects that contains references to other objects in Salesforce. An example is that a Shipping is the parent object related to ShippingItem by the shippingId. In order to save ShippingItems I need to get the ShippingId of the Shipping object. Also, the ShippingItems are related to ShippingMethod object which contains the shipping methods, UPS, FEDEX etc. This is a picklist type that allows users to pick the shipping method. In order to create/save the ShippingItem. I need to obtain all the related fields, i.e. ShippingMethod i.e UPS, ShippingId to which it is related and other similar information. How can I obtain these fields in order to save the ShippingItems? When I inspect the Objects, I am unable to determine the fields to query in order to obtain the related information.
Please help
If I understood this correctly, ShippingItem has a lookup to Shipping and a lookup to ShippingMethod. Are you providing a UI where people create ShippingItems? If yes then ShippingID and ShippingMethodID should be populated on the shipping record when you get the record back in controller.
If your question is how to provide a list of ShippingMethod records on the UI for users to select, you can query the object records separately and create a picklist for the user to choose.
Adding a little more information or code snippet will help you get better answers.
I am currently the Salesforce administrator of a company Enterprise account. Our accounts are made up of universities. I was asked to implement a form for trips.
The trips basic information is: Trip name, University, Region, Country, Project manager and Project manager met. I created the object trip and added the custom fields using lookup relationships with contacts and accounts. This was very easy to do so.
The first problem is as we move through the form. The next section is about the university info which has these fields: Number of students, Number of faculty, Language. They are asking me that these fields override the information that was previously stored in the account. Like if you pick X university and it had 200 students originally, then if I write 205 in the field , it will overwrite the previously set number.
My second problem is, in the next section of the form they have an objectives section.
For example, there is a text field with the label :
"Objective 1 ___________" +
if you want to add a new objective there is a "+" sign that will create a new field
"Objective 1 ___________" +
"Objective 2 ___________"
How can I achieve this? Is there a way with basic creating system? Do I need to create a Visualforce page? Thank you for your help.
This is what I understand of your 1st problem: On the trip object you have a lookup to account (university) and there are number of students etc field on the trip object and whenever a user updates it here it should be update back in the Account Object?
Instead of doing this, as you're already capturing all this data in the account object, use formula fields in the trip object to populate the data. This i think would be a better data model. But if you still wish to do it the way you intend to then you will have to write a trigger on trip object and update the account with that information. The problem with the second option would be: lets say you create a trip 1 record and update the #of students to 210, and this would be updated in the account as 210. And then you create a trip2 record for the same account and here you input the value of the #of Students field to 230, so the account(university) record with the value 230. But the problem is the value in trip 1 record will still remain 210. I hope you understand what I am trying to explain.
Coming to the 2nd Problem:
Here too the data model will be slightly different:
Create another object called Objective which has a master detail relationship with the trip object. So the Objective will be a related list in the trip object. For every trip there will be a number of objective which you can add in the related list. This is quite simple and there would be no need of any coding. But if you want to add the + sign which would display another field when the user clicked on it: In this case too the data model is the same, but you would need to create a VF page(which could either in-line VF page or a entirely an independent VF page) and then whenever a user clicks the + sign a new field is shown.
I am looking for a way to compare two views in salesforce. I want to create a visual force page that lets a user select two views associated with the Account object and show all the accounts that appear on both views.
I am struggling pretty hard here, I can't figure out how to get the results from the views, but I am hoping there is a way to get all accounts that match the filters for each view.
Here is my SOQL query:
Select Id, Name, Owner.Name FROM Account WHERE
Id IN ( SELECT AccountId FROM Opportunity WHERE RecordTypeId = :RecordType1ID AND StageName IN :StageOneList )
AND Id IN ( SELECT AccountId FROM Opportunity WHERE RecordTypeId = :RecordType2ID AND StageName IN :StageTwoList )
This is the basis of the VF page I have made so far. It is possible to filter the Account with Account Owner and a drop down list from province. The idea is, many people in the organization have already created views with the accounts filtered as they need it. Instead of including every possible account field as a filter, I would like a drop down list of the active users views associated with Account, and then they can select Opportunity 1 and Opportunity 2 and have a list of Accounts matching.
I assume you mean views as in the available views in the dropdown box on a standard tab for an object? If so I don't believe you can query the results from them directly although you can query the Account object using a SOQL statement where you provide the filter.
My suggestion would be either create a set VF page that has 2 drop downs to switch the SOQL query that is used to return the list of accounts being displayed (would mean you have a set of predetermined views and updates to them require code updates) or give more details of your use case and we may be able to provide other suggestions.
It sounds like you just need to compare the results of the filters here. My suggestion would be that you're really trying to do something that should be done with reports, not with views.
Put two enhancedList components on the page.
I want to create a multi-select Contact Lookup.
What i want :
When user clicks on a lookup then he should be able to select multiple contacts from that.
What i have done:
I have created an object and a field inside that object using both
"Lookup" and
"MasterDetail Relationship" and
"Junction Object"
When i try to use this Field for any input text/Field then it always provides an option to select only one value from lookup but i want to have an option to select multiple.
Even in the Junction object i have created 2 master-detail relationships still lookup allows only one value to be selected.Moreover it makes the field mandatory which i don't want.
Links that i followed:
http://success.salesforce.com/questionDetail?qId=a1X30000000Hl5dEAC
https://ap1.salesforce.com/help/doc/user_ed.jsp?loc=help§ion=help&hash=topic-title&target=relationships_manytomany.htm
Can anybody suggest me how to do this.
Its same as we use Email CC/BCC under Send Email option for any Lead.
Even you use a junction object a lookup is just that, it references (looks up to) one other record: when you create a record on the junction object you still have to set each lookup individually and you're still creating only one record.
Master Detail relationships are essentially lookups on steroids, one object becomes the child of the other and will be deleted if the parent object is deleted, they're not going to provide an interface to lookup to many records at once.
If you're not a developer then your best bet is to either just create on junction object record at a time, or look into using dataloader. You could prepare your data in Excel or similar and then upload all the records into Salesforce in one go.
If you are a developer, or have developers at your disposal, then what we've done in the past is create a Visualforce page to do the job. So if, for example, you wanted to link a bunch of contacts up to an Account, we'd have a single account lookup field on the page, then some search fields relating to fields on the contact. Using a SOQL query you can then find all contacts matching the search parameters and display them in a list, where you may want to provide checkboxes to allow the user to select the contacts they want. Then it's just a case of looping through the selected contacts, setting their Account field to be the chosen account.
There are areas in Salesforce (such as the send Email functionality you mentioned) where it's clear to see that bespoke work has been done to fulfil a specific task — another instance of what you want is in the area where you can manage campaign members. This is the model I've copied in the past when implementing a Visualforce page as described.
Good luck!
For adding multiple junction objects at one time, the only solution we have found is a custom Visualforce page, as described by LaceySnr.
For a slightly different problem, where we need to assign many of object B to object A, We have trained our users to do this with a view on object B. We are assigning Billing Accounts (B) to Payment Offices (A). The view on Billing Account has check boxes on the left side. The user checks the Billing Accounts to be assigned, then double-clicks on the Payment Office field on any of the checked rows. A pop-up asks if you want to update only the single row or all checked rows. By selecting 'all checked rows', the update is done to all of them.
The view is created by the user, who enters the selection criteria (name, address, state, etc.). All user-created views are visible only to them.
I've been using cakephp for a while, but have not learned all the ins and outs yet so I may be missing something simple. Or the problem may lie with my database structure. Either way, if anyone has any idea of what I'm doing wrong, please share.
Is there a way to order the data returned by cakephp's find using values stored in another table?
I am creating custom form fields on a per category basis, so when I choose a particular category to post in, custom fields will be added to my form. I have 3 tables: Posts, Fields, and Answers. The Posts table stores the basic static information for the post, such as id, category_id, title, and description. The Fields table stores the custom field data, such as category_id, field_label, field size, etc. The Answers table stores the values that are entered for particular fields, such as post_id, field_id, value.
I am trying to display the posts for a particular category, and create html table headers on the fly, using select fields, set by a column toggle in the fields table, and also select the answers associated with that particular field and post.
I am able to select all the data I want, and paginate everything just fine, but what I can't seem to figure out is how to order the data using one of the dynamic column values. For example, if I have year, make, and model as 3 custom fields, I would like to click the year column to sort my results by the year values, and if I click the make column, I would like to sort my results by the make values, etc.
I know how to order the results by a particular field inside the posts table, such as id or title, but is it possible to order using the custom fields? Am I setting up the database and/or something else wrong, and if not is there are particular cakephp method or sql command that I need to use in order to sort by the custom fields? I'm not really well versed in complex sql commands.
Thanks.
I'd suggest you pass the field name and sort direction in the URL (GET param). So when you have your table header link, form it so that it links to a URL as so:
http://somesite.com/pages/index/sort:customfield1/dir:asc
Then when you're grabbing the data from the db in your find() query, include the named parameters as the order parameter that can be sent to find.
You'll need to determine a default sorting column and direction. Maybe have that be selectable with a boolean field in the schema -- if there are no parameters sent to the action above, pull the field from your other table that has default set to true in the record.
To clarify: when a user visits a given action, first you'll pull the custom fields from the other table. Then using those fields (either the default as mentioned above, or the named params passed in the URL) form the query for the actual data, using the order parameter.