I was wondering if there is a way to override the native functionality of the lookup field in Salesforce and replace it with a visualforce page. The reason I'm trying to override this button is because when the user does a look up, the look up returns everybody with that name. What we want to return is a list of all the contacts by account for the contact being searched.
Here's what I'm trying to achieve:
When the user clicks the lookup button my visualforce page will launch and allow the user to see the account and all the contacts of that account.
Is this even possible? What other ways would you suggest going about this?
Here's a screen shot of what I'm trying to change:
Thanks for all your help!
It sounds really like you just need to customise the columns on the lookup to make it better suited to your needs. If you go to Setup -> Customize -> Contacts -> Search Layouts, you'll see entries for Lookup Dialogs and Lookup Phone Dialogs, there you can edit the columns displayed in the lookup windows.
If you really need a custom solution:
You can't override the lookup page itself, but you could create a new visualforce page for your account, using <apex:detail> and other similar tags to make your life simpler. Then you could include a search section underneath, where a user can enter various search terms which you put into a dynamic SOQL query and then render the results for them to choose from.
yeah its possible by javascript as i did by visual force page that will show the records of related lists and upon selection id of that record passed to parent window by jscipt. and performed same functionality ..
As far as I know - NO.
As a workaround you can use JavaScript.
What we did in our situation? We implement everything in JavaScript. We created an inputText and right on the right of this inputText we placed image with this lookup icon. On image click we create ExtJS popup window (I think you can simply create VF page and show this page in popup window). After window was closed you fill in the inputText field.
There's no out-of-the-box override for this button, last I checked, so something custom would be required. If you're set on having a popup and do not want an inline solution, I'd recommend reviewing this tutorial to get familiar with some of the issues with popups in Visualforce.
But considering what you are looking to accomplish, you could also have your account and filtered list of all contacts associated with that account appear inline on your page when the user clicks a new, custom search button. Of course that page would itself be in Visualforce (or inline Visualforce in a standard page layout) - which you may or may not want to have to code and maintain.
The AJAX Toolkit might also be a good place to start if you want to go with a custom JavaScript button placed on a standard page layout.
Related
I have created a custom button. When user click to the created button, I want it will redirect user (manager) to approval/reject page (as attachment). May I know how?
--View image
You will need to query something from ProcessInstanceWorkItem to learn the id of the current step in this particular approval. Have a look at my old answer https://salesforce.stackexchange.com/a/12505/799, maybe you can reuse some bits. And read the documentation for the table.
I wanted to display a custom field as Read-Only on the Edit page ONLY of a custom object. This field should be hidden on the detail page. I tried wrapping the field in a section and display the section in Edit Page only(Page layout editor). That didn't work. I don't want to create a custom visual force page for the EDIT Page. Please suggest.
Thanks
Kumar
Unfortunately, there's no way to put a field on just edit or just detail. It's both or neither.
You have two options, custom Visualforce page as an Edit override is the easiest one, but if you want to leave the page layout editor as something useful to admins, there's also a very hacky option...
Create two record types, one that displays the field and one that doesn't. Create a new button that launches a Flow (with a return URL of the edit page for that object). The Flow should change the object's recordtype to the one that displays the field. Additionally, create a Process or trigger that changes the recordtype back to the one that does not display the trigger after you save the object.
I definitely recommend the VF page...
The "View as Visitor Group" option only shows in the EPiServer editor when there is content for visitor groups added to the rich text areas. If you have code based customisations then this makes it hard to preview your changes.
Is it possible to trigger this to show all the time or based on some decision in code?
Currently the workaround is to temporarily add some visitor group content to a text area, save & view, then "View as Visitor Group", then delete the temporary content in the text area before saving which isn't ideal.
This is EPiServer 6R2 (aka 6.1)
Original question: http://world.episerver.com/Modules/Forum/Pages/Thread.aspx?id=74864 (lifeless forum, ugh). Posted here as I also want to know the answer as I'm working on similar functionality to the original author.
There is an interface IPersonalizedRoles that makes the View as visitor group menu appear if it is implemented on a property. However I think you have to create a custom property to use the interface yourself.
The SDK for the interface: http://world.episerver.com/Documentation/Class-library/?documentId=cms/7/68f4d6ca-e9a5-884d-4ca8-e5431a345112
You implement GetRoles() and return an IEnumerable with the visitor group GUID ID:s that you want to show up in the list.
Maybe you can create a custom dummy property and return your groups there?
With angularjs, we usually use plain HTML to write views. Now I have a question: how can I show or hide some buttons depend on the user's rights?
For example, current page is displaying an article. If the current user is the author or the article, or administrator, then "Delete" button will be displayed.
But since the view is plain HTML, how can I control it?
I can post an request to pass some data(e.g. current user id, article id) to server to check, but if there are many buttons, I need to request many times, which is not effective.
Is there any better way to do this?
You can use the ngShow directive. I put together a little demo, but the important bit is simply:
<button ng-show="user.id==post.postedby">Delete</button>
I'm trying to put a checkbox in a salesforce page but the problem is that the required message is more than 40 characters so it doesn't fit in the checkbox label (40 character max)
I tried adding two custom fields on top of the checkbox but the problem that these fields even though if they are read only the user can edit there content(text(255)) or not be able to see them(formula(text)) in edit mode.
Is there any way I can do that without creating a custom page and appending it in the page?
It isn't an ideal solution but you could create a new section on your page layout which will allow more text than a label to be displayed. Then only put your confirmation check box field in that section.
That will affectively give you the long label description you are looking for.
You can create a very simple Visualforce page:
<apex:page standardController="Account" showHeader="false" sidebar="false">
I confirm that the new account is open
</apex:page>
Set the controller to your object; I use "Account" here.
You then insert the Visualforce page directly into the page layout, just like you would a field.
It sounds like you need visualforce or S-Controls (now deprecated)
An alternate is to make a text box and prepopulate it with the info, but I think that too would need those technologies
If you come up with a solution to this- let me know.