We have a custom object say Sales form. On edit apge of customer object we need to add a button Save and Add Product(similar to One we can have on Opportunity page). User forget to add Product/SKU after saving the sales form
New Button(Save and Add product), will save the sales-form first and then depends on record type will open the related list(child object).
Say a Sales form is for Custom Program, after save,. it will open up Custom Program relate list.
If Record type is of Price Change Notification it willl open up related list of SKU detail..
Is this possible, please adivse, we have 9-10 different record type, and we don't want to re-write the application with visualforce and all customization. Re-writing with Visualforce page has some pitfalls.
As far as I'm aware, you can't replace the Save button as it's part of the Edit page and not the standard layout, so to achieve this with one button you'd need to write a custom visualforce page, this need not be complicated though — a simple custom controller which uses a standardController for management of the record would suffice.
You would call Save on the StandardController and then return a different page redirect based on the record type, the page itself would pretty much only consist of an <apex:detail> tag. If you want more details I can provide more.
If you really don't want to write any custom code or pages then you'll need to do this as a two step process, i.e. use the standard page and then have a custom "Continue" button which takes the user onto a custom URL based on the record type. I've just created a contrived version of this by doing the following:
1 - Define a custom formula field on the object, this should be of type text and can use a CASE() statement to determine the URL which the user will be taken to when hitting the button (note that this was made just for the sake of an example so it forwards to the accounts standard page for the record type 'Friend' and contacts page for 'Foe').
CASE($RecordType.DeveloperName, 'Friend', '../001/o', 'Foe', '../003/o', '')
Note the reason I use a formula field here instead of the doing this in the custom button is that for some reason you can't seem
access the record types by name when defining a custom button.
2 - Define a custom button for the object called "Continue" or something similar that makes sense for you. For my example I just used the Contact object, so I referenced the custom field on my record and specified the options shown here:
3 - Customise the page layouts used by your record types to include this new button and you should be done!
Related
I'm working on a screen flow. The idea is to have a lookup component the user can search a contact. Then I would like to display the information from the Contact (Account Name, Contact Name, Number Email) and I would like to be able to have the user update that information if needed. I just stomped on how it can be done. I know it should be able to be pulled from the record ID in some type of way and maybe use an Assignment to display the information. Can someone guide me on a next step or if anyone has an instructional video would be helpful.
Thanks
You wouldn't be able to display the looked up contact's fields on that screen as soon as you populate that field. That would be something only possible in code (aura component or lwc).
What you can do, however is -
Get Record element after that screen element. (Get Contact, where Id = lookupcomponent.recordId)
Then EITHER:
use the new Fields (BETA) option on another screen Fields (BETA)
(this method is easier, doesn't have as much control and is limited on fields, depending on data type, you can use)
add inputs one by one and set the default values Add Fields One By One
(this method allows more control)
Then, you will need an update element. If you used the Fields (BETA) you can just update the record variable. If you did the inputs one by one, you will need to update the contact and set fields individually.
Full Flow Example
When a user 'Saves' a Contact (for example), whether it's new or just updated, I need to:
Do an external callout using one of the Contact field values as a lookup
Display the results of the callout, so the user can make a selection
Update the Contact based on the user's selection display the updated Contact
I have found two aproaches, but have reached a point in both that I need to resolve.
Trigger Based Method
In the 'after' trigger pass the lookup string to a callback.
Update the Contact with the selection
Issues
How do you pass the lookup string or results to a visualforce page to display the lookup results?
When the user makes the selection and the update has been done, how do I move back to the updated contact?
Override Base Method
I found a discussion here that seems to suggests using overriding & redirection to someone asking about 'Edit'. I think this could also be done with the 'Save' button.
Issue
This is meant to be a deployable sollution, so I think that the override has to be set in code (I'm using the IDE) and not via Setup (or am I wrong?). I can't find out if this is possible or how to do it
Sorry for detailed question. Didn't want to just ask the wrong question (i.e. assume I know the best approach).
Thanks...
For the trigger-based method, you cannot change the built-in Save functionality, but (per your second solution) you can override the Edit button and recreate the Edit page with Visualforce, which would give you full control over the Save button and how you handle the callout and redirecting.
The release notes for Spring '10 indicate that standard-button overrides are now available for packaging, as they can be created through the Metadata API.
In Drupal 7, I'd like to create a Person content type. A person may have multiple profiles - an administrator should be able to select which profile will be considered the primary one. So, that means that I need a tuple consisting of:
A textarea, for the profile text
A checkbox, indicating that this is the primary profile
A textbox, for naming this particular profile
I need functionality to behave like that of any of the lists: I can click "Add another Item", and a set of all three of these fields will appear.
I have a vague idea of how this can be executed, but it involves using the form API to add fields before the form renders each time, as well as the necessary AJAX behavior. This seems a bit overcomplicated, since this would also necessitate creating an additional DB table to hold these tacked-on fields.
Is there a relatively simple way of doing this solely through hook_install()?
You can use drupal.org/project/profile2 or you can complete it using standard Drupal functionality, i.e. create a content type named, let's say, 'myprofile' and add all the fields use need. Then add a nodereferece (http://drupal.org/project/references) field to the user standard profie that would point to your 'myprofile' content type.
So all the 'myprofile' content, created by that user would be his profiles and the one pointed in his standard profile will be his default.
I hope it's clear enough )
In salesforce I need to create a visualforce page that includes the fields of 2 objects. The first object is the QUOTE object. The second objects is a custom object with several fields.
I want to create a visualforce page that shows the records of both QUOTE and the new object. Can I do this without creating a custom controller? If no any hints on the code for this new controller?
Can I do calculations between fields in a visualforce page?
Ideally I want this page to appear as soon as the QUOTE is set to ACCEPTED
1: You can't do this without a custom controller unfortunately, unless one object is related to the other and you're just happy displaying it as a related list on the parent object's page. For calculations you could use rollup summaries for some basic sums etc..
As for a custom controller, have a look at field sets for a super easy way to get fields into a VF page, you essentially configure groups of fields on your objects and then you can stick those groups onto a page with minimal markup.
2: For fields with complex calculations you'll want to do the sums in the controller and then expose the results through variables onto the page in the usual manner.
3: Not really possible without creating a custom edit page in the first place — you'd be better off having a button on the quote page to open up the Visualforce page, that page can simply display an error if the quote is not yet accepted. There are some other alternatives that might work though, like using a forumla field to generate a link to the page when the status is as you desire.
I'm happy to elaborate on any of this, but the fact that you're asking about number 2 would suggest to me that you don't have much experience developing on the platform (not a dig, just an observation), so unless you're comfortable coding in other environments you could find this quite tricky. That said, you're on stackoverflow so I'm thinking you probably know a little about coding at least!
I have a custom object that is used for product setup that is mapped to an opportunity. It's a one to many relationship - one opportunity maps to many setup objects, but one setup object is only mapped to one opportunity.
Opportunity has some setup fields that need to act as defaults for the related custom object. Unfortunately, I cannot just specify them in a formula - getting an error.
What I would like to do is have a custom button that would allow user to click and copy all of the related setup fields from the opportunity into the custom setup object and then edit them as needed.
Any pointers or sample code are greatly appreciated!
You can achieve this with a custom button on the related list for your custom object on the opportunity detail page.
All of the fields on a standard Salesforce new/edit screen have id's associated with them. You can specify values for fields by using these ids to set GET parameters on your URL. For example if the id on the name field on your opportunity is 'opp3', the following URL will populate the name field on your new opportunity page:
https://na2.salesforce.com/006/e?opp3=Hello+World
You would have to change na2 to the correct server for your org.
The new record page URL contains the 3 character id prefix for your particular object and then '/e'. 006 is the prefix for opportunities. You will have to attempt to create a new record to see what the 3 characters are for your custom object.
You will have to capture the id's of the fields you want to populate on your custom object. You can do this by viewing the source of the new record page. For custom fields these id's will take the form of a Salesforce Id (eg. 00N40000002QhEV).
Create a new list button on your custom object and set the behavior to without header and sidebar and set the source to URL. Build up your URL with id=value pairs separated by '&' using the id you got from the page source and the insert field functionality to select the opportunity fields your wish to add in. You should end up with something like this:
/a0U/e?00N40000002QhEV={!Opportunity.Name}&00N40000002QhEW={!Opportunity.StageName}
a0U should be replaced by the correct prefix for your custom object. Then add your button to the related list for your custom object under opportunity.