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.
Related
I have two objects - "Account" and "Appointment". I'm trying to pull the value of the field "Status" from the "Appointment" object where "Account.Initial_Date" matches "Appointment.Date_Time". I initially tried making a new field in the "Account" object to return a text field and see if maybe it would return the first value:
Appointment__c.Status__c
Which results in the error:
"Field Appointment__c does not exist. Check spelling."
I was told that it's too difficult to link from "Appointment" to "Account" because there can be multiple appointments per account, which is why I'm trying to link based on the date fields. My next attempt was using VLOOKUP, but I read that this only works between custom objects, and I think I'm working with standard objects here... what kind of solution should I be looking for?
Adding the tag apex here in case this can only be achieved via a script of some sort - if that's the case, I'll make attempt via that.
I was told that it's too difficult to link from "Appointment" to "Account" because there can be multiple appointments per account
This is incorrect. That relationship appears to be exactly the same as that between Contact and Account - one Contact, many Accounts. It's a very common relationship pattern in Salesforce.
If an Appointment is logically related to an Account, it should have a relationship field referencing the Account object to which it is related.
However, having a one-to-many relationship does not mean you can trivially represent specific data points from the many side to the one side. The native tool to do so is the Roll-Up Summary Field, but it does not apply to your use case.
There's really three ways to implement your objective, which is essentially implementing a variant of a roll-up summary. VLOOKUP(), which works only in Validation Rules, does not apply here.
Write two Apex triggers (one on Account and one on Appointment) to react to all changes that would influence what value should appear in the Account__c.Status__c field.
Write equivalent Process and Flow declarative automation, which cannot get 100% of the way there because Process Builder and Flow cannot react to delete events.
Use the free and open source Declarative Lookup Rollup Summaries application to define a roll-up summary. DLRS can populate a field from the child object (Appointment) to the parent (Account) based on a sorting by another field (Date_Time__c).
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'm very new to FileMaker currently working on a Mac. I've been assigned a new simple system to work towards completing and I have bumped into some issues with database relationships. I've got experience with PHP/MySQL databases connections etc. but FileMaker seems to require a somewhat different mindset and approach.
I'll try to explain this as simply as I can.
Here's the table relationships in my database
What I'm trying to do is a list of "to-do" notes, an interactive menu where the user can add things that needs to be done. I've done this with a portal on a layout based on the table "site". The portal is based on the table "todo_notes", which is connected to site through the "site_id".
Here's what it looks like in browse mode
What I'm having problems with is adding a relationship between the todo_notes and contacts. The contacts are two separate tables called "county_contacts" and "property_owner_contacts". What I want to accomplish is the possibility for the user to, from a dropdown-list, add a single contact from these two tables. Preferably I'd like to sort of merge these two tables into the same dropdown-list.
Let me know if you need any other information or a better explanation of my issue. Any help is very welcome!
If you have a single contacts table with foreign keys for both county and property owner tables, that would let you have a single list for all contacts. From there you could also build a value list based on a relationship, for example to filter only contacts that belong to either county or property owners.
If you then need to further normalize the tables, fields that pertain to either relationship exclusively could be moved to another table from there, as a one to one relationship, if that is a concern.
The Short Answer
You need to create a Contacts table. Filemaker has no way of dynamically generating value lists. Instead, you can base a value list on any field, therefore, the only way of generating a list of the contact names would be if they were all in the same table.
The Long Answer
Because Filemaker only allows us to use ONE field for a value list, we must create a new table for the contact. I would recommend that you replace the two contact tables with a single contact table,(seeing as the fields look the same between the two tables) and then add a toggle on the contact for Owner or County. However, you could also create a single contact table for all of the fields that overlap that has foreign keys to the owner and county tables.
You would then use the fullname field from the contact and be good to go.
That is, assuming that you did not want to filter the contacts at all or only show contacts associated with this site.
To start with, I highly recommend using the Anchor-buoy method for organizing the relationship graph. Here's an explanation of the anchor-buoy method: http://sixfriedrice.com/wp/six-fried-rice-methodology-part-2-anchor-buoy-and-data-structures/ . It's just a convention, but will help you with the idea of context in FileMaker. It's widely accepted among the FileMaker community as the "right" way to organize a relationship graph. I will continue my explanation using this method.
Each Table Occurrence (the boxes in the graphs, or TO) represents a unique context from which you can view and edit information. In the anchor buoy method, each Table only has one "anchor" TO. I would recommend only using anchor TO's for the context of your layouts. Then, your portal, and any other corresponding information, will be on your buoy TO's. Here is what your new portal relationship would look like. You would select fields from your buoy TO's to use in the portal.
The easiest way to filter your value list by only contacts associated with this site would be to create a foreign key from the contact table to the site, and then add a TO to the graph, for the contact table. You would then click "Include only related values starting from" radio button, and specify your new TO.
Is it possible to restrict access to records that are owned by a user by filtering out recors with a certain criteria?
For example, I have Contacts set to private and I want to hide certain contact records that have a specific field value (criteria based sharing rule). This works fine for other sales users that don't own the record, but I need to remove visibility to these records from the actual owner of the record. Is that possible or a way to accomplish that?
Thanks for any help.
You could change the owner of the Contact record to a placeholder user. Then the same mechanism the prevents other users from seeing the Contact will hide the record as well.
If required, you could also create a lookup field to track the relationship to the user who can no longer access the record.
Separately, there is a dedicated salesforce.stackexchange.com site for asking Salesforce related questions.
If i assign two users to two roles,let's say CSM and sales rep. If I am the sales rep and I go to the campaigns tab and click on the Direct mail view to view records of type Direct mail,I will get a result set. Now if the CSM user tries to access the same view by clicking on the Direct mail view again he should be able to access a different set i.e different set of records of the type direct mail. How do I achieve this. This is of top priority in my task now.Thanks in advance!!
You could create two views with the same name then make them each visible to the appropriate set of users.
You need to create two Views, one that corresponds to each of the groups. For simplicity, you can name the Views the same thing so long as the Unique Name is, obviously, unique. I would recommend something like Direct_Mail_Sales and Direct_Mail_CSM for the unique names.
Set up the criteria for the views however you'd like.
When you get to the bottom of the configuration for each view, make sure to select "Visible to certain groups of users" and select the corresponding Role from the list. This will make sure that the view is only visible to the appropriate role.
Since The views have the same name, it will appear to the end user to be the same view.