I have been trying this whole day but cant figure out... I have custom object called Dev which has many to many relationship with Accounts... I want this object Dev to show under related list of page layout of account... But it is not showing there how can i add that to related list?
Assuming you have a lookup relation from Account to Dev and also a lookup from Dev to Account (creating your many-to-many), then this will work fine.
Try re-creating your lookup relationship from Account to Dev. Then make sure that you add the related list and add to the page layouts in steps 5 & 6:
Step 5. Add reference field to Page Layouts (Yes to All)
Step 6. Add custom related lists (Yes)
That's all you need. If, however, your many-to-many relationship is unique or otherwise configured differently (with a junction table, for example) then the above may not work for you.
We always tend to use joining objects for these relationships, obviously you can show the list of joining objects as a related list, and you could display other fields from the dev object by use of formulae.
One thing we've tended to do is create an inline VF page which can then show all of the objects related to the current record.
Related
I'm managing a company website, where we have to display our products. We however do not want to handle the admin edit for this CPT, nor offer the ability to access to the form. But we have to read some product data form the admin edit page. All has to be created or updated via our CRM platform automatically.
For this matter, I already setup a CPT (wprc_pr) and registered 6 custom hierarchical terms: 1 generic for the types (wprc_pr_type) and 5 targeting each types available: wprc_pr_rb, wprc_pr_sp, wprc_pr_pe, wprc_pr_ce and wprc_pr_pr. All those taxonomies are required for filtering purposes (was the old way of working, maybe not the best, opened to suggestions here). We happen to come out with archive pages links looking like site.tld/generic/specific-parent/specific-child/ which is what is desired here.
I have a internal tool, nodeJS based, to batch create products from our CRM. The job is simple: get all products not yet pushed to the website, format a new post, push it to the WP REST API, wait for response, updated CRM data in consequence, and proceed to next product. Handle about 1600 products today on trialn each gone fine
The issue for now is that in order for me to put the correct terms to the new post, I have to compute for each product the generic type and specific type children.
I handled that by creating 6 files, one for each taxonomy. Each file is basically a giant JS object with the id from the CRM as a key, and the term id as a value. My script handles the category assertion like that:
wp_taxonomy = [jsTaxonomyMapper[crm_id1][crm_id2]] // or [] if not found
I have to say it is working pretty well, and that I could stop here. But I will have to take that computing to the wp_after_insert_post hook, in order to reaffect the post to the desired category on updated if something changed on the CRM.
Not quite difficult, but if I happen to add category on the CRM, I'll have to manually edit my mappers to add the new terms, and believe me that's a hassle.
Not waiting for a full solution here, but a way to work the thing. Maybe a way to computed those mappers and store their values in the options table maybe, or have a mapper class, I don't know at all.
Additional information:
Data from the CRM comes as integers (ids corresponding to a label) and the mappers today consist of 6 arrays (nested or not), about 600 total entries.
If you have something for me, or even suggestions to simplify the process, I'll go with it.
Thanks.
EDIT :
Went with another approach, see comment below.
I am currently trying to implement a web tool with a capable web developer, but we are stuck on one functionality.
It's about draggable nested lists, which should be grouped and sorted automatically according to different attributes.
The "draggable" is not the problem but the automatic creation of parent & child nested lists and the automatic distribution of the products into the corresponding lists.
For a better understanding I have made a
Figma-Prototype, maybe you will understand what I mean.
I have a database of products with attributes like "producer", "product category", "sub-category", "country" and "region". (However the example is just a table, in reality we made the DB in MongoDB)
I want the user to be able to change the order (drag&drop) and also create new lists(Nested-List Parents & Childrens). However, I would like to spare the Users from having to start at 0 and create and fill all lists manually, for example, when it its just about grouping and sorting "only" by product category.
Is this even Possible? We are working with React (MERT-stack).
Thank you!!
We havent an idea where to start, tbh.
In a Salesforce Junction object can I reference fields from the two Master-Detail relationships in formulas and/or the User Interface or am I going to have to switch to Apex code? I can write the apex, but I try to use the built in tools as much as possible :).
To use the examples from the Trailhead tutorials I have
1. A Job Position Object (Project Mananger, Sr Developer, etc).
2. A Posting Website Object (Monster.com, Dice.com, etc).
3. A "Job Posting" Junction Object to link the two.
Let's say I add a field to the Job Position Object called "Close Date" to keep track of the date the position closes. Can I display this field on the layout page of the Job Posting Junction object without using Apex code and/or a custom VisualForce page?
Thanks!
You can definitely do that. You can use a formula field and just reference the relationship name of the object and the field name (so for example something like Job_Position__r.Close_Date__c), or if you prefer you can use the "Insert Field" button when creating the formula which will allow you to select the object/field you want through the UI.
I would like to ask you guys if you could review my database design. I think it is quite self-explanatory, but to be absolutely clear:
My goal is to make an application which has a super flexible user management (which is why the groups are in tree-form and the groups and users have a habtm relationship) and a super modular way to build pages (which is why the pages consist of widget-blocks).
The reason I made users and profiles separate is because the users table will not change and is only needed for authentication and authorization. However, the profiles table will change according to the wishes of the client. So it might not have a signature, but an avatar field instead. Or maybe it will be completely empty / not exist at all.
A widget could be anything, it could be a poll, it could be a piece of content, it could be a navigation, it could be a collection of comments, whatever.
The reason I chose to make subdomains, locales and layouts separate tables instead of just putting the names into pages is because I want to limit the options that are available to the client. Just because I have a three-columns.ctp in my layouts folder doesn't necessarily mean I want the client to be able to choose it.
Same goes for the widgets. And besides limiting choice, not every plugin, controller and action in my plugins-folder is a widget, so I need a table to clarify which are.
A block is a widget on a page which sits in a container (e.g. the right column in a 3 column layout) at a particular position which is decided by the index (lower index means higher).
So that's my explanation, what do you guys think? Is this as good as it can be? Or do you have (a) suggestion(s) to make it even more flexible and modular.
[edit] Oh and to be clear, the widgets will of course have their own tables to store the information they need to store.
Well, I think that everything is great except "profiles".
When you try to get data from a logged user:
$this->Auth->user();
I don't think that you will get data about "profiles" so you will have to find profile by $this->Auth->user('id') etc. I think that you should merge "profiles" and "users" tables into "users" table.
So when you want to save, let's say, "signature" you should just put it in $this->request->data; and call $this->User->save($this->request->data); and the signature will be updated.
EDIT:
You can leave it the way it is but, to get other data than user, you will have to put:
$id = $this->Auth->user('id');
$current_user = $this->User->findById($id);
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!