Using rules it's easy to fill field values of a node after user pressed the save button. Just add a rule on before saving content event. But is it possible to have a rule to prefill a node field before edit form is shown to the user? So he has a change to corrent the default values.
This is a very late reply, but hopefully someone might find it to be of some help:
If you are creating the node using Rules, you could save it first, selecting "Force saving immediately: true". In the next step, you could set the value of the node field. You might need to save again. (also 'Force save' immediately.) And in the next step, do a 'page redirect' to the edit url.
Not sure if this is an elegant way to do it, but it might work. I had a somewhat similar requirement (not the same), and this is how I finally did that - by saving first, and then redirecting to the edit url of the saved node.
Not sure if this is something you can accomplish with rules or not, but if you go to structure->content types you can click "manage fields" and edit the default value of any field other than the title field (which you could always turn off and replace with a custom title field with a default value)
I think there are basically two ways of doing this:
1) Use Rules Forms. I don't know very much about that module, and I have had some less than perfect experiences with the module, but I'm fairly certain it could be done with the module.
2) Use Rules to create a node, populate the relevant field values, and then send the user to the edit page. One downside with this approach is that if the user decides to abort the node creation, you'll end up with a half-populated node that needs deletion in one way or another.
If you choose to go for option 2, and are comfortable with Page manager and Panels, it is probably worth checking out the Rules Panes module.
Related
So, I've been attempting to gather picklist dependencies per Opportunity record type for my lightning components. I have been able to retrieve Standard Field dependencies by RecordType, but it the Tooling API will not return the custom field dependencies. Standard calls and queries will not work either, as they state that the field has no controlling value or dependency.
Given this information I suspected that there was a table that is hidden somewhere that contains the keys for the RecordType and FieldDefinition, hopefully with a nested Metadata object.
I found an Id in one of the parameters in the setup menu for a Record Type and Id.getSObjectType() on it. The table name is CustomFieldDefinition. However, it is not accessible via SOQL or the Tooling API.
Has anyone accessed this table? Or has anyone been able to retrieve the field-record type picklist dependencies on custom fields AND standard fields?Tooling API ResponseDebug Log with SObject Name
I think you're doing it wrong.
"Controlling field" would be another picklist or a checkbox for example, something you change during same edit action. If you have dependency to record type - in that sense it's not a controlling field. Sure, you change record type and picklist changes - but really everything would change, it should be a different page layout (different fields shown, marked readonly/required etc). There's a reason that record type change is not done on normal edit screen, you do it by clicking special link on detail view and then everything "explodes".
Have a look at "User Interface API" - set of tools meant to help your custom app (mobile? desktop?) steal recreate a normal page layout. This one might be especially useful: https://developer.salesforce.com/docs/atlas.en-us.uiapi.meta/uiapi/ui_api_resources_picklist_values_collection.htm
There's even a Trailhead: https://trailhead.salesforce.com/en/content/learn/modules/user-interface-api (skim through whole set but especially read last module)
And since you mentioned Lightning Components - are you aware of these ready tools:
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_ui_api
getPicklistValuesByRecordType
https://developer.salesforce.com/docs/component-library/documentation/lwc/lwc.reference_generate_record_input_create
or maybe you don't have to code it all and stuff like <lightning-record-edit-form> with recordtypeid passed to it will solve all your problems
Have a look, if I didn't give you a working solution then at least you have some keywords to Google around. If you're still stuck - try to post a code sample as new question?
I'm trying to create a custom rule (using the Rules module) so that every time the cron runs, this rule checks a date field in a custom content type I created. If that date has passed then I want to set a list widget from active to ended.
This is how far I get when trying to create this rule:
Set React on event to Cron maintenance tasks are performed
Add Condition > Set Select the condition to add to Data comparison > Continue
Here is the issue: Data selectors only has site and no access to field data.
Any ideas where I'm going wrong here?
The problem with Rules condition "Cron maintenance tasks are performed" is that at that point, there is no access to the node object so any checks/manipulations on the node are not possible. As a solution, instead of Event = Cron maintenance tasks are performed, use Event = Node: Content is viewed. You can leave it open for any content type so that when someone visits the website and opens at least one page, some action will be triggered.
You need to create a rules component first:
Go to Rules > Components (admin/config/workflow/rules/components)
Then create a new component and select 'Rule' from select list
Set a name for this component and in the table below select:
Data type: Text Token
Label: A name that you want
Machine name: Use the same name of the label but set here only lower case and underscore
Usage: Parameter
In the component add the condition 'Data comparison' and select node:type
Add other conditions that you want
Set the actions that you want and save
Now go to Rules (admin/config/workflow/rules) and create the rule with action on cron maintenance (as you have already done)
Jump the conditions section and in the actions:
New action: Add a variable
Value: Text
Then write the value of this variable just like the machine name of content type that you want to cycle on (if you want you can change the name and machine name of this variable in the section below)
Now add another action 'Fetch entity by property'
Entity type value: Node
Property value: Type
Data selector: the variable created at the point 8
Now add a loop in parameter list use the variable provided by 'Fetch entity by property'
Add an action in the loop (click on the link to the right of loop row) and select the component created in the point 2 and pass the variable provided by loop
I state: I do not know if it works but at least it should direct you towards the right path
Sorry for my english, I hope you understand everything :)
Yes you should be able to get this to work using the Rules module to implement what you're looking for, but I recommend you to also combine that with the Views Rules module. Some details about this module (from its project page):
Provides Views directly as Rules actions and loops to seamlessly use view result data.
The previous quote may seem a bit cryptic (it may make you think like "so what, how can this help me?"). Therefor some more details about how to move forward using these modules:
Create a view (using Views) so that you have 1 Views result (row) with all the nodes you want to be processed (related to your custom content type and if possible filter somehow using your date field). Whereas that view has fields (columns) for whatever is needed in subsequent steps, e.g the node ID, the date field, and possibly other fields as well. You'll need these View fields later on as values to be processed by your rule, "to set a list widget from active to ended*" (as in your question). Important: use a Views display type of "Rules".
Remove that "add condition" (in the custom rule you started) and, instead, use the Views Rules module to iterate over each of these Views results in a Rules action, using the Rules technique known as a "Rules Loop".
For each iteration step in your Rules loop, perform a Rules Action to "do your thing" (= to set a list widget from active to ended). At that point you'll have all data from each column of your Views results available as so called Rules Parameters. So at that point it's a piece of cake to adapt the value of that list widget for the node you're processing in that loop.
Optionally, you may also want to add whatever extra Rules Condition(s), also up to your own imagination. Typically the things you cannot, or have not yet, expressed as a Views filter. However, if you have a choice between using a Views filter and an extra Rules Condition, I recommend to go for the Views filter, because that will reduce the number of your iterations in your Rules loop (performance!).
Easy, no?
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 )
I have a form where a user can enter a location address as well as the utility companies that provide service to that address. The Utility data is associated to the building:
Location hasMany Utility
Solely within the context of the utility, the name field is required so there's validation indicating as much. Within the context of a location, though, any utility information is optional. The user can choose not to enter that data when entering a location which would simply indicate that they don't want to associate the location with any or all of the utility companies we track.
Using the FormHelper, though, the validation is detected and the field gets marked as required. I want to retain that validation for the instances where utility data is being entered independently, but remove the required indicator on the location form.
I know I can hack this in any number of ways (e.g. removing the required class via javascript, etc.), but I'm wondering if there's a clean way to do this using the Cake API. I haven't seen anything obvious, so I'm hoping someone else has been here and found a clean, simple solution.
Thanks.
You can either ask the user how many utilities they want to add before creating the form, or you can add the Utility record inputs dynamically using js (the later is more work to do, and not as error-proof as the former).
An example of the view (if you want to do it in 1 view):
if (empty($this->data){
// a form to ask how many utility records the users want to create.
}else{
// generate the form based on user input.
}
I assume you know what to do in the controller.
I would add a class to the form element that are optionnal, and use that class to override the "required" indicator.
In fact there is a Cake solution, use the error param
$this->Form->input('Model.field', array('error' => false));
To disable error message output set the error key to false.