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Rafael Suarez 13
Searching for records on the Master object at the other side of a Junction object
We sort of need Opportunity Products, but we don't need the complications that the Pricebooks present.
So I've created a "Junction_obj" between Opportunity and "Master_Obj". This object at the custom side of the Many to Many relationship contains a series of fields we want to show within a Related list in Opportunities.
I added the Junction_obj as a Opportunity related list. I set it to show 5 Master_Obj values.
Clicking my 'New Opportunity Junction record' button will show a "Junction_obj Editpage", with 3 fields:
Opportunity__c lookup (pre populated)
Junction_Obj Master-Detail(Custom_Obj) lookup
Quantity_c number (blank)
As the Master_Obj lookup is blank, we need to click the looking glass icon to search for Master_Obj field values to relate to the new Junction_Obj record. However, only Master_Obj.NAME {labeled MASTERID in the list} values are searchable. EG the autonumbered "CC0075" Master record Name.
Typing existing values of any other fields will fail a search.
As a stopgap, I added a detail page button that lets users search all Master_Obj records for any values, and then copy the Name value and paste in the lookup. It's an ugly solution with 3 redundant steps per related list record.
I'm thinking of writing a VF with a controller class powered by SOQL that will search Master_Obj fields, and allows the selection of a record, whose ID will be set as the master of the new Junction_Obj detail record. But this strikes me as too convoluted.
Anyone have a better idea on how to allow the searches?
Thanks in advance.
So I've created a "Junction_obj" between Opportunity and "Master_Obj". This object at the custom side of the Many to Many relationship contains a series of fields we want to show within a Related list in Opportunities.
I added the Junction_obj as a Opportunity related list. I set it to show 5 Master_Obj values.
Clicking my 'New Opportunity Junction record' button will show a "Junction_obj Editpage", with 3 fields:
Opportunity__c lookup (pre populated)
Junction_Obj Master-Detail(Custom_Obj) lookup
Quantity_c number (blank)
As the Master_Obj lookup is blank, we need to click the looking glass icon to search for Master_Obj field values to relate to the new Junction_Obj record. However, only Master_Obj.NAME {labeled MASTERID in the list} values are searchable. EG the autonumbered "CC0075" Master record Name.
Typing existing values of any other fields will fail a search.
As a stopgap, I added a detail page button that lets users search all Master_Obj records for any values, and then copy the Name value and paste in the lookup. It's an ugly solution with 3 redundant steps per related list record.
I'm thinking of writing a VF with a controller class powered by SOQL that will search Master_Obj fields, and allows the selection of a record, whose ID will be set as the master of the new Junction_Obj detail record. But this strikes me as too convoluted.
Anyone have a better idea on how to allow the searches?
Thanks in advance.