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tonante
InLine VisualForce Page does not display well for SF1 mobile Display
HI,
I have an assignment to create in-line Visualforce page in order to have that display in the Acocunt Detail Page but while this is great for desktop, we need to somehow make this displayable in SF1 for mobile. I was told that Related Lists were the best way to go in order to display the information we need but sadly, we can't use custom SOQL-like filtering on rleated lists yet.
Q) Is the only solution to:
Create a custom object that will be used in a master-detail relationship with the master/StandardController object as its parent. (That's because each related list object points back to the master/StandardController object with that master object's ID and can therefore be used as a related list)?
I was thinking that this would be the best way so far because you could remove the task of creating pages and controller classes by creating this custom object. The way to load the filtered records into the custom object would be to do this:
Example: Load all Advancement Opportunities (a specific opportunity basedon recpord type) into a Custom Advancement Opportunity object (653 records in Sandbox) which has an AccountID field. Every time a new Advancement Opportunity record is created a trigger (set to fire on Opportunity After Insert) would fire to load the desired data fields from the that Advancement Opportunity into the Custom Advancement Opportunity object. Somewhat wasteful just to get a filtered related list but there seems to be no other way in SFDC b ut at least it would show up OK in SF1 mobile. Thanks for any suggestions.
I have an assignment to create in-line Visualforce page in order to have that display in the Acocunt Detail Page but while this is great for desktop, we need to somehow make this displayable in SF1 for mobile. I was told that Related Lists were the best way to go in order to display the information we need but sadly, we can't use custom SOQL-like filtering on rleated lists yet.
Q) Is the only solution to:
Create a custom object that will be used in a master-detail relationship with the master/StandardController object as its parent. (That's because each related list object points back to the master/StandardController object with that master object's ID and can therefore be used as a related list)?
I was thinking that this would be the best way so far because you could remove the task of creating pages and controller classes by creating this custom object. The way to load the filtered records into the custom object would be to do this:
Example: Load all Advancement Opportunities (a specific opportunity basedon recpord type) into a Custom Advancement Opportunity object (653 records in Sandbox) which has an AccountID field. Every time a new Advancement Opportunity record is created a trigger (set to fire on Opportunity After Insert) would fire to load the desired data fields from the that Advancement Opportunity into the Custom Advancement Opportunity object. Somewhat wasteful just to get a filtered related list but there seems to be no other way in SFDC b ut at least it would show up OK in SF1 mobile. Thanks for any suggestions.
Best Answer chosen by tonante
tonante
I may have one possible solution. Instead of going trhough all of the extra worked involved in something that wasteful, I could just add the VF Page to the Account's Buttons, Links and Actions as a new page to be added to SF1 as a navigation action. This oculd offer thebest alternative for what we need. Otherwise we'd have to look at either flex pages , global options , or compact layouts(? - excpet this layout doesn;t give you the ability to use custom SOQL queries on the fields you select that I know of).