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Krista Kelly
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Member since 2019

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Capture Comments in Submit for Approval button in an email

Hello, it's been requested that when our users hit the "Submit for Approval" button the Visualforce email that is sent to approver's also captures the Comments in the pop-up window that is written in the Process Instance step. Has anyone successfully done this? I found this code Capture Comments in Component
Capture Comments (https://gist.github.com/douglascayers/46bb1e92be9909d60fee) and although it seems it should work the Comments are coming through as blank. The sql in the class does grab the comment I need. Even if I hard-code the Quote number in the Visualforce template when I save it previews the comments I need. Any advice would be appreciated!

This is my Visualforce email

<messaging:emailTemplate subject="Quote Number: {!relatedTo.Name} Approval Request from: {!relatedTo.Opportunity_Owner__c} for {!relatedTo.Opportunity_Name_Without_Stage__c} totaling {!relatedTo.Formatted_Net_Amount__c}" recipientType="User" relatedToType="SBQQ__Quote__c" >
    <messaging:htmlEmailBody >
        <html>
            <head>
                <style type="text/css">
                .emph {
                    font-weight: bold;
                }
                
                </style>
            </head>
            <body>
                <br/>
                <div style="width: 90%;margin: 0 auto;">
                <!--
                    <p>Payment terms: <span style="font-weight: bold;">{!relatedTo.SBQQ__PaymentTerms__c}</span></p>
                    <p>Shipping terms: <span style="font-weight: bold;">{!relatedTo.Shipping_Terms__c}</span></p>
                    <p>Quote expiry date: <span style="font-weight: bold;">{!relatedTo.SBQQ__ExpirationDate__c}</span></p>
                    <p>Quote description: <span style="font-weight: bold;">{!relatedTo.Description__c}</span></p>
                    <p>Quote comments: <span style="font-weight: bold;">{!relatedTo.SBQQ__Notes__c}</span></p>
                    <p>Freight (if applicable): <span style="font-weight: bold;">{!relatedTo.Shipping_and_Handling__c}</span></p>
                    <p>Tax (if applicable): <span style="font-weight: bold;">{!relatedTo.Tax__c}</span></p>
                -->
                    <apex:OutputLabel value="Account Name: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.SBQQ__Account__r.Name}"/><br/>
                    <apex:OutputLabel value="Payment terms: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.SBQQ__PaymentTerms__c}"/><br/>
                    <apex:OutputLabel value="Shipping terms: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.Shipping_Terms__c}"/><br/>
                    <apex:OutputLabel value="Quote expiry date: " /><span style="font-weight: bold;"><apex:outputField value="{!relatedTo.Expiration_Date_formula__c}"/></span><br/>
                    <apex:OutputLabel value="Quote description: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.Description__c}"/><br/>
                    Comments: <c:ApprovalRequestComments relatedToId="{!relatedTo.Id}"/><br/>
                    <apex:OutputLabel value="Quote comments: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.Additional_Comments__c}" escape="false"/><br/>
                    <apex:OutputLabel rendered="{!!ISBLANK(relatedTo.Shipping_and_Handling__c)}" value="Freight: "/><span style="font-weight: bold;">
                    <apex:outputtext rendered="{!!ISBLANK(relatedTo.Shipping_and_Handling__c)}" value="{!relatedTo.SBQQ__Opportunity2__r.CurrencyISOCode}" />
                    <apex:outputText rendered="{!!ISBLANK(relatedTo.Shipping_and_Handling__c)}" value="{0, number, ###,###,###.00}">
                        <apex:param value="{!relatedTo.Shipping_and_Handling__c}" />
                    </apex:outputText></span><br/>
                    <apex:OutputLabel rendered="{!!ISBLANK(relatedTo.Tax__c)}" value="Tax: "/><span style="font-weight: bold;">
                    <apex:outputtext rendered="{!!ISBLANK(relatedTo.Tax__c)}" value="{!relatedTo.SBQQ__Opportunity2__r.CurrencyISOCode}" />
                    <apex:outputText rendered="{!!ISBLANK(relatedTo.Tax__c)}" value="{0, number, ###,###,###.00}">
                    <apex:param value="{!relatedTo.Tax__c}" />
                    </apex:outputText></span><br/>
                    <c:CPQQuoteDetails quote="{!relatedTo}"/><br/>
                    <apex:outputlink value="{!LEFT($Api.Partner_Server_URL_140,FIND('.com',$Api.Partner_Server_URL_140)+4)+relatedTo.Id}">Please click this link to approve or reject the record.</apex:outputlink>
                </div>
            </body>
        </html>

Krista Kelly
April 05, 2021
Like
0

1 replies

Test class for External call out

I have a Batch class below (also a scheduled class). I am trying to write the test class using a HTTPCalloutMock but am really struggling). Example I'm trying to follow below but I don't have an getInfoFromExternalService() in MyBatchClass.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_classes_restful_http_testing_httpcalloutmock.htm

Any advice would be appreciated. Thank you.




global class MyBatchClass implements Database.Batchable<sObject>,Database.AllowsCallouts, Database.Stateful {
    global Database.QueryLocator start(Database.BatchableContext bc) {
        System.debug('START METHOD');
        String Query= 'SELECT salesforceid__c,Id, number_of_services_in_use__c FROM Account WHERE salesforceid__c != null';
            return Database.getQueryLocator(Query);
    }
    global void execute(Database.BatchableContext bc, List<Account> records){
        System.debug('EXECUTE METHOD');
        // process each batch of records
        String Token ='eyJhbGciOiJSUzI1NiIsImtpZCI6Im1hYXNfcHJvZF8yMDIwMDMyNiIsInR5cCI6IkpXVCJ9.eyJvcmciOiJzYWxlc2ZvcmNlIiwib3JnVHlwZSI6IkVOVEVSUFJJU0UiLCJzdWIiOiJyd3Jqdzl2ZHU2cCIsInBlcm1pc3Npb25zIjoiQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUFBQUJBPSIsImFwaVRva2VuSWQiOiJqZW44bjN3aGthciIsImlzcyI6IlNvbGFjZSBDb3Jwb3JhdGlvbiIsImlhdCI6MTU5ODI5MDg3N30.FPfTJFwPfhW3qrEMCcjcfNj-SO8IDMo7MiurTqFcTu2GIStNAjVcjFHD1ESS_3Feo95n6Se_u7ifyee3uLwTTZJknskFn9FB-1ZCFzo0jRKz6TigIzc7WEpFPvbZt4L_MmvLa7eSqM5ovewt9nAtQ1ttJFm7a_35lMsLQu5Bf3f-WbuCjE-POzFnBWASQetCj63TAdgkYu1wNPqZmavJESLlg6Wv6oWf2H5HI_m9fW7Vt2TypQuhIz0Q25iFQoYPKWmseDxU-EUQIwJ1tSqYSuyDNWpFDhEqwTAyBLz4cu-8a-m29caaeG0eIWxIydcMmxq68THY4KTn9Rtmxy_Yug';
        // Initiating the http request
        Http http1 = new http();
        HttpRequest request = new HttpRequest();
        // Adding the paramters for the request
        request.setTimeout(120000);
        request.setEndpoint('https://solace.cloud/api/v0/analytics/organizations');
        request.setMethod('GET');
        request.setHeader('Authorization', 'Bearer '+Token);
        Httpresponse response1 = http1.send(request);
        system.debug('Data response= '+response1.getBody());
        //create a list so we do one insert for all the Metrics records
        List<Cloud_Usage_Metrics__c> newMetrics = new List<Cloud_Usage_Metrics__c>();
        // Logic to map and update the account object
        if (response1.getStatusCode() == 200) {
            // Deserialize the JSON string into collections of primitive data types.
            Map<String, Object> results = (Map<String, Object>) JSON.deserializeUntyped(response1.getBody());
            // Cast the values in the 'accountCloudMetrics' key as a list
            List<Object> data = (List<Object>) results.get('data');
            System.debug('Received the following metrics:');
            for (Object metric: data) {
                Map<String, Object> i = (Map<String, Object>)metric;
                System.debug(i.get('salesforceId'));
               for(Account a: records){
                        if (a.salesforceid__c == i.get('salesforceId')) {
                            Cloud_Usage_Metrics__c met = new Cloud_Usage_Metrics__c(
                                Metric_Name__c='NumberOfMessages',
                                Metric_Date__c=system.today(),
                                Metric_Value__c=Integer.valueOf(i.get('brokerMessageCount')),
                                Account__c=a.id);
                            newMetrics.add(met);
                    }
                }
            //insert newMetrics(met);
            }
        } else {
            System.debug('Callout failed: ' + response1);
        } 
        insert newMetrics;
        update records;
    }
    global void finish(Database.BatchableContext bc){ }  
}

Krista Kelly
October 13, 2020
Like
0

SOLVED

14 replies

Help with apex test class July 27th 2020

Hello,

I have a Apex class that select records where a field > 0. It then loops through these leads and creates a record in a custom object (Metrics__c). Based on the date it creates a record with a 0 value or with a value > 0. The class works great (tested in Dev Console as a batch) but I'm going in cirlces trying to get the test class past 61%. Any help would be appreciated!

Apex Class

global class MetricProcessor implements Database.Batchable <SObject>,Schedulable {
//START METHOD
global Database.QueryLocator start(Database.BatchableContext bc){


String Query= 'select Id, Console_Logins__c, Console_Last_Logins_Date_Field__c, EP_Catalog__c, EP_Catalog_Date_Field__c, EP_Designer__c, EP_Designer_Date_Field__c, EP_Discovery__c,EP_Discovery_Date_Field__c From Lead where Console_Logins__c > 0';

return Database.getQueryLocator(Query);

}

//EXECUTE METHOD

global void execute(Database.BatchableContext bc, List<Lead> scope){

for(Lead l: scope){

IF (l.Console_Last_Logins_Date_Field__c > (system.today() - 1))
{
//insert record

Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='ConsoleLogins',

Metric_Value__c=l.Console_Logins__c,

Metric_Date__c= system.today());

insert met;

}
Else
{//insert 0 record
Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='ConsoleLogins',

Metric_Value__c= 0,

Metric_Date__c= system.today());

insert met;
}
IF (l.EP_Catalog_Date_Field__c > (system.today() - 1))
{
//insert record

Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='EPCatalog',

Metric_Value__c=l.EP_Catalog__c,

Metric_Date__c= system.today());

insert met;

}
Else
{//insert 0 record
Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='EPCatalog',

Metric_Value__c= 0,

Metric_Date__c= system.today());

insert met;
}
IF (l.EP_Designer_Date_Field__c > (system.today() - 1))
{
//insert record

Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='EPDesigner',

Metric_Value__c=l.EP_Designer__c,

Metric_Date__c= system.today());

insert met;

}
Else
{//insert 0 record
Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='EPDesigner',

Metric_Value__c= 0,

Metric_Date__c= system.today());

insert met;
}
IF (l.EP_Discovery_Date_Field__c > (system.today() - 1))
{
//insert record

Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='EPDiscovery',

Metric_Value__c=l.EP_Discovery__c,

Metric_Date__c= system.today());

insert met;

}
Else
{//insert 0 record
Metrics__c met = new Metrics__c(

Lead__c=l.ID,

Name='EPDiscovery',

Metric_Value__c= 0,

Metric_Date__c= system.today());

insert met;
}
}

update scope;

}

//FINISH METHOD

global void finish(Database.BatchableContext bc){

Id job= bc.getJobId();

System.debug(job);

}

global void execute(SchedulableContext SC) {

MetricProcessor l= new MetricProcessor();

ID batchprocessid = Database.executeBatch(l);

}

}

Test Class

@istest
private class MetricProcessorTest {
@istest

static void tetslead(){
List<Lead> l= new List<Lead>();
lead l1= new Lead();
l1.LastName='Chaytor';
l1.Company='Solace';
l1.Status='Working';
l1.Console_Logins_Last_Modified__c = system.now();
l1.Console_Logins__c = 2;
l1.EP_Catalog_Last_Modified__c = system.now()-2;
l1.EP_Catalog__c = 0;
l1.EP_Designer_Last_Modified__c = system.now()-2;
l1.EP_Designer__c = 0;
l1.EP_Discovery_Last_Modified__c = system.now();
l1.EP_Discovery__c = 1;
l1.LeadSource='Dreamforce';
l.add(l1);
insert l;

List<Metrics__c> m= new List<Metrics__c>();
Metrics__c m1= new Metrics__c();
m1.Lead__c = l1.Id;
m1.Name = 'ConsoleLogins';
m1.Metric_Value__c = 2;
// m1.Metric_Date__c = system.today();

m.add(m1);
insert m;

List<Metrics__c> m2= new List<Metrics__c>();
Metrics__c m3= new Metrics__c();
m3.Lead__c = l1.Id;
m3.Name = 'EPCatalog';
m3.Metric_Value__c = 0;
//m3.Metric_Date__c = system.today()-;

m2.add(m3);
insert m2;

List<Metrics__c> m4= new List<Metrics__c>();
Metrics__c m5= new Metrics__c();
m5.Lead__c = l1.Id;
m5.Name = 'EPDesigner';
m5.Metric_Value__c = 0;
//m3.Metric_Date__c = system.today()-;

m4.add(m5);
insert m4;

List<Metrics__c> m7= new List<Metrics__c>();
Metrics__c m8= new Metrics__c();
m8.Lead__c = l1.Id;
m8.Name = 'EPDiscovery';
m8.Metric_Value__c = 1;
//m3.Metric_Date__c = system.today()-;

m7.add(m8);
insert m7;



Test.startTest();
MetricProcessor lp= new MetricProcessor();
Id jobid= Database.executeBatch(lp);
String sch = '0 0 * * * ?';

system.schedule('ReassignAccountOwner', sch, lp);



Test.stopTest();

}

}

Krista Kelly
July 27, 2020
Like
1

1 replies

Pop-Up when Quote Expiry Date is in the past

Hi all,

I am creating a Visual Force page (added to layout) to show a pop-up with the CPQ Quote object loads but it's not actually doing anything. I only dabble in development so any advice is appreciated! Thank you! Here is the VF.

<apex:page StandardController="SBQQ__Quote__c">
<script> window.document.onload = new function(e)
{ if(!SBQQ__Quote__c.SBQQ__ExpirationDate__c < TODAY())
{ alert("Expiry Date is in the Past"); }
}
</script>
</apex:page>

As I cannot capture the "Submit or Approval" click without creating a custom button (as far as I can tell) and already have a Validation rule for when they edit the page this was a solution for any Quotes they do NOT edit before hitting "Submit for Approval".

Krista Kelly
March 09, 2020
Like
0

SOLVED

14 replies

Help with apex test class July 27th 2020

Krista Kelly
July 27, 2020
Like
1

2 replies

Capture Comments in Submit for Approval button in an email

<messaging:emailTemplate subject="Quote Number: {!relatedTo.Name} Approval Request from: {!relatedTo.Opportunity_Owner__c} for {!relatedTo.Opportunity_Name_Without_Stage__c} totaling {!relatedTo.Formatted_Net_Amount__c}" recipientType="User" relatedToType="SBQQ__Quote__c" >
    <messaging:htmlEmailBody >
        <html>
            <head>
                <style type="text/css">
                .emph {
                    font-weight: bold;
                }
                
                </style>
            </head>
            <body>
                <br/>
                <div style="width: 90%;margin: 0 auto;">
                <!--
                    <p>Payment terms: <span style="font-weight: bold;">{!relatedTo.SBQQ__PaymentTerms__c}</span></p>
                    <p>Shipping terms: <span style="font-weight: bold;">{!relatedTo.Shipping_Terms__c}</span></p>
                    <p>Quote expiry date: <span style="font-weight: bold;">{!relatedTo.SBQQ__ExpirationDate__c}</span></p>
                    <p>Quote description: <span style="font-weight: bold;">{!relatedTo.Description__c}</span></p>
                    <p>Quote comments: <span style="font-weight: bold;">{!relatedTo.SBQQ__Notes__c}</span></p>
                    <p>Freight (if applicable): <span style="font-weight: bold;">{!relatedTo.Shipping_and_Handling__c}</span></p>
                    <p>Tax (if applicable): <span style="font-weight: bold;">{!relatedTo.Tax__c}</span></p>
                -->
                    <apex:OutputLabel value="Account Name: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.SBQQ__Account__r.Name}"/><br/>
                    <apex:OutputLabel value="Payment terms: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.SBQQ__PaymentTerms__c}"/><br/>
                    <apex:OutputLabel value="Shipping terms: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.Shipping_Terms__c}"/><br/>
                    <apex:OutputLabel value="Quote expiry date: " /><span style="font-weight: bold;"><apex:outputField value="{!relatedTo.Expiration_Date_formula__c}"/></span><br/>
                    <apex:OutputLabel value="Quote description: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.Description__c}"/><br/>
                    Comments: <c:ApprovalRequestComments relatedToId="{!relatedTo.Id}"/><br/>
                    <apex:OutputLabel value="Quote comments: " /><apex:outputText style="font-weight: bold;" value="{!relatedTo.Additional_Comments__c}" escape="false"/><br/>
                    <apex:OutputLabel rendered="{!!ISBLANK(relatedTo.Shipping_and_Handling__c)}" value="Freight: "/><span style="font-weight: bold;">
                    <apex:outputtext rendered="{!!ISBLANK(relatedTo.Shipping_and_Handling__c)}" value="{!relatedTo.SBQQ__Opportunity2__r.CurrencyISOCode}" />
                    <apex:outputText rendered="{!!ISBLANK(relatedTo.Shipping_and_Handling__c)}" value="{0, number, ###,###,###.00}">
                        <apex:param value="{!relatedTo.Shipping_and_Handling__c}" />
                    </apex:outputText></span><br/>
                    <apex:OutputLabel rendered="{!!ISBLANK(relatedTo.Tax__c)}" value="Tax: "/><span style="font-weight: bold;">
                    <apex:outputtext rendered="{!!ISBLANK(relatedTo.Tax__c)}" value="{!relatedTo.SBQQ__Opportunity2__r.CurrencyISOCode}" />
                    <apex:outputText rendered="{!!ISBLANK(relatedTo.Tax__c)}" value="{0, number, ###,###,###.00}">
                    <apex:param value="{!relatedTo.Tax__c}" />
                    </apex:outputText></span><br/>
                    <c:CPQQuoteDetails quote="{!relatedTo}"/><br/>
                    <apex:outputlink value="{!LEFT($Api.Partner_Server_URL_140,FIND('.com',$Api.Partner_Server_URL_140)+4)+relatedTo.Id}">Please click this link to approve or reject the record.</apex:outputlink>
                </div>
            </body>
        </html>

Krista Kelly
April 05, 2021
Like
0

SOLVED

14 replies

Help with apex test class July 27th 2020

Krista Kelly
July 27, 2020
Like
1