I'm hoping on some help from one of you Lightning Guru's out there ;-) First of all I'm mighty proud I created my first lightning component that is called by a quickaction and it works! Yeay me ;-) But now I've got the following requirement and I don't know how to handle and move further with it.
Preferably and I think it would be a great idea for Salesforce to just make this possible OOTB, I would like to render my custom action conditionally on the page. In classic we would therefore create 2 recordtypes and page layouts, one with the button the other without and then use Worklfow rule to switch the recordtype based on some fieldcriteria right... The problem is that this switching in lightning doesn't happen very seemlessly for the user (it looks like there is sometimes a lag in updating the pageview), soo.....
I can think of 2 possible solutions (but I don't know how):
Create a simple lightning component which I would drag on the recordpage, that doesn't render anything, but would just change the style class to show or hide of a button with a name that I can set as an attribute and a second field in which I can set the condition to render it by entering field api name conditional statement (like in a formula) or something... for example:
My quickaction is called "New Order" (button is on oppty page layout) and I only want to show it if the checkbox "checklist_completed__c" on opportunity is true. On the oppty lightning recordpage I would drag the custom component, as attribute in sidebar I would be able to specify the button name "New Order" and in a condition field I would put "Checklist_Completed__c == true". When consulting an oppty all my normal button are shown on the righthand top side without the new order quickaction, and when I update the oppty checklist completed checkbox to true and save, my button would appear where it's located on the oppty page layout. => Is this even possible? Would be a great use case right?? If possible, any help would be appreciated ;-)
2. Alternatively. Create a component that renders a button or not using aura:if, that when I click the button calls my quickaction component that already exists. But I would like not to have to modify this component too much, because it's called by quickaction it also has the force:hasRecordId of the opprtunity it's located on etc... So I would like total reusability. So only 1 new component rendering a button or not calling my existing quickaction component.
To give you insight, or hopefully so anybody could help me I'll post the code of my existing component that is called through a quickaction on the opportunity object:
CreateOrderFromOppty.cmp
<aura:component controller="CreateOrderFromOpptyCTRL"
implements="force:lightningQuickActionWithoutHeader,force:hasRecordId">
<aura:attribute name="opportunity" type="Opportunity" />
<aura:attribute name="newOrder" type="Order"
default="{ 'sobjectType': 'Order' }" /> <!-- default to empty record -->
<aura:attribute name="hasErrors" type="Boolean"
description="Indicate if there were failures when validating the order." />
<aura:handler name="init" value="{!this}" action="{!c.doInit}" />
<!-- Display a header with details about the opportunity -->
<div class="slds-page-header" role="banner">
<p class="slds-text-heading--label">{!v.opportunity.Name}</p>
<h1 class="slds-page-header__title slds-m-right--small
slds-truncate slds-align-left">Create New Order</h1>
</div>
<!-- Display form validation errors, if any -->
<aura:if isTrue="{!v.hasErrors}">
<div class="recordSaveError">
<ui:message title="Error" severity="error" closable="true">
The new order can't be saved because it's not valid.
Please review and correct the errors in the form.
</ui:message>
</div>
</aura:if>
<!-- Display the new corder form -->
<div class="slds-form--stacked">
<div class="slds-form-element slds-required">
<label class="slds-form-element__label"
for="orderName">* Order Name: </label>
<div class="slds-form-element__control">
<ui:inputText class="slds-input" aura:id="orderName"
value="{!v.newOrder.Name}" required="true"/>
</div>
</div>
<c:strike_lookup class="slds-input slds-required"
aura:id="orderBillingAccount"
value="{!v.newOrder.blng__BillingAccount__c}"
label="Billing Account"
object="Account"
searchField="Name"
placeholder="Select a Billing Account"
iconName="standard:account"
subtitleField="Industry"
order="Name"
limit="5"
loadingMessage="Loading..."
errorMessage="Invalid input"
showRecentRecords="true"
required="true" />
<div class="slds-form-element">
<label class="slds-form-element__label" for="orderStartDate">* Start Date: </label>
<div class="slds-form-element__control">
<ui:inputDate class="slds-input" aura:id="orderStartDate"
value="{!v.newOrder.EffectiveDate}" displayDatePicker="true" />
</div>
</div>
<div class="slds-form-element">
<label class="slds-form-element__label"
for="orderPONumber">PO Number: </label>
<div class="slds-form-element__control">
<ui:inputText class="slds-input" aura:id="orderPONumber"
value="{!v.newOrder.PoNumber}" />
</div>
</div>
<div class="slds-form-element">
<label class="slds-form-element__label"
for="orderPODate">PO Date: </label>
<div class="slds-form-element__control">
<ui:inputDate class="slds-input" aura:id="orderPODate"
value="{!v.newOrder.PoDate}" displayDatePicker="true" />
</div>
</div>
<div class="slds-form-element">
<label class="slds-form-element__label"
for="orderOpportunity">Shipping Street: </label>
<div class="slds-form-element__control">
<ui:inputText class="slds-input" aura:id="orderOpportunity"
value="{!v.newOrder.ShippingStreet}" />
</div>
</div>
<div class="slds-form-element">
<label class="slds-form-element__label"
for="orderOpportunity">Shipping PostalCode: </label>
<div class="slds-form-element__control">
<ui:inputText class="slds-input" aura:id="orderOpportunity"
value="{!v.newOrder.ShippingPostalCode}" />
</div>
</div>
<div class="slds-form-element">
<label class="slds-form-element__label"
for="orderOpportunity">Shipping City: </label>
<div class="slds-form-element__control">
<ui:inputText class="slds-input" aura:id="orderOpportunity"
value="{!v.newOrder.ShippingCity}" />
</div>
</div>
<div class="slds-form-element">
<label class="slds-form-element__label"
for="orderOpportunity">Shipping Country: </label>
<div class="slds-form-element__control">
<ui:inputText class="slds-input" aura:id="orderOpportunity"
value="{!v.newOrder.ShippingCountry}" />
</div>
</div>
<div class="slds-form-element">
<ui:button label="Cancel" press="{!c.handleCancel}"
class="slds-button slds-button--neutral" />
<ui:button label="Save Order" press="{!c.handleSaveOrder}"
class="slds-button slds-button--brand" />
</div>
</div>
</aura:component>
it's controller:
({
doInit : function(component, event, helper) {
// Prepare the action to load opportunity record
var action = component.get("c.getOpportunity");
action.setParams({"opportunityId": component.get("v.recordId")});
// Configure response handler
action.setCallback(this, function(response) {
var state = response.getState();
if(component.isValid() && state === "SUCCESS") {
var opportunity = response.getReturnValue();
component.set("v.opportunity", opportunity);
var tempOrder = component.get("v.newOrder");
tempOrder.blng__BillingAccount__c = opportunity.AccountId;
tempOrder.ShippingStreet = opportunity.Account.ShippingStreet;
tempOrder.ShippingPostalCode = opportunity.Account.ShippingPostalCode;
tempOrder.ShippingCity = opportunity.Account.ShippingCity;
tempOrder.ShippingCountry = opportunity.Account.ShippingCountry;
component.set("v.newOrder", tempOrder);
} else {
console.log('Problem getting opportunity, response state: ' + state);
}
});
$A.enqueueAction(action);
},
handleSaveOrder: function(component, event, helper) {
if(helper.validateOrderForm(component)) {
component.set("v.hasErrors", false);
// Prepare the action to create the new order
var saveOrderAction = component.get("c.saveOrder");
saveOrderAction.setParams({
"order": component.get("v.newOrder"),
"opportunityId": component.get("v.recordId"),
"opportunity": component.get("v.opportunity")
});
// Configure the response handler for the action
saveOrderAction.setCallback(this, function(response) {
var state = response.getState();
if(component.isValid() && state === "SUCCESS") {
// Prepare a toast UI message
var resultsToast = $A.get("e.force:showToast");
resultsToast.setParams({
"title": "Order Saved",
"message": "The new order was created."
});
// Update the UI: close panel, show toast, refresh account page
$A.get("e.force:closeQuickAction").fire();
resultsToast.fire();
$A.get("e.force:refreshView").fire();
}
else if (state === "ERROR") {
console.log('Problem saving order, response state: ' + state);
}
else {
console.log('Unknown problem, response state: ' + state);
}
});
// Send the request to create the new order
$A.enqueueAction(saveOrderAction);
}
else {
// New order form failed validation, show a message to review errors
component.set("v.hasErrors", true);
}
},
handleCancel: function(component, event, helper) {
$A.get("e.force:closeQuickAction").fire();
}
})
it's Helper:
({
validateOrderForm: function(component) {
var validOrder = true;
// First and Last Name are required
var orderNameField = component.find("orderName");
if($A.util.isEmpty(orderNameField.get("v.value"))) {
validOrder = false;
orderNameField.set("v.errors", [{message:"Order Name can't be blank"}]);
}
else {
orderNameField.set("v.errors", null);
}
/*
var orderAccountField = component.find("orderAccount");
if($A.util.isEmpty(orderAccountField.get("v.value"))) {
validOrder = false;
orderAccountField.set("v.errors", [{message:"Account can't be blank"}]);
}
else {
orderAccountField.set("v.errors", null);
}
*/
// Verify we have an opportunity to attach it to
var opportunity = component.get("v.opportunity");
if($A.util.isEmpty(opportunity)) {
validOrder = false;
console.log("Quick action context doesn't have a valid opportunity.");
}
// TODO: (Maybe) Validate extra fields
return(validOrder);
}
})
It uses other components for lookupfields, but that is not really relevant ;-)
I've got a question. I've got a Visualforce page and controller that have to create or a Business Account and Contact OR a PersonAccount from a custom object populated with fields of that custom object.
It does create the correct records with correct recordtypes, but the redirect after it should just go to the newly created account, but it says Null and an error message is displayed that the URL no longer exists.
Weirdly enough in sidebar I can see the newly created records and when I click on them I get their record detailpage. Weird huh.
Can someone tell me what I'm doing wrong or any advise to better do the code? I have to tell I'm not a spectacular coder ;-)
I'm a Salesforce admin and not a developer, so please be gentle! My situation is as follows. I want a specific profile to be able to modify some specific fields on users, but without giving them access to setup!
Created a VFpage using a custom controller. This is the custom controller:
public class alfabet {
public PageReference quicksave() {
return null;
}
private List<userSet> userSetList{get;set;}
private string userListQuery;
private set<user> selectedUser;
public List<string> alphabet{get;set;}
public boolean fals{get;set;}
public alfabet(){
fals=false;
alphabet=new string[]{'a', 'b', 'c', 'd', 'e', 'f', 'g', 'h', 'i', 'j', 'k', 'l', 'm', 'n', 'o', 'p', 'q', 'r', 's', 't', 'u', 'v', 'w', 'x', 'y', 'z', 'All' };
userSetList = new List<userSet>();
selectedUser = new set<user>();
userListQuery= 'select id,name,Regio__c,Regio_User__c,Profile.Name,FTE__c,Scorecard_Activity__c,Scorecard_Sales_Category__c,Scorecard_Sector_Region__c from user where IsActive=True limit 1000';
}
Private void updateSelectedUser(){
for(userSet cs:userSetList ){
if(cs.checked)
selecteduser.add(cs.ouser);
else{
if(selecteduser.contains(cs.ouser))
selecteduser.remove(cs.ouser);
}
}
}
public ApexPages.StandardSetController standardSetCon {
get {
if(standardSetCon == null) {
standardSetCon = new ApexPages.StandardSetController(Database.getQueryLocator(userListQuery));
// sets the number of records in each page set
standardSetCon .setPageSize(25);
}
return standardSetCon ;
}
set;
}
public List<userSet> getCurrentList() {
updateSelectedUser();
userSetList = new List<userSet>();
for (user category : (List<user>)standardSetCon.getRecords()){
if(selectedUser.contains(category))
userSetList.add(new userSet(category,'true'));
else
userSetList.add(new userSet(category));
}
fals=false;
return userSetList;
}
public PageReference refreshList2() {
standardSetCon = null;
string s;
if(apexpages.currentpage().getparameters().get('alpha') == 'All')
s='%';
else
s= apexpages.currentpage().getparameters().get('alpha')+'%';
userListQuery= 'select id,name,Regio__c,Regio_User__c,Profile.Name,FTE__c,Scorecard_Activity__c,Scorecard_Sales_Category__c,Scorecard_Sector_Region__c from user where IsActive=true AND name like' +'\''+s +'\''+ ' limit 5000';
return null;
}
public List<user> getDisplaySelectedList(){
updateSelectedUser();
List<user> displaycon = new list<user>();
displaycon.addall(selecteduser);
return displaycon;
}
public class userSet {
public Boolean checked{ get; set; }
public user ouser { get; set;}
public userSet(){
ouser = new user();
checked = false;
}
public userSet(user c){
ouser = c;
checked = false;
}
public userSet(user c,string s){
ouser = c;
checked = true;
}
}
}
The VF page shows filterlinks above the page a b c d e f g.... to show users beginning with that letter. The records are preceded by checkboxes. When a check a couple of users and I click a button "Display Selected", the selected users are shown in a second block with a couple of updatable picklistfields from the user object. When I change the values of the different entries and picklists and then hit "Update Users", I would like the fields on the userrecord to be updated, but it doen't update them. And I've been searching for hours now and can't find the solution.
Till here everything works fine and it does exactly what it has to do, but it doesn't write the changes back to the database! HELP
I would really appreciate someone to write down the exact code (I guess in the controller) to be adapted or added to get the button to save those values in their respective records.
I never wrote a trigger myself but I need one now, so I searched the internet and have found what I want but for some reason it doesn't work for me. I hope you can help me with this.
Here is the situation:
New custom Object: XtendedUser__c
This object is linked with a lookupfield to a SF-user by the field Linked_to_User__c
On the opportunity i created a new lookupfield called XtendedUser__c wich has to link to a record of the custom object XtendedUser__c where the opportunityownerid = the id of the user in Linked_to_User__c of the custom object.
This is the code so far:
trigger PopulateXtendedUser on Opportunity (before update, before insert) {
//Set of XtendedUser Ids Set<Id> XtendedUserIds = new Set<Id>();
for (Opportunity opportunityNew : Trigger.new) { XtendedUserIds.add(opportunityNew.XtendedUser__c); //A set of XtendedUsers }
Map<Id, XtendedUser__c> pXtendedUsers = new Map<Id, XtendedUser__c>([SELECT a.id, a.linked_to_User__c, a.Name FROM XtendedUser__c a WHERE ownerid IN :XtendedUserIds]);
for(Opportunity fcon : Trigger.New){ system.debug('Going to update OpptyXtendedUserlookupfield'); if(pXtendedUsers != null && pXtendedUsers.get(fcon.XtendedUser__c) != null) fcon.XtendedUser__c = pXtendedUsers.get(fcon.XtendedUser__c).Id; System.debug('OpptyXtendedUserfield should be updated');
} }
The code saves so no error, but the field on Oppty doesn't autopopulate.
I've got a question. I've got a Visualforce page and controller that have to create or a Business Account and Contact OR a PersonAccount from a custom object populated with fields of that custom object.
It does create the correct records with correct recordtypes, but the redirect after it should just go to the newly created account, but it says Null and an error message is displayed that the URL no longer exists.
Weirdly enough in sidebar I can see the newly created records and when I click on them I get their record detailpage. Weird huh.
Can someone tell me what I'm doing wrong or any advise to better do the code? I have to tell I'm not a spectacular coder ;-)
I'm a Salesforce admin and not a developer, so please be gentle! My situation is as follows. I want a specific profile to be able to modify some specific fields on users, but without giving them access to setup!
Created a VFpage using a custom controller. This is the custom controller:
public class alfabet {
public PageReference quicksave() {
return null;
}
private List<userSet> userSetList{get;set;}
private string userListQuery;
private set<user> selectedUser;
public List<string> alphabet{get;set;}
public boolean fals{get;set;}
public alfabet(){
fals=false;
alphabet=new string[]{'a', 'b', 'c', 'd', 'e', 'f', 'g', 'h', 'i', 'j', 'k', 'l', 'm', 'n', 'o', 'p', 'q', 'r', 's', 't', 'u', 'v', 'w', 'x', 'y', 'z', 'All' };
userSetList = new List<userSet>();
selectedUser = new set<user>();
userListQuery= 'select id,name,Regio__c,Regio_User__c,Profile.Name,FTE__c,Scorecard_Activity__c,Scorecard_Sales_Category__c,Scorecard_Sector_Region__c from user where IsActive=True limit 1000';
}
Private void updateSelectedUser(){
for(userSet cs:userSetList ){
if(cs.checked)
selecteduser.add(cs.ouser);
else{
if(selecteduser.contains(cs.ouser))
selecteduser.remove(cs.ouser);
}
}
}
public ApexPages.StandardSetController standardSetCon {
get {
if(standardSetCon == null) {
standardSetCon = new ApexPages.StandardSetController(Database.getQueryLocator(userListQuery));
// sets the number of records in each page set
standardSetCon .setPageSize(25);
}
return standardSetCon ;
}
set;
}
public List<userSet> getCurrentList() {
updateSelectedUser();
userSetList = new List<userSet>();
for (user category : (List<user>)standardSetCon.getRecords()){
if(selectedUser.contains(category))
userSetList.add(new userSet(category,'true'));
else
userSetList.add(new userSet(category));
}
fals=false;
return userSetList;
}
public PageReference refreshList2() {
standardSetCon = null;
string s;
if(apexpages.currentpage().getparameters().get('alpha') == 'All')
s='%';
else
s= apexpages.currentpage().getparameters().get('alpha')+'%';
userListQuery= 'select id,name,Regio__c,Regio_User__c,Profile.Name,FTE__c,Scorecard_Activity__c,Scorecard_Sales_Category__c,Scorecard_Sector_Region__c from user where IsActive=true AND name like' +'\''+s +'\''+ ' limit 5000';
return null;
}
public List<user> getDisplaySelectedList(){
updateSelectedUser();
List<user> displaycon = new list<user>();
displaycon.addall(selecteduser);
return displaycon;
}
public class userSet {
public Boolean checked{ get; set; }
public user ouser { get; set;}
public userSet(){
ouser = new user();
checked = false;
}
public userSet(user c){
ouser = c;
checked = false;
}
public userSet(user c,string s){
ouser = c;
checked = true;
}
}
}
The VF page shows filterlinks above the page a b c d e f g.... to show users beginning with that letter. The records are preceded by checkboxes. When a check a couple of users and I click a button "Display Selected", the selected users are shown in a second block with a couple of updatable picklistfields from the user object. When I change the values of the different entries and picklists and then hit "Update Users", I would like the fields on the userrecord to be updated, but it doen't update them. And I've been searching for hours now and can't find the solution.
Till here everything works fine and it does exactly what it has to do, but it doesn't write the changes back to the database! HELP
I would really appreciate someone to write down the exact code (I guess in the controller) to be adapted or added to get the button to save those values in their respective records.
I never wrote a trigger myself but I need one now, so I searched the internet and have found what I want but for some reason it doesn't work for me. I hope you can help me with this.
Here is the situation:
New custom Object: XtendedUser__c
This object is linked with a lookupfield to a SF-user by the field Linked_to_User__c
On the opportunity i created a new lookupfield called XtendedUser__c wich has to link to a record of the custom object XtendedUser__c where the opportunityownerid = the id of the user in Linked_to_User__c of the custom object.
This is the code so far:
trigger PopulateXtendedUser on Opportunity (before update, before insert) {
//Set of XtendedUser Ids Set<Id> XtendedUserIds = new Set<Id>();
for (Opportunity opportunityNew : Trigger.new) { XtendedUserIds.add(opportunityNew.XtendedUser__c); //A set of XtendedUsers }
Map<Id, XtendedUser__c> pXtendedUsers = new Map<Id, XtendedUser__c>([SELECT a.id, a.linked_to_User__c, a.Name FROM XtendedUser__c a WHERE ownerid IN :XtendedUserIds]);
for(Opportunity fcon : Trigger.New){ system.debug('Going to update OpptyXtendedUserlookupfield'); if(pXtendedUsers != null && pXtendedUsers.get(fcon.XtendedUser__c) != null) fcon.XtendedUser__c = pXtendedUsers.get(fcon.XtendedUser__c).Id; System.debug('OpptyXtendedUserfield should be updated');
} }
The code saves so no error, but the field on Oppty doesn't autopopulate.
