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Arnaud Combes
lookup field in apex and report
Hi everyone,
I'm trying to create a report with some custom objects and I can't manage to do it, certainly because of an issue in my apex code...
To explain, I have created 3 custom objects : Quote, Items and Delivery.
The object « Quote » always has a record, and for 1 record in « Quote », there can be 0 to n records in Items and in Delivery.
So Quote is like a Parent with 2 children : Items ans Delivery.
I have added a lookup relation on Quote to Items and Delivery, and also created a Lookup on Items and Delivery to Quote.
Then I have created a new report, with Primary object : Quote, and in Edit layout, I have added fields of Items and Delivery thanks to « Add fields related via lookup ».
But now, when I run my report, it is empty… If I only display Quote fields I have some records, but when I add fields from Items or Delivery, I have no record in my report.
Maybe, I don’t insert data as it has to be done in Apex.
I do it like this :
Quote__c insertQuote = new Quote__c();
insertQuote.ECOM_CustomerId__c = ‘abcd’;
insert insertQuote;
Item__c insertQuoteItem = new Item__c();
insertQuoteItem.Quantity__c = 1;
insertQuoteItem.Quote__r = insertQuote;
insert insertQuoteItem;
But on different forums, I see as I need to use Quote__r, and sometimes Quote__c = Id…
Is there something wrong ? I completely lost, and can’t see what is wrong !!
I just begin with salesforce, and even with the help I found on forums, I didn't manage to fix my issue.
Don't hesitate to ask me if it is not clear !
Thank you very much for you help.
Regards,
I'm trying to create a report with some custom objects and I can't manage to do it, certainly because of an issue in my apex code...
To explain, I have created 3 custom objects : Quote, Items and Delivery.
The object « Quote » always has a record, and for 1 record in « Quote », there can be 0 to n records in Items and in Delivery.
So Quote is like a Parent with 2 children : Items ans Delivery.
I have added a lookup relation on Quote to Items and Delivery, and also created a Lookup on Items and Delivery to Quote.
Then I have created a new report, with Primary object : Quote, and in Edit layout, I have added fields of Items and Delivery thanks to « Add fields related via lookup ».
But now, when I run my report, it is empty… If I only display Quote fields I have some records, but when I add fields from Items or Delivery, I have no record in my report.
Maybe, I don’t insert data as it has to be done in Apex.
I do it like this :
Quote__c insertQuote = new Quote__c();
insertQuote.ECOM_CustomerId__c = ‘abcd’;
insert insertQuote;
Item__c insertQuoteItem = new Item__c();
insertQuoteItem.Quantity__c = 1;
insertQuoteItem.Quote__r = insertQuote;
insert insertQuoteItem;
But on different forums, I see as I need to use Quote__r, and sometimes Quote__c = Id…
Is there something wrong ? I completely lost, and can’t see what is wrong !!
I just begin with salesforce, and even with the help I found on forums, I didn't manage to fix my issue.
Don't hesitate to ask me if it is not clear !
Thank you very much for you help.
Regards,
That should properly assign it. The field Quote__c will give you the Id of the related quote. You can use Quote__r when querying if you'd like a field of the quote returned:
For example:
In these two examples, q.Quote__c == l.Quote__r.Id ( excuse the object names, this is just for demonstration )
I'd recommend checking out the workbook and going through some of the tutorials ( https://developer.salesforce.com/docs/atlas.en-us.apex_workbook.meta/apex_workbook/ ) They can really help alot
All Answers
That should properly assign it. The field Quote__c will give you the Id of the related quote. You can use Quote__r when querying if you'd like a field of the quote returned:
For example:
In these two examples, q.Quote__c == l.Quote__r.Id ( excuse the object names, this is just for demonstration )
I'd recommend checking out the workbook and going through some of the tutorials ( https://developer.salesforce.com/docs/atlas.en-us.apex_workbook.meta/apex_workbook/ ) They can really help alot