You need to sign in to do that
Don't have an account?
Daniel Glaser 5
Problems with create Account from New button on Account List view
Here is what i am trying to do:
1. I setup the New button to call a lightning component using the lightning override. I left Skip record type selection page unchecked.
2. Under Service console i select the new button and the Record type selector appears. The lightning page is setup for a custom create page for one record type, for all others a perform a var urlEvent = $A.get("e.force:navigateToURL"); and set the URL to the account create URL with the record type.
3. For my selected record type the window has a save and cancel. The cancel i use:
var workspaceAPI = component.find("CreateIDaccount");
workspaceAPI.getFocusedTabInfo().then(function(response) {
var focusedTabId = response.tabId;
console.log('cancelDialog tab '+focusedTabId);
workspaceAPI.closeTab({tabId: focusedTabId});
})
This works perfectly in Service Console.
for save I use:
var workspaceAPI = component.find("CreateIDaccount");
workspaceAPI.openTab({
url: '/lightning/r/Account/'+recId+'/view',
focus: true
}).then(function(response) {
workspaceAPI.getTabInfo({
tabId: response
}).then(function(tabInfo) {
console.log("The recordId for this tab is: " + tabInfo.recordId);
});
And this opens a tab for the new account.
Now the problem,
This does not work for Sales. I had to determine what type of app i am using, either Console or Non-Console. Which I did.
I feel the code i created was a cobb job. The page has to be refreshed in order to have a return page, because if i cancelled the create the page would show a blank area under the account tab. For the recordtype i have the custom page with works fine because i can call the account list view. I have no control when the standard account returns.
3. The final issue, when the Custom Record type screen information is saved I have it return to the Account that was created.
var navEvt = $A.get("e.force:navigateToSObject");
navEvt.setParams({
"recordId": recId
});
navEvt.fire();
This works fine if you are creating a new account from the list view, but when you are trying to create a Contact and on the contact screen you select Create Account, it returns to the new account record. How can i get it to return to the Create Contact screen?
I did try window.history.back(); but that doesn't work.
Any suggestion? I can provide if anyone think they can help.
thank you,
1. I setup the New button to call a lightning component using the lightning override. I left Skip record type selection page unchecked.
2. Under Service console i select the new button and the Record type selector appears. The lightning page is setup for a custom create page for one record type, for all others a perform a var urlEvent = $A.get("e.force:navigateToURL"); and set the URL to the account create URL with the record type.
3. For my selected record type the window has a save and cancel. The cancel i use:
var workspaceAPI = component.find("CreateIDaccount");
workspaceAPI.getFocusedTabInfo().then(function(response) {
var focusedTabId = response.tabId;
console.log('cancelDialog tab '+focusedTabId);
workspaceAPI.closeTab({tabId: focusedTabId});
})
This works perfectly in Service Console.
for save I use:
var workspaceAPI = component.find("CreateIDaccount");
workspaceAPI.openTab({
url: '/lightning/r/Account/'+recId+'/view',
focus: true
}).then(function(response) {
workspaceAPI.getTabInfo({
tabId: response
}).then(function(tabInfo) {
console.log("The recordId for this tab is: " + tabInfo.recordId);
});
And this opens a tab for the new account.
Now the problem,
This does not work for Sales. I had to determine what type of app i am using, either Console or Non-Console. Which I did.
I feel the code i created was a cobb job. The page has to be refreshed in order to have a return page, because if i cancelled the create the page would show a blank area under the account tab. For the recordtype i have the custom page with works fine because i can call the account list view. I have no control when the standard account returns.
3. The final issue, when the Custom Record type screen information is saved I have it return to the Account that was created.
var navEvt = $A.get("e.force:navigateToSObject");
navEvt.setParams({
"recordId": recId
});
navEvt.fire();
This works fine if you are creating a new account from the list view, but when you are trying to create a Contact and on the contact screen you select Create Account, it returns to the new account record. How can i get it to return to the Create Contact screen?
I did try window.history.back(); but that doesn't work.
Any suggestion? I can provide if anyone think they can help.
thank you,