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AngryRost Can I retrieve custom links via SOAP API?
I need to check whether some custom links are present in a "Custom Links" section of Lead and Contact layout. and custom list buttons in leads/contacts lists.
Links are defined in Leads (Contacts) -> Buttons and Links -> Custom Buttons and Links They are defined as URL-type Detail Page Links (for detail pages) and Custom sControl List Buttons for lists.
I've used listMetadata(type=>'Layout') call to get layouts, selected 2 layouts (for different profiles) where fullName starts with 'Lead-'. So I've got Lead layouts.
One of them looks like this:
{:type=>"Layout",
:lastModifiedById=>"005....",
:lastModifiedByName=>"some user",
:createdById=>"005700000013SWsAAM",
:lastModifiedDate=>"2012-03-02T14:49:17.000Z",
:fileName=>"layouts/Lead-QA Layout.layout",
:createdByName=>"some user",
:manageableState=>"unmanaged",
:createdDate=>"2008-08-04T23:14:21.000Z",
:id=>"00h70000001ZSYxAAO",
:fullName=>"Lead-QA Layout"},
The next step I've tried was a retrieve call with different parameters to get "layouts/Lead-QA Layout.layout" But I don't know what is the correct XML, which I should produce and, also, whether tha data I need is present in retrived file. Maybe, I'm going in wrong direction and there's some different way to get data I need?
I'm using Ruby on Rails and a custom modification of activesalesforce adapter (actually rforce.rb is all what's left of activesalesforce adapter after modification), but, guess, this is not significant. I just need an example of XML, the other things I know (guess so) how to do.
Hi,
You can use the Partner WSDL and use method for describing layout. It will return two layouts - Edit and Detail. In Layout you can get detail about buttons, fields present on page layout.
Let me know in case you need more help.
Yes, I need more help.
Issue 1 -- describeLayout returns only current user's layouts. I need to be able to check all Lead Layouts, but not only for current users.
Issue 2 -- I haven't found what I need in a result of describeLayout call even for current user.
Here's how I define custom links (let's take "Incite2 Local"):
Here's how it looks on Layout Edit page:
And here's how users see it on Lead view page:
I would attach an XML which I get for describeLayout call, but haven't found how to attach files. the short version looks like:
relatedLists: [...],
buttonLayoutSection:{...
buttonLayoutSection Hash[1]
detailButtons Array[6]
[0] Hash[3]
label "Edit"
custom "false"
name "Edit"
[1] Hash[3]
label "Delete"
custom "false"
name "Delete"
[2] Hash[3]
label "Convert"
custom "false"
name "Convert"
[3] Hash[3]
label "Clone"
custom "false"
name "Clone"
[4] Hash[3]
label "Find Duplicates"
custom "false"
name "FindDup"
[5] Hash[3]
label "To-Do"
custom "true"
name "To_Do"
},
detailLayoutSections:[...],
id: "00h70000001ZSYxAAO",
editLayoutSections:[...],
recordTypeMappings:{...},
recordTypeSelectorRequired: false
here's my xml: http://www.mediafire.com/?boe9vwc4p2ldiul
Let me know where can I find Incite2 (Local) custom link in this file.
Also let me know if there's any way to attach files to posts.
Thanks