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Maxxum Is this possible?
I have created a Custom Object, say "MyAccount" which is related to the standard Account object. This custom object contains a field called "Ticker" which is same as the Ticker Symbol in the standard Account object. I have created a lookup relationship with the parent Account object. On the MyAccount page, I have a lookup field for parent Account.
What I want to do is: when the user selects an Account from the lookup dialog, populate the Ticker field in the Custom Object (MyAccount) automatically.
Questions: Is it a good idea to duplicate same information? If yes, how can I populate common information as aoon as the user selects an Account in the loopup dialog?
If NOT, can I create a page that has combination of fields from the master and custom objects?
Also,
I want add javascript validations - how do I do that? Do have to use s-control for the same?
How do I remove Save et al. buttons that are added by default? How do I add my own button, say "Process" to the custom form?
Too many questions? But I am a newbie in this area and need your support.
Regards,
-RD
What I want to do is: when the user selects an Account from the lookup dialog, populate the Ticker field in the Custom Object (MyAccount) automatically.
Questions: Is it a good idea to duplicate same information? If yes, how can I populate common information as aoon as the user selects an Account in the loopup dialog?
If NOT, can I create a page that has combination of fields from the master and custom objects?
Also,
I want add javascript validations - how do I do that? Do have to use s-control for the same?
How do I remove Save et al. buttons that are added by default? How do I add my own button, say "Process" to the custom form?
Too many questions? But I am a newbie in this area and need your support.
Regards,
-RD
Hi Maxxum,
An sforce control is the way to go with this. It is not a good idea to have the same data in multiple objects due to the problems in keeping the data up to date in both places. I like the idea of a "composite" form that displays info from both objects. That feels like a reasonable approach.
Just wanted to ensure that I got it right: The only way to get the composite form is through S-Controls, right?
If I build the SControl to display an HTML, how can I ensure the look and feel of SalesForce?
How can I use Javascript to search/update SalesForce record?
Regards,
Hi Maxxum,
Yes the scontrol will work nicely. We will be announcing a beta toolkit (name is still up in the air) that is for excercising the API from javascript. The way a search would look in this toolkit is something like:
var searchResults = sforceClient.Search("FIND {maxxum}");
for (var i=0;i<searchResults.length;i++) {
//create some html
var sObj = searchResults[i];
alert(sObj.get("id"));
}
And to update a record assuming you still have one of your sobjects from the search:
var updateObj = searchResults[0];
updateObj.set("mycustom_field__c") = "New value";
var saveResult = sforceClient.Update(updateObj);
Hopefully, by the end of this week this toolkit will become available.
Cheers
I'll look forward to the toolkit.
Thanks for your help.