Sign Up ›
  • ahon
  • NEWBIE
  • 30 Points
  • Member since 2023
  • Chatter
    Feed
  • 0
    Best Answers
  • 1
    Likes Received
  • 1
    Likes Given
  • 14
    Questions
  • 17
    Replies
3 replies

disable (or grey out) all line items except what is checked

Is there a way to disable or grey out all the line items in a related list view except the one checked?
  • August 18, 2023
  • Like
  • 0
1 replies

how to display error or prevent users from updating a record

If all records on one related list do not have a specific field value (a picklist status), then prevent users from updating/selecting a specific picklist value on a different related list record.

Please let me know if I can provide more detail -- I am trying to determine if a validation rule can work or a flow using loop element would be a good solution.
  • July 27, 2023
  • Like
  • 0
SOLVED
4 replies

auto-populate recordId

When a user creates a new related record on object, the object's recordId passes to new related record. However, the new related record also must be associated with another/primary object record's id.

For example, a new related record is created (object C) on object B and does in fact associate with object B -- must associate with object A as well.

I tried an auto-launched flow, assigning variables but my flow is not working.
  • July 25, 2023
  • Like
  • 1
SOLVED
2 replies

*urgent* error in flow : an unhandled fault has occurred in this flow

The flow is working/running for me but not a user with a different profile. I checked everything regarding profiles and user permissions --

​​Run Flow or Manage Flow in their profile or permission set
Flow User in their user record
Enabled access directly to flow
  • July 24, 2023
  • Like
  • 0
SOLVED
2 replies

remove "view all" from lightning record page console view

Is there a way to remove "view all" from a related list on a lightning record page in console view? (without creating a custom LWC)
  • July 18, 2023
  • Like
  • 0
3 replies

update parent record picklist if all child record have the same value

Im trying to get a parent record's picklist field to update when all (not one) child records are in the same picklist value/status. Should I use a roll-up summary and flow? Pleasse let me know if you have any solutions or reccomendations.



 
  • July 18, 2023
  • Like
  • 0
SOLVED
3 replies

create 1 or multiple records from a related list / flow question

Here is my requirement: check 1 or multiple records on a custom object's related list and from there, create 1 or multiple new records, on a different custom object.

1. Object A, select 1 or multiple records from Object B related list
2. from these selected Object B records, create 1 or multiple new records on Object C 

I currently have a screen flow which gets Object B records, utilizes a data table, loops and creates new record. however, the flow isn't working exactly how it should. Do you have any solutions or reccomendations?
 
  • July 10, 2023
  • Like
  • 0
2 replies

how do I get fields from multiple objects to display on one view?

Utilizing service console, LWC, aura or if you have another reccomendation please let me know.

User should be able to edit.
 
  • July 03, 2023
  • Like
  • 0
1 replies

Authorize Dev Org w Postman - Bulk API 2.0

Following trailhead (https://trailhead.salesforce.com/content/learn/projects/quick-start-connect-postman-to-salesforce/set-up-and-connect-postman) steps however, authorization is not working. Im receiving the following error message: 
"Error: invalid_request, Description: scope parameter not supported"

Access Token URL is https://test.salesforce.com/services/oauth2/token because I'm using a dev org, not production environment.

What data under authorization could be causing the error?
  • June 29, 2023
  • Like
  • 0
SOLVED
5 replies

hide picklist value based on another picklist value selected

Is there a way, without creating a new record type, to hide a picklist value (not entire field) if another picklist value is selected?
  • June 02, 2023
  • Like
  • 0
0 replies

Email Template - Related Lists nested

Can someone assist? Im working w 3 custom objects. Need to send email from primary object that includes 1 related list and a related list nested directly under. Such as:

Main Component #1

Sub #1

Sub #2

Main Component #2

Sub #1

Sub #2

Here is my code for a visualforce classic email template:

<messaging:emailTemplate subject="Claim Coversheet"
    recipientType="Contact" 
    replyTo="aoneill@sgintl.com"
    relatedToType="SGI_Claim__c">

<messaging:htmlEmailBody >        
    <html>
        <body>
<STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center } 
               TD  {font-size: 11px; font-face: verdana } 
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
         <font face="arial" size="2">
        
<p>Below are Claim # {!relatedto.Claim_Id__c} Components and Sub-Components</p>
        <table border="0">
            <tr>
                <th>Name</th>
                <th>Part Number</th>
                <th>Total Authorized</th>
                <th>Labor Total</th>
                <th>Total Amount</th>
                <th>Component Status</th>
            </tr>
            <apex:repeat var="component" value="{!relatedTo.SGI_Components__r}">
            <apex:outputPanel layout="none" rendered="{!component.Component_Status__c != 'Open'}">
                    <tr>
                        <td>{!component.Name}</td>
                        <td>{!component.Part_Number__c}</td>
                        <td>{!component.Total_Part_Authorized__c}</td>
                        <td>{!component.Labor_Amount__c}</td>
                        <td>{!component.Total_Amount__c}</td>
                        <td>{!component.Component_Status__c}</td>
                    </tr>
 <apex:variable var="subComponents" value="{!component.SGI_Claim_Subcomponent__r}" />
                    <apex:outputPanel layout="none" >
                        <tr>
                            <td colspan="6">
                                <table>
                                    <tr>
                                        <th>Sub-Component Name</th>
                    <th>Part Number</th>
                    <th>Total Authorized</th>
                    <th>Status</th>
                                    </tr>
                                    <apex:repeat var="subComponent" value="{!subComponents}">
                                        <tr>
                        <td>{!subComponent.Name}</td>
                        <td>{!subComponent.Part_Number__c}</td>
                        <td>{!subComponent.Total_Authorized_Amount__c}</td>
                        <td>{!subComponent.Subcomponent_Status__c}</td>
                                        </tr>
                                    </apex:repeat>
                                </table>
                            </td>
                        </tr>
                    </apex:outputPanel>
                </apex:outputPanel>
            </apex:repeat>
        </table>
<br/>     
<br/>
<p>
      Sincerely,<br/></p>
      x<br/>
      Return Email: x<br/>
<br/>
<font color="red">
x
</font>
<br/>
<br/>
<font color="red">
v6.0
</font>
<br/>
</font>
 </body>
    </html>
  • May 24, 2023
  • Like
  • 0
SOLVED
2 replies

Email Template - Related Lists

How do I display two related lists of an object on an email template? For example, a related list with relevant related lists nested under each row. Does not have to invovled code.

Here is my code:

<messaging:emailTemplate subject=""
    recipientType="" 
    replyTo=""
    relatedToType="">

<messaging:htmlEmailBody >        
    <html>
        <body>
<STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center } 
               TD  {font-size: 11px; font-face: verdana } 
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
         <font face="arial" size="2">
        
<p>Below are Components and Sub-Components</p>
        <table border="0">
            <tr>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
            </tr>
            <apex:repeat var="component" value="{!relatedTo.SGI_Components__r}">
                <apex:outputPanel layout="none" rendered="{!component.Component_Status__c != 'Open'}">
                    <tr>
                        <td>{!component.Name}</td>
                        <td>{!component.Part_Number__c}</td>
                        <td>{!component.Total_Part_Authorized__c}</td>
                        <td>{!component.Labor_Amount__c}</td>
                        <td>{!component.Total_Amount__c}</td>
                        <td>{!component.Component_Status__c}</td>
                    </tr>
                    <apex:variable var="subComponents" value="{!component.SGI_Claim_Subcomponent__r}" />
                    <apex:outputPanel layout="none" rendered="{!NOT(ISBLANK(subComponents))}">
                        <tr>
                            <td colspan="6">
                                <table>
                                    <tr>
                                        <th>Sub-Component Name</th>
                                        <th>Sub-Component Part Number</th>
                                        <th>Sub-Component Total Authorized</th>
                                        <th>Sub-Component Status</th>
                                    </tr>
                                    <apex:repeat var="subComponent" value="{!subComponents}">
                                        <tr>
                                            <td>{!subComponent.Name}</td>
                                            <td>{!subComponent.Part_Number__c}</td>
                                            <td>{!subComponent.Total_Authorized_Amount__c}</td>
                                            <td>{!subComponent.Subcomponent_Status__c}</td>
                                        </tr>
                                    </apex:repeat>
                                </table>
                            </td>
                        </tr>
                    </apex:outputPanel>
                </apex:outputPanel>
            </apex:repeat>
        </table>
  • May 22, 2023
  • Like
  • 0
SOLVED
3 replies

Email Template: only merge picklist value if specific value

Is there a formula or way to specify: if picklist field has certain value on record, do not insert merge field on email template? 

For example, picklist values are x, y, z. If picklist field value is x, do not merge on template.
  • May 19, 2023
  • Like
  • 0
5 replies

Notes & Attachments

My understanding is CRED permissions on notes, notes & attachments and activities for users should follow same as CRED object permissions on a record. Do you know if there is a way to prevent users from editing/deleting their own notes, notes & attachments and email activity? For example, a user sends an email or creates a new note, then cannot delete. 
  • May 19, 2023
  • Like
  • 0
SOLVED
4 replies

auto-populate recordId

When a user creates a new related record on object, the object's recordId passes to new related record. However, the new related record also must be associated with another/primary object record's id.

For example, a new related record is created (object C) on object B and does in fact associate with object B -- must associate with object A as well.

I tried an auto-launched flow, assigning variables but my flow is not working.
  • July 25, 2023
  • Like
  • 1
3 replies

disable (or grey out) all line items except what is checked

Is there a way to disable or grey out all the line items in a related list view except the one checked?
  • August 18, 2023
  • Like
  • 0
SOLVED
4 replies

auto-populate recordId

When a user creates a new related record on object, the object's recordId passes to new related record. However, the new related record also must be associated with another/primary object record's id.

For example, a new related record is created (object C) on object B and does in fact associate with object B -- must associate with object A as well.

I tried an auto-launched flow, assigning variables but my flow is not working.
  • July 25, 2023
  • Like
  • 1
SOLVED
2 replies

*urgent* error in flow : an unhandled fault has occurred in this flow

The flow is working/running for me but not a user with a different profile. I checked everything regarding profiles and user permissions --

​​Run Flow or Manage Flow in their profile or permission set
Flow User in their user record
Enabled access directly to flow
  • July 24, 2023
  • Like
  • 0
SOLVED
2 replies

remove "view all" from lightning record page console view

Is there a way to remove "view all" from a related list on a lightning record page in console view? (without creating a custom LWC)
  • July 18, 2023
  • Like
  • 0
3 replies

update parent record picklist if all child record have the same value

Im trying to get a parent record's picklist field to update when all (not one) child records are in the same picklist value/status. Should I use a roll-up summary and flow? Pleasse let me know if you have any solutions or reccomendations.



 
  • July 18, 2023
  • Like
  • 0
SOLVED
3 replies

create 1 or multiple records from a related list / flow question

Here is my requirement: check 1 or multiple records on a custom object's related list and from there, create 1 or multiple new records, on a different custom object.

1. Object A, select 1 or multiple records from Object B related list
2. from these selected Object B records, create 1 or multiple new records on Object C 

I currently have a screen flow which gets Object B records, utilizes a data table, loops and creates new record. however, the flow isn't working exactly how it should. Do you have any solutions or reccomendations?
 
  • July 10, 2023
  • Like
  • 0
SOLVED
5 replies

hide picklist value based on another picklist value selected

Is there a way, without creating a new record type, to hide a picklist value (not entire field) if another picklist value is selected?
  • June 02, 2023
  • Like
  • 0
SOLVED
2 replies

Email Template - Related Lists

How do I display two related lists of an object on an email template? For example, a related list with relevant related lists nested under each row. Does not have to invovled code.

Here is my code:

<messaging:emailTemplate subject=""
    recipientType="" 
    replyTo=""
    relatedToType="">

<messaging:htmlEmailBody >        
    <html>
        <body>
<STYLE type="text/css">
               TH {font-size: 11px; font-face: arial;background: #CCCCCC; border-width: 1;  text-align: center } 
               TD  {font-size: 11px; font-face: verdana } 
               TABLE {border: solid #CCCCCC; border-width: 1}
               TR {border: solid #CCCCCC; border-width: 1}
         </STYLE>
         <font face="arial" size="2">
        
<p>Below are Components and Sub-Components</p>
        <table border="0">
            <tr>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
                <th>x</th>
            </tr>
            <apex:repeat var="component" value="{!relatedTo.SGI_Components__r}">
                <apex:outputPanel layout="none" rendered="{!component.Component_Status__c != 'Open'}">
                    <tr>
                        <td>{!component.Name}</td>
                        <td>{!component.Part_Number__c}</td>
                        <td>{!component.Total_Part_Authorized__c}</td>
                        <td>{!component.Labor_Amount__c}</td>
                        <td>{!component.Total_Amount__c}</td>
                        <td>{!component.Component_Status__c}</td>
                    </tr>
                    <apex:variable var="subComponents" value="{!component.SGI_Claim_Subcomponent__r}" />
                    <apex:outputPanel layout="none" rendered="{!NOT(ISBLANK(subComponents))}">
                        <tr>
                            <td colspan="6">
                                <table>
                                    <tr>
                                        <th>Sub-Component Name</th>
                                        <th>Sub-Component Part Number</th>
                                        <th>Sub-Component Total Authorized</th>
                                        <th>Sub-Component Status</th>
                                    </tr>
                                    <apex:repeat var="subComponent" value="{!subComponents}">
                                        <tr>
                                            <td>{!subComponent.Name}</td>
                                            <td>{!subComponent.Part_Number__c}</td>
                                            <td>{!subComponent.Total_Authorized_Amount__c}</td>
                                            <td>{!subComponent.Subcomponent_Status__c}</td>
                                        </tr>
                                    </apex:repeat>
                                </table>
                            </td>
                        </tr>
                    </apex:outputPanel>
                </apex:outputPanel>
            </apex:repeat>
        </table>
  • May 22, 2023
  • Like
  • 0
SOLVED
3 replies

Email Template: only merge picklist value if specific value

Is there a formula or way to specify: if picklist field has certain value on record, do not insert merge field on email template? 

For example, picklist values are x, y, z. If picklist field value is x, do not merge on template.
  • May 19, 2023
  • Like
  • 0
5 replies

Notes & Attachments

My understanding is CRED permissions on notes, notes & attachments and activities for users should follow same as CRED object permissions on a record. Do you know if there is a way to prevent users from editing/deleting their own notes, notes & attachments and email activity? For example, a user sends an email or creates a new note, then cannot delete. 
  • May 19, 2023
  • Like
  • 0
1 replies

Create record on custom object from list view and assign to it selected records from list view

Hi all,
 
I've got that kind of scenario:
1. I have 2 custom objects: RMIssue__c and CR__c
2. They are related to each other by lookup field which is placed on RMIssue__c object
3. I want to create Quick Action button on RMIssue__c list view to create CR__c record and add to it selected records from the list view

What is the best approach to achieve it?
Thank you in advance!!