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4 replies

Create and Add Custom Button to Object Related List

Hi,

 

I am trying to create a new button and append this button to an existing button row on a related list, but have not been successful as of yet.  The issue is that the <td> tag that I'm trying to append the button to has no ID attribute and has only a className attribute that is shared by other <td> tags on the page making it impossible to find the correct tag.

 

Any suggestions on how to append the custom button?

 

Thanks,

1 replies

Lookup and display items in related list

Hello,

I want to lookup all items in a related list that meet a certain criteria.  I have been trying to do this by creating an S-Control and Iframe in the objects, but i'm not sure how to go about finding and displaying the list.

Any ideas?

Thanks,
1 replies

Hide Standard Save button when editing Record

I am looking to hide the standard SF.com save button when someone edits a record.  I am able to hide the top button row before editing the record, but need this capability once the user goes into Edit mode.
 
Any suggestions?
 
Thanks,
3 replies

Redirect user to Products page when opportunity is saved

Hello,
 
I am looking to create an S-Control that will redirect a user to the Products page once they save an opportunity.
 
Any ideas on how to get started?
 
Thanks,
3 replies

Customize Report Options

Hello,
 
I am trying to customize the "duration" picklist before running a report (Where you can drill down to get the criteria for the report that is needed).  Is there any way to modify that picklist?
 
Thanks,
8 replies

Send Email from Workflow Rule to Contact Role

Hello,
 
As you all are probably aware, you can send an email alert (in a workflow rule) to a sales team role.  I was wondering if there was a possibility to be able to send to a contact role?
0 replies

Format VisualForce page to fit in Opportunity Layout

Hello,
 
I have created a visualforce page that I need to add into my opportunity layout.  However, It does not line up with all of the other fields displayed above and below it.  Does anyone know how I can format the page to 'look' like the rest of the fields?
 
Thanks!
3 replies

Edit the "Related To" drop down list

I recently created a button for a task that will email the contact for that specific task.  However, I can't pull any of my task fields because "task" is not an option in "related to" drop down list.  Is there any way to edit that field to add "task" so I can then pull the fields I need?
 
Thanks,
2 replies

Adjust Height of VisualForce Page

Hi,
 
Just wanted to see if anyone know how to adjust the height of a VisualForce page?  I have tried integrating text/javascript within my page but still cannot get the actual page to resize.
 
Thanks!
3 replies

Email Template Question

Hi,
 
I am creating an email template and want to pull some data from a Task that was recently created.  However, when I try to get information from the fields (i.e {!Task.Who} or any other field) it never populates in the template.
 
Any suggestions?
 
Thanks,
1 replies

Custome URL button

Hello,
 
I have created a custom button that will send an email to the "name" of the user in the field of a task.  I just wanted to know if there was anyway to also perform a field update once the email has been sent?
 
Thanks,
5 replies

Change Opportunity Owner link

Hello,
 
Just wanted to know where I could find the link (code) to edit the "change" opportunity owner link.
 
Thanks!
2 replies

New to Apex Data Loader

Hi,
 
I am new to the Data Loader application and was wondering if there was anyway to upload a file (I assume it has to be in CSV format) to a user's personal documents area?  I have not tried an upload as of yet.  Any suggestions?
 
Thanks for any and all help!
1 replies

Workflow Function to check if Number field has changed

Hi,
 
I know that there is a function you can use in a workflow (ISCHANGED(field)) to see if a field has changed from a previous value.  For numbers, it only evaluates to "true" if the number was previously blank or zero.  Is there a way to determine if the number differs from the previous one and WAS NOT blank or zero?
 
Thanks for any help,
1 replies

Workflow Rules/Email Alert Criteria Question

Hello,
 
I am working to create a Workflow Rule that matches a few different criteria and have it send an email alert to a user if the criteria matches.  My question is, I need to be able to only send the email between Tuesdays and Thursdays.  Is there anyway that I can create criteria for that situation?
 
Thanks for any suggestions,
5 replies

Send email from opportunity

Hi,
 
Is there any way to create an email from an opportunity ONLY when a date field in the opportunity meets a certain condition AND it needs to be sent to the primary contact of the opportunity (which changes with each record).
 
I have been able to create an email that will send to the primary contact but I am not sure how to specify a condition as well.
 
Thanks for your time,
2 replies

Account to auto-populate in New Opportunity

Hi,
 
I was wondering if anyone had any idea of why the account name does not automatically populate when a new opportunity is created?  This functionaliy was working until I created a new Detail Page Button and added it to my page layout.  The button only sends an email to the primary contact in the opportunity.  I don't see how the two are related, but could that be possible?
 
Thanks,
1 replies

How to edit/view code for a Standard Button

Hi,
 
Just wanted to see how to edit or view the code for standard button in an opportunity-related field.  The only option I currently see to "edit" the button is "override". 
 
Thanks,
3 replies

Gray out a date field?

Hello,
 
I was just wondering if there was any way to gray out a date field in an opportunity so that the user has nothing to input and also the system does not require the field to have data in it?
 
Thanks,
2 replies

Can you set Field Dependencies for Date Fields?

Just wondering if you can have a date field be dependent on a picklist field? 
 
Thanks,
 
SFSiemens
2 replies

Adjust Height of VisualForce Page

Hi,
 
Just wanted to see if anyone know how to adjust the height of a VisualForce page?  I have tried integrating text/javascript within my page but still cannot get the actual page to resize.
 
Thanks!
5 replies

Where do I start to redirect the customer portal login form if login fails?

Im trying to get to the end result of the form and change it before it submits, so that if the form would send the user to the failure page, instead I can send the user to my own custom failure page.

 

Is this possible? Here is what I am trying but it is not working. 

 

 

<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
  <head>

<script type="text/javascript">
<!--
function changeForm() {

var user_name = document.forms[0].un.value;
var user_password = document.forms[0].pw.value;
var form_result = document.forms[0].action;

  if (user_name=="") {
    alert('Missing username');
    return false;
  }
  else if (user_password=="") {
    alert('Missing password');
    return false;
  }
    else if (form_result=="https://na3.salesforce.com/secur/login_portal.jsp") {
    alert('Username and/or Pasword are incorrect');
    return false;
  }

  return true;
}


// -->
</script>
    <title></title>
  </head>
  <body>
    <div>
      <!-- start login form -->
      <form name="login" action=
      "https://na3.salesforce.com/secur/login_portal.jsp" method=
      "post" base_target="_top" id="login" onsubmit=
      "return changeForm()">
        <input type="hidden" name="startURL" value="">
        <input type="hidden" name="loginURL" value="">
        <input type="hidden" name="useSecure" value="true">
        <input type="hidden" name="jse" id="jse" value="0">
        <input type="hidden" name="orgId" value=
        "xxxxxxxxxxxxxxx"><input type="hidden" name="portalId"
        value="xxxxxxxxxxxxxxx"> <input type="hidden" name=
        "loginType" value="2"> <input type="hidden" name="action"
        value="loginAction">
        <table summary="" width="100%" border="1">
          <tr>
            <td>
              <label for="un">Username:</label>
            </td>
            <td>
              <input autocomplete="on" type="text" name="un"
              size="25" maxlength="80" value="" class="username">
            </td>
          </tr>
          <tr>
            <td>
              <label for="pw">Password:</label>
            </td>
            <td>
              <input autocomplete="on" type="password" id=
              "password" name="pw" size="25" maxlength="80"
              class="pw">
            </td>
          </tr>
          <tr>
            <td colspan="2">
              <input type="submit" class="btn" value="Login">
            </td>
          </tr>
        </table>
      </form>
    </div>
  </body>
</html>

 
Message Edited by Walter@Adicio on  10-05-2009 12:40 PM

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
4 replies

                                                                        
                                                                    

                                                                    

                                                                        Create and Add Custom Button to Object Related List
                                                                    

                                                                    

                                                                        
Hi,
 
I am trying to create a new button and append this button to an existing button row on a related list, but have not been successful as of yet.  The issue is that the <td> tag that I'm trying to append the button to has no ID attribute and has only a className attribute that is shared by other <td> tags on the page making it impossible to find the correct tag.
 
Any suggestions on how to append the custom button?
 
Thanks, 

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
1 replies

                                                                        
                                                                    

                                                                    

                                                                        Lookup and display items in related list
                                                                    

                                                                    

                                                                        
Hello,

I want to lookup all items in a related list that meet a certain criteria.  I have been trying to do this by creating an S-Control and Iframe in the objects, but i'm not sure how to go about finding and displaying the list.

Any ideas?

Thanks,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
3 replies

                                                                        
                                                                    

                                                                    

                                                                        Redirect user to Products page when opportunity is saved
                                                                    

                                                                    

                                                                        
Hello,


 


I am looking to create an S-Control that will redirect a user to the Products page once they save an opportunity.


 


Any ideas on how to get started?


 


Thanks,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
3 replies

                                                                        
                                                                    

                                                                    

                                                                        Customize Report Options
                                                                    

                                                                    

                                                                        
Hello,


 


I am trying to customize the "duration" picklist before running a report (Where you can drill down to get the criteria for the report that is needed).  Is there any way to modify that picklist?


 


Thanks,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
8 replies

                                                                        
                                                                    

                                                                    

                                                                        Send Email from Workflow Rule to Contact Role
                                                                    

                                                                    

                                                                        
Hello,


 


As you all are probably aware, you can send an email alert (in a workflow rule) to a sales team role.  I was wondering if there was a possibility to be able to send to a contact role?

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
3 replies

                                                                        
                                                                    

                                                                    

                                                                        Edit the "Related To" drop down list
                                                                    

                                                                    

                                                                        
I recently created a button for a task that will email the contact for that specific task.  However, I can't pull any of my task fields because "task" is not an option in "related to" drop down list.  Is there any way to edit that field to add "task" so I can then pull the fields I need?


 


Thanks,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
2 replies

                                                                        
                                                                    

                                                                    

                                                                        Adjust Height of VisualForce Page
                                                                    

                                                                    

                                                                        
Hi,


 


Just wanted to see if anyone know how to adjust the height of a VisualForce page?  I have tried integrating text/javascript within my page but still cannot get the actual page to resize.


 


Thanks!

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
3 replies

                                                                        
                                                                    

                                                                    

                                                                        Email Template Question
                                                                    

                                                                    

                                                                        
Hi,


 


I am creating an email template and want to pull some data from a Task that was recently created.  However, when I try to get information from the fields (i.e {!Task.Who} or any other field) it never populates in the template.


 


Any suggestions?


 


Thanks,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
5 replies

                                                                        
                                                                    

                                                                    

                                                                        Change Opportunity Owner link
                                                                    

                                                                    

                                                                        
Hello,


 


Just wanted to know where I could find the link (code) to edit the "change" opportunity owner link.


 


Thanks!

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
2 replies

                                                                        
                                                                    

                                                                    

                                                                        New to Apex Data Loader
                                                                    

                                                                    

                                                                        
Hi,


 


I am new to the Data Loader application and was wondering if there was anyway to upload a file (I assume it has to be in CSV format) to a user's personal documents area?  I have not tried an upload as of yet.  Any suggestions?


 


Thanks for any and all help!

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
5 replies

                                                                        
                                                                    

                                                                    

                                                                        Send email from opportunity
                                                                    

                                                                    

                                                                        
Hi,


 


Is there any way to create an email from an opportunity ONLY when a date field in the opportunity meets a certain condition AND it needs to be sent to the primary contact of the opportunity (which changes with each record).


 


I have been able to create an email that will send to the primary contact but I am not sure how to specify a condition as well.


 


Thanks for your time,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
2 replies

                                                                        
                                                                    

                                                                    

                                                                        Account to auto-populate in New Opportunity
                                                                    

                                                                    

                                                                        
Hi,


 


I was wondering if anyone had any idea of why the account name does not automatically populate when a new opportunity is created?  This functionaliy was working until I created a new Detail Page Button and added it to my page layout.  The button only sends an email to the primary contact in the opportunity.  I don't see how the two are related, but could that be possible?


 


Thanks,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
3 replies

                                                                        
                                                                    

                                                                    

                                                                        Gray out a date field?
                                                                    

                                                                    

                                                                        
Hello,


 


I was just wondering if there was any way to gray out a date field in an opportunity so that the user has nothing to input and also the system does not require the field to have data in it?


 


Thanks,

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
2 replies

                                                                        
                                                                    

                                                                    

                                                                        Can you set Field Dependencies for Date Fields?
                                                                    

                                                                    

                                                                        
Just wondering if you can have a date field be dependent on a picklist field?  


 


Thanks,


 


SFSiemens

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                            
                                                                                
SOLVED

                                                                            
                                                                        
                                                                            
10 replies

                                                                        
                                                                    

                                                                    

                                                                        Setting up an auto response rule to send an email to an alternate email address in the lead record
                                                                    

                                                                    

                                                                        
I have set up a web-to-lead form in which I am collecting several email addresses at once. What I would like to do is set up an auto response rule to one of the other email addresses that is stored in a custom field. Is there a workaround to setting up an auto response to reply to the custom email field I specify -- i.e. setting up a workflow rule or something like this? I would like to avoid having to store the email I want the auto response to go in the main Email field associated with the lead record and I definitely want to stay away from having to send an email manually each time this form is filled out.
 
Any helpful suggestions or just a blatant "no, this cannot be accomplished?"
 
Thx!
 

                                                                        

                                                                    

                                                                

                                                                
                                                            

                                                        

                                                    

                                                

                                            

                                            

                                                

                                                    

                                                        

                                                            

                                                                

                                                                    

                                                                        
                                                                            
5 replies

                                                                        
                                                                    

                                                                    

                                                                        Can anyone explain these parameters?
                                                                    

                                                                    

                                                                        
javascript: openLookup('/_ui/common/data/LookupPage?lknm=CF00N30000001BYw0&lkfm=editPage&lktp=' + document.getElementById('CF00N30000001BYw0_lktp').value,670,document.getElementById('CF00N30000001BYw0_mod').value,'&lksrch=' + escapeUTF(document.getElementById('CF00N30000001BYw0').value),'maxw')

                                                                        

                                                                    

                                                                

                                                                
    
                                                                    
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  • April 19, 2006
                                                                    
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