I have one scenario which I am unable to achieve.
Scenario-
I am having Leads entity in which I have n no of leads. In the leads form I have some fields and one sub grid I have added.
Sub-grid is of the form -
Stakeholder name Role of Stakeholder
x Manager
y Budget owner
.
.
.
Now what is happening in sub-grid we are displaying views and whatever we are adding in the views everything will be displayed there in that sub-grid.
Now my requirement is that I wanted to display only the stakeholders and roles of stakeholder which are related to that particular lead not all the data which are there in views and same with other leads in the lead entity.
I have used sub-grid so that I can achieve that multi-column and multi-row way.
So please can anyone help with this problem like how to achieve this thing?.
Note - I just want to achieve "I wanted to display only the stakeholders and roles of stakeholder which are related to that particular lead not all the data which are there in views and same with other leads in the lead entity" That's it. If we can achieve this without using sub-grid then also its fine its just that we should we able to add multiple columns with multiple values.
Thanks in advance!!
you will have to use below settings in your stakeholder subgrid and it shall work.
Related
I have a custom entity Stuff and it contains a lookup to Contact. I created a 1:N relation with the latter as primary and the former as related entity.
On the Contact's form I added a subgrid and I only wish to list the instances of Stuff that have the lookup pointing to the currently viewed Contact. However, when I choose Only Related Records, the custom entity isn't in the list (despite it being related via the 1:N relation).
So, I'm using All Record Types, instead, but that shows all the instances of Stuff and not, as I wish, only those that are related to the currently viewed member.
So, what's the best course of action here? Should I do something with the relation? Or build a custom filter in JavaScript? How can I make the Stuff related to Contact if it's at all possible?
The image below shows the available conditions for the related entities. I notice that none of them relates to Contact, though. Do I need to activate it somehow or am I approaching it from a totally wrong angle?
So to give you more detail, you add the grid on the form:
(This is coming from the contact Form edit, after you press add subgrid)
you select there only related records, this are the stuff record i created:
As you can see only 3 of them has a lookup pointing to a valid contact, from there if you look at the grid, is showing only the related ones as you selected during the grid creation:
In any case i update the answer this is how the relationship is defined, and is a simple lookup created from the stuff entity:
I want to modify the view of 'Activity' entity, opened the view and try searching for edit filter criteria option and it's not available on view form.
please see below
Can you please help to advice me on how I can add filter criteria for this view above. Or how to make it visible the option 'Edit filter criteria' on the form of a view.
Any suggestion will be much appreciated. Welcome for any feedback...
I don't know any way to do that, but you can do your custom views and for example change the default view for that entity. With custom view you can change everything.
See here step by step: http://www.powerobjects.com/blog/2008/08/11/creating-and-editing-views/
What you want is impossible to achieve. Pedro's suggestion is your only option. Create your own Activity view, and then you can create your own filters. You definitely cannot create your own Associated Views. Public Views are the only ones you will have a hope of creating or modifying, and in this particular case, you are still restricted.
There are various places spread throughout CRM where you will run into problems like this, where an entity, view, or field is "locked down". This is the cost of starting with platforms like CRM which are a blackbox that only offer customization up to a certain point.
The problem in this specific case has to do with the nature of activities and the various activity types. Under the hood, there really is not a traditional record type for Activities. The Activity entity is really a "pointer entity" (note the internal name "activitypointer"). Activities really point to other entity types (in this case Activity Types) such as Email activities. The Email entity is more of a traditional entity which you can run standard queries against--but even still that is "locked down".
This additional layer of complexity makes dealing with Activities programmatically more difficult (ex. querying the data, modifying the data via a plugin/SQL, etc.) and, in this particular case, makes even the most basic customizations impossible.
I'm an old CFML developer, new to CF on Wheels and MVC programming in general. I'm picking it up pretty quickly, but one thing that isn't evident to me is how one can offer a form to optionally update multiple db table records (models). I'd specifically like to set up a tabbed form for User info and User Profile info, where the former is required and the latter is not. This data is stored in two different one-to-one tables. What's the setup I need in order to call two "new" or "edit" views, run 2 "create" or "update" procedures, affecting two different tables. Or am I thinking about this all wrong.
Update: Adding some more info on what I'm trying to do. To keep it simple, I'll stick to 2 tabs and 2 tables, though I'm really looking at at least 3 in this instance.
So I've got a Users table and a UserProfiles table, and I've got models named User.cfc and UserProfile.cfc that are related 1-to-1, with UserProfile dependent on User. Pretty standard stuff. For each I've got controllers: Users.cfc and UserProfiles.cfc, each of those containing actions. add, edit, create, update, doing the obvious stuff (add and edit display forms). I have partials that display the add/edit form fields for each, so that's already prepared. Now, I want to create what is effectively a single add/edit form that can update both tables at the same time. The tabs don't really matter; effectively it could all be on one page.
So conceptually I'm doing something like:
#startFormTag(action=???)#
#includePartial("form_user_add-edit")#
#includePartial("form_userprofile_add-edit")#
<button type="submit" class="btn">#operation#</button>
#endFormTag()#
Do I need to create a separate controller action that basically combines the create and update actions for two different controllers?
Thanks in advance from a pleased and eager CFWheels newbie...
Brian
If all of the data is related through hasMany or hasOne associations, I'd recommend looking at nested properties.
http://cfwheels.org/docs/1-1/chapter/nested-properties
If you're a newbie though, you may want to refrain from this until you've got something simpler worked out.
I guess you are talking about two models representing these two tables, possibly associated using hasOne. Models allow you to validate data, this makes controller much simpler. This way you could create two forms under two tabs, and keep record's primary key as hidden field. Controller could run the validation and re-display the forms (partials may help)... Hold on, I am just going through the reference.
I realize this answer is pretty generic, as well as your question. I suggest you to go ahead and try something, see how it works.
After that update your question with code samples and ask if you have some specific problems. For example, validation and displaying errors in CFWheels may be a bit tricky.
Having an issue with Advanced Find->Edit Columns.
I have a Lead and Opportunity entity. They both have a 1:N relationship to the same custom entity (Response). Display options for relationships are "Use Plural Name."
I go to Advanced Find. I select Lead (or Opportunity) in "Look For." I can select Response and then its attributes. Runs fine.
However, when I go to Edit Columns->Add Columns, I do not see Response in the drop down.
Hopefully someone out there has an idea of why this might be.
Thanks.
I think the problem is that Lead could have several related Responses (1:N relationship). But CRM can show only one, and cannot choose which one from related Responses to show. I case you will create view for Responses, you will be able to add fields from either related Leads or Opportunities.
How to do databse driveen jsp page,
Suppose i have 5 text fields,if user wants to put one of the form field as select box.JSp should identify and return the select box if it define in db as select box.
I dont know how to achieve this,can anyone suggest this.
Regards,
Raju komaturi
There are multiple tasks if you want to do this completely. The world at large has not gone this way and so there are not many tools (if any) for this. But basically here are the main ideas.
1) You want a "data dictionary", a collection of meta-data that tells you what the types and sizes of each column are, and the primary and foreign keys are.
2) For your example of "knowing" that a field should be a drop-down, this almost always means that column value is a foreign key to another table. Your code detects this and builds a listbox out of the values in the parent table.
3) You can go so far as to create a complete form generator for simple tables, where all of the HTML is generated, but you always need a way to override this for the more complex forms. If you do this, your data dictionary should also have column descriptions or captions.
There are many many more ideas, but this is the starting point for what you describe.