On SPCRM I'm trying to expose Product Name on the Policy List page, inside the column called: Insurance Type.
Using inspect and console tool I could not locate the missing data
I am logged in as this user:
https://spinsurance.admin.kademi.com.au/manageUsers/116783806/#summary-tab
Policy List page:
https://crm.spinsurance.co.nz/leads/?query=&leadType=active&from=0&size=100
The product data is only exposed once you click a policy (under Insurance Type section):
example: https://crm.spinsurance.co.nz/leads/148615383/
I would like to know where / how I can update the lead/policy query to also include product data (Insurance Type) within the Policy list page.
OK, so assuming you have a custom field on your journey to hold the insurance type, similar to this example which has a field called "claim_recordId"
Then the JSON response on the leads page will include that in the fields object, eg:
You can then customise the JS for the leads page to show that field in a column
Related
I need your help to understand how to retrieve the data from the product page form (product.tpl) sent by the 'add to cart' button (product-add-to-cart.tpl include).
Indeed, I would like to retrieve the value of a datepicker field, added under the entry dedicated to the quantity of the product page,
in order to save it in the ps_cart_product table.
Despite my research in the cart class and its controller, I can't do it. How to retrieve the value of an entry in the home page of a product?
A null date (0000-00-00) is however well recorded in our new columns date_retrait in ps_cart_product, we manage to recover it as you can see on a screen, but not to record it correctly.
Where can I call $_POST or REQUEST from the input datepicker name = date_retrait
(here it is 2022-07-24 but this is only a test, modified directly in the DB, normally it displays 0000-00-00)
I understood that I had to use Ajax (mymodule\/controller\/front\/ajax.php)
But I don't understand all the steps, what should I add/modify and especially: where (which files with path)?
[product_tpl][1]
[cart_popup][2]
[add to cart][3]
[ps_shoppingcart_js][4]
[1]: https://i.stack.imgur.com/MwLPS.png
[2]: https://i.stack.imgur.com/LjpMe.png
[3]: https://i.stack.imgur.com/3P4Y2.png
[4]: https://i.stack.imgur.com/z0eb4.png
I am trying to get the field list from an entity, in example contact, I have successfully done it doing a Request to:
EntityDefinitions(LogicalName='contact')/Attributes/Microsoft.Dynamics.CRM.AttributeMetadata
But now I need to get the Navigation Properties defined on this entity, I have found information on how to get Navigation Properties when querying a specific record by id, but in this case I need it when getting the field list.
Thanks in advance for your help
Referring the docs: https://learn.microsoft.com/en-us/powerapps/developer/data-platform/webapi/query-metadata-web-api
You already have the Lookup attributes, AttributeMetadata has everything.
If you want to only read the metadata of lookups, change the type to LookupAttributeMetadata.
EntityDefinitions(LogicalName='contact')/Attributes/Microsoft.Dynamics.CRM.LookupAttributeMetadata
To obtain relationships info alongside the columns list then an additional query is required, RelationshipDefinitions:
/RelationshipDefinitions/Microsoft.Dynamics.CRM.OneToManyRelationshipMetadata
/RelationshipDefinitions/Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata
filter on ReferencedEntity / ReferencingEntity to limit the results
/RelationshipDefinitions/Microsoft.Dynamics.CRM.ManyToManyRelationshipMetadata
filter on Entity1LogicalName / Entity2LogicalName / IntersectEntityName
We already have our customer's Order Information in MailChimp. It shows on the "E-Commerce" tab of each Contact in the List.
Is it possible to send out a campaign in MailChimp that includes this information?
For example, the customer's most recent Order Number?
Unfortunately, they don't yet have pre-built tool capable of pulling customer/order attributes into a Campaign's content, and at least currently adding any data like this you'd like to dynamically populate in Campaign would require adding any data directly to the list fields and using their merge tags.
http://kb.mailchimp.com/merge-tags/getting-started-with-merge-tags
They do offer Product centric dynamic content options, if that'd be in any way helpful.
Use Product Recommendation Content Blocks: http://kb.mailchimp.com/campaigns/content-blocks/use-product-recommendation-content-blocks?utm_source=mc-kb&utm_medium=kb-site&utm_campaign=eepurl
Merge tags for products: http://kb.mailchimp.com/merge-tags/all-the-merge-tags-cheat-sheet#Merge-Tags-for-Product-Recommendations
You can optionally store merge fields associated with each list recipient:
http://developer.mailchimp.com/documentation/mailchimp/reference/lists/merge-fields/
You could create a custom merge field for "MOSTRECENTORDER" for each customer, and then reference it within templates using |MOSTRECENTORDER|
I have created a custom field for user in Rally called 'Info'. I have a excel which contains 2 columns userID and Info. I am trying to use the 'update_user_attributes.rb' ruby script from Rally User Management. But it seems to update only the Last name field and not the custom attribute Info. Kindly help me with this
The update_user_attributes.rb script only includes a select list of extended User Attributes, since it currently doesn't poll for and handle any/all Subscription-Specific Custom Fields for the User Object (these will vary from customer to customer, or subscription to subscription).
This Gist contains a custom version of update_user_attributes.rb that adds a handler for an Info field that is at Column 14 of an input tab-delimited text file. You may use it in replacement of the default update_user_attributes.rb script. It will populate the content from Column 14 into a custom field called "Info" that must exist on the User Object (if it doesn't, the customized updater script will fail).
You may wish to file a GitHub Issue for the User Mgmt Toolkit to request an enhancement to allow for configuration of a user-specified list of Custom Fields on Users.
I have a form generated with the sonata admin bundle. I want to enable a live search tip for my user on an input field. The proposition should come from a category table in the DB.
For example, if I have a field called company, when a user writes "a", I should suggest all companies whose name contains "a".
Use JQuery Autocomplete. On server side create controller action that will return suggestions through AJAX.
See example - http://jqueryui.com/autocomplete/#remote-jsonp