I'm trying to create a dialog that do the following:
The dialog will run when I want to copy an entity (Submission). So, the first step is to copy the parent record (Submission);
After that, I want to copy as well the child records (Claims) and associate those children to the copied entity (Submission).
So far I can copy the Submission, but I can't copy the Claims and associate them to the new Submission.
Do you guys know how can I do that? Thank you!!!
You will need to write code to do this, a custom workflow activity would be probably be a good option.
Related
I currently have a validation rule that prevents user from making changes to a record when its status is completed. Users are only allowed to make changes if the status is either draft or registered.
AND(
TEXT(Current_Status__c) <> "Draft",
TEXT(Current_Status__c) <> "Registered"
)
There is a new requirement to allow user to update only a specific picklist value field even if the record status is completed. If i remove the validation rule, user will be able to change any fields on the page layout which won't work.
Object setting for the profile is read, create, edit. This object is a child object to Opportunity, OWD is controlled by parent.
Any recommendation on how to solve this issue ?
Thanks in advance.
We can rewrite your rule as ISPICKVAL(Current_Status__c, 'Completed') for example, looks bit cleaner. Your call though, you can keep as is.
So what you'd need is something like ISPICKVAL(Current_Status__c, 'Completed') && !ISCHANGED(Some_Picklist__c). It should let the edit through if you're modifying that picklist.
The problem is it won't check if that's the only change. Usercan cheat, modify 10 fields and they'll "piggyback" and save OK as long as one of them is that picklist.
It's pain to write validation like ISPICKVAL(Current_Status__c, 'Completed') && !ISCHANGED(Some_Picklist__c) && (ISCHANGED(Field1__c) || ISCHANGED(Field2__c) || ISCHANGED(Field3__c)). You'd have to add all editable fields to it, change it every time you make new one. And eventually you'll hit length limits.
I know 3 options for this if it's a concern for you:
Ask a developer to rewrite your logic to Apex trigger, it could then go dynamic through all fields (using "describe" calls to learn field names or stuff like getPopulatedFieldsAsMap.
Another trick is to allow editing completed records only through a quick action, not normal edit page. In that action you could set some hidden checkbox in the field prepopulating step and your validation would let the save through only if that checkbox is set. But then you need to deactivate it somehow anyway or the bypass will get permamently enabled.
If you don't have too many record types on the object a common trick is to change the record type on completion (workflow, process builder etc). And have another page layout with all fields locked down except that special picklist. It works good enough for UI changes but won't protect if you have code and integrations writing to the object too.
I would like to add functionality to the Sitecore Content Editor. I want to perform some action when a developer adds an item through the content tree. I understand I can create an event handler (e.g. OnItemCreating) which all works. The problem is I need user input at this point. By at this point I mean OnItemCreating, so the input needs to be there before the item is created.
Are events capable of retrieving user input? If so: how? If not: any suggestions on a solution for the above?
I believe you can achieve this with a Command Template. Chapter 4 of the Data Definition Cookbook (PDF link) describes how you write these commands.
You can extend a pipeline (for instance, uiAddFromTemplate or uiDuplicateItem) with your own processor which prompts for the user input and handles it. See <processors> section in web.config for more details.
I'm developing a plone4 site on which every user have a sortable inventory of items. The ATFolder's folder_content view is ideal for this. The only problem is that instead of an URL like this:
/site/user/inventory
or this
/site/inventory/user
the url should be:
/site/inventory
I've thought in several solution, but each one have its own doubts.
Make the inventory content dynamic, depending on the authenticated user. I don't even know if this is possible on plone.
Somehow to cheat the transversal mechanism, so /site/inventory render /site/inventory/user.
Change the context before rendering the view. Again, don't know if possible.
Make inventory a subclass of ATCTContent, store the inventory data as annotation on the user and develop the ordering code all by myself. This is the option I'm trying to avoid.
What would you do?
Thanks.
Well, it'll be easy to define a inventory view that then uses the Authenticated User to render it's contents, which could be a simple delegation to an ordered folder that is stored at /site/users/user/folder.
The one thing that you have to remember is that user authentication happens after traversal. This means that when a view is instantiated (it's __init__ method is called) there is no user determined yet because that happens during traversal. Look up your user in the view __call__ or from it's template instead.
Having folder contents show contents that are not the contents of the folder is crraaaaAAAAzytalk. :) Don't do it. Either have a folder per user ( /inventory/user ) or make a custom view called inventory.html. You can make /inventory sho /inventory user but that is one step towards trying to make Plone to non-ploneish things, and that way lies a world of pain.
I don't know why you couldn't just call it /inventory/user? Seems easy enough. Then stick an action in the user viewlet, by the dashboard link, and your done! :-)
Plone is a content management system. Use it for that, as it's supposed to be used, and you'll be happy. Trying to force it to do things it doesn't want is like trying to build a sportscar out of a art deco sculpture. It might end up looking awesome, but it won't run very well. :-)
I just created a GUI using guide in MATLAB for a small project I'm working on. I have amongst other things two text fields for from and to dates. Now I'd like to get rid of them and use a Java date select tool. Of course this is not possible using guide so I need to add them manually.
I've managed to get them to show up by putting this code into my Opening_Fcn,
uicomponent(handles, 'style','com.jidesoft.combobox.DateChooserPanel','tag','til2');
using UICOMPONENT.
But even though it shows up I can't access the date select's attributes, for example
get(handles.til2)
returns
??? Reference to non-existent field 'til2'.
How can I fix this?
Unless you edit the saved GUI figure, the basic handles structure will not include your new component by default.
One way to access you component is to store the handle via guidata, by adding the following to your opening function:
handles.til2 = uicomponent(handles, 'style','com.jidesoft.combobox.DateChooserPanel','tag','til2');
guidata(hObject,handles)
Functions that need to access the handle need the line
handles = guidata(hObject)
to return the full handles structure that includes the filed til2
Issue is :
I have one system Entity called 'Order' and another custom entity 'X'. I am looking for some kind of same functionality as available on Quote called 'Convert into Order'. I want the same functionality on Order form that there will be some button on it and when i click on it, it will create instance of entity 'X' and not only this, it will also transfer all the mapping attributes of Order and 'X', on the 'X' form.
Can any one share his experience or step to implement this?
Many thanks.
You would have to use JavaScript and call CRM web services on click of new button.
So you don't have to map your attributes of your entities in JavaScript, you could use InitializeFromRequest to achieve same result. I have used this way to programmatically qualify/disqualify leads and convert them to contact, account and opportunities.
There is a nice sample code for this on CodePlex:
http://www.codeproject.com/KB/cs/CRM_30___EntityMoniker.aspx
Please note, this code has a bug. Check Ronalds post for quick fix:
http://ronaldlemmen.blogspot.com/2008/09/convert-lead-to-contact-account-andor.html
Yuo could do this using an on demand triggered workflow. just create a workflow targting the order entity, have the first step create a new entity X by copying the valuses from the passed in order entity.
if you want the option to do this to show under the more actions menu instead of teh workflows one then you can edit the isv.config file.