I have a problem with getting the text inside the customerid field on the case-form to update
As you can see on the picture above, I've created a contact named "Test Contact" and an account named "Test Account".
I have a workflow running in the background with the condition: if a contact is in the customer-field AND the contact belongs to an account, then update the record with moving the customer (which is a contact) to the contact field, and then get the company in the customer field.
The problem is (as shown in the picture) that the customer field don't show the right text. Because customer details is updated with "Test Account" which is the company that "Test Contact" belongs to. Also, if I click on the "test contact" I also get in the "Test Account" form. So all the references is okey, but the text is wrong.
I've tried different ways to solve this problem, but as for now, I'm a bit short on what to do next.
The workflow
Update record
I was able to solve the problem with an wait condition that timedout until the contact field had data, and then got the company of the contact.
It takes a few seconds extra, but at least it solved the label error
Related
I am working on agent for restaurant tables reservation, I am detecting the reservation parameters and everything fine, I need to allow the users to update any previous parameters at any page, e.g assume the user in a page called get reservation date which responsible for getting the reservation date from the user, and at the previous pages the user entered the restaurant name and reservation time,at get reservation date page the user may say: "I want to update the restaurant name" or "I want to update the reservation time" or "I want to update the reservation time and the restaurant name", How to detect multiple update cases on a single message?
I hope I could justify what I am trying to do.
I have a "create account" form where I would like to collect data related to more than one model. While this is easy to accomplish, I am not able to figure out how to make the validation optional in the case where I would like to make something optional. Consider the example below.
Pseudo Code Form
Create Account
Account Name
…
Create Primary Contact
Contact Name
Contact Email
Create Contact Address (Optional)
[ ] Skip Address
Address Type
Street
City, State zip
In this example, I would like the validation to run on "create account", "create primary contact," and on the "create contact address" if the "Skip Address" is not selected. Please note that each of the sections above has its own model and own database repository.
I'm building a little application using Oracle Application Express Online. I'd like to send automatically email when an user inserts into the database a row.
I created an Item, called Email, in which I put the address of the user of the application:
Select User.Email from Users wher Users.Username=:APP_USER
Query works, because in the application I see right email.
Then I create a process in the way you see in the screen I'll post here. But nothing happens. Can you help me, please?
As you see, in the centre of the photo there are 2 items: one has to go into the database to store a new row, the second one is the email that is in the process. But, as I said early, nothing happens.
If you click on any attribute in APEX, and click the "Help" tab, you get some very useful information - in this case, that the field expects a substitution syntax for this scenario.
To
Enter the email recipients by specifying one or more email addresses.
For multiple email addresses, use a comma-separated list. Use
substitution syntax if you want to use a dynamic value.
Examples
john.doe#test.com, jane.doe#test.com
John Doe <john.doe#test.com>, Jane Doe <jane.doe#test.com>
&P6_TO.
I have created contact from account(primary contact) through quick create form,if I am creating contact second time on same account(Primary contact), "Last name" field filled as selected contact's First Name+ Last Name in Quick create form.
can anyone tell me what could be the reason?
any help would be highly appreciated.
Regards,
Amar
This is because CRM sees the primarycontactid value as more of a user trying to find a contact which is also the natural flow of things in CRM. You create an account, either you assign a known primary contact or enter a search term which does not resolve to an existing contact, in which case it makes a lot of sense to auto-map the lookup search term to the last name on the contact.
Although the behavior makes much more sense if the lastname was pre-populated with the look up search term if the contact was non-existent, the downside effect of it overweighs the actual functionality, especially considering the natural flow of things.
My Account entity has an Account Manager field. I would like to add this same field to Opportunity as a reference. Is there a way to add this field to Opportunity and make it point to the attribute "Account.Account Manager"?
I am using MS Dynamics CRM 4
What you're asking for is copying the field "Account Manager" in entity "Account" to entity "Opportunity", is it?
If that is what you want, you need to create a field named "Account Manager" (or whatever you wish to) in the "Opportunity" entity form; the field type being the same. And you need to have some kind of workflow/plugin/javascript to update the field in "Opportunity" form with the same value as present in the "Account" form.
EDIT: Based on your comment, I've edited the answer. You can achieve it by two means:
Have some kind of workflow/plugin populating the field in
Opportunity form from that of the Account form.
Fetch the value of the Account field by javascript on Opportunity
form load and display it in a field.
Also, you might want to make the field read-only in Opportunity form.