I'm in a situation where i need to add a default value "blank" to my "Two Options" field. Since I cannot set a default value of "null" to an already created Two Options field, I though of creating a new custom field of type "Option Set" and add the same two options Yes/No in addition to setting the Default value to Unassigned.
I need to create a workflow that copies the old values choices into the new field. I understand that I can't simple equate the values of two fields of different type but I'm going to do that with Check conditions to set the new field value corresponding to the old field value.
I'm not sure how to run this workflow against all the existing records in my CRM online with no codes. Is that possible ?
Without using code or custom tools your best options are:
Do an advanced find, select all the records in the view and run the workflow - this will run the workflow against every record. You can view up to 250 records at a time (check personal settings to change this) so this might work for you.
Export all the data to Excel, make the change in Excel in bulk. Reimport the data. This way you don't need workflow at all.
Related
Our doc preparation team uses word templates and mail merges them from a database.
However, we would like certain mergefields to be ignored so that they can be processed later from another data source.
In this basic example below the word mail merge wizard doesn't allow me to just ignore the additional field that is not in the datasource (the excel spreadsheet).
Is there a programatic way to "ignore" extranious mergefields? Or even a way to use a regular text placeholder and have it merg-in a mergefield dynamically during mailmerge?
What you are asking is not possible. Even if you were to create dummy fields in your mailmerge data source so the extraneous fields don't generate errors, those same fields will be deleted when the merge is executed.
According to the searching I've done over the past couple of days, what I'm trying to achieve should be fairly straightforward but nothing that I've found has solved my problems. This is my first time at using Access, or SQL at all. Apologies in advance for the length of the question.
Essentially I need to pick up a value from one table and multiply it by another in the another table, and then store the result in the second table, via forms and subforms.
The Problem:
I'm attempting to create a database of projects, part of which is a quotation tool. The database has several tables covering all the required inputs for our project managers, most of which are linked to the PKs of their parent tables.
My current attempt has a form (frmJobDetails) giving the details of the each project (linked to tblJobs). This form has two subforms:
frmJobRolesSubform details who's working on the project in what role ( and, notably, their sale rate.
frmJobProcessesSubform details the tasks, who's allocated to which task and the estimated number of hours to complete.
Both subforms link to their own tables (tblJobs_Roles and tblJobs_Processes respectively).
frmJobProcessesSubform obtains the people working on the project and their roles from frmJobRolesSubform so the manager can allocate a person to a task on frmJobProcessesSubform. This is done via a combobox: cboRole.
So far, so good.
I'm needing to obtain the sale rate of the person working on the given task so that I can calculate the cost of the task. Specifically, I'd like a field on the subform to calculate the cost of the task and then store it in tblJobs_Processes.
My Attempts
I've attempted to build a query (qryProcessCost) that calls cboRole, either as an expression in the Field cell or in the Criteria cell ([Forms]![frmJobsProcessesSubform]![cboRole]).
I'm aware this can't successfully when the form isn't active, but I'm getting Access' request for input for [Forms]![frmJobsProcessesSubform]![cboRole] when selecting from the subform. The query runs successfully when example values are hardcoded into the query. The query should, obviously, only return a single value.
I've tried setting the ControlSource of a textbox to [qryProcessCost]![dblProcessCost] (where dblProcessCost is the calculated field), but this can't then write to the table (as far as I can deduce). Also, I get a #Name? error in the cell and I can't seem to get to the bottom of that.
I've tried setting the RecordSource property of a combobox to SELECT [qryProcessCost]![dblProcessCost] FROM [qryProcessCost], and the ControlSource to the relevant field of the table. While this would be a clunky solution, it actually doesn't work anyway as it fails to pick up the value of [Forms]![frmJobsProcessesSubform]![cboRole].
I've tried using an intermediate textbox to determine what value cboRole is passing, and I'm happy with that - the primary key of the role assigned in frmJobsRolesSubform.
The Question:
I'm guessing that I'm probably going to have to resort to VBA at this point to get what I want but I'm unfamiliar with the Access VBA structures (though I've used Excel VBA a fair bit).
Anyone got any ideas, hints, suggestions or pointers?
Cheers in advance,
Aaron
In case anyone else has a similar problem, I've posted my complete solution below:
I implemented Gene's correction to my references, which provided something, but the query wouldn't update when the fields on the form were changed. As I noted in the question, I also really wanted it to be a text box rather than a combo box for usability reasons but wasn't sure how to have a Record Source and Control Source for a text box.
I ended up going round in circles, via VBA and macros and several types of error and happened upon a suggestion to use a DLookUp here. I hadn't been able to get them to work for this particular problem before, but I managed to make it work this time. Specifically, I put the DLookUp in the following macro:
SetProperty
Control Name txtBudgetCost
Property Value
Value =DLookUp("[dblCostRate]","[tblJobs_Roles]","[pkJobs_RoleID]="[cboRole])*[txtBudgetHours]
This macro was used for the After Update event of the relevant fields on the subform.
Setting the value property of a field to a DLookUp meant that I could set the Control Source property of a the text box txtBudgetCost to the relevant field in the table, to obtain the desired behaviour.
Both cboRole and txtBudgetHours are fields on the same subform as the field txtBudgetCost.
The only problem with this solution is that, when the subform is viewed in the Datasheet view, a #Name? error is given for the new record row. I probably just need to enter some error handling somewhere, though I haven't given much thought for what it should be just yet.
Cheers,
Aaron
I have a number of workflow items on cases in SuiteCRM.
How can I determine the order in which these items are processed? In my situation, I am setting the priority of the case based on the values of some integer fields. However, these integer fields must first be populated based on the values of some dropdowns.
How can I make sure they are populated in the correct order? I can't see an order of execution with the workflow items.
Workflow simply pulls the workflow items to run using get_full_list which will just give the items in whatever order the database returns them (probably by id).
The alternatives are to add a new hidden flag field to the case to signify that the values have been set then check this in the workflow conditions.
Allowing setting a priority for a workflow would be a good addition however and I've added this on the SuiteCRM GitHub: https://github.com/salesagility/SuiteCRM/issues/280
Is there a way to detect that a record being inserted is the result of a clone operation in a trigger?
As part of a managed package, I'd like to clear out some of the custom fields when Opportunity and OpportunityLineItem records are cloned.
Or is a trigger not the correct place to prevent certain fields being cloned?
I had considered creating dedicated code to invoke sObject.Clone() and excluding the fields that aren't required. This doesn't seem like an ideal solution for a managed package as it would also exclude any other custom fields on Opportunity.
In the Winter '16 release, Apex has two new methods that let you detect if a record is being cloned and from what source record id. You can use this in your triggers.
isClone() - Returns true if an entity is cloned from something, even if the entity hasn’t been saved.
getCloneSourceId() - Returns the ID of the entity from which an object was cloned.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_sobject.htm#apex_System_SObject_getCloneSourceId
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_methods_system_sobject.htm#apex_System_SObject_getCloneSourceId
One approach, albeit kind of kludgy, would be to create a new field, say original_id__c, which gets populated by a workflow (or trigger, depending on your preference for the order of execution) when blank with the salesforce id of the record. For new records this field will match the standard salesforce id, for cloned records they won't. There are a number of variations on when and how and what to populate the field with, but the key is to give yourself your own hook to differentiate new and cloned records.
If you're only looking to control the experience for the end user (as opposed to a developer extending your managed package) you can override the standard clone button with a custom page that clears the values for a subset of fields using url hacking. There are some caveats, namely that the field is editable and visible on the page layout for the user who clicked the clone button. As of this writing I don't believe you can package standard button overrides, but the list of what's possible changes with ever release.
You cannot detect clone operation inside the trigger. It is treated as "Insert" operation.
You can still use dedicated code to invoke sObject.Clone() and exclude the fields that aren't required. You can ensure that you include all fields by using the sObject describe information to get hold of all fields for that object, and then exclude the fields that are not required.
Hope this makes sense!
Anup
My report has three dynamic multi value parameters. The problem is when I publish the report to the repository, the available values do not show up. Its all blank. I tried mapping the parameter values to LOVs created in Business Views, but that is also not working somehow. Any idea what i might be doing wrong or need to do. Thanks
Did you schedule your list of values in Business View Manager? Right click on the LOV then select schedule list of values - either run now or schedule.