I would like to auto complete a lookup field in Salesforce.
My case:
If I add a new opportunity, I need to fill in an Account Name. I've added a consultant field that need to be filled in automatically by looking up the default consultant out of the account that I'd filled in at "Account Name".
So: Fill in Account Name -> Automatically check default consultant of the Account -> Fill in name at "Consultant".
Is that possible, if yes, how can I do it?
Thanks a lot
Seems you want to use lookup filter rather than lookup autocomplete. In either of the case, you will still need to manually enter the value. Only thing is you can filter the value that you want as you type in or click the lookup icon.
For lookup auto complete got to Setup --> search settings --> lookup auto complete --> select the objects you want lookup autocomplete to be enabled.
for lookup filters --> go to the lookup field whch you want to filter --> add the filter based on other lookup field.
Related
All,
I have a custom field that was added to TFS Azure DevOps and now I need to update any Feature or Story that have a certain text in that field.
Example:
Custom field: PGM0001234
(present both on Features and Stories)
Change to: PROG0004567
Is there a way to do that either on the backend or VisualStudio? There are thousands of work items that need updating so it's not like it's less than 100 feature/stories.
Yes. Create a new Query from ../_queries and set the Field to your custom field.
Run the query, and the results will contain all items where your custom field contains the value PGM0001234.
In the results set, select all and then click the ... after one of the items and choose Edit from the menu.
In the Edit work items dialog, select your custom field and assign new value in the Value field. Click OK and you'll be taken back to the query results with everything in bold. Press 'Save Items` and TFS will then apply the change.
TFS may complain that some fields contain invalid fields, such as Assigned To is a user who has left the business. You may need to bulk-reassign those items to another user in the Edit work items dialog.
Another option is to use Excel. Create a query like the one mentioned above, then open that query in the Excel plugin for Azure DevOps. Do a search and replace or other bulk edit in excel and then het the publish changes button.
Excel is a really convenient way to bulk edit work items.
How can we notify a user to select a value to a drop-down field in Azure DevOps work item without making it a required field.
The reason of not making it mandatory is because it is not a compulsory information.
But the reason for this 'way to notify' is to make sure that this value is to be filled when it is relevant (which is most of the time - but not all the time).
There is no option to add a notification on a field without making it mandatory, but there is a workaround to force the user to think about the value of the field.
You can add an additional boolean field who is enabled by default. This field can be used to create a rule for your original field, to indicate if it is required or not.
So to set this up you have to add the following fields/rules to your work item type:
2 fields:
originalFieldName (the field with extra attention)
booleanFieldName (Boolean, default value: true)
2 Rules:
When a work item is created
Then set the value of booleanFieldName to 1
When the value of booleanFieldName Equals 1
Then make originalFieldName required
With this solution the user always have to fill in the field or make the field is optional by deselecting the boolean field.
If you just want a message to be displayed in the work item to notify user to select a value. There is a workaround that you can create a customized process. You can customize the fields and pages in the your custom process.
For testing, i create a custom process and add a notification text to a group name to indicate use to select a value for a field. Please refer to below step.
1, Go to the Process section in the Organization Settings, and select the process that you want your custom process inherit from.
2, Then choose the work item type you want to edit. You can edit or add a fields or group to the work item type. For below example, i edit the title for Planning group to add a notification message.
For more information about custom process please refer the official documents.
If you already choose a process to your project. You can refer the detailed steps here to change your project process to the customized process.
Hope you find above helpful.
I want to change few fields of customer Information table of AgentTicketZoom file of OTRS6. How to do this? Is there any way?
I need to add a TicketLicense input box below LastName of the field
Yellow circle displays where I need to add my input box
Look at files:
Kernel/Output/HTML/Templates/Standard/AdminCustomerTableView.tt
Kernel/Output/HTML/Layout/Ticket.pm
You also may need to change mappings, take a look at Kernel/Config/Defaults.pm
Usefull link https://blog.otrs.com/2017/10/25/otrs-6-dynamic-fields-customer-user/
If your source of customer information is a different database or an LDAP source, it would be enough to add a field in the map section.
We have added 5 custom fields but are unable to find a way to filter based on data in these fields. Anyone any ideas or resolved this?
Custom fields have been added in VSTS using customization under Process settings.
The feature is available in VSTS.
Below is the detail steps to add a custom field and filter query work items based on the custom field (you can compare with your steps):
1. Add a custom field
In the Process page (https://account.visualstudio.com/_admin/_process) -> Processes Tab -> select the inherited process -> select the work item type you want to add a field (such as PBI in the example) -> New field -> specify the field you add (it's newField in the example).
2. Query work items based on the custom field
Go to a project which you are using the inherited process -> Work Hub -> Queries Tab -> specify the custom field to filter the work items.
At this moment there is no support for this on Boards and Backlogs. Queries as described by Marian might be your best bet. There is an open ticket for it. Please vote to (hopefully) prioritize this.
https://developercommunity.visualstudio.com/idea/606538/add-the-ability-to-filter-boards-by-custom-fields.html
https://developercommunity.visualstudio.com/content/problem/1270736/how-can-i-add-my-custom-filter-columns-in-boards-a.html
I am trying to increment an Id in a Sharepoint list.
I have tried different settings in the online editor of Sharepoint under "Settings > List Settings > Edit Column > Calculated Value".
Another option I tried was to create a custom add form using InfoPath.
In this custom form, I added a rule on my field contactId. The rule has two actions.
Create a Query to the Contacts table
Set the current Id equal to (the maximum idContacts + 1)
enter image description here
A thirth option I tried is to set a rule under Submit options. That way I thought when I submit my form it will check if idContacts is currently blank. It will Query the Contacts table, set the current idContacts as the (maximum idContacts + 1) and finally submit the data to my table.
enter image description here
Finally When I submit my form it gives a pop up message "Connecting to Server" then it redirects to my list but nothing is added to the list.
Does anyone know what my problem could be. Or does anyone know a proper way to do this. I already lookup up a lot of tutorials and other information but I can not find it.
Thank you in advance!