I'm using SugarCRM Community Edition. I have a bunch of contact information. There are fields I have empty that would like filled. I want each user to be able to fill out a form and fill in those fields.
I'm not sure how to hook each contact into the database. I imagine creating a generic form that somehow hooks into the database using a key. The form/php is not the issue. What is the 'key' and where is the 'door'? I think the door is the SOAP API but I'm not sure. The key, maybe the tracker id?
The only thing I am familiar with as far as interaction between an email campaign and the contact is the campaign 'Tracker'. I know the tracker url with removeme is used for allowing the user to opt out of emails. Is there a way to use this tracker to allow the person to edit their information? I think the answer to this is easy but I need some guidance.
One way of doing this is using the built-in REST api. There are a couple of helpful tutorials out there, here is a link to the one I used for guidance in a similar situation.
You can have a form post the data to your sugar crm's REST gateway, accessible via the url http://localhost/sugar/v2/rest.php.
Although it is quite straightforward to implement, you may want to look at this wrapper class that can be used to maybe keep things cleaner than the hacked up script churned out on the spur of the moment I used in my project.
Last but not least, be sure to glance over the documentation, in the Web Services section you will find more information.
Good-luck
Related
Call me crazy, but I'm looking for a service that will deliver autocomplete functionality similar to Google, Twitter, etc. After searching around for 20 min I thought to ask the geniuses here. Ideas?
I don't mind paying, but it would great if free.. Also is there a top notch NLP service that I can submit strings to and get back states, cities, currencies, company names, establishments, etc. Basically I need to take unstructured data (generic search string) and pull out key information with relevant meta-data.
Big challenge, I know.
Sharing solutions I found after further research.
https://github.com/haochi/jquery.googleSuggest
http://shreyaschand.com/blog/2013/01/03/google-autocomplete-api/
If you dont want to implement it yourself, you can use this service called 'Autocomplete as a Service' which is specifically written for these purposes. You can access it here - www.aaas.io.
you can add metadata with each record and it returns metadata along with the matching results. Do check out demo put up on the home page. It has got a very simple API specifically written for autocomplete search
It does support large datasets and you can apply filters as well while searching.
Its usage is simple - Add your data and use the API URL as autocomplete data source.
Disclaimer: I am founder of it. I will be happy to provide this service to you.
Salesforce - Apex Trigger for New Leads for Existing Accounts. How?
Hello,
I would like to write an Apex Trigger to check if a new lead's COMPANY or NAME already exists as an ACCOUNT, and therefore assign the new lead to the proper ACCOUNT OWNER.
Is there a formula that anyone can provide me to make this happen?
It would be great if the formula would look for CONTAINS "ACCOUNT NAME" rather than a direct match, for cases where a new lead submits their company name in a format slightly different than our existing ACCOUNT NAME.
Thank you greatly for your help.
I don't think this can be done with just a formula. You will need a trigger, preferably one that calls an apex class to do the work. The class will have to be without sharing if you want to reassign the owner id. You'll have to query account for this.
I don't know if anyone is still following this thread, but a client recently asked me for something similar. The client wanted new Leads to be assigned to the same Owner as an existing Contact with a matching email address. Standard Salesforce Lead Assignment Rules didn't support this, so I implemented it using Process Builder and Visual Workflow. There was no need to write Apex code.
It was straightforward and reasonably quick to do, so I put together a blog post outlining the steps. Hopefully someone will find this useful in future.
https://alearningdiary.com/2017/11/12/assign-a-lead-in-salesforce-based-on-existing-contact-owner/
Brian
Elo!
The goal is to build a Webshop where all the product categories and products (aswell as user authentication, order placement, order history, etc etc) comes from a REST webservice..
So basically very little data will be stored in the CMS DB..
I've managed to extend the login-part (looking at "Windows Authentication Module"), but im not sure how to proceed with the other parts?
Is the answer here a way to go? However the answer seems to claim that we would need records for each product?
How to change Orchard record repository
First of all, this is something you might want to consider. Do you really want to flood the rest service with requests. From the way you put this question (very little data will be stored) it seems like every time someone browses a page, you create a REST request. This usually is not a good idea, so be sure to include some caching.
Then, I doubt it's windows authentication you want for a webshop. Make sure to check out forms authentication.
Then, I guess orchard is something you could consider for this project. Regular webshops usually have so much overhead that it is better to create a webshop (with this specific requiremetn) in a regular CMS, and orchard is very extendable.
One mayor thing is, payment. Make sure you have a good payment processor that works (or that you can make it work) for orchard.
I'm creating a site for a local retail shop using Drupal. Everything's been going very smoothly up until this current bit.
It's a comic shop, and I want to make a place where people can manage their own subscriptions. Since the number of different titles a customer subscribes to can vary pretty widely, I want a way to make a completely dynamic form, with people able to add as many new lines as they need and I'm really struggling with Drupal's documentation.
Essentially, I'd like the final version of the page to look something like this: http://www.monksp.org/foo.html
Anyone have any experience building a drupal form like this?
Could you not achieve something similar using Taxonomy and free tagging? Take a look at http://drupal.org/handbook/modules/taxonomy
So in theory you would have a content type called "Subscription", each user would only be able to create one node of this type, it would have the taxonomy applied to it. The user can then edit the node and add more subscriptions. The great thing about this is that you can also use auto-complete. So say a user is already subscribed to X-Men another user can edit their subscription and start typing "X" this would then auto populate with suggested terms already in the taxonomy. e.g:
X-men: Origins
X-men: Apocalypse Saga
X-men: Noir
I think this is the functionality you've described.
I'm currently using the Jira SOAP interface within a C# (I suppose the language used here isn't terribly important).
Basically, I'm creating an API and a Winform that wraps some of the functionality of the soap service so that our Devs can programmaticly add bugs when something goes wrong in our application.
As part of this, I need to know the custom field IDs that are in use in Jira, rather than hardcoding them (as they are still prone to the occasional change) I used the GetCustomFields() method in the jira-rpc api then filtered it, so that all the developer needs to know is the name of the field, then the ID is filled in for them automagically.
This all works fine, but with one quite important proviso: that you login to the SOAP/RPC service as a user with administrative privaliges.
The Jira documentation indicates that the soap/rpc service follows the usual workflows and security schemes, however I can't find anything anywhere that would appear to remove this restriction on enumerating custom fields (and quite why in any instance you would want someone to HAVE to be an administrator to gain this access, especially as the custom field id's tend to be in Jira's HTML source is beyond me)
Does anyone know if I've missed a setting somewhere? Or if there is some sort of work-around for this, short of hardcoding the custom field id's?
Or is this a case of having to delve in to Jira's RPC plugin and modifying the source for it in order to give me the functionality I require?
Cheers
Edit for the sake of google/posterity
Wow, all this time on, and it looks like Atlassian still haven't changed this behavior.
Worked around this by creating a custom dictionary that logs in as an administrative user, grabs the custom fields and then logs out. Not ideal, but it should work 'til atlassian change things
You're not missing anything - there's no way to get custom fields via standard SOAP API.
In JIRA Client, we learn about custom fields in two ways:
We download issues via RSS view of the issue navigator, or via XML representation of a specific issue. If a custom field is set for an issue, the XML will have its id, class and value (values).
From time to time we inspect the content of IssueNavigator search page - looking for searchers for the custom fields. Screen-scraping the HTML gives us not only ids of the custom fields but also possible values for enum fields.
This is hackery, of course, and it may go wrong, so a good API would have been a lot better.
In your case, I can suggest two solutions:
Create your own SOAP (or REST) remote API plugin that will give you just that info that you miss from the standard API. Since you're seemingly in control of your JIRA, you can install anything there.
Screen-scrape the "New Bug" page for the project and type of issue you need to submit. You'll get all the info - fields, options, default values, which field is required.