The following functionality cannot be achieved with the help of the user tools. In case you want to develop this feature you can inspect it in the section for the example of the implementation.
Moreover, in case you do not want to implement such functionality yourself you can contact your account manager in order to get some help.
When a new contact is created, we need the Contact's address to be defaulted to its Account's address when the Contact page loads. How can this be done?
I implemented a similar solution for a client and it worked really well on version 7.12.3. However, client´s environment were updated tonight and on version Version 7.12.4.924, the page doesn´t load (neither refresh) when the process is getting the default values.
However, if I close the record and reopen it, the values were properly entered.
The functionalify is in the getDefaultCList method in the CommandLineModule schema. It's a base schema and you'll not be able to override it in a way that we use for overriding pages and sections. Please investigate the base documentation of Ext.js and find a way on how to change the method. https://www.sencha.com/products/extjs/
We can open the section wizard for the "Case" section but when we try to access to the "Page", the pending icon keeps on turning and nothing happens, even after a long period, while it works fine with other sections.
While opening the Section wizard for the Case section, please open web browser console (click F12 in Chrome) and check if there are any errors to be fixed.
Usually, when you are not able open page in Section Wizard, this means, that something went wrong in the diff section of page schema.
In order to check this, please go to system configuration: System Designer --> Advanced settings --> new window of system configuration will open --> Go to Schemas tab --> search for CasePageV2 --> open it.
In the diff: /**SCHEMA_DIFF*/ [{}]/**SCHEMA_DIFF*/ section look for double-inserts of same item. Judging from the error, look for "DeclarerCommentsDetail" insert. Make sure, that this is the only insert through all package levels in CasePageV2.
To make sure the issue is related to particularly this detail, please try to comment the insert --> save schema --> clear browser cache and open section wizard.
Do you have CasePageV2 already created in the Custom package? If yes, please share it. In case there is no schema in any of your custom packages (if you have more than one), are you setting up Cases section via Section Wizard for the first time? Have you ever saved Case page with Section Wizard?
As of an information provided, I can assume this is due to double insert of the "DeclarerCommentsDetail" element, as error says. Please take a look at all CasePageV2 schemas you find in the system for double-inserts.
Also, you can eliminate the possibility issue related to this field in the following way: Create a new replacing schema for CasePageV2 in Custom package. In the diff section remove the field:
How can the Attachment detail on an Account record be customized to include other columns(like CreatedOn & CreatedBy) from the Attachment object? Currently only the file name is displayed.
Thanks Matt! The columns are available after the implementing the customization. However the columns are not sortable. Is there a way to make the column headers trigger the sort operation when they are clicked on?
The following detail cannot be sorted out of the box due to its nature, it is not meant to store a large number of files initially. We recommend you to inspect the details, where the sorting is present and recreate the behavior in your detail, if it is required. Also, you can check one of the many marketplace applications that allow you to work with files more efficiently.
There is no need to log out of the system now. After you make the changes you just can refresh the page (without emptying the cache) and the changes will be applied.
I'm currently developing a c# class called by a script task from a process.
It works fine but i want to log any messages. I don't want to log in classic log file but in data table like AuditLog in order to see them from administration...
Hi Davyd. You can create a new object based on "base object". Then add a new text250 field and specify the field as a primary display value (advanced settings in the object). Publish the object. Then create a new lookup in a "Lookups" section based on the new object. Check that you can add and delete data into the lookup.
Then use ESQ to write log messages into the object.
