July 6, 2008 06:01pm pdt

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5. wilq32 2,000
6. masterha... 1,500
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1. Bill-Hanson 12,500
2. saurabh726 4,000
3. GLComputing 3,500
3. techhealth 3,500
5. wilq32 2,000
5. SStroz 2,000
5. wellous 2,000
5. sparab 2,000
9. geneus 1,500
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02.25.2008 at 09:34PM PST, ID: 23192616

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6.8

Salesforce - Can you filter Custom LOOK-UP fields based on the Account Type?

Zone: Salesforce.com

Hi there,

Please see the attached file which has the exact requirements. In order to explain my problem it is important to see the attached file, which has screen shots and the images?

Thanks

Attachments:

Request-000753.doc (362 KB) (File Type Details)

Requirement Details

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Question Stats

Zone: Database

Question Asked By: sumprit

Solution Provided By: Bill-Hanson

Participating Experts: 1

Solution Grade: A

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02.26.2008 at 06:32AM PST, ID: 20984557

Bill-Hanson:

As far as I know, you can't filter the built-in lookup window, but there's nothing stopping you from designing your own lookup window component.

You should start by taking a look at the source code for your Make object to see how Salesforce does it, then use that as a model for designing your own pop-up. You will probably want to use a tool like Firebug for Firefox for inspecting the form's elements.

You can design the pop-up window any way you like, but it will need to target the following fields on the Make form so that Salesforce can update its database properly when the Make record is saved:

Where XXX is the name of the Account field:

XXX - Editable text field that holds the current name of the Account.
XXX_lkid - Hidden field that holds the id of the record selected in the pop-up (default = "000000000000000").
XXX_lkold - Hidden field that holds the name of the record selected in the pop-up (default = [Same as XXX]).
XXX_mod - Indicates whether the field has been modified (values = "0" or "1", default = "0").
XXX_lktp - Hidden field used by the pop-up to indicate which type of record to display in the pop-up. This is not required unless you want to make your control more compatible with the built in control. For example, for Account, this would be set to "001".
XXX_lspf - Hidden field. I'm not sure what the purpose of this one is. The default value is "0" and it never seems to change.

For example, on the Opportunity page, the Account back-end fields might look like this when the form is placed in edit mode. There is an existing account selected with id of "0013000000C1jFt" and a name of "ACME Testing". The lookup window will display account records ("001"), and the field has not been modified (opp4_mod = "0").

<input id="opp4_lkid" type="hidden" value="0013000000C1jFt" name="opp4_lkid"/>
<input id="opp4_lkold" type="hidden" value="ACME Testing" name="opp4_lkold"/>
<input id="opp4_lktp" type="hidden" value="001" name="opp4_lktp"/>
<input id="opp4_lspf" type="hidden" value="0" name="opp4_lspf"/>
<input id="opp4_mod" type="hidden" value="0" name="opp4_mod"/>

After selecting a new account, the fields look like this:

<input id="opp4_lkid" type="hidden" value="0013000000FVDoQ" name="opp4_lkid"/>
<input id="opp4_lkold" type="hidden" value="TEST - Company A" name="opp4_lkold"/>
<input id="opp4_lktp" type="hidden" value="001" name="opp4_lktp"/>
<input id="opp4_lspf" type="hidden" value="0" name="opp4_lspf"/>
<input id="opp4_mod" type="hidden" value="1" name="opp4_mod"/>

When the user saves the record, Salesforce knows what to do based on the contents of these fields.

So, at a minimum, any custom lookup control should set these fields when a record is selected in the pop-up: XXX_lkid, XXX_lkold, and XXX_mod.

I realize that this is probably not exactly what you are looking for. How are your JavaScript coding skills?

Accepted Solution

02.26.2008 at 12:48PM PST, ID: 20988624

sumprit:

woww! Seems like lot of work than I possibly thought.
My javascript coding skills are beginner level - but I am able to put 2 and 2 together and get things working. :-) Maybe not be smart but it works, and at the side I keep working to improve on those.

To answer your first question - The MAKE object is the custom object that I created with a new record type and the page layouts.

Hmm..You really got me thinking there, Exacytly where should start this from?

02.26.2008 at 01:19PM PST, ID: 20988961

Bill-Hanson:

First, you need to design a form that uses the Salesforce API to provide the lookup. You'll need a text field for entering the query, a button for submitting the query, and a <div> that will hold the search results.

In your query button, you will use the api's "query" method to get a list of matching records. Then, you will use these records to write the HTML that will be pushed into the <div>'s innerHTML property. The html should include links that will close the pop-up and set the hidden fields in the main form.

02.26.2008 at 02:35PM PST, ID: 20989718

sumprit:

Thanks Bill. This sounds like a big project - and it is, my question is - if I start on this..would you be able to guide me through until I finish this. I understand EE does not allow to take this offline, so I post my queries here would you able to check in regurarly.

1.> To design a Form using the Salesforce API.
I am assuming this can be done using any HTML editor and then how will I determine which Salesforce API Name to be used.

I think I will stick to the first step for now and then move forward from here.

Thanks again

02.27.2008 at 06:13AM PST, ID: 20994052

Bill-Hanson:

Sure, I've never built a custom picker for SFDC, but it's just a matter of time before I need one. We can just keep adding to this question as we work on the solution. I develop software full-time, so I won't always be able to answer immediately, but I won't leave you hanging around forever. If I can't respond right away, I'll let you know.

I think that getting the popup to read records and return values to the proper hidden fields will be the easy part. Our first challenge is to get the button on the form to show our popup instead of the SFDC one.

One way we can do that is to remove the account reference field and add our own field along with a custom button. I'm not crazy about this solution because it may affect reporting.

Another way is to include some script that will force the existing button to call our code. I will start looking for the best way to do this in my spare time. Do you have a deadline?

02.27.2008 at 01:19PM PST, ID: 20998498

sumprit:

Hey thanks for replying again.
No I do not have a deadline for this issue yet, they have thrown this on me to see how far can I get with this issue. Pretty much testing my abilities !

I will start on this project starting next week. Is it anyway I can contact you outside EE like I can be reached on suma_anand04 on t messenger...Not sure if the EE community will allow to do that...

Also - I have another Salesforce related question related to Validation rules. Here is the link - can you help me with this:-

http://www.experts-exchange.com/Database/Software/CRM/Salesforce.com/Q_23192139.html

This is another SF questions have not got a reply to it yet.

02.27.2008 at 01:53PM PST, ID: 20998839

Bill-Hanson:

Sorry, I don't run chat apps anymore -- too busy. I'll see whenever you post to this thread, though.

About Validation rules -- sorry again. I've never used them.

02.27.2008 at 01:54PM PST, ID: 20998849

sumprit:

hmm..ok thank you for your help.

02.27.2008 at 01:55PM PST, ID: 20998860

sumprit:

What about S-controls - I need advice on one S-control - do you think you can help me with that. I can post a different question for that one.

02.27.2008 at 02:18PM PST, ID: 20999070

Bill-Hanson:

Sure, I've written plenty of those. I just leave the built-in stuff like Validation Rules and Email Templates to the admin types.

02.27.2008 at 02:26PM PST, ID: 20999132

sumprit:

Excellent!

I just posted the question under Salesforce zone.
http://www.experts-exchange.com/Database/Software/CRM/Salesforce.com/Q_23198726.html

Let me what you think , looking forward to hear from you.

Thanks

Bill-Hanson

02.28.2008 at 12:53PM PST, ID: 21007919

Hey,

I was just staring to work on this when I realized that you can't run custom JavaScript when a page is in edit mode except via a custom button or link.

sControls don't even load in edit mode, so we can't use them.

The only option left is to add a custom button or link that would use our custom lookup rather than the default one. The problem with this is that the users will have two buttons -- one right by the field (the standard one) and ours (probably at the top of the form). How do we get the users to click the right button? There's no way to enforce use of our control over the built-in one.

Salesforce has hinted for years that they will have form events that we can code like formPostOpen, formQuerySave, etc. If they ever do implement these events, overriding the button should be easy.

I haven't completely given up yet, but I wanted to give you a heads up.

20080236-EE-VQP-29 / EE_QW_2_20070628