I'm trying to implement an update procedure like the one in this blog post (via extra entity and workflow updating account, triggered when the new entity is being created)
http://www.powerobjects.com/2013/08/01/updating-records-in-microsoft-dynamics-crm/
In my list and the new entity "Account Update" I have 3 fields for the full name of a company (name, name_2, name_3).
In my workflow I want to put these 3 together and combine their values in the Account field "Company" (the company's name).
In the process I tried to insert them via the "Form Assistant" and in the field "Company" I now have the following entry:
{Name(Account Update);Name_2(Account Update);Name_3(Account Update)}
but it doesn't seem to work. After my import and update of the account (which ends successful) the value in "Company" is only the value of the first name field.
Is it possible to combine values?
What exactly does it do, when I choose more than one field in the Form Assistant and say OK?
So at last I figured out how to archive it.
With the "Form Assistant" you can combine or add multiple field values to one new field but it is a bit tricky.
The value in the process update the properies have to look like this:
{Name(Account Update)} {Name_2(Account Update)} {Name_3(Account Update)}
BUT
It does not work if you enter this as text, you have to add the fields one after another so that they are recognized as fields (and marked yellow).
Click into the field (here: "Company").
Then choose the first field in the Form Assistant. Click "Add", choose it in the list below and click "OK". Now the field is in the field "Company".
Now go behind the end of the text in the field make a space and then choose and add the second field (clear the list in the Form Assistant before so that now only the second field is in the list)
So it's right if it looks like:
{Name(Account Update)} {Name_2(Account Update)}
Wrong if looks like following (happens when you keep the first field in the list before adding the second with "OK")
{Name(Account Update);Name_2(Account Update)}
Related
I have a workflow to manage employee petitions, that starts with some fields at starter form. The next task, allows a responsable user to approve or reject the initiator user's petition.
I want to show the values of starting form into the approve/reject form, so I created a custom .ftl file for every field that I want print the label and the value. Now I have hard-coded the values to the this:
My problem here, is how to get the value from the first form and print it at the second form (values that I need are where says "200€" and my name).
I'm using Alfresco Community 5.1 and his own Activiti.
Thanks.
Solution 1 : keep IDs of the fields identical in both the forms. this will make the field editable in the second form.
Solution 2 : create a process variable, set its value after the first form has been submitted. then, in the second form display the value of the process variable.
I have a column "full name" in a list and I want to configure drill down for it so that when I click on a particular user's full name, it displays all the bio data of that user from another table.
My requirement is that at the front end, it should show the full names of the users, but when I click on the user's name, it should pass E-mail address of the user for the drill down.
Please need help for doing it.
I'm going to assume you are using a list object. the instructions for a crosstab would be slightly different:
Add the item you want to pass to the drill-through target to your query
In the report page, select the list
Click on the ellipses (...) in the 'Properties' property of the list object
Check the box next to the data item that you added to the query in step 1 and click 'OK'
When you define the drill-through parameters, select 'Pass the data item value' for the method and the data item added to the query in step 1 as the Value.
I am creating a few Notifications in Gravity Forms and I would like to use some "if/else" logic based on field entries.
For example, I have a Buyer 1 Name field and a checkbox that asks "Would you like to add another buyer?" When they check it, a new Name field appears for Buyer 2. In my Notification I would like to say "The following buyer...." if only the first name is completed, and "The following buyers..." if the 2nd name is filled in. Basically make buyer plural. I could give about 10 more examples of needing logic INSIDE the merge tags, really surprised this isn't available. Thoughts?
You want to use a Gravity Forms conditional shortcode in your notification message. It looks like this:
[gravityforms action="conditional" merge_tag="{Field:1}" condition="is" value="desired value"]Show this content if the field is equal to the field value I specified earlier[/gravityforms]
You can also check out this full tutorial (images included).
I am trying to create a report putting a field called contact which has the name of a person. This name is linked directly to another table where I keep all the contacts.
For some strange reason, when I include this name (which in query view displays as the name of the contact), instead of the name appearing, the unique ID number is shown on my report.
As mentioned in the article cited in the above comment, you can use a Combo Box control on your report to do the lookup for you. To see how this can be done, create a new report based on the table containing the lookup field, then drag and drop that field onto the report. That will create a Combo Box control with properties that look something like this:
Row Source: SELECT [Clients].[ID], [Clients].[LastName] FROM Clients;
Bound Column: 1
Column Count: 2
Column Widths: 0";1"
You could use a similar Combo Box control on your actual report to display the client's name rather than their numeric ID value.
Another alternative would be to change the Control Source of the report's Text Box control to have it do a DLookUp() on the table. If the lookup field is named [client] then changing the Control Source of the Text Box to something like
=DLookUp("LastName","Clients","ID=" & [client])
would also work.
I wanted to add to the great answer by Gord:
When using a "web" database (started in Access 2007 I think), you cannot change a report's fields to ComboBox style, nor can you use DLookUp(). (web databases lack a ton of features)
The workaround for this, if you want to create a Web-Report that uses lookup fields, is to create a Web-Query first based on your Web-Table (all the Web-* stuff has a www planet icon over the logo, if you create a new Web-DB in Access 2007+ you'll see what I mean)
So, instead of Table -> Report, you'll have to do W-Table -> W-Query -> W-Report.
Then, the only thing you need to customize to get the data right is the W-Query. Start by trying to reproduce the look in the query to match what you want users to see in the report. Note that here in the query, lookups will work fine (instead of the unique ID's, you get field names like you want). However, this will not carry over to the report. To do that, you gotta get the actual text field name you want into the query:
You should already have one table in your query; start by adding the table that your first lookup field points to. For example, the table I want to print is called Stock_Boards, and it has a lookup field called PCBID_lookup that points to the table Stock_PCBs.
Since you're using lookup fields, there should already be a relationship line between the two tables when you add the second one. If there isn't, something has gone horribly wrong.
Now, see how that line connects two fields on the two different tables? For example, I've got my PCBID_lookup field on my Stock_Boards table, which connects to the ID field on my Stock_PCBs table. If I created a report from this now, PCBID_lookup would be a number, a number that correlates to the ID of a record on Stock_PCBs.
To fix it, I will add the name field I want to show up on the report. In my example, that happens to be a Part Number, rather than the ID. I add the PartNumber field from my Stock_PCBs table to the query, and remove the PCBID_lookup field of the Stock_Boards table from my query.
Since PartNumber is what I want to show up on my report, it effectively replaces the original field (PCBID_lookup)
Repeat for all lookup fields you want in your report.
I had 1 more: I removed the Status field of the Stock_Boards table (which was an ID/Lookup) and added the 'Status' field from the Status table (which was the actual text name)
When finished, your query should look exactly how you want the data to appear, without any special tricks or asking Access to do something unnatural. Save your query, and create a web-report from it. Done!
Say for example I am printing name tags for thousands of content nodes in one content type called “Attendee.” Each of these nodes specifies a single "Attendee" for an event, (and their respective name tag). Say these attendees also needed name tags printed out for their “friends” who are attending with them. That is no problem—these “friends” obviously need their own node with the same fields to get their own name tag, so I distinguish that they are a “Friend of an Attendee” with a simple checkbox.
Now here’s the sorting order / grouping problem: When rendering the view, I need these “friends of attendees” to appear “right after” the attendee they are going with. Is there a way for me to maybe create a new autocomplete text field to link these together and then have them output next to each other?
p.s. I am technically using the Views PDF module, but it has the basic Views functions, so if it's possible with Views, it will probably be possible with this module.
In order to group these together, you have to have some way of linking friends to the attendees. You can do this by adding an entity reference field to the content type. See https://drupal.org/project/entityreference
here are the steps:
from admin/structure/types select "manage fields" on your content type
on the "manage fields" tab, click in "Add new field", and type in a label name. say "friend of"
for "type", select "Entity Reference", and for now, choose "Autocomplete" for your widget
click save
in the field edit tab:
select Target Type: Node
under Entity Selection, set Mode: Simple
set Target bundles: ( your attendees type )
click save
go to admin/config/development/performance and clear all caches
You should now see an autocomplete field when you edit an attendee that you can use to set the friend relationship
Things normally get a bit complicated now, as you have to tell views about the relationship between attendees and their friends. If you want to keep this dead easy, you can set the primary attendees as their own "friend" ( who they are going with ) so that you can group them together easily with their companions, without having to worry about contexts, relationships, or any other fancy stuff.