i am not able to populate the system field "Prject" on opportunity record if the project and opportunity records have a different constituent
I have created the project from opportunity, but by some reason the opportunity has not been linked with the created project. I tried to connect them(populate the project field on opportunity) using a script but get the error: Invalid job reference key for the entity . It seems that netsuite doesn't allow project to be linked with the opportunity with a different client. Is there a way to populate the program field "Project" on opportunity and link the record with each other without changing the constituent on the records?
You would have to create a new Custom body or column field that would allow you to select any Project (regardless of which constituent/institution it is attached to). From there make considerations for why you want the 2 linked, and note that NetSuite will not complete any automation based on this custom field. You will have to make other modifications depending on business needs.
Related
I want to add an entity extension to a customer in shopware 6. I was able to do so with the examples in the documentation of shopware on the PHP side and now I wonder how to display and modify this new "field" in the shopware 6 backend.
I searched a lot and also tried to find a simple plugin where I could get some inspiration from, but unfortunately I'm not able to find.
So again the question 😊 Is there any simple example on how to add an entity extension for customers with field in the admin of shopware 6? Or an example plugin, where I can see how it could be done?
What you're (likely) trying to achieve would be the combination of multiple separate tasks.
If you want to store data in the database you'd need a new custom entity
If you want to associate the new entity with the customer you'll need the entity extension
You'll need to add a new field in the administration
I've linked to examples respectively, but you'll probably need to take the time and invest in studying the documentation regardless.
I also created an example plugin that combines all these steps and adds a new entity with a height field as association to the customer and displays the field in the administration. You can find the repository here.
Not sure if you considered this, but depending on what you are trying to accomplish, the simplest way is probably adding a custom field (this can be done progamatically or even via the admin panel).
The drawback is, that those fields' values are stored as JSON and it has drawbacks when you try to search through them.
Longtime member, been a while since posting. Working on building out an Extranet and am running into a stupidly frustrating issue. First time using SharePoint Online as document repository for external (anonymous) users. In doing so, using Azure permissoning, have the documents split up in repositories on SharePoint based on access level. On top of that I am attempting to display them in Highlighted Content Web part, I am not able to sort them out by location AND type. I have a custom column in each repository that defines what type they are, but when I try to add the AND portion to the KQL it doesn't work. Additionally the internet seems to be massively void of actual documentation of KQL.
(
path:https://domain.sharepoint.com/sites/example/Level%201%20Resources/
OR
path:https://domain.sharepoint.com/sites/example/Level%202%20Resources/
OR
path:https://domain.sharepoint.com/sites/example/Level%203%20Resources/
OR
path:https://domain.sharepoint.com/sites/example/Level%204%20Resources/
OR
path:https://domain.sharepoint.com/sites/example/Level%205%20Resources/
OR
path:https://domain.sharepoint.com/sites/example/Level%206%20Resources/
AND
DocType:"Articles"
)
The above will simply pull all documents from those locations and ignore the AND statement. I have tried renaming it to call on the custom column identifier pulled from the source, and that doesn't work either.
The only real documentation I can find on this is: Here
Which doesn't appear to address filtering based on custom column tags.
EDIT: Reformatted to pull all docs from multiple locations using below, but the nesting portion still isn't working
path:(
"https://domain.sharepoint.com/sites/example/Level%201%20Resources/"
OR
"https://domain.sharepoint.com/sites/example/Level%202%20Resources/"
OR
"https://domain.sharepoint.com/sites/example/Level%203%20Resources/"
OR
"https://domain.sharepoint.com/sites/example/Level%204%20Resources/"
OR
"https://domain.sharepoint.com/sites/example/Level%205%20Resources/"
OR
"https://domain.sharepoint.com/sites/example/Level%206%20Resources/"
)
So the additional issue I was running into was the creation of a column to separate out based on the category of file type (not literal file type). Apparently SPO doesn't like it when you create a list and then reference that list to then filter by via KQL. So I found this morning this.
Apparently the best way to do this is create a custom "Choice" column, allow some time for it to flow and update, and then you can reference it via KQL.
I have created a bunch of NetSuite Entity Fields through the UI (Customization > List, Records & Fields > Entity Fields > New) in one of our two NetSuite Sandbox instances.
I now need to recreate those same fields in our other sandbox, and then eventually in production.
Rather than input them by hand every time, I'd like to either export/import them, or, script them. Unfortunately the information provided by NetSuite doesn't seem to cover this (if it does it's very hard to find). For example, the Import CSV functionality doesn't seem to cover Entity Fields, and the "SuiteScript Supported Records" documentation (for 1.0) doesn't seem to cover them either.
Is it possible to export/import Entity Fields either via CSV or script?
The way to do this is by creating a 'SuiteBundle' that packages your customizations, which you can then share with other accounts.
You can view the documentation here (Netsuite login required).
I have a custom entity Partnership in which I have one lookup field contacts.
now I want to add the name field value of the partnership from contact fullname in time of creation of Partnership.
is it possible with the help of pre-existing configuration settings,(without plugin or web resource)
Thanks.
Without using a plug-in or web resource you have a couple options.
1- You can configure the mappings between the 2 entities by going to the Entity (contact) -> Relationship -> Mappings -> and add a new mapping there. For this to work though, you will need to create the child record from the subgrid of the contact, and if the contact changes it won't update the values. So it may or may not be an ideal solution for you.
2- You can create a workflow rule that runs on create and/or update of the Partnership record that pulls the value from the parent contact onto the partnership record. The downside of this is that workflows are async so you won't see the update for a few seconds and refresh the Partner record.
Hope this helps.
If you want to be able to click the "New Partnership" button in the CRM ribbon, then select a contact, and have the name of the contact, be used to populate another field on the form, you will have to use JavaScript. There is no configurable way of doing it.
If you'd like the value to be populated before it is saved in the CRM database, you could use JavaScript, or a custom Plugin. If you'd like the value to be updated after the record is created, you could use a workflow.
You'll have to use one of those three methods to populate the field. The real question I have though, is why are you bothering to populate the field in the first place? You can add the full Contact name to any view, so I don't see a real big reason to include it.
I am using Visual Studio 2010, SharePoint 2010 with custom document content types and forms. And plan to also use jquery to build the document add/edit/view forms.
I am developing a solution where I want to have a document library where each document uploaded also has a number of external data elements added as metadata.
The tricky part I'm trying to figure out is I want the user to be able to specify and add a multiple number of those same external data elements.
I'm trying to figure out how I represent the data internally in SharePoint. My initial thought is to programmaticly add hidden external fields as the users adds those external selections. But then I also think of simply storing those external elements as non-external text fields but have my own code which performs the external data lookup and validation.
I'm not adverse to significant custom coding, as I'm probably going to need to do a lot anyway since even the user interface is going to be a jquery tabbed form to enable all the external data the user will be able to associate with each SP document.
I've made an attempt to hopefully further explain what I'm trying to do and included that image. Essentially I'm wanting to add 1+ external data relationships to each document, as desired by the user.
It uses just example data. I'll actually have 4-7 different complex relationships much like the example. And the user is permitted to drilldown and select 1, 2 or all 3 of the dropdowns.
Think of it as similar to how here on Experts-Exchange we can add multiple zones to a question.
An example illustration is here: http://flic.kr/p/aFUSJn
Could you simply add a multi-line text column and have the user input the metadata with comma's, then use your code to seperate the data and do what you want with it?
You said you were not adverse to significant custom coding :)
One solution is to use SharePoint content types. The trick is that not all items in a list need to have the same content type.
Therefore, you can do the following:
As the user is selecting the fields he wants to use you generate or select a content type that matchs those fields.
You then add your document to the document list using the content template
You then have all your information strongly typed in SharePoint lists.
We have previously built a system where we generate content types based on xsd files, this worked very well.