I have scripts that react off of, for example, a client Recalc client event. For example, on my form I have a subtab that users may add or remove items from. Based on actions on this subtab (housing a child record of the parent) I would like a field on the parent to update (say to show a total from the children records).
As I was saying, these events seem to work fine if in edit mode but they do not work correctly in view mode. (even in view mode these child records have a "Delete" option at the end of each row in the subtab. This was provided by netsuite by default.
I wondered if anyone had any tips to best allow this parent field to update real time while in updating the subtab rows with the form in view mode.
Thanks.
You can make a custom field on the parent (header) whose value is determined by saved search. For instance, make a saved search that totals the line values by transaction. Be sure to make it filter by transaction in the Available Filters tab. Make the search public so everyone can use it.
Create the custom field that sources the total from the saved search. Make sure to uncheck the "Store Value" checkbox, as you don't want to store the data, you want to reference the search results. You do this on the Validation and Defaulting tab. You'll see a field for Saved Search there. Choose the search you created above.
As you remove/add/change lines on the transaction, the field updates accordingly. In essence, you don't need a single line of code to make this work - it's all in how you create the search and the custom field that references it.
I have a similar situation posted here.
The NetSuite team answered me by email, and it happens you can't really achieve this on the view mode: some API methods are not available. Their suggestion to my case (and I think it applies to yours too) was really to force a refresh on the whole page.
Of course, you can always achieve this accessing the DOM elements directly, but this isn't a best practice, as your code can stop working if these elements change on a version update.
I had the same problem, I'm not able to restrict on view or remove edit button. But, there was one alternative solution with workflows, you can deploy workflow on child record edit mode restrictions, then if the user clicks edit on view then the record will not be available to edit. This concern will apply to custom record as well.
Related
I have a field on one of my base page types which I need to update programmatically from an external data feed, so that it can be included in my Smart Search index.
The documents are versioned, but I want to update the published value of this field regardless of checkout state, and obviously avoid any sort of overwrite when documents are checked in.
The field will not appear on the editor form -- or ideally, would conditionally display for Global Admins.
It appears that using the API to update the document without doing a CheckOut fails silently. However if I do a Checkout/Update/CheckIn on a checkout-out page, the author will lose their work I assume?
Any way to handle this "versionless" field via the Kentico data model and API?
I don't think there is a way around updating checked out pages. You can update the page type table directly, but as you mentioned, it will be overwritten when they check in. You could update the version history I believe to make changes to the current data that is checked out, but again, I think that will be lost if the user cancels.
The only way I can think of to solve your issue is to create another table that maps the values you want to the page. Then you don't have to worry about the pages being checked out, you just need to grab the documentID or something. Since the value isn't displayed to the editor, you just have a field that does a lookup on this table.
The preferred and right way is using the API but as you stated, it causes problems if a user has something already checked out and working on it or it's in workflow and not published yet.
If the field you're updating is page type specific, there is one thing specifically I can think of and that's going directly to the database to the page type's database field and perform an update to that field.
Note: this is not recommended unless you know specifically what you're doing and have done full testing on it
The down side of going direct to the database is this will not update the current version since you're using check in/out and workflow. You will also need to update the checked out and current version which means you need to:
Go to the Document itself in the cms_documents table and get the document you are working with.
Then using the fields DocumentCheckedOutVersionHistoryID and DocumentPublishedVersionHistoryID' you can get the version history IDs of the document from theCMS_VersionHistory` table.
Then you can perform an update to the CMS_VersionHistory and your custom page type fields.
You will then need to look in the CMS_WorkflowHistory table and find out if that document is in workflow and in what step.
After you have that workflow history step, use the VersionHistoryID field to go back to the CMS_VersionHistory table and update that record with your data.
Again, not an elegant solution since you are using check in/out and workflow but after some trial and error and testing you should be able to figure it out.
UPDATE
You may also be able to add a custom table or some other linked database table which will allow you to create a global handler. The linked table would be where you perform your updates via API and other calls without versioning or workflow. Then when a user updates a specific page type you could do a check to see when the last time that linked table was updated and update the field(s) you need on update of that particular page (of course by node and document IDs).
Unfortunately you'll have to check it in and out with API. See examples here.
Also you might need to publish it in order to reflect changes on the live site.
I wish to create a view showing a number of fields from notes documents with replication or save conflicts. So far I have managed to create a basic view with a column for the document ID (Contract ID) then the next column states "Replication or Save Conflicts" but I don't seem to able to either get rid of the replocation or save conflcits column or add new columns to show additional fields from the document. Is there a way I can do this? I want to be able to show the view in XPages. Here is the View selection formula I am using;
SELECT #IsAvailable($Conflict)
Conflicts are not displayed good in views. here are a few alternative tips to deal with conflicts that might give you an idea or two :-)
Create a categorized column with the value of the field $ConflictItems in the view you have, then you will see which item is causing the conflict and can take action to prevent it.
When you open a conflict you can use the action menu "View Parent" to compare the parent and the conflict
Ytra ScanEZ is a great tool for finding and resolving conflicts. it is also possible to create a script that will compare the documents and present a diff list.
You can create an XPage to display your conflicts (and parents). The web is more dynamic as it allow you to layout your data in the way you want and is not restricted to the way view in Notes works. This kind of xpage can be displayed in Notes client or Web browser
Use XPages power. Get all documents from the view with your selection formula. But don't try to show any column value and get fields directly from back-end document you get from view entry entry.getDocument().
Sure, it has some performance impact, but for (hopefully) small amount of replication conflict it's nothing serious.
I want to know if I can click a button in my XPage and dynamically create a Domino View and then show it in a panel control on the same page. The reason I want to do this is because I have a categorized view and I don't want to lose category data by using full text search. So I am thinking of creating a new view dynamically and pass my search parameters, like end date or start date, into the view selection formula.
Is it possible? Any other alternative solution is also welcome.
yes you can, but you don't want to. A Domino view takes space in the database and quite some time for its first use. So you end up with a lot of views taking space and the need to adjust database space after removal. Your response times will suck big time.
Categories as shown in Notes views are no web interaction pattern, so you might want to solve a problem that actually shouldn't exist.
The preferred method for Domino application is navigation / drill down over search. But you could do a FTSearch where you add your category to the search parameters and render your results in a repeat control instead of a view control. There you have more control over the look and feel.
Whether or not it's the best solution, the answer to the immediate question about creating a view on the fly is yes: the Database class has a couple "createView" methods to allow you to create a new view, either entirely from scratch or based on a named other view. From there, you can use the "setSelectionFormula" and "createColumn" methods in the created View to build what you want. You can't do EVERYTHING with those methods, but it may be enough.
One problem you'd likely run into is ACL access: you'll need Designer rights to the database, which a normal user most likely wouldn't have. If you use the sessionAsSigner object to fetch a signer version of the DB (say, "var signerDB = sessionAsSigner.getDatabase(database.getServer(), database.getFilePath())"), you can work from there. Off the top of my head, I don't remember if you will also have to up the "Maximum Internet access" setting on the last tab of the ACL to Designer as well, but you may.
I am assuming that you are referring to the problem that exists when you choose the documents based on the category. This is something that I find highly annoying and I wish that it was possible to turn this on and off. It makes sense for embedded views, but not for much else.
What I did to solve this was to include the category value in the next column. In this way that text could still be seen, even if it was a flat view.
Alternatively, you could also look into using a repeater control and create your own way of presenting the information. This would be used instead of a (Dynamic)ViewPanel control. You could then present the information any way you wanted as long as it is returned in the viewrow set.
Happy Programming!
I've created my own solution with a custom entity of type activity. I'd like to show a message whenever a new instance of it is created using an existing contact but not allow the user to create one, if only attempting to do that without going via contact.
Basically, my aim is that it won't be impossible to just create that activity (the form will be hidden directly at any attempt except for one way only). The user will have to go to contacts (or leads etc.) and in there add and create an instance of the custom activity entity. That way, I can assure that the field "regarding" will be filled out already.
I'm guessing that I need to detect somehow that the opening of the form is a creation attempt. How can I do that?
Also, as it is now, the user can't create a contact-less activity of the custom type because it doesn't appear on the menu with other activities. I must have disabled it somehow but I have no idea how. Anybody who has one?
You could do this a bunch of ways but the easiest would probably be to:
Make the regarding field read only.
Make the regarding field mandatory.
That way if a user opens a create new form they wont be able to set the regarding and because its mandatory they wont be able to save the record. When they open via an existing contact the regarding field will be mapped automatically. That said in this case just making it mandatory my be enough.
(As a side JavaScript can be used to identify the current form state, but I'm not sure how useful that is here).
In terms of where custom activities appear, by default mine show in a number of locations, for example:
CRM > Workplace > Activities > Ribbon > Other Activities > XXX.
CRM > Workplace > Activities > View Selector > XXX.
They don't show under the left hand navigation of the workplace because they are grouped under 'Activities'. I'm pretty sure these are all the default settings.
You can exercise greater control by editing the sitemap, where you can put pretty much anything, anywhere.
In addition to Mr Wood, I'd like to show you some code. It works as supposed to but I'm not sure if it's optimal.
var foo = function () {
var whatIsGoingOn = Xrm.Page.ui.getFormType();
if (whatIsGoingOn === 1)
alert("Let there be an entity!");
else
alert("Not a creation...");
}
The other states' (deletion, update etc.) numeric values are listed here.
Answering the second part of your question:
When you create a custom activity you can choose whether to have it appear in 'normal' Activity menus or not by checking the box at the top right of the entity form. This is a once-only choice as far as I know and can't be changed later.
For your setup, I would suggest NOT checking this box, so it does not appear in the activity menus to avoid users even being tempted to do it that way.
Instead, add an explicit relationship to the activity N:1 to Contact, and another N:1 to Lead. Use this relationship to add your activity to the left navigation of Contact and Lead forms, or add a grid for them (depends on how you want to use this and if you need to filter the view to something other than the default "Associated View").
When a user navigates to this section they will see if any previous activities of this type exist, and be able to add a new one. BUT this means that the child record is a child via this relationship, not using "regarding", so use a script on the form for the activity so that if Contact is filled in, it is copied to Regarding, and if Lead is filled in then that is copied. If neither, then use an alert or other means to warn the use that something is wrong (see comment earlier). If you want Regarding to be read-only but filled in by script, you will need to make sure to use the force the value to be saved:
Xrm.Page.getAttribute("regardingobjectid").setSubmitMode("always");
You must have the lookups for Contact and Lead on the form to be able to use them in your scripts, but you can make them not "visible by default" so they are there but not seen by the user (and taking up no space).
In my SharePoint List, I have an "Employee" column that is a User type field. I would like to add some custom Business Logic to the processing of this field.
Currently, when the user adds a row, I check to see if the user is an Employee or a Manager and then change the behavior on this column accordingly. I do this by statically rendering the field in my custom "ListForm Rendering Template", just before my custom ListFieldIterator. I simply use a standard SharePoint FormField (and FormLabel) control. In the markup of the FormField control, I specify the FieldName (Employee) and an event handler for the Load event. In this Load event, I will check to see if the current user is an Employee or Manager (using two different SharePoint groups). If the user is an Employee I set the value of the field to the current user (this part works perfectly). I also want to change the field so it can't be modified. I thought I might be able to just change the ControlMode on the field (in the code of the OnLoad Event Handler) to Display, but for some reason this has no effect. The field still renders with the full, people picker editor. Am I not changing the fields control mode soon enough? Or is this simply not the correct approach? The other logic I want to put in is if the user is a Manager, I would like to allow that user to select the person from a list (SharePoint group) of Employees. It may be easier to just use the people picker and limit the selectable users to that group. (I think I can do this with the SelectionGroup property.) Although, it would be better if I could just provide a dropdownlist of users, which I could possibly do with a hidden dropdownlist that I would show and event handlers that I could use (handle event selectedindexchanged) to pull the value selected and populate the (now hidden) Employee (user) field. Does this approach make sense? Assuming all that will work, the real difficulty I am having is with changing the ControlMode (rendering) on the field (when the user is an employee) to a label or some kind of read only control, which is how that field renders when viewing the row, which is why I think if I can just trick the control into thinking it is in Display mode then it should work perfectly!
I am still learning SharePoint, but I am very proficient in ASP .Net. This is why I would like to keep my customizations in this Custom Rendering Template, using code behind and leverage my existing skill set as much as properly.
Any thoughts, opinions or advice? Does anyone know why I can't get the column to switch the "Control Mode"?
I do not think that I fully understand your scenario. Some code samples could help.
But anyway it sounds like you want some heavy customizations of the user field. In that case you might want to have a look at creating a custom field with all its advantages and disadvantages. Have a look at MSDN: http://msdn.microsoft.com/en-us/library/gg132914.aspx
Another option might be - in case you do not want to re-use this column in many list definitions - that you can get away with your custom rendering template and create a custom create/edit form where you implement the specific edit behaviour for the field (plain ASP.NET with some SharePoint controls). Here is a nice walk-through on how to grab a custom edit form from SharePoint designer: http://community.bamboosolutions.com/blogs/sharepoint-2010/archive/2011/05/12/sharepoint-2010-cookbook-how-to-create-a-customized-list-edit-form-for-development-in-visual-studio-2010.aspx
I hope this helps. Kr., Bernd.