I'm trying to create tag-like category field for my contacts in SugarCRM. I've read through some docs, created a module and connected it with my contacts as 1 to N relation. The problem is, that Edit Form allows to choose only one category, but then you can add as many as you want in Contact View.
But when you search, it only finds contact that have category set in edit form, but does not pay attention to other categories set in list.
What is the correct way to create 1 to N relation so all of the items would be used in search results?
thanks in advance,
Michael
You should be able to use a MultiSelect field for the tagging and it pick up correctly during searches.
Related
We want to have a sales order dashboard where we only show orders for certain sales people based on the logged in user. For example, we have sales people BB and CR who share an assistant TP. BB can see his orders on the dashboard. CR can see his orders on the dashboard. TP can see orders for both of them on his dashboard. We also have people outside of sales who need to see all orders. We want to do all of this without having to create a bunch of custom dashboards. We wanted to maintain 2 dashboards - one filtered one for sales people and one unfiltered one for everyone else.
We have gotten close to solution by using a generic inquiry. We created custom fields on the salesperson that point back to a logged in user (UserID1 and UserID2). Multiple custom fields were used because a single sales person could be visible to 2 people. We then joined SOOrder to SalesPerson inside our GI. We then wanted to join the Users table on (SalesPerson.UserID1 = Users.PKID AND SalesPerson.UserID1 = #me) OR (SalesPerson.UserID2 = Users.PKID AND SalesPerson.UserID2 = #me). That would allow us to create a filter where Users.PKID is not null to limit the view for sales people and then not use any filter on the non-sales dashboard.
The problem is that #me is not available on the Relations section. It is only available on the conditions section. We tried to just have the join of SalesPerson.UserID1 = Users.PKID or SalesPerson.UserID2 = Users.PKID and then creating the condition for the #me portion. The issue there is that it only shows records with a match. That won't work for non-sales people.
Is there some way to include #me or an equivalent on the relations tab? Any better way to accomplish this?
Built-in variables like '#me' aren't well documented which raises questions about support of this feature.
Try this instead:
In generic inquiry TABLES tab, add table 'PX.Data.AccessInfo'.
In PARAMETERS tab, add a new parameter (ex: 'P1') and set the Schema Field value to 'Accessinfo.UserID' (use 'Accessinfo' or the alias for that table declared in TABLES tab).
In the RELATIONS tab in the join condition Child Field you can reference the '[P1]' variable.
Accessinfo DAC contains current record of the logged in user and reflects the information you see when you click your profile in the top right of Acumatica pages. If the solution doesn't work right away you can debug it with the Request Profiler page to look up the generated SQL query for the GI.
I have customers and prospects as companies and a lead can be individual or company. I need to create a saved search that returns all of the contacts of prospects, contacts of customers and all of the leads in one list. I can do a contact search where status = all available statuses and I get the primary contact of customers, primary contact of prospects and all leads (individual or company) If I add contact.name to the results tab, I get all contacts of prospects and customers but I lose all of the individual leads. I'm attaching image of the criteria and results field. This setup returns the primary contacts and all leads but I need all contacts. My goal is to get a list of every contact or lead in NetSuite to send to external system.
Do a Customer search with the following criteria:
USE EXPRESSIONS = YES
Contact : Internal ID is not none Or
Is Individual is true
In your results you can use a Formula(Text) to get the proper name and/or email:
decode({isperson},'Yes',{altname},{contact.entityid})
Finally heard back from support. It turns out you can tell NetSuite to treat individuals like contacts:
When you navigate to Setup > Company > General Preferences, you have there an option to SHOW INDIVIDUALS AS CONTACTS. When this feature is enabled, individual type customer records will now show in list of Contacts
You will need two separate searches to accomplish this. One for the Leads and one for the Contacts as these are two separate Tables in NetSuite.
I have a list of products that has two columns, product and product family.
I want to create another list that uses this first list as a lookup for one of the columns. This I can do, i.e. I create a custom column and then use the "Add from existing site columns" linko the "List Settings" page of the second list.
However, what I'd really like is that the custom column only proposes products that belong to a specific product family. I can create a View in the first list which allows me to display only the products in a specific family. However I don't see any way to specify only this view when I create the custom column.
Anyone have any ideas ?
Best regards,
Colm
If I understood you correctly you are trying to make a dynamic select field that will populate based on what the user has chosen in a select field before it. You will not be able to configure this with out of the box SharePoint. It is possible to add some javascript to a form to achieve this. I believe you can also do this in InfoPath but I am double checking that.
I have added a column called Customer to my documents library, this is a business data column.
What I want to do is relate a document to multiple customers by entering customer codes into this box.
Currently I can add 'FLC' for example, but I want to put 'FLC, MFT, SAL' for a specified document as it relates to many customers.
Any ideas?
Cheers,
Albert
You might need to develop a Custom Field Control derived from the BDC column to make this Possible.
I dont see any out of the Box Solution that is available to achieve what you want.
I have a Person field in my custom list. I want to have a view that will show multiple fields from that Person instead of the one I had to choose when creating the Person column.
So basically I want to have one column for Person and then in the view see Name, title, email, phone. All of those are valid choices but I can only pick one right now.
I really want to avoid typing in the username lookup for each column I choose to display.
This is SP 2007
It sounds like you need to create a custom fieldtype (with a fieldcontrol) that inherits from the userfield but in viewmode renders out the different columns you need. Is that something along the lines you are looking for?
http://www.sharepointblogs.com/nicksevens/archive/2007/08/31/create-custom-field-types-for-sharepoint.aspx
Note: This link is broken
You probably want a Computed Field. Note that this is not a Calculated Column. A Computed Field is what is used to display the same data is different ways. In SharePoint there is a Title field, but there is also a "Title (linked to item with edit menu)" computed field as well as a "Title (linked to item)" computed field.
See midway down this link for more details. I'm not sure if it will have all of the power that you need, but if it does it is almost certainly what you are looking for if you don't mind getting into the Schema XML file a little.
Could you use a DataView web part for this? If it's just a question of viewing the data that might be suitable.
Came across this thread and thought I'd add a tip. This suggestion is clearly not for every use case, but may work well in situations where you're managing a list rather than allowing manual inputs (verified to work with SP 2013):
Create a spreadsheet with columns to match your SharePoint list that contains multiple profile fields. (for example: name, phone number, email address)
In the spreadsheet, enter the same email address in all of the person/group field types in that row. (e.g., boss#company.com, boss#company.com, boss#company.com)
Select and copy the row(s) you wish to transfer to SharePoint.
In SharePoint, change the list view to "Quick Edit" and paste the row(s) into the grid.
SharePoint will process each field and convert the email address to the profile value you selected during the list setup.