[Adarsh]

Hi Piyush,

You may go through with following :

__c Custom Object or Custom field
__r Custom relationship field as used in a SOQL query to traverse the relationship
__ka KnowledgeArticle
__kav KnowledgeArticleVersion
__Feed Article Type Feed or Custom Object Feed
__ViewStat KnowledgeArticleViewStat
__VoteStat KnowledgeArticleVoteStat
__DataCategorySelection Article Type__DataCategorySelection
__x External Object
__xo Salesforce-to-Salesforce (S2S) spoke/proxy object
__mdt Custom Metadata Type
__Share Custom object sharing object
__Tag Salesforce Tagsbelow
__History Field History Tracking for Custom Objects
__pc Custom Person Account Field
__pr Used for traversing custom Person Account relationship fields
__hd Historical Data
__hqr, __hst Start/End of the Datetime range
__b BigObject
__latitude__s Geolocation Latitude Coordinate
__longitude__s Geolocation Longitude Coordinate
__e Platform Events - a.k.a. EventBus event (Winter `17 pilot)
__p Custom Person Object (Spring `15 pilot)

Hope it helps 🙂

[Adarsh]

Hi Neha,

Probably in the case of these both, we can't able to do this.

 

[Adarsh]

Is it also applicable with conga also?

[Adarsh]

Thank you all for valuables response.

Is there any limitation with webmerge also?

[Adarsh]

Hi all,

Is there any other document generating system, which also allows the same?

 

[Adarsh]

Hi Ankit,

How many ways to assign a template to Nintex document?

[Adarsh]

Hi Ankit,

Is there any other document generated system, where we implement Apex logics?

[Adarsh]

Hi shariq,

The other solution is kinda like the second one. Introduce a dummy checkbox field that is not visible to anyone. And let the Validation Rule bypass the record if that checkbox is true. Now, in your trigger, before you update oppsToUpdate, first update that dummyCheckbox to true. In this way, the validation rule will be bypassed. Also, make sure you make the checkbox false as soon as the trigger does its action. In order to do this, you can create a workflow that will do the field update of that dummy checkbox to false whenever the value is true.

Please let me know if you would need any help on this.

[Adarsh]

Hi ankit,

Profile p = [SELECT Id FROM Profile WHERE Name=’System Administrator’ limit 1];

User u = new user();
u.LastName = 'Test Code Welcome';
u.Email = '[email protected]';
u.Alias = 'Tcode';
u.Username = '[email protected]';
u.CommunityNickname = 'test1211';
u.LocaleSidKey = 'en_US';
u.TimeZoneSidKey = 'GMT';
u.ProfileID = p.id;
u.LanguageLocaleKey = 'en_US';
u.EmailEncodingKey = 'UTF-8';
insert u;

[Adarsh]

Thanks ankit, its really mean for me.

[Adarsh]

Hi ankit,

Yes, we can schedule document generation in webmerge in both standard and customize way.

you may go through with this Link for better understanding.

Hope it helps 🙂

[Adarsh]

Hi J,

HTML templates can only display basic fields. So, you would need a formula field:

MaskedCustomTextField__c (Text) =
LPAD(CustomTextField__c,LEN(CustomTextField__c)-4,"X") &
RIGHT(CustomTextField__c,4)
Put the formula field into the HTML template, and you're good to go:

{!Account.MaskedCustomTextField__c}
If you use a Visualforce template, you can put it directly in to your text:

{!LPAD(CustomTextField__c,LEN(CustomTextField__c)-4,"X") &
RIGHT(CustomTextField__c,4)}

 

Hope it helps 🙂

[Adarsh]

Hi Neha,

This checkbox “send welcome email checkbox” to allow a user to send a welcome email while creating a community user is enable necessary. I am not found any way to overcome this functionality.

So email sends only when this checkbox is enabled.

Thank you.

[Adarsh]

Hi Neha,

We can do it easly. In apex you need to check this:

Database.DMLOptions dlo = new Database.DMLOptions();
dlo.EmailHeader.triggerUserEmail = true;
Database.insert(lstUserToBeInserted,dlo);

And alo set the current community workspace administration Email's setting as below-
1. Open Community Workspaces or Community Management.
2. Click Administration | Emails.
3. Enter custom values for the email sender’s name and address to replace the default values.
4. Also check the send welcome email checkbox and also select the desired email template for email body.

Hope it helps 🙂

• This reply was modified 6 years, 5 months ago by  Adarsh.

[Adarsh]

Hi Ankit,

I think you need to contact the support team of conga to activate you conga conductor license.

Hope it help 🙂

[Adarsh]

Hey Mark,

you can use ‘Salesforce API Fieldnames’ chrome extension to achieve this in record detail page.

Hope it helps 🙂

[Adarsh]

Hi Ankit,

Yes, you can use 'Salesforce API Fieldnames' chrome extension to achieve this.

Hope it helps 🙂

[Adarsh]

Hi Neha,

You may also use 'Apex Debugger' for also better user interaction.

Hope it helps 🙂

[Adarsh]

Hi Ankit,

Yes, it is possible through Metadata API's but not directly via apex.

You can't access the metadata API via Apex.  It's a web service API used by external clients.

Hope it helps 🙂

[Adarsh]

Hi Ankit,

First execute before triggers, then after trigger then workflow rule.

If the record was updated with workflow field updates, fires before update triggers and after update trigger one more time (and only one more time), in addition to standard validations. Custom validation rules, duplicate rules, and escalation rules are not run again.

and you may also check the debug log to know that which runs first.

Hope it help 🙂

[Adarsh]

Hi Ankit,

you may go through with this sample of code,

<apex:page controller="TestController ">
<apex:form >
<apex:selectList size="1" value="{!selectedname}">
<apex:selectOptions value="{!selectedaccnamefields}"/>
</apex:selectList>
</apex:form>
</apex:page>

public class TestController {
Public string selectedname{get;set;}
Public List<Selectoption> getselectedaccnamefields(){
List<Selectoption> lstnamesel = new List<selectoption>();
lstnamesel.add(new selectOption('', '- None -'));
for(Account acc :[SELECT id,name,phone,type,industry FROM Account]){
lstnamesel.add(new selectoption(acc.id,acc.name));
}
return lstnamesel;
}
}

Hope it helps 🙂

[Adarsh]

Hi Kapil,

For apex Class, you may use and UserInfo.getUserId(), and for a Visualfroce page, you may use {!$User.Id}.

Hope it helps 🙂

[Adarsh]

Hi Neha,

Document for child records using webmerge

To use Child Relationships, you will need to create a loop in your document that supports iterating over a list of data. To do so:

Sample Code :

{foreach from=$Contacts item=_contact}
{$_contact.Name}
{$_contact.Phone}
{/foreach}

The "_contact" part of this loop is the local variable that you'll use inside the loop. To print out a field value, you use {$_contact.FIELD}.In your Salesforce WebMerge Mapping, you will now have the ability to map a Salesforce field or relationship to "Contacts". When working with child relationships, we’re going to ignore the _contact field in this situation because it is the iterator. Let’s instead look at Contacts and in the Salesforce Field section, find the relationship you want to map to the list.

Document for grandchild records using webmerge

According to a acticle from webmerge support team, it may possible. If you need to loop through child records within your child relationships, Salesforce will send over a list of records indexed by the Id of your main child record.  You can do something like this in your document.

sample code :

{foreach from=$Contacts item=_contact}
{$_contact.Name}
{foreach from=$Dependents[$_contact.Id] item=_dep}
- {$_dep.Name}
{/foreach}
{/foreach}

You'll then need to update your Salesforce Mapping and map the "Dependents" field to "Child Relationship: Contacts.Dependents".

Hope it helps 🙂

[Adarsh]

Hi Neha,

Yes, it is possible through Apex. You may follow with sample code.

public class DrawloopDocumentGeneration {
public static void drawloopDocumentGeneration(){
try{
Loop.loopMessage lm = new Loop.loopMessage();
for(Opportunity bps : [Select Id from Opportunity Limit 200])
{
Map<string, string> variables;
lm.requests.add(new Loop.loopMessage.loopMessageRequest(
bps.Id, // MAIN RECORD ID - SAME OBJECT AS THE DDP RECORD TYPE SPECIFIES
//'a5q0U0000000Wgr' -> Id of Document package
//'a5o0U00000002hI' -> Id of delivery option of this Document package
'a5q0U0000000Wgr',
new Map<string, string> { 'deploy' => 'a5o0U00000002hI' }
));
}
// SEND ALL DDP RUN REQUESTS IN A SINGLE CALL OUT
lm.sendAllRequests();
}
catch(Exception e){
system.debug('--------e-----:'+e);
}
}
}

hope it helps 🙂

[Adarsh]

Hi Saagar,

A developer account is a standalone edition of Salesforce which is not tied up with any other orgs. Hence it is not possible to reset/refresh this. The only way is to manually delete all the customizations or create a new developer account.

Hope it helps 🙂