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Cannot filter contact search to the single account in context.

  • July 11, 2024
  • 4 replies
  • 2 views
M
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I have a table of accounts and for these accounts there is a row action that opens a popup to create a new activity record. In the popup there is a contact field which I would like to only filter in contacts who belong to the account that the popup was activated on. Currently when I open the popup and search for a contact to enter, the drop down pulls in all contacts in the database.

Another issue when attempting to set the filter is as follows:

Popup:

Field props

When going into Filters > Select Field:

Note it says Contact. I select the Account ID:

Account ID appears on the left but not on the right for ‘field’

When I change the “context” it reverts to [No Field].

Is there a way I can set this to only pull up contacts that are on the account in context?

Thanks.

4 replies

B
Forum|alt.badge.img+10

Michael,

Replace the WhoId field with a UI only reference field. Here is a sample page:

<skuidpage unsavedchangeswarning="" personalizationmode="server" useviewportmeta="true" showsidebar="true" showheader="true" tabtooverride="Account">
    <models>
        <model id="Account" limit="100" query="true" createrowifnonefound="false" datasource="salesforce" sobject="Account" type="">
            <fields>
                <field id="Name"/>
                <field id="CreatedDate"/>
                <field id="Id"/>
            </fields>
            <conditions/>
            <actions/>
        </model>
        <model id="NewTask" limit="1" query="false" createrowifnonefound="false" datasource="salesforce" type="" sobject="Task">
            <fields>
                <field id="OwnerId"/>
                <field id="Owner.Name"/>
                <field id="WhoId"/>
                <field id="Who.Name"/>
                <field id="WhatId"/>
                <field id="What.Name"/>
                <field id="Subject"/>
                <field id="ChooseName" uionly="true" displaytype="REFERENCE" label="Contact" ogdisplaytype="TEXT" datasource="salesforce" targetobjects="Contact" defaultvaluetype="fieldvalue" rel="SelectedContact" keyfield="Id">
                    <batchfields>
                        <batchfield field="Id"/>
                        <batchfield field="Name"/>
                        <batchfield field="AccountId" fieldtargetobjects="Account"/>
                    </batchfields>
                </field>
            </fields>
            <conditions/>
            <actions/>
        </model>
        <model id="ContactsForAccount" limit="20" query="false" createrowifnonefound="false" datasource="salesforce" type="" sobject="Contact">
            <fields>
                <field id="RecordTypeId"/>
                <field id="AccountId"/>
                <field id="Account.Name"/>
                <field id="Name"/>
                <field id="Id"/>
            </fields>
            <conditions>
                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="AccountId" fieldtargetobjects="Account" state="filterableoff" inactive="true" name="AccountId"/>
            </conditions>
            <actions/>
        </model>
    </models>
    <components>
        <pagetitle model="Account" uniqueid="sk-2ZYncU-194">
            <maintitle>
                <template>{{Model.labelPlural}}</template>
            </maintitle>
            <subtitle>
                <template>Home</template>
            </subtitle>
            <actions>
                <action type="savecancel" uniqueid="sk-2ZYncT-192"/>
            </actions>
        </pagetitle>
        <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="true" model="Account" mode="read" allowcolumnreordering="true" uniqueid="sk-2ZYnd1-208">
            <fields>
                <field id="Name" hideable="true" allowordering="true" uniqueid="fi-2ZYmpC-863" valuehalign="" type=""/>
                <field id="CreatedDate" hideable="true" allowordering="true" uniqueid="fi-2ZYmpC-864"/>
            </fields>
            <rowactions>
                <action type="multi" label="New Activity" icon="sk-icon-magic">
                    <actions>
                        <action type="setCondition" model="ContactsForAccount" condition="AccountId" value="{{Id}}"/>
                        <action type="requeryModel" model="ContactsForAccount" behavior="standard"/>
                        <action type="emptyModelData">
                            <models>
                                <model>NewTask</model>
                            </models>
                        </action>
                        <action type="createRow" model="NewTask" appendorprepend="prepend" defaultmodefornewitems="edit" affectedrows="context">
                            <defaults>
                                <default type="fieldvalue" field="WhatId" fieldtargetobjects="Account,Asset,AssetRelationship,Campaign,Case,ChannelProgram,ChannelProgramLevel,Contract,Ghost__c,Goal,LiveAgentSession,LiveChatTranscript,Metric,Opportunity,Order,PartnerFundAllocation,PartnerFundClaim,PartnerFundRequest,PartnerMarketingBudget,Product2,Quote,Solution,Store__c,WorkCoaching" enclosevalueinquotes="true" value="{{Id}}"/>
                                <default type="fieldvalue" field="What.Name" fieldtargetobjects="Account" enclosevalueinquotes="true" value="{{Name}}"/>
                            </defaults>
                        </action>
                        <action type="showPopup">
                            <popup title="New Popup" width="90%">
                                <components>
                                    <pagetitle model="NewTask" uniqueid="sk-2ZZO2M-531">
                                        <maintitle>New Task</maintitle>
                                        <actions>
                                            <action type="multi" label="Save" uniqueid="sk-2ZZRfK-563" icon="sk-icon-save">
                                                <actions>
                                                    <action type="blockUI"/>
                                                    <action type="updateRow" fieldmodel="NewTask" affectedrows="context" field="WhoId" fieldtargetobjects="Contact,Lead" enclosevalueinquotes="true" value="{{ChooseName}}"/>
                                                    <action type="save">
                                                        <models>
                                                            <model>NewTask</model>
                                                        </models>
                                                        <onerroractions>
                                                            <action type="blockUI" message="There was an error" timeout="3000"/>
                                                            <action type="unblockUI" message="There was an error" timeout="3000"/>
                                                        </onerroractions>
                                                    </action>
                                                    <action type="closeTopmostPopup"/>
                                                    <action type="unblockUI"/>
                                                </actions>
                                            </action>
                                            <action type="multi" label="Cancel" uniqueid="sk-2ZZRnS-569" icon="sk-icon-cancel">
                                                <actions>
                                                    <action type="cancel">
                                                        <models>
                                                            <model>NewTask</model>
                                                        </models>
                                                    </action>
                                                    <action type="closeTopmostPopup"/>
                                                </actions>
                                            </action>
                                        </actions>
                                    </pagetitle>
                                    <basicfieldeditor showheader="true" showsavecancel="false" showerrorsinline="true" model="NewTask" buttonposition="" uniqueid="sk-2ZZfZo-749" mode="edit">
                                        <columns>
                                            <column width="50%">
                                                <sections>
                                                    <section title="Section A">
                                                        <fields>
                                                            <field uniqueid="sk-2ZZkcw-772" id="Subject" valuehalign="" type=""/>
                                                            <field uniqueid="sk-2ZeOkH-1847" id="ChooseName" valuehalign="" type="" optionsource="model" pagesize="5" redirecttype="datasourcedefault" optionmodel="ContactsForAccount">
                                                                <searchfields/>
                                                                <filters/>
                                                            </field>
                                                        </fields>
                                                    </section>
                                                </sections>
                                            </column>
                                            <column width="50%">
                                                <sections>
                                                    <section title="Section B" collapsible="no">
                                                        <fields>
                                                            <field uniqueid="sk-2ZZkcv-771" id="WhatId" valuehalign="" type=""/>
                                                            <field uniqueid="sk-2ZZkcw-773" id="OwnerId"/>
                                                        </fields>
                                                    </section>
                                                </sections>
                                            </column>
                                        </columns>
                                    </basicfieldeditor>
                                </components>
                            </popup>
                        </action>
                    </actions>
                </action>
            </rowactions>
            <massactions usefirstitemasdefault="true">
                <action type="massupdate"/>
                <action type="massdelete"/>
            </massactions>
            <views>
                <view type="standard"/>
            </views>
        </skootable>
    </components>
    <resources>
        <labels/>
        <css/>
        <javascript/>
        <actionsequences uniqueid="sk-2ZYwDR-323"/>
    </resources>
    <styles>
        <styleitem type="background" bgtype="none"/>
    </styles>
</skuidpage>

Thanks,

Bill

M
Forum|alt.badge.img+8

Hi Bill, I don’t actually need to use Who ID and am just using the contact field itself. [Contact__c], would I use the same method?

B
Forum|alt.badge.img+10

Michael,

This should work ‘as-is’…just updated your Contact__c field instead of WhoId.

You should also be able to adapt this directly to your Contact__c field.  Use the ContactsForAccounts model to limit the result set for your Contact__c field.

Thanks,

Bill

M
Forum|alt.badge.img+8

Hey Bill, Got it working! Thanks a bunch. 

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