Questions tagged [create-records]

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1answer
49 views

How can I add a new field before writing the data received from record-edit-form?

I have an LWC component and I'm trying to add a new record using record-edit-form: <lightning-record-edit-form object-api-name={objectApiNameExpenseCard} ...
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1answer
53 views

How can I track the moment when a new object field is added in a batch class?

I have a batch class: public class DataValidation implements Database.Batchable<sObject>, Database.AllowsCallouts{ private List<String> missingDates; public ...
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1answer
75 views

Standard Create-record modal in LWC without page redirect?

Is it possible to call the standard create record modal without invoking a page redirect. After reading this thread I learned that you can call the create record event using lightning navigation mixin....
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0answers
15 views

Update Case record with custom object record ID

I created a new custom object (DR), and am using Process builder to create a new DR record when Case Status = "Pending - Draft". The new DR record is successfully being created, and filling ...
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1answer
34 views

Sharing rules restrictions read-only

Is it possible to prevent a user who has read-only acces to an object OWD Private creating child records with another owner of the parent record. I currently have a custom object where I can add child ...
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1answer
36 views

data loader import - no value for mandatory fields

I need a little help with a data loader import. I have a .csv with account records and some of the fields need to have a value, they're required. I need to know how can I import the file because there ...
0
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1answer
25 views

Is it possible to distinguish in a trigger if a create new record is started from a related list or from the object

I have a requirement to pre-fill some fields when a record is created from a related list. These requirements are different when created from the object itself. Is there a way that I can capture this ...
0
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1answer
30 views

How to get the record Id when the Save button of aura component is clicked so that it can be used to redirect to the other component?

I've to create an aura component which will contain a form and when the data is saved by clicking SAVE button it should redirect us to another component. The issue i'm facing is how to get the record ...
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1answer
25 views

Create multiple custom permissions

I have a requirement to create multiple(around 100) custom permissions. Can this be done using data loader or workbench? In data loader when we select insert option I don't see custom permissions ...
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0answers
27 views

Record Creation Success Message

I am trying to edit the standard 'Record Creation Success Message'. I found this link: https://help.salesforce.com/articleView?id=000356325&language=en_US&mode=1&type=1 But I see only the ...
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0answers
19 views

How to correctly implement the selection of an account in the picklist so that it is correctly recorded in the new contact?

I have a form to add a new contact and am having trouble recording if I fill in the "Account" field. If you do not fill it in, then the new contact is added to the database without any ...
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1answer
33 views

Create record from view in background

I currently have a lightning component from which I want to save a string into a record. In my javascript controller I create a record when a button is clicked. A dialog is shown to save the record ...
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0answers
68 views

PanelOnDestroyCallback from force:createRecord not getting called when I don't set “navigationLocation” : “LOOKUP”,

We have a usecase where we want to open a "Create Record" form from our component, let the user save a record, save the recordId of the newly created record in some entity, and come back to ...
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0answers
35 views

Listen to salesforce Create Record success event with new recordId

I'm trying to use the sforce.one.createRecord event to create a record for Contact object with some pre-fill using the defaultFieldValues attribute. I don't want to use any custom built form because ...
0
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1answer
25 views

Can I set up a way where users allowed to create Opportunities only from Contacts?

My initial idea was to hide - New - button from the Opportunities recent list, its already hidden on the Account page layout, but I'm starting to doubt that's the right way, what approach should I use?...
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0answers
37 views

Pass current loggedin user id in lookup field in lightning component

Eximanie Record field is a user lookup and i want to populate this lookup value as current logged in user, but it is showing still blank on lightning component. ({ doInit: function(component, ...
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0answers
19 views

Dynamically set fields values in force.recordCreate using the getPopulatedFieldsAsMap method

I'm working on a button that clones a record and would like to be able to dynamically populate field values into the force.createRecord form. This was the only way i've found that will keep page ...
0
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1answer
84 views

Error on standard new record create button on list view in Winter 21

You get following error in technical description. When creating a new record using standard New button on a given list view in Winter'21 orgs for specific record types only Uncaught (in promise) ...
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1answer
215 views

how to create a salesforce object on a marketing cloud smart capture form submission [closed]

I have a landing page with a smart capture form on it. Upon the form submission, the smart capture simply sends the details into specific data Extention. Now, is it possible to create a 'Lead' object ...
1
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1answer
33 views

Order of returned Ids when creating multiple records with the SOAP API

When I create records using the SOAP API, the Id of the created records are returned, and if multiple records are created in a single call, all the Ids are returned. I'm just wondering if there's any ...
0
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1answer
31 views

Deny or allow the creation of a new record if in the parent object (records) - the field of the picklist type has the status “closed” or “active”

I have two objects: Training and Participant with a master-detail relationship (Training (master), Participant (detail)). When training is "canceled" (Status (Picklist) field selected ...
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0answers
352 views

LWC - what is the best way to create a new record from an existing one?

I have a need to create a new record from an existing one on a Lightning page, but selecting specific fields only, not all (it's about 50/50 of used/unused fields), and adding some new values not on ...
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2answers
33 views

Can I create a different page layout just for the creation of an object?

We have way too many fields on the oppty object. I am trying to create a new page layout, that will be used only upon the creation of a new oppty. That will holda roughly 15-20 fields only that are ...
0
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1answer
45 views

Trigger doesn't update event

with this trigger I can insert new events, but can't update them, if I update an Opportunity or a Task. trigger CreateEvent on Opportunity (after insert, before update) { List<Event> events = ...
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2answers
90 views

Create no more than one record of particular type per day

I've created a custom object for Leaves which allows the users under my org to apply for leaves. I've added three types of leaves such as Casual Leave, Sick Leave & Leave without Pay. I've used an ...
1
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2answers
545 views

How can I insert records from one sandbox to another sandbox?

I have sandbox shared for my team and I have personal sandbox. How can I insert records sandbox shared for my team to my personal sandbox? I have required objects and fields. I don't need to insert ...
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0answers
485 views

Flow Loop not processing the last record

I'm building a flow that takes the subscriptions listed on our contract record and creates a record in a custom object called Entitlements. Our contracts may have the same subscription listed more ...
1
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1answer
434 views

Creating new Records in FLOW

So I'm new to using flow and i'm doing something wrong. Hoping someone could help to get me on the correct path. I have a very simply flow that I'm trying to do that involves pulling a record ...
2
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1answer
610 views

LWC NavigationMixin.Navigate after creating new record not getting id

In my LWC I create a new record, and after this want to navigate to the new record to allow the user to enter some required info. What I'm finding though, is although my navigate statement is after ...
0
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1answer
566 views

e.force:createRecord not loading create screen - lightning Component

I've created a LC to override the standard new button on a custom object. The component uses e.force:createRecord to load the createRecord screen for the object All works fine when you use the ...
0
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1answer
60 views

Can i add LC button in form?

I've create custom button in Contact , it's goal is to create custom object record I want to add in the form a custom button near Save / cancel which will open another popup .. Form is that ...
0
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1answer
182 views

How to store multipicklist values into the text field in salesforce through lightning web component and apex

LWC code Picklist component code <div if:true={displayMultipicklistFields}> <lightning-dual-listbox name="Field Value" label="Field Value" source-label="Available" selected-label="...
1
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1answer
319 views

LWC create record - getting 'undefined' for record.id in 'then'

I'm successfully creating a new record from my LWC, but I can't seem to access the content of the new record in the 'then' part of the code. I would like to display the Name of new record (which is an ...
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0answers
238 views

Open sofrce createRecord in aura in popup modal instead of subtab in console

I am trying to open "Standard Task" create page in console but its opening as a subtab. I need to open it as a modal popup on same lightning recordpage. Please help. var createRecordEvent = $A.get('...
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0answers
97 views

How to open standard create form of salesforce lightning in a new sub tab

I am firing an event e.force:createRecord to open a standard create form in Salesforce lightning but it opens in a new tab rather than a new sub tab. Is there a way to open it in new subtab?
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0answers
954 views

Create Record in LWC

createRecord : function (component, event, helper) { var createRecordEvent = $A.get("e.force:createRecord"); createRecordEvent.setParams({ "entityApiName": "Contact" }); ...
0
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1answer
39 views

Flow to Create a record and relate records to it

I'm working on a flow that'll ask the user for values (text, and picklist values) and create a record and relate existing records to it. The picklist is a record set of existing records that I need ...
1
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0answers
44 views

Use Lightning Web Component to Create Lead based on Record Type

Trying to figure out how to pass the recordType into a "CreateRecord" method in a LightningWebComponent. Currently, I'm hard coding the id and passing it with the rest of the values, but that is ...
0
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1answer
312 views

Top-Down Tab Key Section not working in Page Layout

I'm also creating custom page layouts for this custom object, and want them to be able to tab down, rather than left to right. I believe I have the correct option chosen, but it does not tab correctly....
1
vote
1answer
250 views

Before insert is not taking effect

I'm trying to update an Email field on an sObject, we have lots of relationships, so using workflow rule is out of the question. Basically I need to send and email alert to the account owner of a ...
0
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1answer
29 views

Compare UserId__c field values on other Contact records and populate UserId field on Contact using other field values on Contact Record

I have a Custom Field on the Contact Object called UserId__c. When a Contact Record is Created I need to check other Contact Records for their UserId__c value to prevent duplicates. The initial value ...
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0answers
28 views

Connected App with Custom Endpoint

I'm not sure how to ask this question. We have a custom endpoint that handles the creation of leads from external partners. We recently added a partner and they are using a connected app. I didn't ...
0
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1answer
2k views

force:createRecord - setting default values dynamically

I have a requirement where I need to set the defaultFieldValues dynamically (both field name & value). How can I achieve that? var createRecordEvent = $A.get('e.force:createRecord'); if ( ...
1
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1answer
1k views

How can I link two records in a flow?

I'm creating a flow that creates two records on two separate objects. The objects are linked in a master-details relationship. But I cannot figure out how to create the relationship between the two ...
0
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0answers
202 views

Lightning Web Components - track user (insert visit record) after login

We use lightning communities. I am working on building a new LWC component, where I can place it in the page footer. The goal of the component is simple: once the user logs in, visits a page in the ...
0
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1answer
401 views

RecordType selection list not available in $A.get(“e.force:createRecord”)

I'm trying to create a Contract from an Opportunity record via $A.get("e.force:createRecord") but it's not displaying RecordType selection list. User has access to two different RecordTypes so it ...
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2answers
2k views

Method does not exist or incorrect signature: void CreateUse(List<Ent_Req__c>) from the type Usrcreation_controller [closed]

I am trying to create a user record based on other record getting created, I added all the code in apex class and I am trying to call apex code method in my trigger. I am getting incorrect signature ...
0
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1answer
43 views

Account record does not get created

I followed instructions on "https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_sobject_create.htm" to insert a new account record. I get no errors, but the account record ...
0
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1answer
973 views

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so

I want to set record type while creating record in lightning component through e.force:createRecord. But I am not able to do so. I tried using custom label and even I tried hardcoding still It is not ...
1
vote
2answers
2k views

Custom Object to Hold Log Information

I need some help at least with the Logic to be able to do this. Basically i need to create a Record on a custom Object everytime an Apex Class is runned on success or error, that Record should show ...