Questions tagged [create-records]

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1answer
14 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 ...
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0answers
18 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 ...
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1answer
21 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
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1answer
40 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 ...
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1answer
26 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
17 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 ...
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1answer
234 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
104 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 ...
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0answers
62 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 ...
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1answer
70 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
492 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 ...
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0answers
47 views

Change Confirm button label on Record Form

I have a global action (create record) in my Community which loads a "Create Record Form". The submission is labelled "Confirm", is there a way to rename this label? There is no option in the Create ...
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1answer
35 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 ...
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1answer
518 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
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2answers
299 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 ...
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2answers
186 views

Hide field on Case Create Page

I have a datetime field on my case object that gets set by a trigger based upon the value selected in another lookup field on my case. I need this field to display on the case details once the case ...
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0answers
988 views

Trying to create a case record from Lightning Component Input form

I am creating an input form using Lightning component. Based on the data entered by the user in the form, a case should be created in Salesforce. Unfortunately, when I hit the submit button, nothing ...
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0answers
26 views

Is it possible to reference values on child object records in Process Builder?

On the Case there is a custom junction object that looks up to the Account called Support_Team__c. This allows for the association of multiple Support Team members to a case. On this junction object, ...
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1answer
267 views

Call API FireEvents: multiple records for data extension

we are calling to this method: https://www.exacttargetapis.com/interaction/v1/events In body, raw text is this: { "ContactKey": "XXX", "EventDefinitionKey": "APIEvent-XXX", "...
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1answer
74 views

Embedded VFP not showing on popup

Since no one has suggested a better solution to my question I'm currently trying to include a custom component into a standard layout using a visual force page. I was able to create the VFP and add ...
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1answer
47 views

updating related list

List<Opportunity> op = [ SELECT Id,AccountId, External_Id__c, StageName, Sales_Office__c, Held_or_Purchased_Model_Lookup__c, Subdivision__c, Lot__c, Hold_Expiry_Date__c,...
3
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1answer
277 views

Why at the Account tab dropdown menu the “+ Account” option is missing? (applies to ANY other tab, too)

Update: this issue applies to ANY SObject tab (Custom + Standard), too. On all Orgs but one that I know at the Account tab there is a first option "+ New Account". It looks always like this and this ...
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2answers
196 views

Cannot read property 'WhoId' of null when using lightning data service with task

I am actually using force:recordData to get info from a task and then I want to create an event from it. So I created a lightning component to be used in a lightning action. The component code is as ...
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1answer
221 views

lightning:recordEditForm, mark as missing a field that I'm passing

I have an Issue with this component. When every Try to submit a new OpportunityLineItem The component sends the following error messages. An error occurred while trying to update the record. Please ...
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1answer
244 views

Tell a force:lightningQuickAction what object I would like to work with

I want to create a custom lightning component which would allow me to create a record of a specific object. I decided to use quick action for this. I googled the documentation over here and found the ...
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1answer
1k views

Callback after the record was created using e.force:createRecord

Are there a way to add callback after the user created a record and clicked the Save button? I am using a custom tab and custom components and open the Create a record modal window using e.force:...
1
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1answer
94 views

How to insert a record via lightning compenent?

I am new in lightning and trying my hands on it,but get stuck where i simply want to insert a record after creating the page of app. here is my code :- Component` <aura:component implements = "...
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1answer
2k views

Prepopulate lookup field in e.force:createRecord

I am trying to complete Lightning Framework specialist superbadge in trailhead and under challenge 2, I came across the following If a Boat Type is selected, the new Boat record defaults to the ...
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2answers
1k views

Lightning Data Service - empty error message

Today I'm struggling with something I really do not understand. I'm trying to make simple lightning component for creating new record of custom sObject. Problem appears on the save method. Result ...
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2answers
966 views

save two records in two objects with a single save button with lightning components

I have two objects: question and answer, in one form. the first 3 fields belong to the question object. dynamic form belongs to the response object. I created two actions in the client-side ...
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2answers
53 views

How do I give a custom button the functionality to Create a New Record (on a related list)

I created a custom button "Add" and put in on the related list. But I need some help figuring out how to give it the same functionality of "New" when clicked
0
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1answer
126 views

insertion of a date field from vf page

I have a requirement to insert a date field for opportunity on vf page.For the creation of record i used vf remoting.But when i am sending opportunity closed date from page to controller and trying to ...
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2answers
1k views

Not able to update due date field in task

I'm having a process builder which creates a task whenever the stage is "Prospect". Now all is fine except due date field update. I'm setting "TODAY() + 7" in "Due Date Only" field in process builder. ...
3
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2answers
2k views

lightning:recordEditForm not working - create children on master-detail relatinship

<aura:component implements="force:appHostable"> <aura:attribute name="recordId" type="String" /> <lightning:card title="Create Reservation"> <lightning:recordEditForm ...
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1answer
70 views

Create new SF opportunity from within an iFrame

I currently have an iFrame which is loaded into SF using syntax similar to below. <apex:component> <apex:iframe src="SomeURL" scrolling="true" height="600" width="1000"/> </apex:...
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0answers
184 views

Restrict Record Create to Custom Button Only

I would like to restrict the way my users can create a custom object record. Specifically, this object record is a child of a different object and should never be created without a reference to the ...
3
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0answers
888 views

lightning:inputField as lookup missing “New Record” option

Is it just me or is the lightning:inputField component missing the "New Record" option when it's rendered as a lookup? Right now I have to type a value in the lookup field, hit enter, and wait for ...
-1
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1answer
261 views

New button to create auto-populated quote record

I was wondering what the best approach would be to add a button on an opportunity page to generate a new quote record that has some data fields auto-populated with data from the parent opportunity. ...
1
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2answers
504 views

How to Get Newly Created Id After Insert Called from an Event

I can't seem to get the Id of my newly created Contact record. When clicking the "Save Contact" button, the contact is saved, but I can't figure out how to reference the new Id. I would like to use it ...
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2answers
789 views

Insert record into Data Extension from a Journey

I would like to keept track of my sent out emails by writing away the data such as "Sent Date", "Theme", "Reason of contacting" into a "Contact History" Data Extension. This, as we only have the SF ...
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1answer
106 views

Prefill fields with trigger not working

I have a custom object with 4 required fields for which I made a visualforce page to create a new record. I would like to fill 2 of the required fields with a before trigger and the other 2 trough the ...
1
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0answers
441 views

Save returnURL for standard save button on creating record using force:createrecord

The requirement is to redirect to home page on saving a new To Do record . I have a lightning component with custom button added to Home page that onclick I am creating a new record using force:...
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2answers
1k views

How do you access the user's choice for RecordType when using a lightning component to override the New button on a custom object?

I have a custom object with two different record types assigned to the standard user profile. We are using a Lightning Component to override the standard functionality of the New button, and this ...
4
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1answer
181 views

Hiding Standard fields from the Record creation window - Napili Template

Seems straight forward: Field Level Security to hide the fields, but this seems like, we cannot make disable the Read permission(as it always defaults to checked): Created By, Last Modified By, Record'...
0
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1answer
528 views

Flow: Auto Create 12 Month Child Records From Parent Employee Record Using Flow

Using Process Builder to call the flow on record create. I have a Contractor object. When a new Contractor is created, I need to auto create 12 (one per month) Time Sheet object records (regardless ...
0
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2answers
91 views

Error after creating a record in apex class

I get this error after clicking a button: The name can only contain underscores and alphanumeric characters. It must begin with a letter and be unique, and must not include spaces, end with an ...
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2answers
141 views

How to create a business account with the REST API

I can create a person account using the REST API, but I can't seem to find any documentation on how to create a business account. I imaging that the post items you send need to include something extra ...
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3answers
3k views

Copy field values from one object to another

I have Obj1 and Obj2 both having 20 fields of same API Names. For while creating Obj2 records I want to copy all those field values to Obj1. Is there any shortcut to do the coding instead of writing ...
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2answers
40 views

Creating a new record out of a newly created user record

I have a custom object called Employee__c. Once I create a new User in Salesforce, a new and corresponding Employee__c record has to be automatically created in the system using the information from ...
5
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1answer
868 views

Is there an event to handle Successful creation of record when event force:createRecord is used

I am creating custom object records using standard salesforce record creation feature by firing the event force:createRecord from my custom component. After saving the record, Page navigates to ...