Questions tagged [create-records]

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4
votes
0answers
1k 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 ...
4
votes
1answer
421 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'...
3
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2answers
1k views

How to create more than one temporary record with lightning components

Dear fellow Salesforce experts, I am building a lightning component where I am using a form with fields in order to create multiple records. I am already able to create multiple opportunity records ...
2
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0answers
104 views

Can Flow Designer set Audit Fields on insert?

We are leveraging Process Builder and Flow to assist in a data migration. In the past we've only relied on Process Builder for data migrations and we've been able to define audit fields like ...
1
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0answers
269 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 ...
1
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0answers
331 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 ...
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0answers
41 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 ...
1
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0answers
2k 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 ...
1
vote
2answers
2k 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 ...
1
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0answers
484 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:...
1
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1answer
700 views

Default Record Type when creating record from related list

I have two custom objects in a master detail relationship. Credit Applications are the parent, and Credit Decisions are the child. There are multiple record types and page layouts of each object for ...
0
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1answer
22 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 ...
0
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0answers
20 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 ...
0
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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 ...
0
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0answers
28 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 ...
0
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0answers
33 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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0answers
35 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, ...
0
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0answers
17 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
54 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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0answers
203 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('...
0
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0answers
79 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?
0
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0answers
920 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
35 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 ...
0
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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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0answers
180 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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0answers
87 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, ...
0
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1answer
764 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", "...
0
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1answer
405 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 ...
0
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0answers
280 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 ...
0
votes
1answer
31 views

Auto-populate a field during auto-generation of a record (with Assemble)

My understanding is that, thanks to the installed package of Assemble, when a user registers for an Event, an Attendee record is auto-generated. In my production environment, every Event also has a ...
0
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0answers
134 views

Adding a record via Javascript

I have the following: I have a table element populated by <apex:repeat>, which works fine. However I have some Javascript that appends a new blank row to the end of the table and while I have ...
0
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1answer
63 views

Why can I not add a “Description” when creating a new Lead from Code?

I made a small Java Project to connect to Salesforce and get Leads and Create some new. Got into a problem of creating a new Lead with the "description" property even if i saw the property exists in ...
0
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0answers
48 views

Create & Retrieve Nested Records with iOS SDK

How can I create and retrieve nested records with the iOS SDK? Is this even possible? I have 2 objects with master-detail relationship and I'd like to be able to create and retrieve them in one ...
0
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0answers
29 views

Records not being formed upon clicking of button from VF Page

for(CountrywiseAggregration__c cWA :[Select Country__c,Year__c , cWA.PDPAllocationafterFXQ1__c from CountrywiseAggregration__c ...