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Salesforce Custom Tasks

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Fill DropDown from Salesforce

This Custom eForm Task will automatically fill a dropdown field on the eForm with values from Salesforce. Choose the eForm dropdown field and the column in the Salesforce table that should be used to fill the dropdown. This Custom Task should be mapped to the [View State Init] event to ensure the dropdown values are always populated. If the dropdown you are filling is inside an array it is best to use the [eForm Display] event.

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Configuration Options

OPTION

ATTRIBUTES

DESCRIPTION

Salesforce Connection

List of Data Sources

The data connection to Microsoft Salesforce

Salesforce Table

List of Salesforce Tables

The table from which the data will be retrieved.

Salesforce Field for Dropdown Text

List of table fields

The table field that will be displayed as the text in the dropdown control.

Salesforce Field for Dropdown Value

List of table fields

The table field that will be used as the value of the dropdown control.

Salesforce Filter Condition

 

Text filter that will be used as the WHERE condition of the SQL statement that returns the Microsoft Salesforce data.

If Previous Value not in List

Leave value alone, Clear the value in the form, Add the value to the dropdown

How the dropdown value will be altered if the previous value is not in the list of data returned from Salesforce.

Execute Query only when Dropdown is not set

 

This prevents the query from being re-run if the dropdown has already been populated.

Execute Query only under this condition

 

Enables you to set a condition for running the query that populates the dropdown.

Dropdown to Fill

List of eForm fields

The name of the dropdown control that will be filled with Salesforce data.

Add empty entry to Dropdown with this text

 

Text value for null entries. The default is [Select Field].

Fill Dropdown Only When Control Changes

List of eForm fields

Prevents the query from running unless this field changes. This is often used for a field whose value will be used as a filter to limit the data that is returned.

Max number of dropdown entries

 

Maximum number of items that will be placed in the dropdown control.

Select value automatically if query returns a single result

 

If there is only one record returned from the query, then automatically select the value.

Fill Fields from Salesforce

This Custom eForm Task can automatically fill multiple fields on the eForm with values from Salesforce. Choose the eForm fields and the columns in the Salesforce tables that should be used to fill them. You can also configure the input fields will be used to select the appropriate information in the Salesforce Source.

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Configuration Data

OPTION

ATTRIBUTES

DESCRIPTION

Salesforce Connection

List of Data Sources

The data connection to the Salesforce source.

Query Source Tables

List of Salesforce Tables

The table from which the data will be retrieved. Additional tables can be added by clicking the Add Table button.

Use Alias

 

An alias name to use for the table.

Remove Duplicate Entries

 

Do not repeat duplicate items in the returned data. This option will cause errors if you use it with any database fields of the text data type (e.g. BLOB, Text, etc.

Where Filter

Lists of Tables, operators, and form controls

Enables you to filter data by comparing a Salesforce field value to an eForm field value.

Comparison Type

Text, Number

The type of comparison the filter will make

Additional Filter (optional)

 

Text filter that will be used as the WHERE condition of the SQL statement that returns the Microsoft Salesforce data.

Execute Query only under this condition

 

Enables you to set a condition for running the query that populates the dropdown.

Controls to populate

Lists of tables and eForm fields

Field mappings between Salesforce fields and eForm fields. Additional mappings can be added by clicking the Add Mapping button.

Message to display if no records are found

 

Text message to display if no data is returned.

Do not clear existing data if no records are found

 

Make no changes to the existing values if no data is returned.

Fill Array with results

 

Fills an array with the values returned from Salesforce. With this option set, each mapping field must exist in the same array.

Check " Append data to existing array" to add the new data to the array rather than overwriting it.

Max number of results to return

 

The maximum number of results to return from the query.

Only return first result

 

If the query returns multiple records, only return the first (control sorting with ORDER BY clauses).

Convert System Variables in results

 

Convert system variables to their values in the returned results.

SharePoint Custom Tasks

These custom tasks perform a variety of SharePoint operations to manipulate files or data from SharePoint lists.

Add to SharePoint List

This Custom Task enables importing eForm field data into a SharePoint List.

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Configuration Data

OPTION

ATTRIBUTES

DESCRIPTION

SharePoint Connection

List of Sharepoint connections

The data connection to the SharePoint source.

Sharepoint List

List of SharePoint Lists

The list to which the data will be pushed.

Controls to populate

 

Click the Add Mapping button to add a mapping from and eForm control to a field in the SharePoint list.

Fill DropDown from SharePoint

This Custom eForm Task will automatically fill a dropdown field on the eForm with values from SharePoint list. Choose the eForm dropdown field and the column in the SharePoint list that should be used to fill the dropdown. This Custom Task should be mapped to the [View State Init] event to ensure the dropdown values are always populated. If the dropdown you are filling is inside an array it is best to use the [eForm Display] event.

Site Details/Query Details/Form Details Tabs

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Filter Tab

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Advanced Tabs

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Configuration Options

OPTION

ATTRIBUTES

DESCRIPTION

SITE DETAILS TAB

SharePoint Connection

List of Data Sources

The data connection to Microsoft SharePoint

QUERY DETAILS TAB

 

SharePoint List

List of SharePoint Lists

The list from which the data will be retrieved.

Field for Dropdown Text

List of list fields

The list field that will be displayed as the text in the dropdown control.

Field for Dropdown Value

List of list fields

The list field that will be used as the value of the dropdown control.

FILTER TAB

   

Filter

 

Text filter that will be used as the WHERE condition of the SQL statement that returns the Microsoft SharePoint data.

FORM DETAILS TAB

Dropdown to Fill

List of eForm fields

The name of the dropdown control that will be filled with SharePoint data.

Add empty entry to Dropdown with this text

 

Text value for null entries. The default is [Select Field].

ADVANCED TABS

   

If Previous Value not in List

Leave value alone, Clear the value in the form, Add the value to the dropdown

How the dropdown value will be altered if the previous value is not in the list of data returned from SharePoint.

Execute Query only when Dropdown is not set

 

This prevents the query from being re-run if the dropdown has already been populated.

Execute Query only under this condition

 

Enables you to set a condition for running the query that populates the dropdown.

Fill Dropdown Only When Control Changes

List of eForm fields

Prevents the query from running unless this field changes. This is often used for a field whose value will be used as a filter to limit the data that is returned.

Max number of dropdown entries

 

Maximum number of items that will be placed in the dropdown control.

Fill Fields from SharePoint

This Custom eForm Task can automatically fill multiple fields on the eForm with values from an OData source. Choose the eForm fields and the columns in the OData tables that should be used to fill them. You can also configure the input fields will be used to select the appropriate information in the OData Source.

Standard Tabs

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Advanced Tabs

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Configuration Options

OPTION

ATTRIBUTES

DESCRIPTION

SITE DETAILS TAB

SharePoint Connection

List of SharePoint Data Sources

The data connection to the SharePoint source.

QUERY DETAILS TAB

SharePoint List

List of SharePoint Lists

The list from which the data will be retrieved. Additional lists can be added by clicking the Add Table button.

FILTER TAB

   

Filter

Lists of Lists, operators, and form controls

Enables you to filter data by comparing a SharePoint field value to an eForm field value.

CONTROLS TO POPULATE TAB

   

Controls to populate

Lists of lists and eForm fields

Field mappings between SharePoint fields and eForm fields. Additional mappings can be added by clicking the Add Mapping button.

ADVANCED TABS

   

Execute Query only under this condition

 

Enables you to set a condition for running the query that populates the dropdown.

Filter

 

Text filter that will be used as the WHERE condition of the SQL statement that returns the Microsoft SharePoint data.

Max number of results to return

 

The maximum number of results to return from the query.

Message to display if no records are found

 

Text message to display if no data is returned.

Do not clear existing data if no records are found

 

Make no changes to the existing values if no data is returned.

Fill Array with results

 

Fills an array with the values returned from SharePoint. With this option set, each mapping field must exist in the same array.

Check "Append data to existing array" to add the new data to the array rather than overwriting it.

Get Files from SharePoint

Enables a picker for SharePoint files that will attach them to an object and optionally set Form data from Metadata fields.

Standard Tabs

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Advanced Tab

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Configuration Options

OPTION

ATTRIBUTES

DESCRIPTION

SITE DETAILS TAB

   

SharePoint Picker Page

 

This is the URL of the SharePoint page that will display the document library from which you will select documents to attach to the form. This should be a web part page you have previously created using the BP Document Picker web part. Please refer to the "Working With SharePoint" section of Implementer's Guide for detailed instructions.

SharePoint Connection

List of SharePoint Data Sources

The data connection to the SharePoint source.

REFERENCES TAB

Reference Type(s)

Workflow, Timeline, Form

The attachment type of the imported SharePoint document.

MAPPINGS TAB

Add Mapping

 

You may indicate data transfer between eForm data and a SharePoint Item's Metadata. To specify a Metadata field, enter its name in the text box.

ADVANCED TAB

Group Name

 

Specify a Group Name for the imported document.

Push file to SharePoint

Standard Tabs

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Advanced Tabs

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Configuration Options

OPTION

ATTRIBUTES

DESCRIPTION

SITE DETAILS TAB

SharePoint Connection

List of SharePoint Data Sources

The data connection to the SharePoint source.

REFERENCES TAB

Reference Type(s)

Workflow, Timeline, Form

The attachment type of the exported SharePoint document.

QUERY DETAILS

   

SharePoint List

List of SharePoint Lists

The list from which the data will be retrieved. Additional lists can be added by clicking the Add Table button. If necessary, click the "Create Folder if it doesn't already exist" check box.

MAPPINGS TAB

   

Add Mapping

 

You may indicate data transfer between eForm data and a SharePoint Item's Metadata. To specify a Metadata field, enter its name in the text box.

ADVANCED TABS

   

Group Name

All, Objects with no Group only, Specify

Specify a Group Name for the pushed document.

Action if File exists

List of SharePoint Actions

Choose the option to determine how you desire SharePoint's Check in/ Check out to work with an existing file.

Handling Documents with SharePoint links

List of SharePoint Actions

Choose the option to determine how to handle documents with SharePoint links.

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