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.

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.

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.

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

Filter Tab

Advanced Tabs

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

Advanced Tabs

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

Advanced Tab

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

Advanced Tabs

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.