Salesforce Custom Tasks
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 |
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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 |
|
|
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. |