Hello,
I'm trying to create a custom panel on the project object that will display information from the customer that is related to the project. I'm recycling the Financial Highlights Panel from the apps market place but I'm having a hard time seeing the related customer fields in the formula options box. Is this possible?
I'm wondering if I can do something like this:
If($Customer <> Null, ($Customer.$C_AccountOwner), "")
Can I jump objects like this? If so, what would be the correct syntax since the Formula Options don't show it.
Thanks!
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Hi Garret,
You can go to the object nested fields the way you have described. You have a couple of options:
1. If($Customer <> Null, Catch(GetHyperLink($Customer.$C_AccountOwner),NULL), "")
2. If($Customer <> Null, Catch($Customer.$C_AccountOwner.Name),NULL, "")
You would need to use the catch function in case there's no owner.
Please let me know if that worked.
Good luck!
Tamir
I'm getting a different error message now:
What I have:
If($Customer <> Null, (Catch(GetHyperLink($Customer.$C_ClientSuccessConsultant),NULL)), "")
Error message:
Error: Invalid input found '$C_ClientSuccessConsultant', expected input ')'
To be more specific, here is the full HTML that I'm using:
<div class="tbl-container">
<table class="tbl">
<tr><td class="lbl">CSC: </td><td class="val">{If($Customer <> Null, (Catch(GetHyperLink($Customer.$C_ClientSuccessConsultant),NULL)), "")}</td></tr>
<tr><td class="lbl">Account Code: </td><td class="val" style="color:{if($PlannedBudget >= $ActualCost ,'#93a939','#db2717')};">{$C_AccountCode}</td></tr>
<tr><td class="lbl">Market: </td><td class="val">{$C_Market}</td></tr>
<!-- <tr><td class="lbl">% Profitability: </td><td class="val" style="color:{if($PercentProfitability > 30,'#93a939','#db2717')};">{Round($PercentProfitability,1)} %</td></tr> -->
</table>
</div>
Hi Garret,
What is the field type of the field $C_ClientSuccessConsultant ?
Thanks,
Tamir
Its a reference to object field with the object being 'User'
Oh.. sorry my bad. There's an extra $, the correct syntax would be:
{If($Customer <> Null, (Catch(GetHyperLink($Customer.C_ClientSuccessConsultant),NULL)), "")}
BTW - based on the other field in the HTML, I don't understand the object that you are on since, you shouldn't have $Customer and $PlannedBudget on the same object. In case you are trying to pull related Customer information on a project level Business Rule, you should change the Run On from CurrentObject to Customers and replace $Customer to TargetObject.
Regards,
Tamir
Sorry about the confusing code (I'm was still editing code from the Financial Highlights panel).
This Custom Panel is going to be on the project object and I want to reference fields from the related customer to be displayed on the project. This will save our users from having to click around and saves time from having to push data from customer fields into project fields.
I tried the last example you gave me but now the error I get is:
Error: Invalid field name: 'Customer'
I don't see an option to change the object to 'Run On' for a Custom Panel. How would I adjust that?
Also, BTW- you rock Tamir!
Is referencing a related customer possible on a project level custom panel?
Hi Garret,
The way to access the related customer from a project based custom panel is by leveraging variables.
For example, let just say that you want to generate an HTML table with fields from the related customers.
You define a text area variable as the first action, and use the second action to Run On > Customers and then use TargetObject and its nested field and populate the data into the variable. The last step would be to leverage the variable in the Custom Panel fields.
Please let me know if that helped.
Regards,
Tamir
Worked great!
Thanks Tamir