Need help with modifying Salesforce URL Code
Thursday, August 10, 2023 at 04:56pmI am working through the OneSpan tutorial for Automating Transaction Creation in Salesforce in Salesforce Lightning Experience but I am getting hung up in the creation of a field to store the automation URL.
I am unsure where this language is different than other help articles:
<apex:page standardController="Account">
<ESL:PackageAutomation fieldName="Account_Automation_URL__c" />
</apex:page>
This is the code I have for my button, but I cannot get it to work for a formula:
/apex/esl__package
?ParentId={!Term_Sheet__c.Id}
&id={!Term_Sheet__c.Id}
&Documents={Term_Sheet.DocumentId__c}
&ConventionId=a0i4Q00001eDDG0QAO
&Signer1={Sales_Rep_Name__c}
&Signer1Label=a0u4Q00000HWW8hQAH
&AutoPrepare=1
&Signer2={Attach_a_Contact__c}
&Signer2Label=a0u4Q00000HWW8cQAH
&AutoPrepare=1
Reply to: Need help with modifying Salesforce URL Code
Thursday, August 10, 2023 at 05:33pmHi nbreck,
Thanks for your post!
For example if I have a Detail Page Button with this URL:
/apex/esl__package?ParentId={!Account.Id}&Name={!Account.Name}%20Agreement&[email protected]&Signer1FirstName=John&Signer1LastName=Smith
The equivalent formula field named "OSS_Fast_Track_Formula__c" could be like:
"/apex/esl__package?ParentId=" & Id & "&Name=" & Name & "%20Agreement&[email protected]&Signer1FirstName=John&Signer1LastName=Smith"
Note that the formula uses "&" instead of "+" to concatenate the text. You can find more details from SFDC's guide here:
https://help.salesforce.com/s/articleView?id=sf.customize_functions_parent.htm&type=5
And you just need to reference the field in the VF page:
<apex:page standardController="Account"> <ESL:PackageAutomation fieldName="OSS_Fast_Track_Formula__c" /> </apex:page>
BTW, in your case, is the parent type "Term_Sheet__c"? If that's the case, reference the formula field in a VF page which controller is your custom object.
Duo
Duo Liang OneSpan Evangelism and Partner Integrations Developer