Adobe Community: Message List - How Do I output Custom CRM Fields?

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Sun, 03 Mar 2013 15:06:46 GMT

It only works to the cases field for me.

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Sun, 03 Mar 2013 14:38:05 GMT

This is just what i was looking for except i want to show all customers instead of the only the one who is logged in. I am creating a auction bid site and i want to be able to show all bids on the details page of the list view webapp and detail web app.

I extended crm field to customer data and made a field called Bid amount.

The problem is it only shows the one bid from the customer that is logged in thru secure zone. I want to show all bids from everyone. How can i do that?

If you say ajax can you give me an example of how to do that please.

Test page to show bid

http://makeoffer.mardenwebdesign.com/test

I want all bids to show here.

http://makeoffer.mardenwebdesign.com/make-offer - list view

http://makeoffer.mardenwebdesign.com/products/sealy-king-mattress - detail view

Thanks,

Dennis

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Sat, 02 Mar 2013 03:11:41 GMT

You can ajax it in for example

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Fri, 01 Mar 2013 23:52:37 GMT

I think I've figured it out using {tag_subject} in the list view, now I'm exploring how to show the detailed view at the list level so the user doesn't need to go to another page to see the case details {tag_crmform}.

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Fri, 01 Mar 2013 23:39:05 GMT

Liam,

Do you know if there is a way to output web form fields from a CRM case assigned to a specific user? I would like a user to login to a secure area and be able to see the content they have previously submitted via a web form.

So far I've sort of got it working but I'm only able to get some basic meta case info like the case date and number assigned to the user but not the actual unique form fields that were submitted.

I've got a page that references the 'customer cases layout (detailed list). That's allowing me to pull in the info I mention above but I've not been able to cobble together some sort of BC tag to pull in the actual details of the case.

Thanks, Todd

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Thu, 04 Oct 2012 23:09:17 GMT

Maybe I am applying it in the wrong way but I just built one this morning and went through the entire process again before responding to this. To extract the data from the 'Customer Update Details Form' for custom fields I can only see the extended CRM form if it attached to the 'Contact Entitie' first. It will not appear if attached to 'Companies, Cases, Opportunities, and or Orders'. I am sure there are other methods as well to grab the module code but this is the only way to have it appear using this specific process outlined.

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Thu, 04 Oct 2012 22:56:30 GMT

That is not true Matthew, I am using it for something quite extensive other then that and just double checked and working great.

It depends on the context of use though, so if incorect will not work, this is true.

The key is that It has to be the right association in regards to the person logged in.

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Thu, 04 Oct 2012 22:33:38 GMT

Actually as a slight updated I have since discovered the custom fields need to be attached to the Contacts entitie in order for it to show up in CMS to extract the module code. Attaching it to any other will not work.

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Wed, 26 Sep 2012 01:31:56 GMT

Only as of Today Matthew with the toolbox, will update this later.

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Wed, 26 Sep 2012 00:25:47 GMT

This is great Liam, things have slightly changed in the system since you created this but it is actually quite straight forward once the custom field is setup correctly. I found after a while I had to attach the custom field to one of the 'entities' being Contacts, Companies, Cases, Opportunities, Orders.

If I created the field but not attach it then it would not show up when trying to extract the data form the 'Update User Details Form' from within the Secure Zone module.

Once I figured this out it was great because the system now shows you the module tag code when going to apply to page so you do not actually have to go hunt for it.

Pitty this data code is not just made avaialve to see in the CRM and save everyone hassel but this is better than nothing.

Good stuff.

Re: How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Wed, 19 Sep 2012 15:07:37 GMT

I'm trying to get this to work to no avail...

I have ceated an Extended CRM Field that has a series of check boxes. I inserted the "Edit Customer Details" form on a page. In the custome record I just want to display the selection of the field, not the entire list of checkboxes. I also wanted to use tis field (The selected checkbox) in the checkout form. Anyway the code looks like this:

<tr>

<td><label>Premium Seating Boxes</label><br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_0" value="PSB 1 - Regina Pats" />PSB 1 - Regina Pats<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_2" value="PSB 3 - Molson Breweries" />PSB 3 - Molson Breweries<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_4" value="PSB 5 - All-Rite Plumbing" />PSB 5 - All-Rite Plumbing<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_5" value="PSB 6 - Dilawri Group" />PSB 6 - Dilawri Group<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_6" value="PSB 7 - Yara-Sask Ferco" />PSB 7 - Yara-Sask Ferco<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_7" value="PSB 8 - Leipert Financial" />PSB 8 - Leipert Financial<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_8" value="PSB 9 - Evraz" />PSB 9 - Evraz<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_9" value="PSB 10 - SaskTel" />PSB 10 - SaskTel<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_10" value="PSB 11 - Evraz" />PSB 11 - Evraz<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_11" value="PSB 12 - Brandt Tractor LTD." />PSB 12 - Brandt Tractor LTD.<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_12" value="PSB 14 - Viterra" />PSB 14 - Viterra<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_13" value="PSB 15 - Leader Post" />PSB 15 - Leader Post<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_14" value="PSB 16 - The Co-Operators" />PSB 16 - The Co-Operators<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_15" value="PSB 17 - Mosaic" />PSB 17 - Mosaic<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_16" value="PSB 18 - Harvard Western Insurance" />PSB 18 - Harvard Western Insurance<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_17" value="PSB 19 - Regina Pats" />PSB 19 - Regina Pats<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_18" value="PSB 20 - Bayer Corp." />PSB 20 - Bayer Corp.<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_19" value="PSB 21 - Fries Tallman" />PSB 21 - Fries Tallman<br />

<input type="checkbox" name="CAT_Custom_434349_142115" id="CAT_Custom_434349_142115_20" value="PSB 22 - Sask Gaming" />PSB 22 - Sask Gaming

</td>

</tr>

So I grabbed the section {module_customerfield,142115,434349} and iserted it in the form but it doesn't display anything at all. Is this because it's checkboxes? Any help on this would be greatly appreciated.

How Do I output Custom CRM Fields?

forums_noreply@adobe.com — Tue, 27 Mar 2012 07:51:52 GMT

There is currently no reference or insertion method to obtain these very easily but it can be done.

Note: This topic assumes you have already made your custom fields.

Step 1:

Create a Test Page or go to a test page you may have.

Step 2:

Launch the module manager

Step 3:

Select the Securezone options and go to insert an Customer update details form.

Step 4:

When you click the link you will see the CRM fields dropdown appear, Choose the custom field set you made.

Step 5:

Insert the form into the page.

Step 6:

If you Click the HTML view and scroll to where it has inserted the custom CRM fields and look at the source you will see that there is the module tag code you need.

<tr>
      <td><label for="CAT_Custom_201289_72865">Secondary Support Manager Email</label><br />
      <input type="text" class="cat_textbox" id="CAT_Custom_201289_72865" name="CAT_Custom_201289_72865" maxlength="1024" value="{module_customerfield,72865,201289}" /></td>
 </tr>

{module_customerfield,72865,201289} is what your after.

Step 7:

Copy the module code and use as you need to in your templates. Please note that these will only work when logged in and only for that person who is logged in.

So, what is this good for?

You may want to show a company Logo in the template when they have logged in for example. This is perfect for this.