Tag Archives: Lightning

Salesforce Mass Quick Actions in Lightning Experience

In Spring’18 release, Salesforce introduced Quick Actions in Lightning Experience on ListView. Using Mass quick action users can do mass action on the selected records (Up to 100 records) in a list view, except for recently viewed lists. We can use mass quick action with cases, leads, accounts, campaigns, contacts, opportunities, work orders, and custom objects in Lightning Experience.

Here is an example of Mass Quick Action. In below example I’ve craeted a Mass Quick Action on Account object to update mass records Account Type field from List View.

1. Create New Quick Action Button

Setup | Object Manager Tab | Navigate to Account object | Click Buttons, Links and Actions menu | Click New Action button

Create New Quick Action with following values:

2. Add Quick Action Button to Layout

Go to Account Object | Click Search Layouts menu | Select Edit under ListView

Got to “List View Actions in Lightning Experience” section, and add “Update Customer Type” Quick Action and save it.

3. Open Account Tab

Click the Account tab | Select a view except Recently Viewed | You can see “Update Customer Type” button.

4. Select Account Rcords to Update

Select multiple Account records, up to 100 records from the list view. Click “Update Customer Type” button, and select a Type from picklist values, and click Save button, and then OK button to confirm.

Now, all selected account records Type field will be updated with new value.

Get Picklist Values Dynamically In Lightning Radio Group Component

In below example I’m loading Account object Industry picklist field values in Lightning Radio Group.

Apex Controller:

public class SampleController {
    
    @AuraEnabled //Save Account Data
    Public static void createAccount(Account objacc){
        try{
            //Insert Account Record
            insert objacc; 
            
        }catch(Exception e){
            //throw exception message
            throw new AuraHandledException(e.getMessage());
        }
        finally {
        }
    }
    
    @AuraEnabled //get Account Industry Picklist Values
    public static Map<String, String> getIndustry(){
        Map<String, String> options = new Map<String, String>();
        //get Account Industry Field Describe
        Schema.DescribeFieldResult fieldResult = Account.Industry.getDescribe();
        //get Account Industry Picklist Values
        List<Schema.PicklistEntry> pList = fieldResult.getPicklistValues();
        for (Schema.PicklistEntry p: pList) {
            //Put Picklist Value & Label in Map
            options.put(p.getValue(), p.getLabel());
        }
        return options;
    }
}

Lightning Component:

<!--Sample.cmp-->
<aura:component controller="SampleController" implements="flexipage:availableForAllPageTypes,force:appHostable">
    
    <!--Declare Attributes-->
    <aura:attribute name="industryMap" type="Map"/>
    <aura:attribute name="acc" type="Account" default="{'sobjectType':'Account', 
                                                       'Name': '',
                                                       'AccountNumber': '',
                                                       'Email': '',
                                                       'Phone': '', 
                                                       'Industry': ''}"/>
    
    <!--Declare Handler-->
    <aura:handler name="init" value="{!this}" action="{!c.doInit}"/>  
    
    <!--Component Start-->
    <div class="slds-m-around--xx-large">
        <div class="container-fluid">
            <div class="form-group">
                <lightning:input name="accName" type="text" required="true" maxlength="50" label="Account Name" value="{!v.acc.Name}" />
            </div>
            <div class="form-group">
                <lightning:input name="accNumber" type="text" required="true" maxlength="10" label="Account Number" value="{!v.acc.AccountNumber}" />
            </div>
            <div class="form-group">
                <lightning:input name="accEmail" type="email" required="true" maxlength="100" label="Email" value="{!v.acc.Email}" />
            </div>
            <div class="form-group">
                <lightning:input name="accPhone" type="phone" required="true" maxlength="10" label="Phone" value="{!v.acc.Phone}" />
            </div>
            <div class="form-group">
                <!--Lightning radio group component-->
                <lightning:radioGroup name="radioGroup"
                                      label="Industry"
                                      required="true"
                                      options="{!v.industryMap}"
                                      value="{!v.acc.Industry}"
                                      type="radio"/>
            </div>
        </div>
        <br/>
        <lightning:button variant="brand" label="Submit" onclick="{!c.handleAccountSave}" />              
    </div>
    <!--Component End-->
</aura:component>

Lightning Component Controller:

({
    //Load Account Industry Picklist
    doInit: function(component, event, helper) {        
        helper.getIndustryPicklist(component, event);
    },
    
    //handle Account Save
    handleAccountSave : function(component, event, helper) {
        helper.saveAccount(component, event);
    },
    
    //handle Industry Picklist Selection
    handleCompanyOnChange : function(component, event, helper) {
        var indutry = component.get("v.acc.Industry");
        alert(indutry);
    }
})

Lightning Component Helper:

({
    //get Industry Picklist Value
    getIndustryPicklist: function(component, event) {
        var action = component.get("c.getIndustry");
        action.setCallback(this, function(response) {
            var state = response.getState();
            if (state === "SUCCESS") {
                var result = response.getReturnValue();
                var industryMap = [];
                for(var key in result){
                    industryMap.push({label: result[key], value: key});
                }
                component.set("v.industryMap", industryMap);
            }
        });
        $A.enqueueAction(action);
    },
    
    //handle Account Save
    saveAccount : function(component, event) {
        var acc = component.get("v.acc");
        var action = component.get("c.createAccount");
        action.setParams({
            objacc : acc
        });
        action.setCallback(this,function(response){
            var state = response.getState();
            if(state === "SUCCESS"){
                alert('Record is Created Successfully');
            } else if(state === "ERROR"){
                var errors = action.getError();
                if (errors) {
                    if (errors[0] && errors[0].message) {
                        alert(errors[0].message);
                    }
                }
            }else if (status === "INCOMPLETE") {
                alert('No response from server or client is offline.');
            }
        });       
        $A.enqueueAction(action);
    }
})

Output:

Salesforce Lightning Custom Path for Picklist Field

Now you can create your custom lightning path for picklist field of any standard and custom objects. In Winter’18 release, Salesforce introduced lightning:picklistPath component, it displays the progress of a process, which is based on the picklist field specified by the picklistFieldApiName attribute. The path is rendered as a horizontal bar with one chevron for each picklist item. Paths created by this component do not have key fields or guidance and do not display the Mark Complete button.

Here is an example to create a path for Application Custom Object records that’s based on the record Id and the Status__c picklist field.

Component:

<aura:component implements="flexipage:availableForAllPageTypes,force:hasRecordId" access="global">
    <lightning:notificationsLibrary aura:id="notifLib"/>
    <!--Picklist Field Attribute-->
    <aura:attribute name="picklistField" type="object"/>
    
    <!--Force Record Data to update picklist value-->
    <force:recordData aura:id="record"
                      layoutType="FULL"
                      recordId="{!v.recordId}"
                      targetFields="{!v.picklistField}"
                      mode="EDIT"/>
    
    <!--For changing from left-to-right use dir="ltr" and from to right-to-left use dir="rtl"-->
    <div dir="ltr">
        <!--Lightning Picklist Path For Applicatin Status-->
        <lightning:picklistPath recordId="{!v.recordId}"
                                variant="linear"
                                picklistFieldApiName="Status__c"
                                onselect="{!c.handleSelect}" />
    </div>
</aura:component>

Component JS Controller:

({
    handleSelect : function (component, event, helper) {
        //get selected Status value
        var selectStatus = event.getParam("detail").value;
        //set selected Status value
        component.set("v.picklistField.Status__c", selectStatus);
        
        component.find("record").saveRecord($A.getCallback(function(response) {
            if (response.state === "SUCCESS") {
                $A.get('e.force:refreshView').fire();
                component.find('notifLib').showToast({
                    "variant": "success",
                    "message": "Record was updated sucessfully",
                    "mode" : "sticky"
                });
            } else {
                component.find('notifLib').showToast({
                    "variant": "error",
                    "message": "There was a problem updating the record.",
                    "mode" : "sticky"
                });
            }
        }));
    }
})

Output:

Handle Trigger and Validation Rule Error in Lightning Component

Sometimes we can have a requirement to display validation rule error or apex trigger error messages, on save of record in Lightning Component. We can handle those errors from apex controller and can throw messages to Lightning Component. In lightning response object though the state value comes as ERROR but the message in the error object always says ‘Internal Server Error”. Here is an example to handle the Trigger and Validation Rule Error in apex controller to show error messages in Lightning Component.

In below example I’ve used Lead object FirstName, LastName, Email & Company Field in lightning component to create record. And I’ve created a validation rule and a trigger validation on Lead object.

1. Validation rule for Company field (Company cannot be Test Company).

2. In below Trigger I’m checking if FirstName field value is “Test” then it will throw error.

trigger LeadTrigger on Lead (before insert, before update) {
    
    for(Lead obj :Trigger.new){
        if(obj.FirstName == 'Test'){
            obj.FirstName.addError('First name cannot be test');
        }
    }
}

Apex Controller:

public class SampleAuraController {
    
    @AuraEnabled
    Public static void createLead(Lead objLead){
        String msg = '';
        try{
            //Insert Lead Record
            insert objLead; 
            
        }catch(DmlException e){
            //Any type of Validation Rule error message, Required field missing error message, Trigger error message etc..
            //we can get from DmlException
            
            //Get All DML Messages
            for (Integer i = 0; i < e.getNumDml(); i++) {
                //Get Validation Rule & Trigger Error Messages
                msg =+ e.getDmlMessage(i) +  '\n' ;
            }
            //throw DML exception message
            throw new AuraHandledException(msg);
            
        }catch(Exception e){
            //throw all other exception message
            throw new AuraHandledException(e.getMessage());
        }
        finally {
        }
    } 
}

Lightning Component:

<!--Sample.cmp--> 
<aura:component controller="SampleAuraController" implements="flexipage:availableForAllPageTypes,force:appHostable">
    
    <!--Declare Attributes-->
    <aura:attribute name="isSpinner" type="boolean" default="false"/>
    <aura:attribute name="objLead" type="Lead" default="{'sobjectType':'Lead', 
                                                        'FirstName': '',
                                                        'LastName': '',
                                                        'Email': '', 
                                                        'Company': ''}"/>
    
    
    <!--Component Start--> 
    <div class="slds-m-around--xx-large">
        <div class="container-fluid">
            <div class="form-group">
                <lightning:input name="fname" type="text" maxlength="50" required="true" label="First Name" value="{!v.objLead.FirstName}" />
            </div>
            <div class="form-group">
                <lightning:input name="lname" type="text" maxlength="50" required="true" label="Last Name" value="{!v.objLead.LastName}" />
            </div>
            <div class="form-group">
                <lightning:input name="emailId" type="email" maxlength="100" required="true" label="Email" value="{!v.objLead.Email}" />
            </div>
            <div class="form-group">
                <lightning:input name="company" type="text" maxlength="50" required="true" label="Company" value="{!v.objLead.Company}" />
            </div>
        </div>
        <br/>
        <lightning:button variant="brand" label="Submit" onclick="{!c.handleLeadSave}" />        
        <lightning:button label="Cancel" onclick="{!c.handleCancel}"/>        
    </div>
    <!--Component End-->
</aura:component>

Lightning JS Controller:

({    
    //Handle Lead Save
    handleLeadSave : function(component, event, helper) {
        var objLead = component.get("v.objLead");
        var action = component.get("c.createLead");
        action.setParams({
            objLead : objLead
        });
        action.setCallback(this,function(a){
            var state = a.getState();
            if(state === "SUCCESS"){
                alert('Record is Created Successfully');
            } else if(state === "ERROR"){
                var errors = action.getError();
                if (errors) {
                    if (errors[0] && errors[0].message) {
                        alert(errors[0].message);
                    }
                }
            }else if (status === "INCOMPLETE") {
                alert('No response from server or client is offline.');
            }
        });       
        $A.enqueueAction(action);
    }
})

Output:

Trigger Error Message:

Validation Rule Error Message:

Lightning Component to Open URL in Browser New Tab on Button Click

Lightning Component:

<!--Sample.cmp-->
<aura:component implements="flexipage:availableForAllPageTypes, force:appHostable" access="global">
    <aura:attribute name="recordId" type="string" default="0019000001DEV5z"/>
    
    <div class="slds-m-around--xx-large">
        <!--Open URL in New Browser Tab-->
        <lightning:button label="Open in New Window" variant="brand" onclick="{!c.handleOpenInNewWindow}"/>
        <!--Open URL in New Browser Tab With Record Id-->
        <lightning:button label="Open in New Window With RecordId" variant="brand" onclick="{!c.handleOpenNewWindowWithRecordId}"/>
    </div>
</aura:component>

Lightning JS Controller:

({
    //Open URL in New Browser Tab
    handleOpenInNewWindow : function(component, event, helper) {
        window.open("https://www.salesforce.com", '_blank');
    },
    
    //Open URL in New Browser Tab With Record Id
    handleOpenNewWindowWithRecordId : function(component, event, helper) {
        var recordId = component.get('v.recordId');
        window.open('/' + recordId,'_blank');
    }
})