Related information - custom object 1

On Custom object 1, I have a related information tab. There you can add records from this Custom object to others on the same object. (entity name is contracts, in the company there are parent contracts and child contracts). At the moment I can link one (child-)contract to another, but it will only show this on the contract you have actively added the other record to.
How can I arrange that the newly added related contract is automatically added on the other contract as well? Thanks in advance!

You need something similar to Account Partners, where you can set the reverse relationship. This is not configurable. Contact Customer Care and create an enhancement request.

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Data sort in Related information on object detail page.

hi,
Question, how is data sorted on the related information on the detail page(opportunity)in R16
Based on ?
a. created date,
b. modified date
c. last viewed record,
d. last edited record.
e. solution if any?
Looking forward for your valued suggestion. any document aviable for this ?
Thanks & Regards
[email protected]

My observation is (from Account RI)
- Contacts - based on Record Association Date)
- Activities - Due Date
- SR - Opened Time
- Opportunity & CO's - Name
I have not seen any document on this. But it would be nice if we can change the sort order. (only allow on Indexed fields as this may affect the performance)

Access Denied in the Service Request related info - Custom object 4

Hi guys,
Recently I'm facing with such issue, I associate CustomObject4 with SR in SR related info and grant appopriate access right in access profile (both SR, CO4 in SR related info and CO4, both owner and default profile) and record type access to a user role. Meanwhile access right of this role in (SR)book is set to Read-Only. But it displays access denied 00553 error when the user is viewing SR not owned by himself.
Then we test on the access right of this role in book, this error just keep on when we change the right to Full. Finally, we change the right to an access profile(which is the same applied in role management), this error then disappeared.
Do anyone have some idea about it? I'm thinking book do have impact on the access right of the record type related info. But cannot figure out how this works.
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Hi Cameron,
First of all, books record type is opened to the role both owner and default profile. While I think this item controls the access of the role to books, such as they can see books or other exact rights. But won't affect their access rights which are set in the books. This means I suppose even they have no access to books record type, their access rights still obey setting in the books once assigned. Please kindly advise if I'm not understanding books correctly.
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Lucy

Inventory Management using Custom Object 07

Hi Guys,
I have been trying to use custom object 07 as Inventory.
I have renamed custom object 07 as Inventory. I have verified that already a relationship exists between this custom object and Products. So, I modified the Inventory Page Layout to make the products related information section visible. I have created access profiles and role appropriately. I was able to see the products related information section in the Inventory detail page but I didn't see any means of associating records with the inventory like buttons.
Did I miss any step? Also could you point me to documentation related to custom objects?
Thanks and Regards
Naren B

Hi Bobb. Thanks for the reply.
My requirement doesn't require any reports to be developed. So, I didn't think about it. I tried to use custom object 7 for as Inventory. So, i just renamed Custom object 7 as Inventory. Already there is a relationship existing between custom object 7 and products. So, I went to the related information layout of Inventory(CO-7) and used the standard information layout provided for products. But, I didn't find any buttons to associate a product in the related information section under inventory. My main requirement is to manage inventory transactions. When a shipment is receiving the available quantity and the quality of the product have to be changed accordingly and so on. Currently I am using custom objects 1,2 and 3 for this purpose and i was able to achieve the requirement. Don't know what was wrong. May be the button was disabled purposefully. I will check it out and i will let you know. Can you explain in brief in two to three steps the procedure you followed ?
Thanks and Regards
Naren

Custom objects in activity

Hello all,
I configured the screen for activity with relation a custom object 1, the custom object I can read, insert, edit ... with no problem the record, but I think that not real relation into record of custom object and record of activity.
with a report from custom object if link with activiity no data found, if no link with activity the data from custom object is show.
I need configure any more ?, or is not automatic the relation.
thank's

Mani J wrote:
Have you added new picklist field/value today? If yes you will have to wait till tomorrow.
-Check your Related Info access profile settings for Activity and CO.not i don't added anything, and today I have the same problem
the level access from Activity & CO 1 is full access.
thank's for your interest.

Custom Objects - defaulting 'Name' to have relate list sort nicely :)

I am attempting to use a custom object to store various information. I see that 'Name' is a required field. It also seems that it is the Name field which is used to sort the related list. Any suggestions on how to automatically populate the NAME field? I would relaly like it to be the same and another picklist field which is on the screen.
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Problem is that 'Name' is a required field and post value will not work.
If I set the 'Name' to a pre default, the value I want to use has not yet been selected by the user. The sorting on these related objects is messy.

Importing to Custom Object 1 to blank-out information

Hi Everyone,
We recently started using Custom Object 1 and during our initial import there was a field has the wrong information that needs to be overwritten.
The new field will does not have have information on evey row in the import CSV file, and when we import it, only the rows have information are overwirtten and the blank rows are left with the old info.
Original import:
Object 1 ID Field 1
1 aaa
2 aaa
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Second import:
Object 1 ID Field 1
1 bbb
2 bbb
3 bbb
RESULTS:
Object 1 ID Field 1
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2 aaa
3 bbb
Has anyone else experienced this problem? Have you been able to fix it?
Thanks, Margo

Margo,
Have you tried putting a space or a . into your excel spreadsheet and importing that? also a mass update may clear the information?
regards
Alex

Unable to set up the default value in custom object 10,related item section

Hi,
Please help me out for the below issue
Custom Object 10 we renamed to Quarterly Broker Review .In Quarterly Broker Review there is a related item section 'Activity'.
In Quarterly Broker Review ,Activity related Section ,After clicking on The 'New Task' button 'Account Name' field in Quarterly Broker Review(Parent ) should be prefilled in the Activity Section(Related Item Section) in Account Name Field
'Account Name' field is a Picklist Read Only field.
Since it is a picklist read only field i couldn't write the expression in the 'Activity' Related section under 'Account Name' field
you can also help me by reaching at '[email protected]'
Thanks,
Srinivas Merugu

Hi Srinivas,
As you know, you can refer to a field in a different object by using JoinFieldValue function. But this function is not available for all the object references. If you refer online help for JoinFieldValue function you would notice that from activity only CustomObjects 1,2 an 3 can be referenced using this function.
If this is possible for the activity and CustomObject 10 then you go to the field named Account Id in Activity object and set a default value. I guess in the parent object "CustomObject10" Account Id will also be stored in "Account: Integration ID". So this field value can be copied into the Account Id field of Activity.
Instead you could write a web service program to achieve this.
Thanks
Naren

Write formula on custom object the related info fields

Hello,
We have a custom object attached to service request as related info. We don't use fields appear under the related info, which are quick search 1, 2. Would it be possible we write a syntax to their default value so they will copy from other fields of the same custom object?
for example, i tried to wrote the default value of quick search 1 as
" [<Type>] ", but it didn't work. :P
Can anyone please help>
thanks. sab.

Hey Sab,
Did anyone give you an answer to this? i'm also trying to get around this issue. Could you let me know if you have the solution?
Thanks

Custom Object & Relation ship in OM

Hi Exports,
How to create new object and relation ship in OM.
There is some specific requirment that create new custom object along with relation ship.
Please let me know.
Thanks & Regards
Rajesh

Heloo Dilek,
I have created New object and relation ship as suggested by you and I am able to save the record.
But when I went to Overview of the custom object for IT 1001 I am getting one stranage error "No time constraint exists for key 30001O 500215341001A 1 200901019999123199500354"
On the above error 50021534 Org. unit object (O), 50035486 is Custom object (99).
I have maintained TC for AXXX & BXXX as a 3 of subtype 1001 in table V_T777ZVK.
Please tell me where I did mistake.
Thanks & Regards
Rajesh

Knowing/Replicating all related Customized objects (z-objects)

hi,
recently i had to sync a particular object in two systems. the object was present in one system, i had to replicate it in other.
but while replicating i forgot to send some part of object (t-code and texts).
also it was very challenging to find out all the customized objects which were called / were required to replicate as well in order to run my original object successfully.
so, what i want to know is, is there any transaction code / report which can give me all z-objects related to one object if i just want to replicate it in other system.
i had tried SE80 to get the entire list, but its insufficient when i want to replicate a user exit.

i guess SE80 is the only way to get all related objects

Customizing Related Information Layout

Hi,
Need to add the "Last Activity" field in "Contact" Related Information Layout for "Accounts" record type.
The Problem is, can't find the "Last Activity" field in the Available Section of the Related Information layout for Contacts in Accounts record type.
How can I add a field in the Available section to get it to the selected section.
Thanks

The last activity field is not available in the contact related information layout for the account record type at this time. Fields will be added in a future release.

Error in Account related information sections Access denied.(SBL-DAT-00553)

Hi,
I have 2 users, 1 from Spain and the other from Italy.
The spanish user is the owner of an account and adds the user from italy to the account team section with full access to the account.
The italian user is able to view the account. However the italian user is not able to view any of the custom objects in the related information sections below the account information.
The error is as follows:
Access denied.(SBL-DAT-00553)
Both users have the same role. However, if he/she is not the owner of the account but only a 'Team' member, he's able to view the account but not the CO's below the account. I've checked the access profiles and roles and it all seems fine. Oracle support confirmed this as well as both users were able to search and view the CO records without any issues. It's just that it hits the error if it's in the related information section.
I was just wondering if I'm missing any settings for customer team.
Currently, I'm not even sure if Customer team functionality was built for use with custom objects in related information sections.
Any help would be greatly appreciated!

Hi, What i meant is, if you are using C04 - C015 objects, then ensure under related sections of Accounts in "Full" access profile, you set it as "View" or "Read-Only" instead of "No Access". "No Access" is what being set by OnDemand by default even though the access profile is named as "Full"
-- Venky CRMIT

Auto-populate fields in Custom Object Based on Another Record

Hello,
I am hoping to auto-populate a few default values in a new Custom Object record based on an associated Lead record. The layout is this:
I use the Lead record to take care of most of the information in the sales stages until the product is sold. The Lead record has fields to record information for a one product sale. The sales person can then use the Custom Object (called 'GX Additional Product') (which shows up in the Related Information section of the Lead record) to add additional items to a sales order request. Many of the fields in the GX Additional Product (custom object) record are identical to fields already filled out in the Lead record.
What I would like to do, is when a new GX Additional Product (custom object) is added to the Lead record, those identical fields already filled out in the Lead record, by default, populate the corresponding fields in the new GX Additional Product (custom object) record.
Is this possible? Is this something that can be done with JoinFieldValues? If so, I've had a bit of confusion trying to set up a JoinFieldValues expression.
If you have any information to share that would be helpful, that would be greatly appreciated! THANKS!

Hi,
You can use JoinFieldValue to Custom Objects from other entities, cause you will have other objects' ID recorded inside the CO's, when you open a new detail record associated with the parent. Make sure your custom object is showing as a detail section (N:1) into lead´s main page. Try with one field first, using the exact syntax provided at samples listed at product documentation.
regards,
Flavio Amorim
Brazil
www.triscal.com.br

Cascating Related information

Can i create a cascating related information like cascating picklist?
for example: i have one "account" with many "contacts". i a custom object, i have to select first "account" and then "contact".
when i have a "account" selected and click in lookup for "contacts", the new window show me only the "contacts" related with the selected "account".
i want to use the selected "account" like a filter for "contact" search.
it's possible?
thanks!
Edited by: user13796387 on 11/03/2011 12:21

May be you can look at creating a WebApplet that contains a Report or Dahsboard to acheive your result.
Then use a narrative view to
a) construct a url that will create a record that you want. It is like using a weblink but using html in a narrative view
or
b) use a webservices code to create a record that you want.

Related information - custom object 1

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