ffrr.ViewServiceglobal with sharing class ViewService Provides methods for interacting with Recognition View records. Giving the ability to save and retrieve views as well as searching for values in records that relate to those views. EnumsViewTypeThe type of information (Actual, Forecast) that is presented to the user.
Methods
getCurrenciesglobal static List<String> getCurrencies() Retrieves a list of currencies in the current user's org. Return ValueThis service returns a list of String objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Call the method List<String> currencyNames = ffrr.ViewService.getCurrencies(); //Output the currencies that were retrieved for (String currencyName : currencyNames) { system.debug('Currency: ' + currencyName); } getDefaultTabsglobal static List<ffrr.ViewService.Tab> getDefaultTabs() Retrieves a list of default tabs available to the current user. These are created using the ffrr__Settings__c records. Return ValueThis service returns a list of ffrr.ViewService.Tab objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the getDefaultTabs method and therefore //relies on there being data within the system. For the sample to run fully //Settings, Templates, Recognition Years and Periods, and Tabs should be available. //If the data isn't available then the returned results will vary. //Call the method List<ffrr.ViewService.Tab> defaultTabs = ffrr.ViewService.getDefaultTabs(); //Output the default tabs that were retrieved for (ffrr.ViewService.Tab defaultTab : defaultTabs) { system.debug('Tab.isActive: ' + defaultTab.isActive); system.debug('Tab.objectType: ' + defaultTab.objectType); system.debug('Tab.selectors: ' + defaultTab.selectors); system.debug('Tab.tabFilter: ' + defaultTab.tabFilter); } getTabsglobal static List<ffrr.ViewService.Tab> getTabs() Retrieves a list of all of tabs which have been saved by the current user. Will return the working copy. If no working copy exists for the current user then the defaults will be returned. Return ValueThis service returns a list of ffrr.ViewService.Tab objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the getTabs method and therefore //relies on there being data within the system. For the sample to run fully //Settings, Templates, Recognition Years and Periods, and Tabs should be available. //If the data isn't available then the returned results will vary. //Call the method List<ffrr.ViewService.Tab> allTabs = ffrr.ViewService.getTabs(); //Output the tabs that were retrieved for (ffrr.ViewService.Tab tabDetails : allTabs) { system.debug('Tab.isActive: ' + tabDetails.isActive); system.debug('Tab.objectType: ' + tabDetails.objectType); system.debug('Tab.selectors: ' + tabDetails.selectors); system.debug('Tab.tabFilter: ' + tabDetails.tabFilter); } getTabsglobal static List<ffrr.ViewService.Tab> getTabs(ffrr.ViewService.ViewType viewType) Retrieves a list of all of tabs of the specified type (Actual, Forecast) which have been saved by the current user. Input Parameters
Return ValueThis service returns a list of ffrr.ViewService.Tab objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the getTabs method and therefore //relies on there being data within the system. For the sample to run fully //Settings, Templates, Recognition Years and Periods, and Tabs should be available. //If the data isn't available then the returned results will vary. //Call the method for the forecast view type List<ffrr.ViewService.Tab> allTabs = ffrr.ViewService.getTabs(ffrr.ViewService.ViewType.FORECAST); //Output the tabs that were retrieved for (ffrr.ViewService.Tab tabDetails : allTabs) { system.debug('Tab.isActive: ' + tabDetails.isActive); system.debug('Tab.objectType: ' + tabDetails.objectType); system.debug('Tab.selectors: ' + tabDetails.selectors); system.debug('Tab.tabFilter: ' + tabDetails.tabFilter); } getTabsForViewglobal static List<ffrr.ViewService.Tab> getTabsForView(String viewName) Retrieves a list of tabs for the specified shared recognition view. Input Parameters
Return ValueThis service returns a list of ffrr.ViewService.Tab objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the getTabsForView method and therefore //relies on there being data within the system. For the sample to run fully //Settings, Templates, Recognition Years and Periods, Tabs and Views should be //available. If the data isn't available then the returned results will vary. As //this sample will retrieve tabs for a specific View, it is necessary that the View //exists and that its name is used to populate the a String variable named viewName. //Call the method String viewName = 'Accounts View'; List<ffrr.ViewService.Tab> viewTabs = ffrr.ViewService.getTabsForView(viewName); //Output the view tabs that were retrieved for (ffrr.ViewService.Tab viewTab : viewTabs) { system.debug('Tab.isActive: ' + viewTab.isActive); system.debug('Tab.objectType: ' + viewTab.objectType); system.debug('Tab.selectors: ' + viewTab.selectors); system.debug('Tab.tabFilter: ' + viewTab.tabFilter); } getViewNamesglobal static List<String> getViewNames() Retrieves the list of recognition view names which are available to all users. Return ValueThis service returns a list of String objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the getViewNames method and therefore //relies on there being data within the system. For the sample to run fully //Settings, Templates, Recognition Years and Periods, Tabs and Views should be //available. If the data isn't available then the returned results will vary. //Call the method List<String> viewNames = ffrr.ViewService.getViewNames(); //Output the names of the views that were retrieved for (String viewName: viewNames) { system.debug('ViewName: ' + viewName); } getWorkingCopyglobal static List<ffrr.ViewService.Tab> getWorkingCopy() Retrieves the working recognition view for the current user. Return ValueThis service returns a list of ffrr.ViewService.Tab objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the getWorkingCopy method and therefore //relies on there being data within the system. For the sample to run fully //Settings, Templates, Recognition Years and Periods, and Tabs should be available. //If the data isn't available then the returned results will vary. //Call the method List<ffrr.ViewService.Tab> workingCopyTabs = ffrr.ViewService.getWorkingCopy(); //Output the working copy tabs that were retrieved for (ffrr.ViewService.Tab workingCopy: workingCopyTabs) { system.debug('Tab.isActive: ' + workingCopy.isActive); system.debug('Tab.objectType: ' + workingCopy.objectType); system.debug('Tab.selectors: ' + workingCopy.selectors); system.debug('Tab.tabFilter: ' + workingCopy.tabFilter); } getWorkingCopyglobal static List<ffrr.ViewService.Tab> getWorkingCopy(ffrr.ViewService.ViewType viewType) Retrieves the working recognition view for the current user for the specified type (Actual, Forecast). If the working recognition view does not exist the method retrieves the default tabs. Input Parameters
Return ValueThis service returns a list of ffrr.ViewService.Tab objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the getWorkingCopy method and therefore //relies on there being data within the system. For the sample to run fully //Settings, Templates, Recognition Years and Periods, and Tabs should be available. //If the data isn't available then the returned results will vary. //Call the method for the forecast view type List<ffrr.ViewService.Tab> workingCopyTabs = ffrr.ViewService.getWorkingCopy(ffrr.ViewService.ViewType.FORECAST); //Output the working copy tabs that were retrieved for (ffrr.ViewService.Tab workingCopy: workingCopyTabs) { system.debug('Tab.isActive: ' + workingCopy.isActive); system.debug('Tab.objectType: ' + workingCopy.objectType); system.debug('Tab.selectors: ' + workingCopy.selectors); system.debug('Tab.tabFilter: ' + workingCopy.tabFilter); } saveglobal static void save(List<ffrr.ViewService.Tab> tabs) Saves the details of a set of revenue recognition tabs for a user's personal use. This saved data will not be available to other users. Input Parameters
Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Make sure that we have a filter in the system for the field StageName on the Opportunity object ffrr__Filter__c stageFilter = new ffrr__Filter__c(); stageFilter.ffrr__ObjectAPIName__c = 'Opportunity'; stageFilter.ffrr__FieldAPIName__c = 'StageName'; insert stageFilter; //Create the tab structure to save, along with the tab filter and tab filter selector ffrr.ViewService.Tab myTab = new ffrr.ViewService.Tab(); ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter(); ffrr.ViewService.TabSelectorFilter tabSelectorFilter = new ffrr.ViewService.TabSelectorFilter(); //Populate the tab and connect it to the tab filter and the tab filter selector myTab.isActive = true; myTab.objectType = Opportunity.SObjectType; myTab.tabFilter = tabFilter; //Setup the tab selector and create its filter object (connecting it to the tab selector filter) ffrr.ViewService.TabSelector tabSelector = new ffrr.ViewService.TabSelector(); tabSelector.objectType = Opportunity.SObjectType; tabSelector.filters = new List<ffrr.ViewService.TabSelectorFilter>{tabSelectorFilter}; //Connect the tab selector to the tab List<ffrr.ViewService.TabSelector> tabSelectorList = new List<ffrr.ViewService.TabSelector>(); tabSelectorList.add(tabSelector); myTab.selectors = tabSelectorList; //Setup the tab selector filter (filtering where StageName is 'Qualification' or 'Prospecting') tabSelectorFilter.field = Opportunity.StageName; tabSelectorFilter.values = new List<Object>{'Qualification', 'Prospecting'}; //Setup the recognition date and filter currency tabFilter.currencyName = 'USD'; tabFilter.recognitionDate = date.today(); //Call the method to save the tab against the view 'Opportunity' for a forecast view type ffrr.ViewService.save(new List<ffrr.ViewService.Tab>{myTab}, ffrr.ViewService.ViewType.FORECAST); saveglobal static void save(List<ffrr.ViewService.Tab> tabs, String viewName) Saves the details of a shared recognition view so that it is available for other users to use. Input Parameters
Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Make sure that we have a filter in the system for the field StageName on the Opportunity object ffrr__Filter__c stageFilter = new ffrr__Filter__c(); stageFilter.ffrr__ObjectAPIName__c = 'Opportunity'; stageFilter.ffrr__FieldAPIName__c = 'StageName'; insert stageFilter; //Create the tab structure to save, along with the tab filter and tab filter selector ffrr.ViewService.Tab myTab = new ffrr.ViewService.Tab(); ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter(); ffrr.ViewService.TabSelectorFilter tabSelectorFilter = new ffrr.ViewService.TabSelectorFilter(); //Populate the tab and connect it to the tab filter and the tab filter selector myTab.isActive = true; myTab.objectType = Opportunity.SObjectType; myTab.tabFilter = tabFilter; //Setup the tab selector and create its filter object (connecting it to the tab selector filter) ffrr.ViewService.TabSelector tabSelector = new ffrr.ViewService.TabSelector(); tabSelector.objectType = Opportunity.SObjectType; tabSelector.filters = new List<ffrr.ViewService.TabSelectorFilter>{tabSelectorFilter}; //Connect the tab selector to the tab List<ffrr.ViewService.TabSelector> tabSelectorList = new List<ffrr.ViewService.TabSelector>(); tabSelectorList.add(tabSelector); myTab.selectors = tabSelectorList; //Setup the tab selector filter (filtering where StageName is 'Qualification' or 'Prospecting') tabSelectorFilter.field = Opportunity.StageName; tabSelectorFilter.values = new List<Object>{'Qualification', 'Prospecting'}; //Setup the recognition date and filter currency tabFilter.currencyName = 'USD'; tabFilter.recognitionDate = date.today(); //Call the method to save the tab against the view 'Opportunity' ffrr.ViewService.save(new List<ffrr.ViewService.Tab>{myTab}, 'Opportunity'); saveglobal static void save(List<ffrr.ViewService.Tab> tabs, ffrr.ViewService.ViewType viewType) Saves the details of a set of revenue recognition tabs of the specified view type for a user's personal use. This saved data will not be available to other users. Input Parameters
Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Make sure that we have a filter in the system for the field StageName on the Opportunity object ffrr__Filter__c stageFilter = new ffrr__Filter__c(); stageFilter.ffrr__ObjectAPIName__c = 'Opportunity'; stageFilter.ffrr__FieldAPIName__c = 'StageName'; insert stageFilter; //Create the tab structure to save, along with the tab filter and tab filter selector ffrr.ViewService.Tab myTab = new ffrr.ViewService.Tab(); ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter(); ffrr.ViewService.TabSelectorFilter tabSelectorFilter = new ffrr.ViewService.TabSelectorFilter(); //Populate the tab and connect it to the tab filter and the tab filter selector myTab.isActive = true; myTab.objectType = Opportunity.SObjectType; myTab.tabFilter = tabFilter; //Setup the tab selector and create its filter object (connecting it to the tab selector filter) ffrr.ViewService.TabSelector tabSelector = new ffrr.ViewService.TabSelector(); tabSelector.objectType = Opportunity.SObjectType; tabSelector.filters = new List<ffrr.ViewService.TabSelectorFilter>{tabSelectorFilter}; //Connect the tab selector to the tab List<ffrr.ViewService.TabSelector> tabSelectorList = new List<ffrr.ViewService.TabSelector>(); tabSelectorList.add(tabSelector); myTab.selectors = tabSelectorList; //Setup the tab selector filter (filtering where StageName is 'Qualification' or 'Prospecting') tabSelectorFilter.field = Opportunity.StageName; tabSelectorFilter.values = new List<Object>{'Qualification', 'Prospecting'}; //Setup the recognition date and filter currency tabFilter.currencyName = 'USD'; tabFilter.recognitionDate = date.today(); //Call the method to save the tab for a forecast view type ffrr.ViewService.save(new List<ffrr.ViewService.Tab>{myTab}, 'Opportunity', ffrr.ViewService.ViewType.FORECAST); saveglobal static void save(List<ffrr.ViewService.Tab> tabs, String viewName, ffrr.ViewService.ViewType viewType) Saves the details of a shared recognition view of the specified view type so that it is available for other users to use. Input Parameters
Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Make sure that we have a filter in the system for the field StageName on the Opportunity object ffrr__Filter__c stageFilter = new ffrr__Filter__c(); stageFilter.ffrr__ObjectAPIName__c = 'Opportunity'; stageFilter.ffrr__FieldAPIName__c = 'StageName'; insert stageFilter; //Create the tab structure to save, along with the tab filter and tab filter selector ffrr.ViewService.Tab myTab = new ffrr.ViewService.Tab(); ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter(); ffrr.ViewService.TabSelectorFilter tabSelectorFilter = new ffrr.ViewService.TabSelectorFilter(); //Populate the tab and connect it to the tab filter and the tab filter selector myTab.isActive = true; myTab.objectType = Opportunity.SObjectType; myTab.tabFilter = tabFilter; //Setup the tab selector and create its filter object (connecting it to the tab selector filter) ffrr.ViewService.TabSelector tabSelector = new ffrr.ViewService.TabSelector(); tabSelector.objectType = Opportunity.SObjectType; tabSelector.filters = new List<ffrr.ViewService.TabSelectorFilter>{tabSelectorFilter}; //Connect the tab selector to the tab List<ffrr.ViewService.TabSelector> tabSelectorList = new List<ffrr.ViewService.TabSelector>(); tabSelectorList.add(tabSelector); myTab.selectors = tabSelectorList; //Setup the tab selector filter (filtering where StageName is 'Qualification' or 'Prospecting') tabSelectorFilter.field = Opportunity.StageName; tabSelectorFilter.values = new List<Object>{'Qualification', 'Prospecting'}; //Setup the recognition date and filter currency tabFilter.currencyName = 'USD'; tabFilter.recognitionDate = date.today(); //Call the method to save the tab against the view 'Opportunity' for a forecast view type ffrr.ViewService.save(new List<ffrr.ViewService.Tab>{myTab}, 'Opportunity', ffrr.ViewService.ViewType.FORECAST); saveglobal static void save(List<ffrr.ViewService.Tab> tabs, String viewName, ffrr.ViewService.SaveOptions saveOptions) Saves the details of a shared recognition view of the specified view type so that it is available for other users to use. Input Parameters
Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Make sure that we have a filter in the system for the field StageName on the Opportunity object ffrr__Filter__c stageFilter = new ffrr__Filter__c(); stageFilter.ffrr__ObjectAPIName__c = 'Opportunity'; stageFilter.ffrr__FieldAPIName__c = 'StageName'; insert stageFilter; //Create the tab structure to save, along with the tab filter and tab filter selector ffrr.ViewService.Tab myTab = new ffrr.ViewService.Tab(); ffrr.ViewService.TabFilter tabFilter = new ffrr.ViewService.TabFilter(); ffrr.ViewService.TabSelectorFilter tabSelectorFilter = new ffrr.ViewService.TabSelectorFilter(); //Populate the tab and connect it to the tab filter and the tab filter selector myTab.isActive = true; myTab.objectType = Opportunity.SObjectType; myTab.tabFilter = tabFilter; //Setup the tab selector and create its filter object (connecting it to the tab selector filter) ffrr.ViewService.TabSelector tabSelector = new ffrr.ViewService.TabSelector(); tabSelector.objectType = Opportunity.SObjectType; tabSelector.filters = new List<ffrr.ViewService.TabSelectorFilter>{tabSelectorFilter}; //Connect the tab selector to the tab List<ffrr.ViewService.TabSelector> tabSelectorList = new List<ffrr.ViewService.TabSelector>(); tabSelectorList.add(tabSelector); myTab.selectors = tabSelectorList; //Setup the tab selector filter (filtering where StageName is 'Qualification' or 'Prospecting') tabSelectorFilter.field = Opportunity.StageName; tabSelectorFilter.values = new List<Object>{'Qualification', 'Prospecting'}; //Setup the recognition date and filter currency tabFilter.currencyName = 'USD'; tabFilter.recognitionDate = date.today(); // Setup the Options so that a working copy will be saved as well as a global copy. ffrr.ViewService.SaveOptions saveOptions = new ffrr.ViewService.SaveOptions(); saveOptions.SaveWorkingCopy = true; saveOptions.ViewType = ffrr.ViewService.ViewType.ACTUAL; //Call the method to save the tab against the view 'Project__c' for an actual view type ffrr.ViewService.save(new List<ffrr.ViewService.Tab>{myTab}, 'Opportunity', saveOptions); searchglobal static ffrr.ViewService.SearchResult search(ffrr.ViewService.Tab tab, Schema.SObjectType objectType, String value) Retrieves items from within the current tab using the selection filters that have been defined previously and the supplied value to search for. The returned data includes both the filters that were applied and the ids and names of the matched items. Input Parameters
Return ValueThis service returns a ffrr.ViewService.SearchResult object. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the search method for a specific object //within a specific tab, and therefore relies on there being data within the system. //For the sample to run Settings, Templates and data records should be available. If //the data isn't available then the results will vary. //Make sure that we have some filters for Opportunity object (in this case Region, CostCenter and Text) ffrr__Filter__c regionFilter = new ffrr__Filter__c(); regionFilter.ffrr__ObjectAPIName__c = 'Opportunity'; regionFilter.ffrr__FieldAPIName__c = 'StageName'; ffrr__Filter__c costCenterFilter = new ffrr__Filter__c(); costCenterFilter.ffrr__ObjectAPIName__c = 'Opportunity'; costCenterFilter.ffrr__FieldAPIName__c = 'AccountName'; ffrr__Filter__c textFilter = new ffrr__Filter__c(); textFilter.ffrr__ObjectAPIName__c = 'Opportunity'; textFilter.ffrr__FieldAPIName__c = 'LeadSource'; insert new List<ffrr__Filter__c>{regionFilter, costCenterFilter, textFilter}; //Try to extract all of the tabs in the system for Opportunity List<ffrr.ViewService.Tab> viewTabList = ffrr.ViewService.getTabsForView('Opportunity'); if (viewTabList.Size() > 0) //Do we have any tabs? { //Yes - We'll search in the first one ffrr.ViewService.Tab searchTab = viewTabList[0]; //Store which tab we'll be searching in //Call the method to search Opportunity where any of the filters (Region__c, CostCenter__c or Text__c) equal 'Prospecting' ffrr.ViewService.SearchResult searchResults = ffrr.ViewService.search(searchTab, Opportunity.SObjectType, 'Prospecting'); //Output the results that were returned for (ffrr.ViewService.Reference searchResult: searchResults.records) { System.debug('SearchResult: ' + searchResult); } } searchglobal static List<Object> search(ffrr.ViewService.Tab tab, Schema.SObjectType objectType, Schema.SObjectField field, String value) Retrieves items from within the current tab based on the specified field rather than any selection filters that have been previously defined. The returned data includes both the filters that were applied and the ids and names of the matched items. Input Parameters
Return ValueThis service returns a list of Object objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the search method for a specific field //in a specific object within a specific tab of a specific view type, and therefore relies on there being //data within the system. For the sample to run Settings, Templates and data records //should be available. If the data isn't available then the results will vary. //Try to extract all of the tabs in the system for Opportunity List<ffrr.ViewService.Tab> viewTabList = ffrr.ViewService.getTabsForView('Opportunity'); if (viewTabList.Size() > 0) //Do we have any tabs? { //Yes - We'll search in the first one ffrr.ViewService.Tab searchTab = viewTabList[0]; //Store which tab we'll be searching in //Call the method to search Opportunity where the StageName field equals 'Prospecting' List<Object> searchResults = ffrr.ViewService.search(searchTab, Opportunity.SObjectType, Opportunity.StageName, 'Prospecting'); } searchglobal static ffrr.ViewService.SearchResult search(ffrr.ViewService.Tab tab, Schema.SObjectType objectType, String value, ffrr.ViewService.ViewType viewType) Retrieves items from within the current tab of the specified view type using the selection filters that have been defined previously and the supplied value to search for. The returned data includes both the filters that were applied and the ID's and names of the matched items. Input Parameters
Return ValueThis service returns a ffrr.ViewService.SearchResult object. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the search method for a specific object //within a specific tab, and therefore relies on there being data within the system. //For the sample to run Settings, Templates and data records should be available. If //the data isn't available then the results will vary. //Make sure that we have some filters for Opportunity object (in this case Region, CostCenter and Text) ffrr__Filter__c regionFilter = new ffrr__Filter__c(); regionFilter.ffrr__ObjectAPIName__c = 'Opportunity'; regionFilter.ffrr__FieldAPIName__c = 'StageName'; ffrr__Filter__c costCenterFilter = new ffrr__Filter__c(); costCenterFilter.ffrr__ObjectAPIName__c = 'Opportunity'; costCenterFilter.ffrr__FieldAPIName__c = 'AccountName'; ffrr__Filter__c textFilter = new ffrr__Filter__c(); textFilter.ffrr__ObjectAPIName__c = 'Opportunity'; textFilter.ffrr__FieldAPIName__c = 'LeadSource'; insert new List<ffrr__Filter__c>{regionFilter, costCenterFilter, textFilter}; //Try to extract all of the tabs in the system for Opportunity List<ffrr.ViewService.Tab> viewTabList = ffrr.ViewService.getTabsForView('Opportunity'); if (viewTabList.Size() > 0) //Do we have any tabs? { //Yes - We'll search in the first one ffrr.ViewService.Tab searchTab = viewTabList[0]; //Store which tab we'll be searching in //Call the method to search Opportunity where any of the filters (Region__c, CostCenter__c or Text__c) equal 'Prospecting' ffrr.ViewService.SearchResult searchResults = ffrr.ViewService.search(searchTab, Opportunity.SObjectType, 'Prospecting', ffrr.ViewService.ViewType.FORECAST); //Output the results that were returned for (ffrr.ViewService.Reference searchResult: searchResults.records) { System.debug('SearchResult: ' + searchResult); } } searchglobal static List<Object> search(ffrr.ViewService.Tab tab, Schema.SObjectType objectType, Schema.SObjectField field, String value, ffrr.ViewService.ViewType viewType) Retrieves items from within the current tab of the specified type of view based on the specified field rather than any selection filters that have been previously defined. The returned data includes both the filters that were applied and the ID's and names of the matched items. Input Parameters
Return ValueThis service returns a list of Object objects. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: This sample demonstrates how to call the search method for a specific field //in a specific object within a specific tab of a specific view type, and therefore relies on there being //data within the system. For the sample to run Settings, Templates and data records //should be available. If the data isn't available then the results will vary. //Try to extract all of the tabs in the system for Opportunity List<ffrr.ViewService.Tab> viewTabList = ffrr.ViewService.getTabsForView('Opportunity'); if (viewTabList.Size() > 0) //Do we have any tabs? { //Yes - We'll search in the first one ffrr.ViewService.Tab searchTab = viewTabList[0]; //Store which tab we'll be searching in //Call the method to search Opportunity where the Region__c field equals 'UK' in the view of type Forecast List<Object> searchResults = ffrr.ViewService.search(searchTab, Opportunity.SObjectType, Opportunity.StageName, 'Prospecting', ffrr.ViewService.ViewType.FORECAST); } ffrr.ViewService.FieldIdentifierglobal with sharing class FieldIdentifier Contains the details of a field being referenced this includes the object the field belongs to. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Get some Tabs List<ffrr.ViewService.Tab> tabs = ffrr.ViewService.getTabsForView( 'MyTab' ); for(ffrr.ViewService.Tab tab : tabs) { if(tab.filterErrors != null) { for(ffrr.ViewService.FieldIdentifier fiSample : tab.filterErrors) { System.debug(String.format('Field by name: {0}.{1}', new List<String>{fiSample.objectName, fiSample.fieldName})); System.debug(String.format('Field by label: {0}.{1}', new List<String>{fiSample.objectLabel, fiSample.fieldLabel})); } } } Properties
Methods
FieldIdentifierglobal FieldIdentifier() FieldIdentifierglobal FieldIdentifier(String objectName, String objectLabel, String fieldName, String fieldLabel) ffrr.ViewService.Tabglobal with sharing class Tab Contains the details of a display tab, including the object or group that the tab refers to and any filters that have been setup for that object or group. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Create the TabFilter, TabSelectors and TabSelectorFilters that we'll add to our Tab //Create a filter for the billing country ffrr.ViewService.TabSelectorFilter tsfBillingCountry = new ffrr.ViewService.TabSelectorFilter(); tsfBillingCountry.field = Account.BillingCountry; tsfBillingCountry.values = new List<String>{'UK', 'US'}; //Create a filter for the industry ffrr.ViewService.TabSelectorFilter tsfIndustry = new ffrr.ViewService.TabSelectorFilter(); tsfIndustry.field = Account.Industry; tsfIndustry.values = new List<String>{'Insurance', 'Finance'}; //Create the TabSelector ffrr.ViewService.TabSelector sampleTabSelector = new ffrr.ViewService.TabSelector(); sampleTabSelector.objectType = Account.getSObjectType(); sampleTabSelector.filters = new List<ffrr.ViewService.TabSelectorFilter>(); sampleTabSelector.filters.add(tsfBillingCountry); sampleTabSelector.filters.add(tsfIndustry); //Create the TabFilter ffrr.ViewService.TabFilter sampleTabFilter = new ffrr.ViewService.TabFilter(); sampleTabFilter.currencyName = 'USD'; sampleTabFilter.recognitionDate = date.newInstance(2013, 3, 13); //Create the Tab ffrr.ViewService.Tab tSample = new ffrr.ViewService.Tab(); //Specify that the tab is active tSample.isActive = true; //Specify which group this tab relates to tSample.objectType = Account.getSObjectType(); //Apply the TabFilter that we created above tSample.tabFilter = sampleTabFilter; //Create a list to hold our TabSelectors tSample.selectors = new List<ffrr.ViewService.TabSelector>(); //Add the TabSelectors that we created above tSample.selectors.add(sampleTabSelector); Properties
MethodsTabglobal Tab() ffrr.ViewService.TabFilterglobal with sharing class TabFilter Contains the mandatory filters to apply to the tab. = These are applied in addition to the user-defined filters defined elsewhere. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Create the TabFilter ffrr.ViewService.TabFilter tfSample = new ffrr.ViewService.TabFilter(); //Specify the currency that the tab will use tfSample.currencyName = 'USD'; //Specify the recognition date that the tab will filter by tfSample.recognitionDate = date.newInstance(2013, 3, 13); Properties
MethodsTabFilterglobal TabFilter() Contains the mandatory filters to apply to the tab. These are applied in addition to the user-defined filters defined elsewhere. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Note: in order for the following code to work one or more Recognition Years //should exist in the database. //Create a list of ids and add the yearr ids retrieved from the database. List<ID> yearids = new List<ID>(); yearIDs.add('a1ga00000111sg1'); yearIDs.add('a1ga00000111sg2'); yearIDs.add('a1ga00000111sg3'); //Create the TabFilter ffrr.ViewService.TabFilter tfSample = new ffrr.ViewService.TabFilter(); //Specify the currency that the tab will use tfSample.currencyName = 'USD'; //Specify the recognition date that the tab will filter by tfSample.recognitionDate = date.newInstance(2013, 3, 13); //Specify the years that the tab will filter by tfSample.years = yearIDs; ffrr.ViewService.TabSelectorglobal with sharing class TabSelector Contains the details of an object to be filtered and the filters that apply to that object. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Create the TabSelectorFilters which will specify the fields and values //that can be filtered. These will then get added to the TabSelector //Create a filter for the billing country ffrr.ViewService.TabSelectorFilter tsfBillingCountry = new ffrr.ViewService.TabSelectorFilter(); tsfBillingCountry.field = Account.BillingCountry; tsfBillingCountry.values = new List<String>{'UK', 'US'}; //Create a filter for the industry ffrr.ViewService.TabSelectorFilter tsfIndustry = new ffrr.ViewService.TabSelectorFilter(); tsfIndustry.field = Account.Industry; tsfIndustry.values = new List<String>{'Insurance', 'Finance'}; //Create the TabSelector ffrr.ViewService.TabSelector tsSample = new ffrr.ViewService.TabSelector(); //Specify the object type that the filter will apply to tsSample.objectType = Account.getSObjectType(); //Create the structure to hold the TabSelectorFilter objects tsSample.filters = new List<ffrr.ViewService.TabSelectorFilter>(); //Add the two TabSelectorFilters that we created tsSample.filters.add(tsfBillingCountry); tsSample.filters.add(tsfIndustry); Properties
MethodsTabSelectorglobal TabSelector() ffrr.ViewService.TabSelectorFilterglobal with sharing class TabSelectorFilter implements Comparable Contains the field and the values used to filter an object. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Create the TabSelectorFilter ffrr.ViewService.TabSelectorFilter tsfSample = new ffrr.ViewService.TabSelectorFilter(); //Specify the field which the filter will apply to tsfSample.field = Account.BillingCountry; //Specify the available filter values that we're allowing for the field tsfSample.values = new List<String>{'UK', 'US'}; Properties
MethodsTabSelectorFilterglobal TabSelectorFilter() ffrr.ViewService.Referenceglobal virtual with sharing class Reference implements Comparable, IRevRecReference Contains the ID and name of an item. Used throughout FinancialForce Revenue Management. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Create the Reference ffrr.ViewService.Reference rSample = new ffrr.ViewService.Reference(); //Set the ID and the label of the data rSample.Id = 'a0wa00000661oe8'; rSample.name = 'Customer Account 1762991'; Properties
MethodsReferenceglobal Reference() ffrr.ViewService.SearchResultglobal with sharing class SearchResult Contains the results of a search. The structure contains both the returned records and the filters used in the search. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Create the filters that apply to this search result //Create a filter for the billing country ffrr.ViewService.TabSelectorFilter tsfBillingCountry = new ffrr.ViewService.TabSelectorFilter(); tsfBillingCountry.field = Account.BillingCountry; tsfBillingCountry.values = new List<String>{'UK', 'US'}; //Create a filter for the industry ffrr.ViewService.TabSelectorFilter tsfIndustry = new ffrr.ViewService.TabSelectorFilter(); tsfIndustry.field = Account.Industry; tsfIndustry.values = new List<String>{'Insurance', 'Finance'}; //Create the results data that we want to send back via the SearchResult //Create the first row of result data ffrr.ViewService.Reference result1 = new ffrr.ViewService.Reference(); result1.id = 'a0sa00000011op1'; result1.name = 'Customer 1 Project'; //Create the second row of result data ffrr.ViewService.Reference result2 = new ffrr.ViewService.Reference(); result2.id = 'a0sa00000011ow4'; result2.name = 'Customer 8 Project'; //Create the SearchResult ffrr.ViewService.SearchResult srSample = new ffrr.ViewService.SearchResult(); //Create a list to hold the filters that were applied to get the search result data srSample.filters = new List<ffrr.ViewService.TabSelectorFilter>(); //Add the filters that were applied to get the search result data srSample.filters.add(tsfBillingCountry); srSample.filters.add(tsfIndustry); //Create a list to hold the records that matched the search filters srSample.records = new List<ffrr.ViewService.Reference>(); //Add the records that matched the search filters srSample.records.add(result1); srSample.records.add(result2); Properties
MethodsSearchResultglobal SearchResult() ffrr.ViewService.SaveOptionsglobal with sharing class SaveOptions Specifies additional options to change what is saved. Sample Code//Note: This sample code is for demonstration purposes only. It is not intended for //use in a production environment, is not guaranteed against defects or errors, and //is in no way optimized or streamlined. //Create the save option ffrr.ViewService.SaveOptions saveOptions = new ffrr.ViewService.SaveOptions(); //Specify whether to create a WorkingCopy view or not. saveOptions.SaveWorkingCopy = true; //The type of View to create. saveOptions.ViewType = ffrr.ViewService.ViewType.ACTUAL; Properties
MethodsSaveOptionsglobal SaveOptions() |