Adding Nodes to Publications
You can add these types of node to your publications:
- Static nodeA static node contains a fixed piece of data to be included in a Foundations publication. In previous versions of Foundations, this was known as a simple literal field.
- Field nodeA field node contains the value of the specified field belonging to the source object. In previous versions of Foundations, this was known as a simple object field.
- Composite nodeA composite node is a type of field node that enables the publication to look up to one or more fields on another object without the need to create several lookup nodes. You can specify up to five lookup fields.
- Lookup nodeLookup nodes enable you to include information from a lookup relationship in a publication. You can look up to an object to obtain the value of a lookup field rather than just its Salesforce ID. In previous versions of Foundations, this was known as a map field.
- Related list nodeRelated list nodes enable you to include information on related records in your publications. For example, you can create a publication that enables HCM to publish changes to an HCM worker record with new or updated skills associated with that worker. You can then create a subscription that enables PSA to receive the changes and update its related PSA resource and skill records. In previous versions of Foundations, this was known as a list field.
- On the Registered Products tab, click the name of the product containing the publication you want to customize.
- Click the name of the publication you want to edit in the Publications related list.
- Click Description to expand the Description section.
- Click at the level to which you want to add a node.
- In the Add Node popup:
- Select the type Static.
- Enter a unique key for the node.
- Enter a meaningful description for the node.
- Enter the data to be stored in the node.
- Click Update or Update and Add New depending on whether you want to add another node at the same level.
- Click Save.
- On the Registered Products tab, click the name of the product containing the publication you want to customize.
- Click the name of the publication you want to edit in the Publications related list.
- Click Description to expand the Description section.
- Click at the level to which you want to add a node.
- In the Add Node popup:
- Select the type Field.
- Select the field that you want.
- If required, enter a unique key for the node.
- Click Update or Update and Add New depending on whether you want to add another node at the same level.
- Click Save at the top of the Description section.
- On the Registered Products tab, click the name of the product containing the publication you want to customize.
- Click the name of the publication you want to edit in the Publications related list.
- Click Description to expand the Description section.
- Click at the level to which you want to add a node.
- In the Add Node popup:
- Select the type Field.
- Select the lookup field that you want to obtain information from.
- If required, enter a unique key for the node.
- Click Update or Update and Add New depending on whether you want to add another node at the same level.
- Click Save at the top the Description section.
- On the Registered Products tab, click the name of the product containing the publication you want to customize.
- Click the name of the publication you want to edit in the Publications related list.
- Click Description to expand the Description section.
- If the node you want to obtain a value from is not listed, click at the level to which you want to add the node.
- Select the type Relationship.
- Select a lookup from the Object drop-down list.
- Enter a unique key for the node.
- Click Update.
- Add the information in the related object that you want to include in the publication:
- Click at the level of the node that you created in the previous steps.
- Select the type of node you want then complete the fields for that node type.
- If required, enter a unique key for the node.
- Click Update or Update and Add New depending on whether you want to add another node at the same level.
- Repeat these steps until you have added all the nodes that you want.
- Click Save at the top the Description section.
- On the Registered Products tab, click the name of the product containing the publication you want to customize.
- Click the name of the publication you want to edit in the Publications related list.
- Click at the level to which you want to add the node.
- Select the type Relationship.
- Select a Related List from the Object drop-down list.
- If required, enter a unique key for the node.
- Click Update.
- Add the information in the related object that you want to include in the publication:
- Click at the level of the list that you created in the previous steps.
- Select the type of node you want then complete the fields for that node type.
- If required, enter a unique key for the node.
- Click Update or Update and Add New depending on whether you want to add another node at the same level.
- Repeat these steps until you have added all the nodes that you want.
- Click Save at the top of the Description section.
Adding Nodes to Publications Programmatically
You can add nodes to a publication programmatically using ApexSalesforce's object-oriented, on-demand programming language.. If there are any invalid nodes, Foundations displays information about those nodes below the publication description. Error messages are also displayed. To view the details of an invalid node, click its name.