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Difference between revisions of "Part 3: Add a Lookup field"

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(Created page with "In this part of the exercise, you create a field in the Orders Object to show the total price for all Line Items in an order. # Create an Index in the Line Items Object: ## Go...")
 
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## Go to the '''Configuration''' page, under the '''Customization''' tile, navigate to '''Objects''' > '''Line Items'''.  
## Go to the '''Configuration''' page, under the '''Customization''' tile, navigate to '''Objects''' > '''Line Items'''.  
## Select '''Indexes''' > '''New Index'''.  
## Select '''Indexes''' > '''New Index'''.  
## For the name, type '''OrderIndex'''. For the field, select '''Order'''.
## For the name, type '''OrderIndex'''. For the field, select '''Order'''.<br><br>[[File:Objects_Line_Items_Indexes_ OrderIndex.png|800px]]<br><br>
## Save the index.
## Save the index.
##: '''Note:''' The Index in the Line Items Object is required to create a Rollup Summary field in the related Order Object.
##: '''Note:''' The Index in the Line Items Object is required to create a Rollup Summary field in the related Order Object.
# Create a Lookup field inside the Orders Object named Line Items Lookup that points to the related Line Items Object:
# Create a Lookup field inside the Orders Object named Line Items Lookup that points to the related Line Items Object:
## Go to the '''Configuration''' page, under the '''Customization''' tile, navigate to '''Objects''' > '''Orders'''.
## Go to the '''Configuration''' page, under the '''Customization''' tile, navigate to '''Objects''' > '''Orders'''.
## Select '''Fields''' > '''New Field'''. Fill-in the values as shown:
## Select '''Fields''' > '''New Field'''. Fill-in the values as shown:<br><br>[[File:Objects_Orders_Fields_Line_Items_Lookup.png|800px]]<br><br>
## Click '''Save'''.
## Click '''Save'''.
# Add a Rollup Summary field inside the Orders Object named Total Order Price to sum up the calculated Total Prices of all related Line Items for an order:
# Add a Rollup Summary field inside the Orders Object named Total Order Price to sum up the calculated Total Prices of all related Line Items for an order:
## Go to the '''Configuration''' page, under the '''Customization''' tile, navigate to '''Objects''' > '''Orders'''.
## Go to the '''Configuration''' page, under the '''Customization''' tile, navigate to '''Objects''' > '''Orders'''.
## Select '''Fields''' > '''New Field'''. Fill-inFill in the values as shown:
## Select '''Fields''' > '''New Field'''. Fill-in the values as shown:<br><br>[[File:Objects_Orders_Fields_Total_Order _Price.png|600px]]<br><br>
## Click '''Save'''.
## Click '''Save'''.
# Open the Orders Default Layout Form:
# Open the Orders Default Layout Form:
## Note that the new Total Order Price field has been automatically added to Basic Information section.
## Note that the new Total Order Price field has been automatically added to '''Basic Information''' section.<br><br>[[File:Form_Default_Layout_Remove_Line_Items.png|800px]]<br><br>
## Remove the Line Items Lookup Lookup field from the Basic Information section.
## Remove the Line Items Lookup Lookup field from the Basic Information section.
## Save your changes.
## Save your changes.
# Open the Line Items Default Layout Form. Remove the Orders Lookup field from the Related Information section.  
# Open the Line Items Default Layout Form. Remove the Orders Lookup field from the Related Information section.<br><br>[[File:Related_Information_Orders_Removal.png|800px]]<br><br>
#:Save your changes.
#:Save your changes.
# Test your modifications by adding a new order with three line items. Ensure the Total Order Price field gets filled.
# Test your modifications by adding a new order with three line items. Ensure the Total Order Price field gets filled.
#:'''Note:''' As Rollup Summary fields are calculated asynchronously in the background, the value might not be filled immediately.
#:'''Note:''' As Rollup Summary fields are calculated asynchronously in the background, the value might not be filled immediately.

Revision as of 13:49, 11 December 2022

In this part of the exercise, you create a field in the Orders Object to show the total price for all Line Items in an order.

  1. Create an Index in the Line Items Object:
    1. Go to the Configuration page, under the Customization tile, navigate to Objects > Line Items.
    2. Select Indexes > New Index.
    3. For the name, type OrderIndex. For the field, select Order.

      Objects Line Items Indexes OrderIndex.png

    4. Save the index.
      Note: The Index in the Line Items Object is required to create a Rollup Summary field in the related Order Object.
  2. Create a Lookup field inside the Orders Object named Line Items Lookup that points to the related Line Items Object:
    1. Go to the Configuration page, under the Customization tile, navigate to Objects > Orders.
    2. Select Fields > New Field. Fill-in the values as shown:

      Objects Orders Fields Line Items Lookup.png

    3. Click Save.
  3. Add a Rollup Summary field inside the Orders Object named Total Order Price to sum up the calculated Total Prices of all related Line Items for an order:
    1. Go to the Configuration page, under the Customization tile, navigate to Objects > Orders.
    2. Select Fields > New Field. Fill-in the values as shown:

      Objects Orders Fields Total Order Price.png

    3. Click Save.
  4. Open the Orders Default Layout Form:
    1. Note that the new Total Order Price field has been automatically added to Basic Information section.

      Form Default Layout Remove Line Items.png

    2. Remove the Line Items Lookup Lookup field from the Basic Information section.
    3. Save your changes.
  5. Open the Line Items Default Layout Form. Remove the Orders Lookup field from the Related Information section.

    Related Information Orders Removal.png

    Save your changes.
  6. Test your modifications by adding a new order with three line items. Ensure the Total Order Price field gets filled.
    Note: As Rollup Summary fields are calculated asynchronously in the background, the value might not be filled immediately.