Reports

Backend

1. ReportFetchAccounts

a. Output form

ensure form OutputAccountList 
ensure grid: Account
ensure field Id kind: text 
ensure field Name kind: text 
ensure field Type kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetObjectDropDownPickList 
ensure field AccountSite kind: text 
ensure field Industry kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetObjectDropDownPickList 
ensure field AccountNumber kind: text 
ensure field Phone kind: mobileNumber 
ensure field BillingState kind: text 
ensure field Owner kind: pickText plugIn: SalesforcePlugin pluginApi: GetUsers

ensure layoutGrid TableLayout kind: table 
  columnSizeSet: ["AutoSize"] 
  showComps: [Id, Name, AccountNumber, Phone, Type, AccountSite, Industry, BillingState, Owner]

ensure layout FormLayout kind: content 
  direction: vertical 
  flexCenter.gridLayouts: [Account.TableLayout]

ensure var VarMappingOutputAccountListToAccount kind: mapping 
  deploy: fixedOnDeploy
  fromForm: OutputAccountList 
  fromGrid: Account 
  toForm: EntityAccount 
  fieldMappingMap: {
      'map': {
        '${f:Account.Id}': 'Details.Id',
        '${var:VarTextFormModeEdit}': 'Other.FormMode'
      }
    }

ensure var VarMappingOutputAccountListToOpportunity kind: mapping 
  deploy: fixedOnDeploy
  fromForm: OutputAccountList 
  fromGrid: Account 
  toForm: EntityOpportunity 
  fieldMappingMap: {
      'map': {
        '${f:Account.Id}': 'Other.AccountId',
        '${f:Account.Name}': 'Other.AccountDisplayName',
        '${var:VarTextFormModeCreate}': 'Other.FormMode'
      }
    }

ensure var VarMappingOutputAccountListToDropObjectDownPicklistInput1 kind: mapping 
  deploy: fixedOnDeploy
  fromForm: OutputAccountList 
  toPlugin: SalesforcePlugin 
  toForm: DropObjectDownPicklistInput 
  fieldMappingMap: {
      'map': {
        '${var:VarTextObjectTypeAccount}': 'ObjectType',
        '${constant:text.Industry}': 'DropdownFieldName'
      }
    }

ensure var VarMappingOutputAccountListToDropObjectDownPicklistInput2 kind: mapping 
  deploy: fixedOnDeploy
  fromForm: OutputAccountList 
  toPlugin: SalesforcePlugin 
  toForm: DropObjectDownPicklistInput 
  fieldMappingMap: {
      'map': {
        '${var:VarTextObjectTypeAccount}': 'ObjectType',
        '${constant:text.Type}': 'DropdownFieldName'
      }
    }

ensure form OutputAccountList 
ensure grid: Account
actionPermission: {
      'EditAccount': {
        'mappingVar': 'VarMappingOutputAccountListToAccount',
        'roles': [
          'Owner'
        ]
      },
      'AddOpportunity': {
        'mappingVar': 'VarMappingOutputAccountListToOpportunity',
        'roles': [
          'Owner'
        ]
      }
    }
ensure field Type
  pluginInputMappingVar: VarMappingOutputAccountListToDropObjectDownPicklistInput2
ensure field Industry
  pluginInputMappingVar: VarMappingOutputAccountListToDropObjectDownPicklistInput1

b. Report

ensure var VarMappingAccountListToOutputAccountList kind: mapping 
  deploy: fixedOnDeploy
  fromPlugin: SalesforcePlugin 
  fromForm: AccountList 
  fromGrid: Account 
  toForm: OutputAccountList 
  toGrid: Account 
  gridMappingMap: {
      'Mapping6u3hTk': {
        'fromGrid': 'Account',
        'toGrid': 'Account',
        'fromKey': 'Id',
        'toKey': 'Id',
        'insertVariant': 'insertForced',
        'updateVariant': 'updateForced',
        'removeVariant': 'removeForced',
        'emptyVariant': 'overrideEmptyField',
        'map': {
          '${f:Account.Id}': 'Account.Id',
          '${f:Account.Name}': 'Account.Name',
          '${f:Account.Type}': 'Account.Type',
          '${f:Account.AccountSite}': 'Account.AccountSite',
          '${f:Account.Industry}': 'Account.Industry',
          '${f:Account.AccountNumber}': 'Account.AccountNumber',
          '${f:Account.Phone}': 'Account.Phone',
          '${f:Account.BillingState}': 'Account.BillingState',
          '${f:Account.Owner}': 'Account.Owner'
        }
      }
    }

ensure report ReportFetchAccounts kind: plugin 
  outputForm: OutputAccountList 
  plugIn: SalesforcePlugin 
  pluginApi: GetAccounts 
  outputFormMappingVar: VarMappingAccountListToOutputAccountList

2. ReportFetchOpportunities

a. Input form

ensure form FilterRecordsByAccount 
ensure section: Details
ensure field AccountId kind: text 
  permissionMatrix: {
      'defaultPermission': 'invisible'
    }
ensure field Account kind: pickText 
  required: true 
  plugIn: SalesforcePlugin 
  pluginApi: GetAccountsDropdownList

ensure formula Formula1 
  assignToField: Details.AccountId 
  formula: "${f:Details.Account.optionId}"

b. Output form

ensure form OutputOpportunityList 
ensure grid: Opportunity
ensure field Id kind: text 
ensure field Name kind: text 
ensure field Amount kind: decimal 
ensure field CloseDate kind: date displayDateFormat: "MM/dd/yyyy, hh:mm:ss a"
ensure field Stage kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetObjectDropDownPickList 
ensure field Description kind: text 
ensure field Assignee kind: pickText plugIn: SalesforcePlugin pluginApi: GetUsers

ensure layout FormLayout kind: content direction: vertical

ensure layout KanbanLayout kind: content direction: vertical

ensure form OutputOpportunityList 
ensure grid: Opportunity
ensure layoutGrid TableLayout kind: table 
  columnSizeSet: ["AutoSize"]
  showComps: [Id, Name, Amount, CloseDate, Stage, Description, Assignee]

ensure layoutGrid Kanban kind: kanban 
  showFields: [Opportunity.Amount, Opportunity.Description, Opportunity.CloseDate, 
    Opportunity.Name, Opportunity.Stage, Opportunity.Assignee]
  allowToSwitchLayouts: [TableLayout] 
  kanbanField: Opportunity.Stage

ensure layoutGrid TableLayout allowToSwitchLayouts: [Kanban]

ensure layout FormLayout kind: content 
  direction: vertical 
  flexCenter.gridLayouts: [Opportunity.TableLayout]

ensure layout KanbanLayout kind: content 
  direction: vertical 
  flexCenter.gridLayouts: [Opportunity.Kanban]

ensure var VarMappingOutputOpportunityListToOpportunity kind: mapping
  deploy: fixedOnDeploy
  fromForm: OutputOpportunityList 
  fromGrid: Opportunity 
  toForm: EntityOpportunity 
  fieldMappingMap: {
      'map': {
        '${var:VarTextFormModeEdit}': 'Other.FormMode',
        '${f:Opportunity.Id}': 'Details.Id'
      }
    }

ensure var VarMappingOpportunityListToDropObjectDownPicklistInput kind: mapping
  deploy: fixedOnDeploy
  fromForm: OutputOpportunityList 
  toPlugin: SalesforcePlugin 
  toForm: DropObjectDownPicklistInput 
  fieldMappingMap: {
      'map': {
        '${var:VarTextObjectTypeOpportunity}': 'ObjectType',
        '${constant:text.StageName}': 'DropdownFieldName'
      }
    }

ensure form OutputOpportunityList 
ensure grid: Opportunity
  actionPermission: {
      'EditOpportunity': {
        'mappingVar': 'VarMappingOutputOpportunityListToOpportunity',
        'roles': [
          'Owner'
        ]
      }
    }
ensure field Stage
  pluginInputMappingVar: VarMappingOpportunityListToDropObjectDownPicklistInput

c. Report

ensure var VarMappingFilterRecordsByAccountToRecordIdInputForm kind: mapping
  deploy: fixedOnDeploy
  fromForm: FilterRecordsByAccount 
  toPlugin: SalesforcePlugin 
  toForm: RecordIdInputForm 
  fieldMappingMap: {
      'map': {
        '${f:Details.AccountId}': 'Id'
      }
    }

ensure var VarMappingOpportunityListToOutputOpportunityList kind: mapping
  deploy: fixedOnDeploy
  fromPlugin: SalesforcePlugin 
  fromForm: OpportunityList 
  fromGrid: Opportunity 
  toForm: OutputOpportunityList 
  toGrid: Opportunity 
  gridMappingMap: {
      'MappinguHL6mx': {
        'fromGrid': 'Opportunity',
        'toGrid': 'Opportunity',
        'fromKey': 'Id',
        'toKey': 'Id',
        'insertVariant': 'insertForced',
        'updateVariant': 'updateForced',
        'removeVariant': 'removeForced',
        'emptyVariant': 'overrideEmptyField',
        'map': {
          '${f:Opportunity.Id}': 'Opportunity.Id',
          '${f:Opportunity.Name}': 'Opportunity.Name',
          '${f:Opportunity.Amount}': 'Opportunity.Amount',
          '${f:Opportunity.CloseDate}': 'Opportunity.CloseDate',
          '${f:Opportunity.Stage}': 'Opportunity.Stage',
          '${f:Opportunity.Description}': 'Opportunity.Description',
          '${f:Opportunity.Owner}': 'Opportunity.Assignee'
        }
      }
    }

ensure report ReportFetchOpportunities kind: plugin 
  inputForm: FilterRecordsByAccount 
  outputForm: OutputOpportunityList 
  plugIn: SalesforcePlugin 
  pluginApi: GetOpportunityByAccount 
  inputFormMappingVar: VarMappingFilterRecordsByAccountToRecordIdInputForm 
  outputFormMappingVar: VarMappingOpportunityListToOutputOpportunityList

3. ReportKanban

a. Report

ensure report ReportFetchOpportunitiesKanban kind: plugin 
  inputForm: FilterRecordsByAccount 
  outputForm: OutputOpportunityList 
  plugIn: SalesforcePlugin 
  pluginApi: GetOpportunityByAccount 
  inputFormMappingVar: VarMappingFilterRecordsByAccountToRecordIdInputForm 
  outputFormMappingVar: VarMappingOpportunityListToOutputOpportunityList

4. ReportFetchTasks

a. Input form

ensure form FilterRecordByOpportunity 
ensure section: Details
ensure field Id kind: text 
  permissionMatrix: {
      'defaultPermission': 'invisible'
    }
ensure field Opportunity kind: pickText 
  required: true 
  plugIn: SalesforcePlugin 
  pluginApi: GetOpportunitiesDropdownList

ensure var VarMappingFilterByOpportunityToRecordIdInputForm kind: mapping
  deploy: fixedOnDeploy
  fromForm: FilterRecordByOpportunity 
  toPlugin: SalesforcePlugin 
  toForm: RecordIdInputForm 
  fieldMappingMap: {
      'map': {
        '${f:Details.Id}': 'Id'
      }
    }

ensure form FilterRecordByOpportunity 
ensure section: Details
ensure field Opportunity 
  pluginInputMappingVar: VarMappingFilterByOpportunityToRecordIdInputForm

ensure var VarConditionFilterByOpportunityId kind: condition
  deploy: fixedOnDeploy
  sourceForm: FilterRecordByOpportunity
  value: "<root>
      <stmt>${f:Details.Opportunity} has value</stmt>
    </root>"

ensure form FilterRecordByOpportunity
ensure formula Id 
  conditionVar: VarConditionFilterByOpportunityId 
  assignToField: Details.Id 
  formula: "${f:Details.Opportunity.optionId}"

b. Output form

ensure form OutputTaskList 
ensure grid: Details
ensure field Id kind: text 
ensure field Subject kind: text required: true
ensure field DueDate kind: date 
ensure field Status kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetObjectDropDownPickList 
ensure field Priority kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetObjectDropDownPickList 
ensure field AssignedTo kind: pickText plugIn: SalesforcePlugin pluginApi: GetUsers
ensure field RelatedTo kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetOpportunitiesDropdownList
ensure field Description kind: text

// layoutGrid, table, Table
ensure layoutGrid Table kind: table 
  columnSizeSet: ["AutoSize"]
  showComps: [Id, Subject, DueDate, Status, Priority, RelatedTo, Description]

// layout, content, ContentLayout
ensure layout ContentLayout kind: content 
  direction: vertical 
  flexCenter.gridLayouts: [Details.Table]
  contentPadding: thick

ensure var VarMappingTaskListToTask kind: mapping
  deploy: fixedOnDeploy
  fromForm: OutputTaskList 
  fromGrid: Details 
  toForm: EntityTask 
  fieldMappingMap: {
      'map': {
        '${f:Details.Id}': 'Details.Id',
        '${var:VarTextFormModeEdit}': 'Other.FormMode'
      }
    }

ensure var VarMappingOutputTaskListToDropObjectDownPicklistInput1 kind: mapping
  deploy: fixedOnDeploy
  fromForm: OutputTaskList 
  toPlugin: SalesforcePlugin 
  toForm: DropObjectDownPicklistInput 
  fieldMappingMap: {
      'map': {
        '${var:VarTextObjectTypeTask}': 'ObjectType',
        '${constant:text.Status}': 'DropdownFieldName'
      }
    }

ensure var VarMappingOutputTaskListToDropObjectDownPicklistInput2 kind: mapping
  deploy: fixedOnDeploy
  fromForm: OutputTaskList 
  toPlugin: SalesforcePlugin 
  toForm: DropObjectDownPicklistInput 
  fieldMappingMap: {
      'map': {
        '${var:VarTextObjectTypeTask}': 'ObjectType',
        '${constant:text.Priority}': 'DropdownFieldName'
      }
    }

ensure form OutputTaskList 
ensure grid: Details
  actionPermission: {
      'EditTask': {
        'mappingVar': 'VarMappingTaskListToTask',
        'roles': [
          'Owner'
        ]
      }
    }
ensure field Status
  pluginInputMappingVar: VarMappingOutputTaskListToDropObjectDownPicklistInput1
ensure field Priority
  pluginInputMappingVar: VarMappingOutputTaskListToDropObjectDownPicklistInput2

c. Report

ensure var VarMappingFilterRecordByOpportunityToRecordIdInputForm kind: mapping
  deploy: fixedOnDeploy
  fromForm: FilterRecordByOpportunity 
  toPlugin: SalesforcePlugin 
  toForm: RecordIdInputForm 
  fieldMappingMap: {
      'map': {
        '${f:Details.Id}': 'Id'
      }
    }

ensure var VarMappingTaskListToOutputTaskList kind: mapping
  deploy: fixedOnDeploy
  fromPlugin: SalesforcePlugin 
  fromForm: TaskList 
  fromGrid: Task
  toForm: OutputTaskList 
  toGrid: Details 
  gridMappingMap: {
      'MappingnVhb57': {
        'fromGrid': 'Task',
        'toGrid': 'Details',
        'fromKey': 'Subject',
        'toKey': 'Subject',
        'insertVariant': 'insertForced',
        'updateVariant': 'updateForced',
        'removeVariant': 'removeForced',
        'emptyVariant': 'overrideEmptyField',
        'map': {
          '${f:Task.Id}': 'Details.Id',
          '${f:Task.Subject}': 'Details.Subject',
          '${f:Task.DueDate}': 'Details.DueDate',
          '${f:Task.Status}': 'Details.Status',
          '${f:Task.Priority}': 'Details.Priority',
          '${f:Task.RelatedTo}': 'Details.RelatedTo',
          '${f:Task.Description}': 'Details.Description',
          '${f:Task.AssignedTo}': 'Details.AssignedTo'
        }
      }
    }

ensure report ReportFetchTasks kind: plugin 
  inputForm: FilterRecordByOpportunity 
  outputForm: OutputTaskList 
  plugIn: SalesforcePlugin 
  pluginApi: GetTasksByOpportunity 
  inputFormMappingVar: VarMappingFilterRecordByOpportunityToRecordIdInputForm 
  outputFormMappingVar: VarMappingTaskListToOutputTaskList

5. ReportFetchEvents

a. Output form

ensure form OutputEventList 

// composite, grid, Details
ensure grid: Details
ensure field Id kind: text 
ensure field Subject kind: text required: true
ensure field Description kind: text 
ensure field StartDateTime kind: dateTime 
ensure field EndDateTime kind: dateTime 
ensure field Location kind: text 
ensure field IsAllDayEvent kind: bool 
ensure field AssignedTo kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetUsers
ensure field RelatedTo kind: pickText 
  plugIn: SalesforcePlugin 
  pluginApi: GetOpportunitiesDropdownList

// layoutGrid, table, Table
ensure layoutGrid Table kind: table 
  showComps: [
    Id, 
    Subject, 
    Description, 
    StartDateTime, 
    EndDateTime, 
    Location, 
    IsAllDayEvent, 
    AssignedTo, 
    RelatedTo
  ]

// layout, content, ContentLayout
ensure layout ContentLayout kind: content 
direction: vertical 
contentPadding: thick
flexCenter.gridLayouts: [Details.Table]

ensure var VarMappingOutputEventListToEvent kind: mapping
  deploy: fixedOnDeploy
  fromForm: OutputEventList 
  fromGrid: Details 
  toForm: EntityEvent 
  fieldMappingMap: {
      'map': {
        '${var:VarTextFormModeEdit}': 'Details.FormMode',
        '${f:Details.Id}': 'Details.Id'
      }
    }

ensure form OutputEventList 
ensure grid: Details
  actionPermission: {
      'EditEvent': {
        'mappingVar': 'VarMappingOutputEventListToEvent',
        'roles': [
          'Owner'
        ]
      }
    }

c. Report

ensure var VarMappingFilterRecordsByOpportunityToRecordIdInputForm kind: mapping
  deploy: fixedOnDeploy
  fromForm: FilterRecordByOpportunity 
  toPlugin: SalesforcePlugin 
  toForm: RecordIdInputForm 
  fieldMappingMap: {
      'map': {
        '${f:Details.Id}': 'Id'
      }
    }

ensure var VarMappingEventListToOutputEventList kind: mapping
  deploy: fixedOnDeploy
  fromPlugin: SalesforcePlugin 
  fromForm: EventList 
  fromGrid: Event
  toForm: OutputEventList 
  toGrid: Details 
  gridMappingMap: {
      'Mapping7EDELG': {
        'fromGrid': 'Event',
        'toGrid': 'Details',
        'fromKey': 'Subject',
        'toKey': 'Details.Subject',
        'insertVariant': 'insertForced',
        'updateVariant': 'updateForced',
        'removeVariant': 'removeForced',
        'emptyVariant': 'overrideEmptyField',
        'map': {
          '${f:Event.Id}': 'Details.Id',
          '${f:Event.Subject}': 'Details.Subject',
          '${f:Event.Description}': 'Details.Description',
          '${f:Event.StartDate}': 'Details.StartDateTime',
          '${f:Event.EndDate}': 'Details.EndDateTime',
          '${f:Event.Location}': 'Details.Location',
          '${f:Event.IsAllDayEvent}': 'Details.IsAllDayEvent',
          '${f:Event.AssignedTo}': 'Details.AssignedTo',
          '${f:Event.RelatedTo}': 'Details.RelatedTo'
        }
      }
    }

ensure report ReportFetchEvents kind: plugin 
  inputForm: FilterRecordByOpportunity 
  outputForm: OutputEventList 
  plugIn: SalesforcePlugin 
  pluginApi: GetEventsByOpportunity 
  inputFormMappingVar: VarMappingFilterRecordsByOpportunityToRecordIdInputForm 
  outputFormMappingVar: VarMappingEventListToOutputEventList

Frontend

1. Actions

a. FetchAccounts

ensure action FetchAccounts kind: report 
  icon: "CloudDownloadRounded" 
  report: ReportFetchAccounts 
  outputFormContentLayout: FormLayout

b. FetchOpportunities

ensure action FetchOpportunities kind: report 
  icon: "CloudDownloadRounded" 
  report: ReportFetchOpportunities 
  outputFormContentLayout: FormLayout 
  sendMessageToInbox: true

c. FetchTasks

ensure action FetchTasks kind: report 
  icon: "CloudDownloadRounded" 
  report: ReportFetchTasks 
  outputFormContentLayout: ContentLayout 
  sendMessageToInbox: true

d. FetchEvents

ensure action FetchEvents kind: report 
  icon: "CloudDownloadRounded" 
  report: ReportFetchEvents 
  outputFormContentLayout: ContentLayout 
  sendMessageToInbox: true

2. Group actions

ensure group Salesforce 
  allowPromptAssistant: true
  hideActionMenu: true
  pinnedActions: [AddAccount, FetchOpportunities] 
  actionPermission: {
    'FetchAccounts': {
      'menuGroup': 'Remote',
      'roles': [
          'Owner'
        ]
      },
    'FetchOpportunities': {
      'menuGroup': 'Remote',
      'roles': [
        'Owner'
        ]
      },
    'FetchEvents': {
      'menuGroup': 'Remote',
      'roles': [
          'Owner'
        ],
      'deviceSizes': [
         'desktop',
         'mobile'
        ]
      },
    'FetchTasks': {
      'menuGroup': 'Remote',
      'roles': [
          'Owner'
        ],
      'deviceSizes': [
          'desktop',
          'mobile'
        ]
      }
    }

Automation Automation

Reports

Backend

1. ReportFetchAccounts

a. Output form

b. Report

2. ReportFetchOpportunities

a. Input form

b. Output form

c. Report

3. ReportKanban

a. Report

4. ReportFetchTasks

a. Input form

b. Output form

c. Report

5. ReportFetchEvents

a. Output form

c. Report

Frontend

1. Actions

a. FetchAccounts

b. FetchOpportunities

c. FetchTasks

d. FetchEvents

2. Group actions

Showcase

Platform

Community

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