[SalesForce] How to insert a new record on the AttachedContentNote object

I am trying to create a custom component to list and insert notes in a Account record. After some research, I founded that to get all the notes related to my account record, I needed to do the following SOQL :

[SELECT (SELECT Id, Title, TextPreview,Createdby.Name, CreatedDate FROM AttachedContentNotes order by createddate asc) FROM Account where Id=: recordId];

That sub-query creates a column with all the notes related to my account record in a JSON-like format. But before I get there, I founded some other objects that are related to the AttachedContentNotes object, like : Note, ContentNote and Attachment.
I tried to query all of those using my account ID as a parameter but they all look empty, even that the notes are there when I look on the related list.

So I tried to use the 'inspector mode' on Chrome and discovered a different ID:

So I tried to run this method :

String sObjName = myId.getSObjectType().getDescribe().getName();

and founded that it was related to a ContentDocument object, that doesn't has any records as well…but that was fine by me, I created a function and got the data that I was looking for anyway (even that it was not the way that I really wanted).

Now I faced a new challenge, how can I insert a new note using APEX, since the AttachedContentNote does not support query/dml and records inserted manually on the other objects that I listed above doesn't work as well? Which objects I specifically need to handle in order to achieve this?

Thanks in advance.

Best Answer

Datamodel

First take glance on the datamodel:

Conceptual approach

In my experience two steps are needed to attach new Notes to a record. This works very similar to files btw.

first you have to create and insert a ContentNote and obtain the Id of the newly created Note. You can image the new ContentNote as a Note not linked to any record yet.
now to connect your record to the Note you need to create a new ContentDocumentLink and set there your record.Id and the Id of the new ContentDocument.

All this is necessary because you can reuse Files and Notes on many records. Therefore the junction object ContentDocumentLink is used to provide an m:n datamodel.

Related Solutions

[SalesForce] SOQL QUERY WITH CreatedDate

The query you are trying will not compile in Salesforce because this type of LEFT INNER JOIN is not Supported.

What you can do is First Store the result of first query in a variable and then perform the second query.

DateTime/Date dt = [select EventOccuranceDate__c from RMSEventLog__c where Datasource__c = 'Salesforce' AND EventCategory__c = 'SetupAuditTrail' order by CreatedDate desc limit 1].EventOccuranceDate__c ;

[SELECT id, Action, CreatedById, CreatedDate, CreatedBy.name, Display, Section from SetupAuditTrail where CreatedDate >: dt]

OR simply like this:

[SELECT id, Action, CreatedById, CreatedDate, CreatedBy.name, Display, Section from SetupAuditTrail where CreatedDate >: [select EventOccuranceDate__c from RMSEventLog__c where Datasource__c = 'Salesforce' AND EventCategory__c = 'SetupAuditTrail' order by CreatedDate desc limit 1].EventOccuranceDate__c]]

Please make sure that EventOccuranceDate__c is of DateTime Type.

[SalesForce] Lightning Components: how to invoke “New Note” panel from custom components

I have Created one custom component which can be used as a quick action and it enables you to create the note related to the current record.

Look what I have done:-

Here is my code:-

<--component-->

<aura:component controller="CreateNoteRecord" 
                implements="lightning:actionOverride,force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes,force:lightningQuickActionWithoutHeader" 
                access="global" >
    <!-- Define Attribute-->
    <aura:attribute name="note" type="ContentNote" default="{'sobjectType': 'ContentNote','Title': '','Content': ''}"/>

    <div class="slds-m-around--xx-large">
        <div role="dialog" tabindex="-1" aria-labelledby="header99" class="slds-modal slds-fade-in-open ">
            <div class="slds-modal__container">
                <div class="slds-modal__header">
                    <button class="slds-button slds-modal__close slds-button--icon-inverse" title="Close" onclick="{!c.closeModel}">
                        X
                        <span class="slds-assistive-text">Close</span>
                    </button>
                    <h2 id="header99" class="slds-text-heading--medium">Creating Custom Note</h2>
                </div>
                <div class="slds-modal__content slds-p-around--medium">
                    <div class="slds-page-header">
                        <div class="slds-media">
                            <div class="slds-media__body">
                                <center>
                                    <h1 class="slds-page-header__title slds-truncate slds-align-middle" title="Requests User Guides">New Note</h1>
                                </center>
                            </div>
                        </div>
                    </div>
                    <b>Title:</b>
                    <br/>
                    <ui:inputText class="form-control" value="{!v.note.Title}"/>
                    <br/>
                    <b>Content:</b>
                    <br/>
                    <lightning:inputRichText value="{!v.note.Content}" placeholder="Type something interesting"/>
                    <br/>
                    <div class="slds-modal__footer">
                        <div class="col-md-4 text-center">
                            <ui:button class="btn btn-default" press="{!c.create}">Create</ui:button>
                             <ui:button class="btn btn-default" press="{!c.closeModel}">Cancel</ui:button>
                        </div>
                    </div>
                </div>
            </div>
        </div>
    </div>
</aura:component>

JavaScript Controller:-

({
    create : function(component, event, helper) {
        //getting the candidate information
        var candidate = component.get("v.note");
        //Calling the Apex Function
        var action = component.get("c.createRecord");
        //Setting the Apex Parameter
        action.setParams({
            nt : candidate,
            PrentId : component.get("v.recordId")
        });
        //Setting the Callback
        action.setCallback(this,function(a){
            //get the response state
            var state = a.getState();
            //check if result is successfull
            if(state == "SUCCESS"){
                //Reset Form
                var newCandidate = {'sobjectType': 'ContentNote',
                                    'Title': '',
                                    'Content': ''
                                   };
                //resetting the Values in the form
                component.set("v.note",newCandidate);
            } else if(state == "ERROR"){
                alert('Error in calling server side action');
            }
        });
        var navEvt = $A.get("e.force:navigateToSObject");
        navEvt.setParams({
            "recordId": component.get("v.recordId"),
            "slideDevName": "detail"
        });
        navEvt.fire();
        $A.get('e.force:refreshView').fire();
        //adds the server-side action to the queue        
        $A.enqueueAction(action);
    },
    closeModel : function (component, event, helper) {
        var navEvt = $A.get("e.force:navigateToSObject");
        navEvt.setParams({
            "recordId": component.get("v.recordId"),
            "slideDevName": "detail"
        });
        navEvt.fire();
    }
})

css:-

.THIS .slds-modal__container{
       max-width: 50rem !important;
       width:100% !important;

}

APEX Controller:-

public with sharing class CreateNoteRecord {
    @AuraEnabled
    public static void createRecord (ContentNote nt, id PrentId){
        try{
            if(nt != null){
                insert nt;
                ContentDocument cd=[select id from ContentDocument where id=:nt.Id];
                ContentDocumentLink cdl=new ContentDocumentLink();
                cdl.ContentDocumentId=cd.id;
                cdl.LinkedEntityId=PrentId;
                cdl.ShareType='V';
                cdl.Visibility='AllUsers';
                insert cdl;
            }
        } catch (Exception ex){

        }
    }    
}

Once the note is getting created, I am inserting the ContentDocumentLink object to link the current record to this note.

Hope it helps you.

Best Answer

Related Solutions

[SalesForce] SOQL QUERY WITH CreatedDate

[SalesForce] Lightning Components: how to invoke “New Note” panel from custom components

Related Topic