[SalesForce] VisualForce: How To INSERT Custom Object(s) From VF Form

PREFACE: This is my first VF project but I have spent some R&D time getting familiar with relationship between VFPages and VFControllers, attempting to understand Getters & Setters, and VF Page Order of Execution.

OBJECTIVE: With that said I current have a new Shipment form that I am working on. Essentially this will use the url parameter to fetch an Account in order to pre-populated the form with known shipment details (otherwise all fields are blank). Using details from the Account object, as well as record details from a custom Inventory object that is related to the Account. I need this form to create a new Shipment__c object rather than using the standard Saleforce workflow.

Also, once the Shipment is INSERTED (much like Opportunities and OpportunityLineItems), I expect that all Inventory item returned in the InventoryLineItems getter will be added to this Shipment object as a new ShipmentLineItem__c (which is a child object of Shipment__c). Someday this form could require a checklist that allows me to select which Inventory items to insert as ShipmentLineItem__c(s), but at the moment just inserting them all is fine.

Once the transaction is complete I would like the user to be redirected to the newly created Shipment__c record.

PROBLEM: I am not familiar with how to post/set the data I need in order to create and insert the custom objects I need. I'm very familiar with trigger development so I feel like if I could better understand how to work with the data throughout this process I could figure out the rest

VisualForce Controller Extension:

public with sharing class ShipmentExtension {

    ApexPages.StandardController standardController;
    String accountId;

    /* Setup Carrier Options */
    public String carrier { get; set; }

    public List<SelectOption> carrier_options { get; private set; } {
        carrier_options = new List<SelectOption>();
        carrier_options.add( new SelectOption('Private Freight', 'Private Freight') );
        carrier_options.add( new SelectOption('UPS', 'UPS') );
        carrier_options.add( new SelectOption('Other', 'Other') );
    }

    public ShipmentExtension(ApexPages.StandardController standardController) {
        this.standardController = standardController;
        this.accountId = ApexPages.currentPage().getParameters().get('accountid');
        this.carrier = 'Private Freight'; /* Default Option */


    }

     /* List Inventory Line Items */
    public List<Custom_Inventory__c> InventoryLineItems {
        get { return [SELECT Product__c, Product_Name__c, Balance__c FROM Custom_Inventory__c WHERE Account__c = :this.AccountId AND Difference__c > 0]; }
        set;
    }

    public Account getAccount() {
        if(!string.isEmpty(this.accountId)){
            return [
                SELECT Id, Name, Owner.Name, ShippingStreet, ShippingCity, ShippingCountry, ShippingState, ShippingPostalCode FROM Account
                WHERE Id = :this.AccountId
            ];
        } else {
            return new Account();
        }
    }

    public PageReference createShipment(){
        Shipment__c new_shipment = new Shipment__c();

        System.debug('::CREATE SHIPMENT:: ');
        System.debug(Apexpages.currentPage().getParameters());

        new_shipment.Account__c = ...;
        new_shipment.Carrier__c = ...;
        new_shipment.Shipment_Address__c = ...;

        INSERT new_shipment;

        List<ShipmentLineItem> new_shipmentLineItems = new List<ShipmentLineItem>();
        for(Custom_Inventory record : InventoryLineItems){
            ShipmentLineItem__c newSLI = new ShipmentLineItem__c();
            newSLI.Product__c = record.Product__c;
            newSLI.Shipment__c = new_shipment.Id;
            new_shipmentLineItems.add(newSLI);
        }

        return null;
    }
}

VisualForce Page:

<apex:page standardController="Shipment__c" extensions="ShipmentExtension">

    <apex:outputPanel layout="block">

        <apex:outputPanel layout="block">
            <apex:outputPanel layout="block">
                <apex:outputPanel layout="block">Shipment Overview for: {!Account.Name}</apex:outputPanel>
            </apex:outputPanel>
        </apex:outputPanel>

        <apex:form id="createShipmentForm">
            <apex:pageBlock >

                 <apex:outputPanel layout="block">
                      <apex:outputPanel layout="block">
                          <apex:outputPanel layout="block">Shipping Information</apex:outputPanel>
                    </apex:outputPanel>
                </apex:outputPanel>

                <apex:outputPanel layout="block">
                    <apex:outputPanel layout="block">
                        <apex:outputPanel layout="block">Ship To:</apex:outputPanel>
                    </apex:outputPanel>
                </apex:outputPanel>

                <apex:outputPanel layout="block">
                    <apex:outputPanel layout="block">
                        <apex:inputText value="{!Account.Owner.Name}" /><!-- Name -->
                    </apex:outputPanel> 
                </apex:outputPanel>

                <apex:outputPanel layout="block">
                    <apex:outputPanel layout="block">
                        <apex:inputText value="{!Account.ShippingStreet}" /><!-- Street -->
                    </apex:outputPanel>
                </apex:outputPanel>

                <apex:outputPanel layout="block">
                    <apex:outputPanel layout="block">
                        <apex:inputText value="{!Account.ShippingCity}" /><!-- City -->
                    </apex:outputPanel> 

                    <apex:outputPanel layout="block">
                        <apex:inputText value="{!Account.ShippingState}" style="text-align:center;"/><!-- State -->
                    </apex:outputPanel>

                    <apex:outputPanel layout="block">
                        <apex:inputText value="{!Account.ShippingPostalCode}" /><!-- Postal Code -->
                    </apex:outputPanel>

                </apex:outputPanel>

                <apex:outputPanel layout="block">
                    <apex:outputPanel layout="block">
                        <apex:outputPanel layout="block">Refrigerant to be Shipped</apex:outputPanel>
                    </apex:outputPanel> 
                </apex:outputPanel>

                <apex:pageBlockTable value="{!InventoryLineItems}" var="i">
                    <apex:column headerValue="{!i.Product_Name__c}" value="{!i.Product_Name__c}"/><!-- Product Name -->
                    <apex:column headerValue="{!$ObjectType.Custom_Inventory__c.fields.Balance__c.label}" value="{!i.Balance__c} lbs"/><!-- Balance -->
                </apex:pageBlockTable>

                <apex:outputPanel layout="block">
                    <apex:outputPanel layout="block">
                        <apex:outputPanel layout="block">Shipping and Carrier Details</apex:outputPanel>
                    </apex:outputPanel>
                </apex:outputPanel>

                <apex:outputPanel layout="block">
                    <!-- Shipping Via -->
                    <apex:outputPanel layout="inline">Shipping via:</apex:outputPanel>
                    <apex:outputPanel layout="block">
                        <apex:selectList value="{!carrier}" styleClass="editable" multiselect="false" size="3" >
                            <apex:selectOptions value="{!carrier_options}"/>
                        </apex:selectList>
                    </apex:outputPanel>

                    <!-- Tracking # -->
                    <apex:outputPanel layout="block">Tracking #:</apex:outputPanel>
                    <apex:outputPanel layout="block">
                        <apex:inputText />
                    </apex:outputPanel>
                </apex:outputPanel>

                <apex:outputPanel layout="block">
                    <!-- Shipping Notes -->
                    <apex:outputPanel layout="inline">Shipping Notes:</apex:outputPanel>
                    <apex:outputPanel layout="block">
                        <apex:inputTextarea styleClass="editable" style="width:100%;"/>
                    </apex:outputPanel>

                    <!-- Ship Date -->
                    <apex:outputPanel layout="block">Expected to Ship on:</apex:outputPanel>
                    <apex:outputPanel layout="block">
                        <apex:inputText />
                    </apex:outputPanel>
                </apex:outputPanel>

            <apex:pageBlockButtons >
                <apex:commandButton value="Create Shipment" action="{!createShipment}">
                </apex:commandButton>
            </apex:pageBlockButtons>

        </apex:pageBlock>

    </apex:form>

</apex:outputPanel>

I know this is a more complex ask, and I've been researching what I can on my end to get this far, but any feedback that could help me link the missing pieces would be greatly appreciated. Thanks!

Best Answer

You can start by defining an Account object that you would refer in your createShipment method.

public with sharing class ShipmentExtension {

    ApexPages.StandardController standardController;
    String accountId;
    public Account objAccount {get; set;}

Next, in your constructor you can initialize objAccount.

public ShipmentExtension(ApexPages.StandardController standardController) {
        this.standardController = standardController;
        this.accountId = ApexPages.currentPage().getParameters().get('accountid');
        this.carrier = 'Private Freight'; /* Default Option */

if(!string.isEmpty(this.accountId)){
            objAccount = [SELECT Id, Name, Owner.Name, ShippingStreet, ShippingCity, ShippingCountry, ShippingState, ShippingPostalCode FROM Account
                WHERE Id = :this.AccountId];
        } else {
            objAccount = new Account();
        }

    }

In your VF page, you would need to use {!objAccount.} instead of {!Account.}

In you createShipment() method, you would be able to get the updated values when you refer the objAccount object.

new_shipment.Account__c = objAccount.Id;

Finally, instead of returning null, you would return the PageReference of the new shipment record.

Related Solutions

[SalesForce] How to insert a custom object

Visitor should be Visitor__c. All custom objects are suffixed with __c, as should all of your custom fields on either standard or custom objects. So, your code would look something like this:

Visitor__c newVisitor = new Visitor__c ();
newVisitor.Name = 'John Smith';
newVisitor.Identifier__c = 'john@somewhere.com';
insert newVisitor;

Only standard fields are not suffixed with __c, e.g. Name, Id, CreatedDate etc.

EDIT: boots and braces with Try/Catch

See the docs for a full description of the Insert operation:

http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_dml_insert.htm

Doing a DML insert/update/upsert could result in an exception depending on a number of factors:

It could be that the operation will mean that you exceed a Governor limit (see
http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_gov_limits.htm). If you are inserting multiple records, 'bulkification' will most likely be required to prevent this.
It could also (and more likely) be caused by an issue with the record that you are trying to insert (e.g. missing required field, failed validation etc.).

Surrounding your operation with a Try/Catch is always good practice and will allow you to fail gracefully should the worst happen. Note, you cannot fail gracefully with a Try/Catch for a Governor limit issue.

There are essentially two ways to Try/Catch for DML statements (sorry, formatting has gone screwy):

This will suffice for a single record (though you could use the second option here too):

try
{
    insert newVisitor;
}
catch( DmlException ex )
{
    // fail gracefully
}

This may be preferable for multiple records, where the 'false' parameter indicates that this is (not) an 'all or nothing' insert:

Database.SaveResult[] MySaveResult = Database.Insert(newVisitors, false);
for (Database.SaveResult sr : MySaveResult) {
    if (!sr.isSuccess()) {
        // Operation failed, so get all errors                
        for(Database.Error err : sr.getErrors()) {
            System.debug('The following error has occurred.');                    
            System.debug(err.getStatusCode() + ': ' + err.getMessage());
            System.debug('Fields that affected this error: ' + err.getFields());
        }
    }
}

[SalesForce] How to insert list records from one object plus form inputtext box data to a different object

The reason why you're seeing behavior of "last one wins" is because your code is overwriting the data of New_Account_Reactivation__c for each account that is processed in the for loop.

To correct the behavior you're seeing, you need an instance of New_Account_Reactivation__c for each Account that you process. You need to move the instance of New_Account_Reactivation__c that is used for DML within the processing method and create one instance for each selected Account that you are processing for later DML.

Because you're also using the nar record for the user to input data with - I've created another instance of the object which is only a helper to collect the notes data from the user. The notes are copied from this one instance into the individual New_Account_Reactivation__c records that are upserted into the database at the end of your process method.

public class wrapperClassController {

    public New_Account_Reactivation__c bogusNAR { get; set; }

    public wrapperClassController() {
        bogusNAR = new New_Account_Reactivation();
    }

    public List<cAccount> accountList {get; set;}

    public List<cAccount> getAccounts() {
            if(accountList == null) {
                accountList = new List<cAccount>();
                for(Account c: [SELECT
                    Id,
                    baan_bpid__c, 
                    name, 
                    shippingstreet, 
                    shippingcity, 
                    shippingstate, 
                    shippingpostalcode, 
                    og_baan_bp_type__c,
                    DEA_License__c, 
                    ASD_SML__c,
                    OG_Channel_Code__c, 
                    OG_Credit_Limit__c, 
                    OG_Payment_Terms__c, 
                    OG_Statement_Method__c
                    FROM Account 
                    WHERE 
                    baan_bpid__c <> '' AND 
                    CreatedDate = LAST_N_DAYS:222 
                    LIMIT 10]) {
                    accountList.add(new cAccount(c));
            }
        }
        return accountList;
    }


    public PageReference processSelected() {

        List<Account> selectedAccounts = new List<Account>();

        // create a list for DML - this list is populated by the account loop below
        List<New_Account_Reactivation__c> reactivationsToUpsert = new List<New_Account_Reactivation__c>();

        for(cAccount cAcct: getAccounts()) {
            if(cAcct.selected == true) {
                selectedAccounts.add(cAcct.acct);
            }
        }

        for(Account acct: selectedAccounts) {

            // create an instance
            New_Account_Reactivation__c nar = new New_Account_Reactivation__c();

            // set the field values
            nar.BPID__c = acct.Baan_BPID__c;
            nar.Account__c = acct.Id;
            nar.Address__c = acct.shippingStreet;
            nar.State__c = acct.shippingState;
            nar.City__c = acct.shippingCity;
            nar.Zip__c = acct.shippingPostalCode;
            nar.Baan_BP_Type__c = acct.og_baan_bp_type__c;
            nar.DEA__c = acct.DEA_License__c;
            nar.SML__c = acct.ASD_SML__c;
            nar.Channel_Code__c = acct.OG_Channel_Code__c;
            nar.Credit_Limit__c = acct.OG_Credit_Limit__c;
            nar.Payment_Terms__c = acct.OG_Payment_Terms__c;
            nar.Statement_Method__c = acct.OG_Statement_Method__c;

            // get the notes from the fake NAR record bound to the page input fields
            nar.Web_Notes__c = bogusNAR.Web_Notes__c;
            nar.General_Notes__c = bogusNAR.General_Notes__c;

            // add it to the list for later DML
            reactivationsToUpsert.add(nar);
        }

        // check for not empty and then DML
        if (!reactivationsToUpsert.isEmpty()) {
            upsert reactivationsToUpsert;
        }

        accountList=null; 
        return null;
    }

    public class cAccount {
        public Account acct {get; set;}
        public Boolean selected {get; set;}

        public cAccount(Account c) {
            acct = c;
            selected = false;
        }
    }
}

<apex:pageBlockSection title="Parent BPID" columns="2">
    <apex:inputField value="{!bogusNAR.Parent_BPID__c}"/>
</apex:pageBlockSection>            
<apex:pageBlockSection title="General Notes" columns="2">
    <apex:inputTextarea id="newNote" value="{!bogusNAR.General_Notes__c}" cols="100"/>
</apex:pageBlockSection>
<apex:pageBlockSection title="Web Notes" columns="2">
    <apex:inputTextarea id="webNote" value="{!bogusNAR.Web_Notes__c}" cols="100"/>
</apex:pageBlockSection>

Best Answer

Related Solutions

[SalesForce] How to insert a custom object

[SalesForce] How to insert list records from one object plus form inputtext box data to a different object

Related Topic