Lookup field issues

[forceDotMom]

Lookup field to select parent record in create Action Plan flow shows nothing. Lookup field to select AP Template in single record flow shows nothing.

Sorry this isn’t precise, I’m working from memory here.

1. Go to an action plan template
2. Click action to create action plan
3. Place cursor in lookup field to select parent record (Account, Oppty, etc)
4. Type a few characters to search for a k own account
5. Search result your component appears, but there is no data returned and it’s all tiny

Expected behavior When typing an account name In the lookup search field, expect a list of matching options When typing in an Action Plan template name in the lookup search field, expect list of available AP templates

Screenshots Sorry, I don’t have access anymore

Environment (please complete the following information): Chrome browser Mac OS Professional Edition org

Additional context Add any other context about the problem here.

[dschach]

This looks like it's a JavaScript issue. I'll add it to the next release, once I've reproduced it. Thank you.

[dschach]

Please make sure you have 4.2.0 installed (minimum required version for PE).

[dschach]

@forceDotMom Please install this version and see if the problem is still there. Thanks! https://login.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000rKJ9AAM

[wtupyo]

@dschach I'm having same issue, installed the version you posted just above but still running into the same problem of the lookup fields still not pulling any data to be able to select either (irregardless of looking up an action plan template, opportunity, account, etc.)

[dschach]

@wtupyo That looks like a Javascript issue. The picklist should not look like that. In Chrome, with JavaScript enabled, the picklist should render as a LEX picklist. Can you please post the page source for that Related Object section in a comment here? Thank you.

[dschach]

This is what it looks like for me:

You may need to check your browser's console to see if there are any error messages there.

Please share the page source for this section (Salesforce sometimes moves source around; it's weird, I know) - If your browser is blocking JavaScript, this could be the reason.

[dschach]

@forceDotMom @wtupyo Do the User lookup fields work for you?

[wtupyo]

I'm not sure if makes any weird difference (you never know!) but I am on a M1 Mac and not Intel. I only bring this part up because Chrome does the same issue as Safari, unless it's an issue with my Salesforce directly (Professional). I can use any other lookups throughout Salesforce it's just ones related to Action Plans package itself. I can always open a ticket with Salesforce if it's just a me issue and your update resolved the problem for the original poster but it sounded like they were having the same thing as myself happen and also on Professional Edition.

Javascript is on for Safari (I never have a reason to turn it off unless troubleshooting).

Error log from Chrome

{
    "faultcode": "sf:API_DISABLED_FOR_ORG",
    "faultstring": "API_DISABLED_FOR_ORG: API is not enabled for this Organization or Partner",
    "detail": {
        "UnexpectedErrorFault": {
            "exceptionCode": "API_DISABLED_FOR_ORG",
            "exceptionMessage": "API is not enabled for this Organization or Partner"
        }
    }
}

Error log from Safari

[Error] Failed to load resource: the server responded with a status of 500 (Server Error) (54.0, line 0)
[Error] {faultcode:'sf:API_DISABLED_FOR_ORG', faultstring:'API_DISABLED_FOR_ORG: API is not enabled for this Organization or Partner', detail:{UnexpectedErrorFault:{exceptionCode:'API_DISABLED_FOR_ORG', exceptionMessage:'API is not enabled for this Organization or Partner', }, }, }
    (anonymous function) (connection.js:1015)
    (anonymous function) (connection.js:1824)
    (anonymous function) (connection.js:1763)
    (anonymous function) (connection.js:1413)
    searchRecords (ActionPlanCreation:206)
    onkeyup (ActionPlanCreation:166)
[Error] Failed to load resource: the server responded with a status of 500 (Server Error) (54.0, line 0)
[Error] {faultcode:'sf:API_DISABLED_FOR_ORG', faultstring:'API_DISABLED_FOR_ORG: API is not enabled for this Organization or Partner', detail:{UnexpectedErrorFault:{exceptionCode:'API_DISABLED_FOR_ORG', exceptionMessage:'API is not enabled for this Organization or Partner', }, }, }
    (anonymous function) (connection.js:1015)
    (anonymous function) (connection.js:1824)
    (anonymous function) (connection.js:1763)
    (anonymous function) (connection.js:1413)
    searchRecords (ActionPlanCreation:206)
    onkeyup (ActionPlanCreation:166)

[dschach]

Are you in a Professional Edition org? If so, then you need to install the latest version of ActionPlans. You should have 4.2.1 showing in your org.

[wtupyo]

@dschach yup that's what is installed

I can always swivel to open a ticket if you think it might be something that Salesforce may need to fix within our org going. Troubleshooting doesn't scare me!

[dschach]

Version 4.2.1.5 / 4.2.1 is the version you SHOULD have installed. If you're still getting that error, then you will need to open a case with Salesforce because the app should have been labeled as being an Aloha app - so it should not require you to have API enabled.

[wtupyo]

Sweet deal - I'll loop them in and let you know what they find (in case it's relevant to others or OP having same issue).

[forceDotMom]

Sorry for the slow reply. I have just started a new role, and my inbox checking routine is still discombobulated. My experience looked just like what @wtupyo shared in her screenshot. I was working on a PE org for a client I no longer have access to, or I would log in and check. I will ping the person who stepped in for me, and see if they can confirm. So glad this package has been updated and is being managed. It has long been one of my favorites.

[wtupyo]

Received a response on the ticket I had open with Salesforce @dschach and they are redirecting me back to you that it appears to be an issue related to the plugin and not something on their end.

[dschach]

Yes, I'm not surprised that they kicked it back to that. Let me do some digging and see if the new version I'm working on will have the permission to be in PE orgs.

[dschach]

I have an update: There is currently a Case open with Salesforce to get Aloha status enabled. I had been told that it was done before, but we're getting it done now!

[wtupyo]

I have an update: There is currently a Case open with Salesforce to get Aloha status enabled. I had been told that it was done before, but we're getting it done now!

That's great news! Did they by chance give you a timeline of having the status corrected? I will be absolutely thrilled when I don't have to switch between classic and lightning just to apply action plans 😅

[wtupyo]

@dschach did Salesforce ever get back to you on an estimated date of getting Aloha status corrected for this to work? I'm trying real hard to not go back to Zoho (their workflow building is nicer than SF's but they don't have any plugin or functionality even close to your ActionPlans).

[wtupyo]

I hope all is okay @dschach with you! I was hoping if there was an update on getting Aloha status corrected so that the lookup works on Professional Edition in lightning. I'm sure there are others also waiting on an update as well.

[dschach]

@wtupyo I'm surprised. I opened a case and they told me that it was resolved. Maybe when I release this next version it will happen.

[dschach]

Bad news. The use of AJAX toolkit may be the source of the problem. I have found some good code that may work in its place. We'll release a new version this weekend. If that is given Aloha status, we're good. If not... I'll use this new code to try going a different route.

[dschach]

Good news. Getting to the bottom of this. It looks like Visualforce remoting will help. I'm putting together some code that will look good and work well, and then I'll push a large update.

[wtupyo]

Sounds great!! I'm excited for it to work in Lightning and not have to swivel to classic or use mobile app to add action plans :-)

[forceDotMom]

Woo hoo!

On Wed, Sep 14, 2022 at 5:32 PM wtupyo @.***> wrote:

Sounds great!! I'm excited for it to work in Lightning and not have to swivel to classic or use mobile app to add action plans :-)

— Reply to this email directly, view it on GitHub https://github.com/SalesforceLabs/ActionPlansV4/issues/32#issuecomment-1247434601, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAHK2GSD2V22IIEPLYK4NGLV6JVCPANCNFSM5WDSX3XQ . You are receiving this because you were mentioned.Message ID: @.***>

[dschach]

I'm having some trouble accessing the repository. In the meantime, please install this in a professional edition sandbox and let me know how it goes. https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000rL9JAAU

Thanks!

On Wed, Sep 14, 2022, 19:11 Brandy Colmer @.***> wrote:

Woo hoo!

On Wed, Sep 14, 2022 at 5:32 PM wtupyo @.***> wrote:

Sounds great!! I'm excited for it to work in Lightning and not have to swivel to classic or use mobile app to add action plans :-)

— Reply to this email directly, view it on GitHub < https://github.com/SalesforceLabs/ActionPlansV4/issues/32#issuecomment-1247434601 , or unsubscribe < https://github.com/notifications/unsubscribe-auth/AAHK2GSD2V22IIEPLYK4NGLV6JVCPANCNFSM5WDSX3XQ

. You are receiving this because you were mentioned.Message ID: @.***>

— Reply to this email directly, view it on GitHub https://github.com/SalesforceLabs/ActionPlansV4/issues/32#issuecomment-1247486378, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAE3QML6KKUVBJODHQ7VDE3V6KAVRANCNFSM5WDSX3XQ . You are receiving this because you were mentioned.Message ID: @.***>

[wtupyo]

@dschach I was able to install in a P.E. sandbox environment, and it is able to lookup action plan templates via the search box as expected, but when selecting an action plan it refreshes the 'new action plan' page but doesn't actually load the selected action plan details and tasks to add to opportunity/account/contact.

[wtupyo]

@dschach any updates on this? I'm really hoping it can get working in P.E. :-(

[wtupyo]

@dschach any updates? It's looking like this has been abandoned or will not actually support P.E. in which case it should be updated to exclude this when looking at plugins to add to Salesforce environments... :-\

[dschach]

There's a new beta version that can be installed in PE sandboxes. Give it a shot? I can't create PE scratch orgs, so I'll need your help @wtupyo

https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000rM1zAAE

[wtupyo]

Installed on my PE sandbox org, after uninstalling the last test version completely first.

What's working now that wasn't before:

• able to look up and assign users to tasks while creating a action plan template 👍
• able to look up, see, and select action plan templates within other modules (i.e. opportunity) 👍

What's not working: Using the Create Action Plan menu button to create from a template

• selecting an action plan template (i.e. from an opportunity) from the Action Plan Template search box doesn't pull any of the template details or tasks, only refreshes the page to a blank 'new action plan' add from template page 👎

[dschach]

Thanks. Progress ... I'll get on that last item.

[dschach]

Latest beta: https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000rM4UAAU

[wtupyo]

New beta installed. When searching for an Action Plan Template to add, receiving a repeating error: line 1:76 no viable alternative at character '\'

[dschach]

Thanks - I swear that I run things through testing... still getting there.

[wtupyo]

I've done my share of testing systems and updates with prior jobs, and know you fix one thing to break another - rinse repeat until it's at the 95% working mark! 😆

[dschach]

One more... https://test.salesforce.com/packaging/installPackage.apexp?p0=04t5f000000rM66AAE

I think this may actually work. We had a problem with one intentional "escape single quotes" and one unintentional one that it seems Salesforce just decided to spring on us. Change made in visualforce remoting methods.

[wtupyo]

Successfully was able to install, set up an action plan with users assigned to tasks - then successfully attached an action plan template to an opportunity with everything carrying over and all look ups fields working. Was also able to successful delete a partially-completed action plan with the completed tasks remaining in the history. This seems like a win/win version!

[dschach]

Whew! Thanks! I will promote this version and we'll get it going.

At some point I need to do some other fixes, but I may just upgrade the whole thing to lwc and leave odd bits like "&" in an Account name being shown as "&" in there. People can fix the name of desired.

Sent via mobile. Please excuse brevity.

On Fri, Mar 10, 2023, 22:02 wtupyo @.***> wrote:

Successfully was able to install, set up an action plan with users assigned to tasks - then successfully attached an action plan template to an opportunity with everything carrying over and all look ups fields working. Was also able to successful delete a partially-completed action plan with the completed tasks remaining in the history. This seems like a win/win version!

— Reply to this email directly, view it on GitHub https://github.com/SalesforceLabs/ActionPlansV4/issues/32#issuecomment-1464837108, or unsubscribe https://github.com/notifications/unsubscribe-auth/AAE3QMN434JIFHGUU5Z2TXDW3QIRFANCNFSM5WDSX3XQ . You are receiving this because you were mentioned.Message ID: @.***>

[wtupyo]

@dschach do you know when this will be available or update pushed in Salesforce? Much appreciated :-)

[dschach]

@wtupyo Are you referring to the latest version being available on AppExchange? 4.3.0 is currently available on the AppExchange.

[wtupyo]

I just got back from vacation!! My assistant kept telling me no update *ugh I found it and took care of the update myself - much appreciated!