This article describes the function of the listed Organizations Contacts on the Organization Dashboard and provides the procedure to replace the standard list with a custom Organization Contacts list.
The Slate-delivered Organization dataset record is pre-loaded with a standard contacts section to display the related records from the Organization Contacts dataset.
To display additional data in the contacts section of the Organization record, a custom embedded dataset row query may be created to replace the standard contacts section.
The following example shows an Organization record after creating and replacing the standard contacts list for an embedded dataset row query.
Key differences between the standard organization contact list and a custom embedded dataset row query are outlined below:
|New Record link included||A Custom New Record link will need to be created and displayed on a custom Organization Dashboard.|
|Primary contact designated by star icon||No primary contact icon designated; a custom field will need to be created for this information, this field can be exported in the query|
|Dynamic sorting on organization record by clicking on column headers||No dynamic sorting; list can be sorted in the Query Builder|
|No search function||Search function available|
|Clicking on contact goes directly to organization contact record||Clicking on contact displays preview of query information. Click 'Lookup Record' link to access organization contact record|
|Cannot customize data displayed||Ability to customize data displayed|
- Select Queries / Reports on the top navigation bar and select Queries.
- Select New Query and give the query a Name.
- Under Sharing, select Share query with other users with the query and query base permissions.
- Under Folder, select System. To assign the query to a new folder, select Other, enter "System," select Other for the subfolder, and enter Tab.
- Select Configurable Joins as the Type.
- Select Organization Contacts as the query Base.
Follow the above steps even if the System folder already exists. Selecting the existing System folder from the list will not display the subfolder list, since the System folder does not normally allow subfolders. After saving the new query and viewing the Edit Query, the following warning message may appear:
The selected folder does not support subfolders. The subfolder currently set will be removed upon saving and may result in the unintended activation of this resource, so you may want to change the folder if desired.
You may safely disregard this message for this task.Parameters
A parameter is used to pass the unique ID of the Organization record currently being viewed to the embedded query. This limits the query results to only those related to the selected record.
To add a parameter:
- From the Edit Query page, select Edit Web Service and enter the following in the Parameters field:
<param id="record" type="uniqueidentifier" />
- Select Save.
Add a join from Organization Contacts to Organizations. If email address and phone number will be included in the query and Organization Contact email addresses and phone numbers are stored in the device table, add two joins from Organization Contacts to Device by Type, Rank for the rank 1 email address and the rank 1 primary phone.
Rename the joins to the Device table so you can tell which export is for the email address and which is for the phone number.
Add exports to the query to denote the columns to be displayed on the embedded query. While any number of exports can be added as needed, there is a limit to the space that a dataset record can occupy on a computer screen, and thus a limit to the space that a query can occupy on the record as well.
Remember, it is not possible to designate the primary contact with a star icon in a Custom Dataset Row Query. The Primary Contact export must be added as an export.
A filter is required to limit the query results to only the Organization Contacts records associated with the Organization record currently being viewed. This requires a filter with the @record parameter:
Additional filters may be added to the query to further limit the Organization Contact records listed in the embedded dataset row query.
Do not inactivate this field. This field is the related dataset row field that links Organization records to Organization Contact records.
The final step is to create a new custom field that allows the query to be associated with the Organizations dataset.
- Select Database on the top navigation bar.
- Select Fields.
- Insert a new field with the following settings:
- Dataset: Select the Organizations dataset
- ID: Provide a unique field ID (do not use the org_contact key)
- Name: Include an administrative friendly and descriptive name (such as "Contacts"), since the name will also appear as the title of the table.
- Go to the list of settings to Data Type and set to Dataset Row Query. Then return to the Tab setting and select Dashboard.
- Value: Set to Store Value.
- Query: Select the desired query saved in the System / Tab folder.
- Select Save.
If there are other Embedded Dataset Row Queries on the Organization Record, add an order in the field settings to control the order in which the queries are displayed. The default order will be alphabetical by name.