Our client wants to use the standard Contact List View functionality to display Lists of Contacts.
Let's say that there needs to be a List View called 'My Special Contacts'. The way to determine a 'Special Contact' is through a Custom Object, UserSpecialContacts__c which has a lookup to a user and a lookup to a Contact.
The logic for the My Special Contacts should therefore something like
List<Contact> c = Select Contact__c from UserSpecialContacts where User__c = (current running user).
Now, it looks as though I cannot achieve this through Salesforce filter logic etc. I understand that it may be possible as a report, but is there any way I can make this happen so that it appears as a list view? I can use Visualforce Pages if necessary, but rewriting the whole List View page is probably not an option so I would need to extend an existing component.
Attribution to: George S.
Possible Suggestion/Solution #1
One thing you could do is make the lookup to Contact from UserSpecialContacts Master-Detail, That way you can create a Roll-Up-Summary field on Contact for example:
Create Roll Up Summary Field: count_special_contacts__c (which just counts the amount of special contacts)
then in your filter of the list view you can create where count_special_contacts__c greater than 0
This way your view will only show contacts which has at least 1 special contact as child record
Your other option is writing the visualforce page or use a report
Attribution to: pjcarly
Possible Suggestion/Solution #2
I'm afraid you have to create a VF page and use it as a custom VF tab (since you can't even override the Contacts Tab).
Sir, it's an awesome question cracks me up that we can't do such a simple thing :) Does it really have to be a related object that drives the logic? Won't a (multiselect) picklist on Contact do, as nasty as it sounds in terms of maintenance?
EDIT: 3 more ideas:
- You can build listview filter on contacts using a Campaign (I won't be surprised if it works for only when you have "Marketing User" ticked) - would that work?
- Would it work for you to enable tags (maybe only personal tags)? They're still fairly easy to search from sidebar/global search and look like working with them is less hassle than inserting new entries on a related list. Maybe even combine it with a list view button for mass add/remove tags...
- Similar one about following them with Chatter?
Attribution to: eyescream
This content is remixed from stackoverflow or stackexchange. Please visit https://salesforce.stackexchange.com/questions/4099