Dynamic component to retrieve quick report

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If we need to view some of data based on some criteria from an object by clicking a Button, we can use this custom component. The component is dynamic and works for any object in Salesforce without modifying the component.

Introduction:

If we need to view some of data based on some criteria from an object by clicking a Button, we can use this custom component. The component is dynamic and works for any object in Salesforce without modifying the component.

Component: [Parent Component]

<aura:component implements = “force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes,force:lightningQuickAction,force:hasSObjectName”

access = “global”

controller = “DynamicClass” >

<!– Attributes used in this component –>

<aura:attribute name = “sobjecttype” type = “String” default = “{!v.sObjectName}”

<aura:attribute name = “sobjectField” type = “List” default = “[]” />

<aura:attribute name = “sobject” type = “List” default = “[]” />

<aura:attribute name = “selectedObject” type = “List” default = “[]” />

<aura:attribute name = “isOpenChooseBox” type = “boolean” default = “false” />

<aura:attribute name = “isOpenFieldBox” type = “boolean” default = “false” />

<aura:attribute name = “isResultBox” type = “boolean” default = “false” />

<aura:attribute name = “isFilterBox” type = “boolean” default = “false” />

<aura:attribute name = “selectedItem” type = “String” />

<aura:attribute name = “selectedFields” type = “List” default = “[]” />

<aura:attribute name = “resultList” type = “List” default = “[]” />

<aura:attribute name = “showSpinner” type = “Boolean” default = “false” />

<aura:attribute name = “datatypefield” type = “List” default = “[]” />

<!– Notification Library –>

<lightning:notificationsLibrary aura:id=”notifLib” />

<!– Lightning Button –>

<lightning:button variant = “brand” label = “Quick Report” title = “Click Here” onclick = “{! c.handleObjectItself }” />

<aura:if isTrue = “{!v.isOpenFieldBox}”>

<section role = “dialog” tabindex = “-1” aria-labelledby = “modal-heading-01” aria-modal = “true” aria-describedby = “modal-content-id-1” class = “slds-modal slds-fade-in-open”>

<div class = “slds-modal__container”>

<header class = “slds-modal__header”>

<lightning:buttonIcon iconName = “utility:close”

onclick = “{! c.closeModelBox }”

alternativeText = “close”

variant = “bare-inverse”

class = “slds-modal__close” />

<h2 id = “modal-heading-01” class = “slds-text-heading_medium slds-hyphenate”>Select a Field to be Shown as Header of Report</h2>

</header>

<div class = “slds-modal__content slds-p-around_medium” id=”modal-content-id-1″>

<table>

<th></th>

<tbody>

<aura:iteration items = “{!v.sobjectField}” var = “a”>

<tr>

<td><lightning:input type = “checkbox” name = “{!a}” value = “{!a}” onclick = “{!c.onClick}”></lightning:input></td>

<td>{!a}</td>

</tr>

</aura:iteration>

</tbody>

<aura:if isTrue = “{!v.showSpinner}”>

<lightning:spinner aura:id = “spinner” variant = “brand” alternativeText = “Rates” size = “medium” />

</aura:if>

</table>

</div>

<footer class = “slds-modal__footer”>

<lightning:button variant = “neutral”

label = “Previous”

title = “Previous”

onclick = “{! c.clickPrevious}”/>

<lightning:button variant = “neutral”

label = “Next”

title = “Next”

onclick = “{! c.clickNext}”/>

<lightning:button variant = “neutral”

label = “Cancel”

title = “Cancel”

onclick = “{! c.closeModelBox }”/>

</footer>

</div>

</section>

</aura:if>

<aura:if isTrue = “{!v.isFilterBox}”>

<section role = “dialog” tabindex = “-1” aria-labelledby = “modal-heading-01” aria-modal = “true” aria-describedby = “modal-content-id-1” class = “slds-modal slds-fade-in-open”>

<div class = “slds-modal__container”>

<header class = “slds-modal__header”>

<lightning:buttonIcon iconName = “utility:close”

onclick = “{! c.closeFilterBox }”

alternativeText = “close”

variant = “bare-inverse”

class = “slds-modal__close”/>

<h2 id = “modal-heading-01” class = “slds-text-heading_medium slds-hyphenate”>Please Apply Filter Criteria For Report</h2>

</header>

<div class = “slds-modal__content slds-p-around_medium” id = “modal-content-id-1”>

<div class = “row”>

<div class=”slds-grid slds-gutters”>

<div class=”slds-col”>

<lightning:select aura:id=”recordList” label=”{!v.sobjecttype}” >

<option value=””></option>

<aura:iteration items=”{! v.datatypefield}” var=”textField” >

<option value=”{! textField }”> {! textField } </option>

</aura:iteration>

</lightning:select>

</div>

<div class=”slds-col”>

<lightning:input name = “input1” aura:id = “selectIs” placeholder = “type the name of the records …” label = “Enter Some Text” />

</div>

</div>

<lightning:input type = “number” name = “input1” aura:id = “select” placeholder = “type the number of records…” label = “Enter a number” />

</div>

</div>

<footer class = “slds-modal__footer”>

<lightning:button variant = “neutral”

label = “Finish”

title = “Finish”

onclick = “{! c.finish}”/>

<lightning:button variant = “neutral”

label = “Previous”

title = “Previous”

onclick = “{! c.clickPreviousone}”/>

<lightning:button variant = “neutral”

label = “Cancel”

title = “Cancel”

onclick = “{! c.closeFilterBox}”/>

</footer>

</div>

<aura:if isTrue = “{!v.showSpinner}”>

<lightning:spinner aura:id = “spinner” variant = “brand” alternativeText = “Rates” size = “medium” />

</aura:if>

</section>

</aura:if>

<aura:if isTrue = “{!v.isResultBox}”>

<section role = “dialog” tabindex = “-1” aria-labelledby = “modal-heading-01” aria-modal = “true” aria-describedby = “modal-content-id-1” class = “slds-modal slds-fade-in-open”>

<div class = “slds-modal__container”>

<header class = “slds-modal__header”>

<lightning:buttonIcon iconName = “utility:close”

onclick = “{! c.closeResultBox }”

alternativeText = “close”

variant = “bare-inverse”

class = “slds-modal__close”/>

</header>

<div class = “slds-modal__content slds-p-around_medium” id = “modal-content-id-1″>

<table class=”slds-table slds-table_bordered slds-table_cell-buffer slds-table_striped”>

<thead>

<tr></tr>

<tr class=”slds-text-title_caps”>

<aura:iteration items=”{!v.selectedFields}” var=”fieldName”>

<th scope=”col”>

<div class=”slds-truncate”>{!fieldName}</div>

</th>

</aura:iteration>

</tr>

</thead>

<tbody>

<aura:iteration items = “{!v.resultList}” var = “result”>

<tr>

<aura:iteration items = “{!v.selectedFields}” var = “fieldName”>

<td class = “slds-truncate”>

<c:childcmp object = “{!result}” fieldName = “{!fieldName}”/>

</td>

</aura:iteration>

</tr>

</aura:iteration>

</tbody>

</table>

</div>

<footer class = “slds-modal__footer”>

<lightning:button variant = “neutral”

label = “Cancel”

title = “Cancel”

onclick = “{! c.closeResultBox}”/>

</footer>

</div>

<aura:if isTrue = “{!v.showSpinner}”>

<lightning:spinner aura:id = “spinner” variant = “brand” alternativeText = “Rates” size = “medium” />

</aura:if>

</section>

</aura:if>

</aura:component>

 

Controller:

({

handleObjectItself : function(cmp, evnt, help) {

cmp.set(“v.showSpinner”,true);

help.generateObjectField(cmp, evnt, help);

},

closeModelBox : function(cmp, evnt, help) {

cmp.set(“v.isOpenFieldBox”, false);

},

handleGroupChange: function (cmp, evnt) {

var value = evnt.getParam(‘value’);

cmp.set(‘v.selection’, value);

},

handleBeforeSelect : function (cmp, evnt) {

cmp.set(‘v.selectedItem’, evnt.getParam(‘name’));

},

handleSelect : function (cmp, evnt,help) {

help.generateRelatedObjectField(cmp, evnt, help);

},

onClick : function (cmp, evnt) {

var tempHaulerChangedField = [];

var data = cmp.get(“v.selectedFields”);

if(data)

tempHaulerChangedField = data;

tempHaulerChangedField.push(evnt.getSource().get(“v.value”));

var uniqueArray = Array.from(new Set(tempHaulerChangedField));

cmp.set(“v.selectedFields”,uniqueArray);

},

clickNext : function (cmp, evnt,help) {

var action = cmp.get(“c.getStringField”);

cmp.set(“v.showSpinner”,true);

action.setParams({

“sObjectType” : cmp.get(“v.sobjecttype”),

});

action.setCallback(this,function(response){

var state = response.getState() ;

if(state == ‘SUCCESS’){

var res = response.getReturnValue();

if(!res.hasError){

if(!$A.util.isEmpty(res.sdata) && res.sdata.length > 0){

cmp.set(“v.datatypefield”,res.sdata);

cmp.set(“v.isOpenFieldBox”, false);

cmp.set(“v.isFilterBox”,true);

cmp.set(“v.showSpinner”,false);

}

}else{

var toastEvent = $A.get(“e.force:showToast”);

toastEvent.setParams({

“title”: “Error!”,

“message”: response.message,

“type” : “error”,

});

toastEvent.fire();

cmp.set(“v.showSpinner”,false);

}

}

});

$A.enqueueAction(action);

},

closeResultBox : function (cmp, evnt,help) {

cmp.set(“v.isResultBox”, false);

},

closeFilterBox : function (cmp, evnt,help){

cmp.set(“v.isFilterBox”, false);

},

clickPrevious : function (cmp,evnt,help){

cmp.set(“v.isOpenChooseBox”,true);

cmp.set(“v.isOpenFieldBox”,false);

},

clickPreviousone : function(cmp,evnt,help){

cmp.set(“v.selectedFields”,null);

cmp.set(“v.isOpenFieldBox”,true);

cmp.set(“v.isFilterBox”,false);

},

finish : function(cmp,evnt,help){

var sObjectType = cmp.get(“v.sobjecttype”);

var fieldsList = cmp.get(“v.selectedFields”);

var Limits = cmp.find(“select”).get(“v.value”);

var Types = cmp.find(“selectIs”).get(“v.value”);

var field = cmp.find(“recordList”).get(“v.value”);

if(Types != ” && field == ”)

cmp.find(‘notifLib’).showNotice({

“variant” : “Information”,

“header” : “Please Check the filter criteria!”,

“message” : “Please select the field to filter”,

});

else

help.goPage(cmp,evnt,sObjectType,fieldsList,Limits,Types,field);

},

AddNewRow : function(cmp,evnt,help){

cmp.getEvent(“AddRowEvt”).fire();

},

 

})

Helper:

({

generateObjectField : function(cmp, evnt, help) {

var action = cmp.get(“c.getRelatedSobjectName”);

cmp.set(“v.showSpinner”,true);

action.setParams({

“sObjectType” : cmp.get(“v.sobjecttype”),

});

action.setCallback(this,function(response){

var state = response.getState() ;

if(state == ‘SUCCESS’){

var res = response.getReturnValue();

if(!res.hasError){

if(!$A.util.isEmpty(res.sdata) && res.sdata.length > 0){

cmp.set(“v.sobjectField”,res.sdata);

cmp.set(“v.isOpenFieldBox”, true);

cmp.set(“v.showSpinner”,false);

}

}else{

var toastEvent = $A.get(“e.force:showToast”);

toastEvent.setParams({

“title” : “Error!”,

“message” : response.message,

“type” : “error”,

});

toastEvent.fire();

cmp.set(“v.showSpinner”,false);

}

}

});

$A.enqueueAction(action);

},

 

goPage : function(cmp,evnt,sObjectType,fieldsList,Limits,Types,field){

var action = cmp.get(“c.getFields”);

cmp.set(“v.showSpinner”,true);

action.setParams({

“sObjectType” : sObjectType,

“fieldsList” : fieldsList,

“Limits” : Limits,

“Types” : Types,

“field” : field,

});

action.setCallback(this,function(response){

var state = response.getState() ;

if(state == ‘SUCCESS’){

var res = response.getReturnValue();

if(!res.hasError){

if(!$A.util.isEmpty(res.sObjectData) && res.sObjectData.length > 0){

cmp.set(“v.resultList”,res.sObjectData);

cmp.set(“v.isOpenFieldBox”, false);

cmp.set(“v.isResultBox”, true);

cmp.set(“v.showSpinner”,false);

}else{

cmp.find(‘notifLib’).showNotice({

“variant” : “Information”,

“header” : “No Records found!”,

“message” : “Please Check the filter criteria.”,

});

cmp.set(“v.showSpinner”,false);

}

}else{

var toastEvent = $A.get(“e.force:showToast”);

toastEvent.setParams({

“title” : “Error!”,

“message” : response.message,

“type” : “error”,

});

toastEvent.fire();

cmp.set(“v.showSpinner”,false);

}

}

});

$A.enqueueAction(action);

},

})

Component : [Child Component]

<aura:component implements = “force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes,force:lightningQuickAction”

access = “global” >

<aura:attribute name = “object” type = “Object” default = “” />

<aura:attribute name = “fieldName” type = “String” default = “” />

<aura:attribute name = “fieldValue” type = “String” access = “private” />

<aura:attribute name = “fields” type = “List” default = “[]” />

<aura:handler name = “init” value = “{!this}” action = “{!c.doInit}” />

<ui:outputText value=”{!v.fieldValue}”/>

</aura:component>

Controller:

({

doInit : function(component, event, helper) {

var rowData = component.get(‘v.object’);

var field = component.get(‘v.fieldName’);

component.set(“v.fields”,field);

component.set(‘v.fieldValue’,rowData[field]);

},

})

Client-side controller:

public class DynamicClass {

@AuraEnabled

public Boolean hasError;

@AuraEnabled

public String message;

@AuraEnabled

public List< String >  sdata;

@AuraEnabled

public List< sObject >  sObjectData;

@AuraEnabled

public static DynamicClass getRelatedSobjectName(String sObjectType){

DynamicClass controller = new DynamicClass();

controller.hasError = false;

try{

SObjectType objToken = Schema.getGlobalDescribe().get(sObjectType);

DescribeSObjectResult objDef = objToken.getDescribe();

Map< String, SObjectField > fields = objDef.fields.getMap();

List< String > fieldschema = new list< String >();

for(Schema.SObjectField sfield : fields.Values()) {

fieldschema.add(”+sfield);

}

if(fieldschema.Size() != null)

controller.sdata = fieldschema;

else

controller.sdata = null;

}catch(Exception e){

controller.hasError = true;

controller.message = ‘Exception:’+e.getMessage()+ ‘ ‘+e.getStackTraceString();

return controller;

}

return controller;

}

@AuraEnabled

public static DynamicClass getFields(String sObjectType, List< String > fieldsList, String Limits, String Types, String field){

DynamicClass controller = new DynamicClass();

controller.hasError = false;

try{

String Query;

//if the user gives the value in filter and leaves the Limits field empty

if(String.isEmpty(Limits) && !String.isEmpty(field) && String.isEmpty(Types)){

System.debug(‘if the user gives the value in filter and leaves the Limits field empty’);

Query = ‘SELECT ‘ +String.join(fieldsList, ‘,’);

Query += ‘ FROM ‘+sObjectType+ ‘ WHERE ‘+String.join(fieldsList, ‘!= null AND ‘)+’ != null AND ‘+field+ ‘ = null’;

}

//if the user gives the value in limits and leaves the filter field empty

else if(!String.isEmpty(Limits) && String.isEmpty(field) && String.isEmpty(Types)){

System.debug(‘if the user gives the value in limits and leaves the filter field empty’);

Query = ‘SELECT ‘ +String.join(fieldsList, ‘,’);

Query += ‘ FROM ‘+sObjectType+ ‘ WHERE ‘+String.join(fieldsList, ‘!= null AND ‘)+’ != null LIMIT ‘+Limits;

}

//if the user leaves both filter and Limits field as empty

else if(String.isEmpty(Limits) && String.isEmpty(field) && String.isEmpty(Types)){

System.debug(‘if the user leaves both filter and Limits as empty’);

Query = ‘SELECT ‘ +String.join(fieldsList, ‘,’);

Query += ‘ FROM ‘+sObjectType+ ‘ WHERE ‘+String.join(fieldsList, ‘!= null AND ‘)+’ != null’;

}

else if(String.isEmpty(Limits) && !String.isEmpty(field) && !String.isEmpty(Types)){

System.debug(‘if the user gives the value in filter and leaves the Limits field empty’);

Query = ‘SELECT ‘ +String.join(fieldsList, ‘,’);

Query += ‘ FROM ‘+sObjectType+ ‘ WHERE ‘+String.join(fieldsList, ‘!= null AND ‘)+’ != null AND ‘+field+ ‘ =: Types’;

}

//if the user gives the value in both filter and Limits

else{

System.debug(‘if the user gives the value in both filter and Limits’);

Query = ‘SELECT ‘ +String.join(fieldsList, ‘,’);

Query += ‘ FROM ‘+sObjectType+ ‘ WHERE ‘+String.join(fieldsList, ‘!= null AND ‘)+’ != null AND ‘+field+ ‘ =: Types LIMIT ‘+Limits;

}

System.debug(‘Query ===> ‘+Query);

List < sObject > returnList = new List < sObject > ();

List< sObject > ss = new List< sObject >();

ss = Database.query(Query);

for (sObject obj2: ss) {

returnList.add(obj2);

}

if(returnList.Size() != null)

controller.sObjectData = returnList;

else

controller.sdata = null;

}catch(Exception e){

controller.hasError = true;

controller.message = ‘Exception:’+e.getMessage()+ ‘ ‘+e.getStackTraceString();

return controller;

}

return controller;

}

@AuraEnabled

public static DynamicClass getStringField(String sObjectType){

DynamicClass controller = new DynamicClass();

controller.hasError = false;

try{

SObjectType objToken = Schema.getGlobalDescribe().get(sObjectType);

DescribeSObjectResult objDef = objToken.getDescribe();

Map< String, SObjectField > fields = objDef.fields.getMap();

List<String> fieldschema = new list<String>();

for(String sfield : fields.KeySet()) {

Schema.DescribeFieldResult describeResult = fields.get(sfield).getDescribe();

Schema.DisplayType s = objDef.fields.getMap().get(sfield).getDescribe().getType();

if(s == Schema.DisplayType.String){

fieldschema.add(”+sfield);

}

}

if(fieldschema.Size() != null)

controller.sdata = fieldschema;

else

controller.sdata = null;

}catch(Exception e){

controller.hasError = true;

controller.message = ‘Exception:’+e.getMessage()+ ‘ ‘+e.getStackTraceString();

return controller;

}

return controller;

}

}

Use Case:

Scenario:

  • if the business wants to see all the records from an object or some of the records that meet a specific criterion, this component can be used.

Step 1 : Place the component anywhere in the record Detail page.

Step 2: By clicking the button, we can see all the fields from that object. Then select the fields and click the Next button.Step 3:

Next, set up the criteria and # of records to limit in the results.

For Ex:

I want to see the records whose billing country is USA.Step 4:

 By clicking the Finish button, you can see a maximum of two records with billing country as USA.Step 5:

 If no records are found, we show message in a dialog box.References:

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