Friday, 31 March 2017

Lightning Record Type Selector Component #Salesforce

In this blog, I am going to create a lightning component which is a replica of the record type selector in lightning, its so simple, its a continuation of my last blog about lightning model link

So lets get started,

Here is the controller, which is fetching all the record type of the Account object


public class RecordTypeSelectorController {
    
    @AuraEnabled
    public static List<RecordType> getListOfRecordType(){
        String query = 'SELECT Id,Name FROM RecordType WHERE IsActive=TRUE AND SobjectType =\''+'Account'+'\' ';
        List<RecordType> rtNames = new List<RecordType>();  
        Schema.SObjectType  objType = Account.SObjectType;        
        
        for(RecordTypeInfo rt : objType.getDescribe().getRecordTypeInfos()){
            rtNames.add(new RecordType(Id = rt.getRecordTypeId(),Name = rt.getName()));
        }    
        return rtNames;    
    }
    
    @AuraEnabled
    public static Id getAccountRecordType() {
       Id ClientRecordTypeId = Schema.SObjectType.Account.getRecordTypeInfosByName().get('Client').getRecordTypeId();
       return ClientRecordTypeId;
    } 
}



Now here is the lightning component code

Here is the component, if you have read the last blog about the lightning model, then it would be easy to understand this one

This is the Component code, here we have a modal and button, which will have functionality of opening the modal, and the other button will open the Account record creation modal which is standard.


<aura:component implements="force:appHostable,flexipage:availableForAllPageTypes,flexipage:availableForRecordHome,force:hasRecordId,forceCommunity:availableForAllPageTypes" controller="RecordTypeSelectorController" access="global">
    
    <ltng:require styles="/resource/SLDS103/assets/styles/salesforce-lightning-design-system-ltng.css" />
    <aura:handler name="init" value="{!this}" action="{!c.doInit}" access="public"/>
    <aura:attribute name="recordTypes" type="String[]" access="public"/>
    
    <div class="slds">
        
        <div >
            <!-- modal body starts here -->
            <div tabindex="-1" aria-labelledby="header43" aria-hidden="false" id="newClientSectionId" role="dialog" class="slds-modal slds-fade-in-open" style="display:none;">
                <div class="slds-backdrop slds-backdrop--open">
                    <div class="slds-modal__container">
                        <div class="slds-modal__header">
                            <button class="slds-button slds-modal__close slds-button--icon-inverse" title="Close">
                                <button class="slds-button slds-button--neutral" onclick="{!c.hideModal}">X</button>  
                                <span class="slds-assistive-text">Close</span>
                            </button>
                            <h2 id="header43" class="slds-text-heading--medium">Modal Header</h2>
                        </div>
                        <div class="slds-modal__content slds-p-around--medium">
                            
                            Select a record type : 
                            <br/>
                            <div style="margin-left:30%">
                                <aura:iteration items="{!v.recordTypes}" var="rt">
                                    <ol class="slds-list--vertical slds-list--vertical-space">
                                        <input type="radio" value="{!rt.Name}" name="recordTypeRadio" id="{!rt.Id}" style="margin-right: 5px;" />{!rt.Name}
                                    </ol>   
                                </aura:iteration> 
                            </div>
                        </div>
                        
                        <div class="slds-modal__footer">
                            <button class="slds-button slds-button--brand" onclick="{!c.hideModal}">Cancel</button>
                            <button class="slds-button slds-button--brand" onclick="{!c.createRecord}">Next</button>
                        </div>
                    </div>
                </div>
            </div>
            <button class="slds-button slds-button--neutral" onclick="{!c.showModal}">Open Modal</button>
        </div>
    </div>
    
</aura:component>


Here is the controller code, which you can add to the controller which we have written earlier in the lightning modal blog, just add these two methods in the controller and we are done with the controller, init method is to initialise method of the helper and createRecord is a standard function which you can use in the lightning component to get the standard functionality of creation of the records.


createRecord : function (component, event, helper) {
        var rtDet = document.querySelector('input[name="recordTypeRadio"]:checked');
    
        if(rtDet != null) {
            document.getElementById("newClientSectionId").style.display = "none" ;
            var createRecordEvent = $A.get("e.force:createRecord");
            createRecordEvent.setParams({
                "entityApiName": "Account",
                "recordTypeId":rtDet.id
            });
            createRecordEvent.fire();
        }    
    },
    
    doInit : function(component, event, helper) {   
        helper.RecordTypeSelectorController(component);   
    } 
    


Here is our helper, where we are calling the controllers method, which will return us a list of the all the record type of the Account object,


({
   RecordTypeSelectorController: function(component) {
    var action = component.get("c.getListOfRecordType");
    action.setCallback(this, function(actionResult) {
        var infos = actionResult.getReturnValue();
        component.set("v.recordTypes", infos);  
    });
    $A.enqueueAction(action);
  }
})


You are done, now lets see how it looks,

Here is the modal having list of record types of Account.


And here is the record detail to create a new Account record


To run the above component, create a lightning app


<aura:application >
    <c:RecordTypeSelector />
</aura:application>


Here is the github Repo for updated code and deploying it salesforce Github

Post a comment if you have any query, I would be happy to help,
thank you !!

27 comments:

  1. Hi Abhi, do you have any idea based on parent record type selection child record type should get selected and the record creation page should come. This should be achieved thru quick action lightning component.. any idea on this

    ReplyDelete
  2. This comment has been removed by the author.

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  4. Nice content.very useful thank you! for your creative ideas.
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  5. Is there any way to prepopulate values on the record detail page? For instance: prepopulate Account Name.

    ReplyDelete
  6. Do you have sample one for these if they have descriptions below?

    ReplyDelete
  7. how to open visualforce page after record selection.I have scenario with once select the account record type then it should open my custom VF page .but it opens the std.page.I have already override New button in lighting as VF page.

    ReplyDelete
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