How to pull the SharinPix Token onto my object? (Developer-oriented)
The present article will demonstrate how it is possible to:
Tip:
For more information on how to automatically generate SharinPix tokens for image upload, refer to the following article:
Access the SharinPix Token from the parent object
Note:
In the present context, the Work Order object is referred to as the Parent Object.
Update Parent Object when related SharinPix Album is created
- Create a lookup relationship
In order to pull out a field value from the SharinPix Album object onto a parent object(Account), a Lookup Relationship from the SharinPix Album object towards the Parent Object needs to be created.
- Create a Flow that updates the related parent record when a SharinPix album is created.
Creating the Flow
- Go to Setup. In the Quick Find Box, type Flows.
- Under Process Automation, select Flows.
- Click on the New Flow button.
- Select the option Record-Triggered Flow, and click on the Create button
- After clicking on Create, the Configure Start modal will be displayed. Fill in the modal as indicated below:
- Select Object: SharinPix Album
- Configure Trigger: A record is created
- Leave the remaining parameters as they are.
- Next, add an Update Triggering Record element.
- On the Update Triggering Record modal, enter the following information:
- Label: Update SharinPix Token Fields
- How to Find Records to Update and Set Their Values: Specify conditions to identify records, and set fields individually
- Object: Work Order
- In the Field Account Records section:
- Condition Requirements to Update Record: All Conditions Are Met (AND)
- Field: Id
- Operator: Equals
- Value: {!$Record.Work_Order__c}
- Add the following entries in the Set Field Values for the Account Records section:
- For the Field, select the SharinPix_Token_Part_1__c field, for the Operator select Equals, and for the Value select {!$Record.sharinpix__SharinPix_Token_Part_1__c}
- For the Field, select the SharinPix_Token_Part_2__c field, for the Operator select Equals, and for the Value select {!$Record.sharinpix__SharinPix_Token_Part_2__c}
- For the Field, select the SharinPix_Token_Part_3__c field, for the Operator select Equals, and for the Value select {!$Record.sharinpix__SharinPix_Token_Part_3__c}
- Click on Done to save and activate the Flow.
DEPRECATED: Creating the Process Builder
Note:
This section is deprecated and only used for Process Builder maintenance.
- Go to Setup. In the Quick Find Box, type “Process Builder”.
- Under the section Process Automation, select Process Builder.
- Click on the button New.
- Fill in the fields as shown below:
- In the Process Name, enter the name for your process. (In this context, it is Update SharinPix Token Fields on Work Order).
- The API Name will then generate the API name of the process name.
- Enter a description of the process. (optional)
- In The process starts when the field, select A record changes.
- Then click Save.
The Process Builder will then open.
- Click on Add Object.
- On the right-hand side, under Object, select an object related to the current one, in this context it is Work Order.
- Start the Process: Only when a record is created.
- Click Save.
Select Add Criteria.
When the right-hand-side appears:
- In the field Criteria Name, enter the name for the Criteria.
- Under Criteria Executing Actions, select No criteria-just execute the actions!
Click on Add Action.
When the right-hand-side appears:
- In the Action Type field, select Update Records.
- Give a name to the action inside the Action Name field. In this case, it is Update SharinPix Token Fields.
- Inside the Record Type field:
- For Select a Record to Update, choose Select a record related to the sharinpix__SharinPixAlbum__c.
- Inside Type to filter list, choose Work Order.
- For Criteria for Updating Records, choose No criteria—just update the records!
- Inside Set new field values for the records you update :
- Select SharinPix Token Part 1 with Type Field Reference and Value which references the field SharinPix Token Part 1 of the related Object with is SharinPix Album in our context. (In this case, it is sharinpix__SharinPixAlbum__c .sharinpix__SharinPix_Token_Part_1__c).
- Select SharinPix Token Part 2 with Type Field Reference and Value which references the field SharinPix Token Part 2 of the related Object with is SharinPix Album in our context. (In this case, it is sharinpix__SharinPixAlbum__c .sharinpix__SharinPix_Token_Part_2__c).
- Select SharinPix Token Part 3 with Type Field Reference and Value which references the field SharinPix Token Part 3 of the related Object with is SharinPix Album in our context. (In this case, it is sharinpix__SharinPixAlbum__c .sharinpix__SharinPix_Token_Part_3__c).
- Click Save.
Save. Then, in the upper right corner, Activate.
You can now access the SharinPix Token on the Work Order object.
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