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Overview

In this section, we'll build a Salesforce account selector where the user will be able to select what Account to filter by using a pulldown menu with a list of available Salesforce Accounts. This is built using a combination of Scaffolding and Reporting apps.

To select the account, the user will then have to click the Edit Contents button on the Confluence page.

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Source code

The following source code is shared using Confluence Storage Format ,- the XHTML-based format that Confluence uses to store the content of pages, page templates, blueprints, blog posts and comments.

Info

For more information on how to use this source code on your Confluence, read the following article

...

- How do I use Recipes that use the Storage Format with the Confluence Source Editor?

Expand
titleClick here for the source code...Source code
Code Block
<h3>Select the Account: </h3>
<p>
  <br/>
</p>
<ac:structured-macro ac:macro-id="a50e636f-e28f-4a96-9738-67e177b634e3" ac:name="list-data" ac:schema-version="1">
  <ac:parameter ac:name="name">AccountName</ac:parameter>
  <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
  <ac:rich-text-body>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <ac:structured-macro ac:macro-id="46f7e7f4-7f5d-49d8-91e2-e0d57358fe7b" ac:name="report-block" ac:schema-version="1">
      <ac:parameter ac:name="atlassian-macro-output-type">INLINE</ac:parameter>
      <ac:rich-text-body>
        <p class="auto-cursor-target">
          <br/>
        </p>
        <ac:structured-macro ac:macro-id="de3130ef-de85-4224-82f1-d1e55ea4baf3" ac:name="soql-reporter" ac:schema-version="1">
          <ac:parameter ac:name="query">Select Name from Account</ac:parameter>
          <ac:rich-text-body>
            <p>
              <br/>
            </p>
          </ac:rich-text-body>
        </ac:structured-macro>
        <p class="auto-cursor-target">
          <br/>
        </p>
        <ac:structured-macro ac:macro-id="c4a4f4f9-5dc6-4e86-87a6-149553f2fd4a" ac:name="report-body" ac:schema-version="1">
          <ac:parameter ac:name="injected">true</ac:parameter>
          <ac:rich-text-body>
            <p class="auto-cursor-target">
              <br/>
            </p>
            <ac:structured-macro ac:macro-id="16f12ee4-c2a2-4b9c-b30c-37dea8eae969" ac:name="list-option" ac:schema-version="1">
              <ac:parameter ac:name="label">%sf:Name%</ac:parameter>
              <ac:parameter ac:name="value">%sf:Name%</ac:parameter>
              <ac:rich-text-body>
                <p>
                  <br/>
                </p>
              </ac:rich-text-body>
            </ac:structured-macro>
            <p class="auto-cursor-target">
              <br/>
            </p>
          </ac:rich-text-body>
        </ac:structured-macro>
        <p class="auto-cursor-target">
          <br/>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
    <p class="auto-cursor-target">
      <br/>
    </p>
  </ac:rich-text-body>
</ac:structured-macro>


Steps

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...

  •  macro

    • set its Name

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    •  parameter to "AccountName"

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Within the List Data macro

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...

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In the Report Block macro

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...

...

    • set the Query parameter to "Select Name from Account"

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  •  macro

...

  • )

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In the Report Body macro

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...

...

    • set its Value parameter to "%sf:Name%"

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    • also set the Label parameter

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    • to teh same value "%sf:Name%"

...

Macro structure

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titleNEXT: Building a table to display Salesforce Contacts
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urlPart 2 - Building a table to display Salesforce Contacts