Part 2 - Building a table to display Salesforce Contacts

1 Overview | 2 Source code | 3 Steps | 4 Macro structure | 5 Next

Overview

In this section we will build a table that displays Salesforce Contact data which can be filtered by Salesforce Account, selected by the user.

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.

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?

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<ac:structured-macro ac:macro-id="27383614-8004-485c-ab61-cd08d23dd0de" ac:name="report-table" ac:schema-version="1">
  <ac:parameter ac:name="injected">true</ac:parameter>
  <ac:rich-text-body>
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    <ac:structured-macro ac:macro-id="55cbe342-8575-483b-a1c0-bf1b2c7299b1" ac:name="soql-reporter" ac:schema-version="1">
      <ac:parameter ac:name="query">Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name</ac:parameter>
      <ac:rich-text-body>
        <p>
          <ac:structured-macro ac:macro-id="df1371cc-21df-4500-88ac-ecbbc3030e19" ac:name="text-filter" ac:schema-version="1">
            <ac:parameter ac:name="contains">%data:AccountName>1%</ac:parameter>
            <ac:parameter ac:name="">sf:Account.Name</ac:parameter>
          </ac:structured-macro>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
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    <ac:structured-macro ac:macro-id="dc53d519-e0a9-4105-b354-70afb90aea20" ac:name="report-column" ac:schema-version="1">
      <ac:parameter ac:name="title">Account Name</ac:parameter>
      <ac:rich-text-body>
        <p class="auto-cursor-target">
          <ac:structured-macro ac:macro-id="92f6aa94-b64a-492d-a611-8acdc9b752ab" ac:name="report-info" ac:schema-version="1">
            <ac:parameter ac:name="">sf:Account.Name</ac:parameter>
          </ac:structured-macro>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
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    <ac:structured-macro ac:macro-id="c6007c06-8fb1-4ec4-abf7-908192ee33d9" ac:name="report-column" ac:schema-version="1">
      <ac:parameter ac:name="title">Contact Name</ac:parameter>
      <ac:rich-text-body>
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          <ac:structured-macro ac:macro-id="c5d23791-e17c-46bb-98aa-461fab09a6fc" ac:name="report-info" ac:schema-version="1">
            <ac:parameter ac:name="">sf:Name</ac:parameter>
          </ac:structured-macro>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
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    <ac:structured-macro ac:macro-id="4ac2bf3f-b682-431e-8f3b-fe2db34344ae" ac:name="report-column" ac:schema-version="1">
      <ac:parameter ac:name="title">Title</ac:parameter>
      <ac:rich-text-body>
        <p> <ac:structured-macro ac:macro-id="e8315644-8314-4108-b8c8-433ee8301b84" ac:name="report-info" ac:schema-version="1">
            <ac:parameter ac:name="">sf:Title</ac:parameter>
          </ac:structured-macro>
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      </ac:rich-text-body>
    </ac:structured-macro>
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    <ac:structured-macro ac:macro-id="ae5e6fdc-b34b-4323-af68-0e4492dd945e" ac:name="report-column" ac:schema-version="1">
      <ac:parameter ac:name="title">Email</ac:parameter>
      <ac:rich-text-body>
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          <ac:structured-macro ac:macro-id="8c21f0e3-8b7c-4ffd-af51-89652ca54913" ac:name="report-info" ac:schema-version="1">
            <ac:parameter ac:name="">sf:Email</ac:parameter>
          </ac:structured-macro>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
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    <ac:structured-macro ac:macro-id="53475e16-7e92-4df1-86a0-625a3da2b203" ac:name="report-column" ac:schema-version="1">
      <ac:parameter ac:name="title">Phone</ac:parameter>
      <ac:rich-text-body>
        <p>
          <ac:structured-macro ac:macro-id="ec988b1b-0f4e-452d-9177-f755c54b28eb" ac:name="report-info" ac:schema-version="1">
            <ac:parameter ac:name="">sf:Phone</ac:parameter>
          </ac:structured-macro>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
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  </ac:rich-text-body>
</ac:structured-macro>
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Steps

On the draft page

add a Report Table macro
- set its Injected parameter to "True"

Within the Report Table macro

add a SOQL Reporter macro
- set its Query parameter to "Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name"

In this SOQL Reporter macro

add a Text filter macro
- set the Key parameter to "sf:Account.Name"
- set the Contains Value parameter to "%data:AccountName>1%"

Back within the Report Table macro (below the SOQL Reporter macro)

add five Report Column macros
- set their Titles to "Account Name", "Contact Name", "Title", "Email", and "Phone" respectively

In the "Account Name" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Account.Name"

In the "Contact Name" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Name"

In the "Title" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Title"

In the "Email" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Email"

In the "Phone" Report Column macro

add a Report Info macro
- set the Key parameter to "sf:Phone"