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Part 2 - Building a table to display Salesforce Contacts

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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

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 Click here for the source code...
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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>
    <p class="auto-cursor-target">
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    </p>
    <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>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <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>
    <p class="auto-cursor-target">
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    </p>
    <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>
        <p class="auto-cursor-target">
          <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>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <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>
        </p>
      </ac:rich-text-body>
    </ac:structured-macro>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <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>
        <p class="auto-cursor-target">
          <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>
    <p class="auto-cursor-target">
      <br/>
    </p>
    <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>
    <p class="auto-cursor-target">
      <br/>
    </p>
  </ac:rich-text-body>
</ac:structured-macro>
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Steps

  1. Add a Report Table macro and set its Injected parameter to "True".

  2. Within the Report Table macro, add a SOQL Reporter macro and set its Query parameter to "Select Id,Account.Name, Name,Title,Email,Phone from Contact ORDER BY Account.Name, Name".

  3. Within the SOQL Reporter macro, add a Text filter macro.
    Set its Key parameter to "sf:Account.Name"
    Set Contains Value parameter to "%data:AccountName>1%" respectively.

  4. Back within the Report Table macro, add five Report Column.
    Set their Titles to "Account Name", "Contact Name", "Title", "Email", and "Phone" respectively.

  5. Back within the Report Block, create a Report Body macro.

  6. In the "Account Name" Report Column macro, add a Report Info macro.
    Set the Key parameter to "sf:Account.Name". 

  7. In the "Contact Name" Report Column macro, add a Report Info macro.
    Set the Key parameter to     "sf:Name". 

  8. In the "Title" Report Column macro, add a Report Info macro.
    Set the Key parameter to     "sf:Title". 

  9. In the "Email" Report Column macro, add a Report Info macro.
    Set the Key parameter to     "sf:Email".

  10. In the "Phone" Report Column macro, add a Report Info macro.
    Set the Key parameter to     "sf:Phone".

Macro structure

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