Using Creation Wizard with Companies, Contacts and Listings

Interested in customizing the fields that display when creating a new record? You're in luck! The creation wizard allows you to include (or exclude) specific fields when creating new records - as well as check for potential duplicates.

Overview

Out of the box Propertybase uses the default creation wizard for creating new Company, Contact and Listing records. However, by using the custom creation wizard you can specify exactly what fields to include.

To get started with the creation wizard you need to enable it in the setup menu. Once enabled, you can add or remove fields through Propertybase settings.

Default Creation Wizard
Custom Creation Wizard

Enabling the Wizard

To enable the custom creation wizard, follow the configuration steps below.

Note: In this example we are editing the Company object, however the same steps apply for the Contact and Listing object as well. Simply start the steps below on a Contact or Listing record instead.

  • Open any Company record.
  • Click the gear icon at the top of the page, next click Edit Object.
  • On the following page, click Buttons, Links, and Actions.
  • Scroll down and click the arrow next to "New", then click Edit.
  • On the following page, select 'AccountNewWizard [pba__AccountNewWizard]' for the Visualforce Page.
  • Click Save.

Done! You just enabled the custom creation wizard for new Company records.

Modifying Fields

Once you've enabled the custom creation wizard, you can use Propertybase settings to modify the fields that are displayed. Use the tables below to add, remove or modify settings for the creation wizard. Multiple fields should be seperated by a semicolon ";". Click here to learn how to add settings in Propertybase. Remember if you don't see the setting, you need to add the setting.

Click here to view an example setting entry and click here to view the result.


Settings for Company Wizard

Note: "Company Name" field will always display regardless of settings.

Description Setting Name & Key
Using this setting will replace the default fields with ones that you specify. accountNewWizard_accountFields
Using this setting will tell the system which fields should be used to check for duplicate entries. accountDuplicateFinder_compareFields
Setting Value (Examples)  Phone;Industry;Website

Settings for Contact Wizard

Note: "Salutation, First Name, Last Name, Company" fields will always display regardless of settings.

Description Setting Name & Key
Using this setting will replace the default fields with ones that you specify. contactNewWizard_contactFields
Using this setting will tell the system which fields should be used to check for duplicate entries. contactDuplicateFinder_compareFields
Setting Value (Examples)  Email;Phone;MobilePhone;LeadSource

 


Settings for Listing Wizard

Note: "Record Type, Title (Name), Address" fields will always display regardless of settings.

Description Setting Name & Key
Using this setting will replace the default fields with ones that you specify. listingNewWizard_listingFields
Setting Value (Examples)  pba__City_pb__c;pba__PostalCode_pb__c;pba__Country_pb__c

Classic Documentation

The custom record creation wizards are great tools to get the fields you want filled out when creating a record, while also checking for duplicates! You are able to edit these wizards for the Company, Contact and Listing Objects. These wizards appear when clicking on the "New" button to create new Company, Contact or Listing records.

You need only go the Settings tab to add or eliminate the fields in the wizard settings. 

  • If Settings is not an option in the displayed tabs. Lightning: Click the dial pad next to Home. Classic:Click on the + sign at the end of your Tab menu
  • Select 'Settings' tab

 

Lightning

Home___Salesforce.jpg 

App_Launcher___Salesforce.jpg

Classic

 

 


How To Modify Settings

How To Modify Settings (example: Contact)

Now that you have located the Settings tab, practice adding some fields to the contact wizard.

* original Classic image *

 

* Lightning Experience image * 

    •  From Settings, click New to create a new setting
    • Name the setting as you find appropriate, e.g. New Contact Form; New Contact Wizard
    • Copy to Key field: contactNewWizard_contactFields
    • Enter values using the Field Name/API Name of the field (see examples below) and should be separated by a semicolon (;). For instance (you can simply copy/paste this) Email;MobilePhone;Birthdate;Spouse__c;Spouse_Email__c;RecordTypeID
      • NOTE: Salutation, First Name, Last Name and Company will always appear on the contact wizard
Field Name on Standard Fields 
 
 
API Name on Custom Fields 
 
 
 
 
Return to the Contact tab and click the New button to view and fill your new fields. 

 


Additional Customizing Settings

As noted earlier, you are able to alter the fields in the Company, Contact and Listing Wizards.  In addition to altering the contact wizard, you can select which fields will be used to check for de-duplication. The following are the different settings that need to add/remove fields from the wizard. If even company contacts are created with the record type "Individual Client" please make sure that for all profile in your ORG the "default record type" for contacts is "Company Contact".
COMPANY WIZARD: This wizard is not turned on by default and will need to be activated manually. To turn on the new Company Wizard simply follow these steps:
  1. Go to Setup > Customize > Accounts > Buttons and Links
  2. Click on Edit next to the NEW button
  3. At 'Override With' select the checkbox with Visualforce Page and add: AccountNewWizard [pba__AccountNewWizard]
  4. Click Save and you will have the new wizard for companies
The following are additional setting you can use to customize the wizard to your taste:
 
COMPANY WIZARD
To add/remove fields use this KEY: accountNewWizard_accountFields
These fields will always appear on the wizard Company Name
You are also able to modify which fields are used to find duplicate records with: accountDuplicateFinder_compareFields

 

CONTACT WIZARD
To add/remove fields use this key: contactNewWizard_contactFields
These fields will always appear on the wizard Salutation, First Name, Last Name, Company
You are also able to modify which fields are used to find duplicate records with: contactDuplicateFinder_compareFields
This setting displays the fields that your wish to view while comparing dups'

contactDuplicateFinder_overviewFields

Setting Value (Examples)

Salutation;FirstName;LastName;pba__CompanyName__c;Email;Phone;MobilePhone;LeadSource

LISTING WIZARD
To add/remove fields use this key: listingNewWizard_listingFields
These fields will always appear on the wizard Record Type, Title (Name), Address
Setting Value (Examples) pba__City_pb__c;pba__PostalCode_pb__c

 


FAQ

What are companies in Propertybase?

Companies are records of other businesses that you have a relationship with. These can be leads, customers or even partner companies.

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