在非营利组织的礼品条目网格模板中配置列组件
设置组件列,以使用自定义 Lightning Web 组件在礼品条目网格模板中显示和编辑行为。
所需的 Edition
| 所需版本 |
|---|
| 适用于:Lightning Experience |
适用于:带 Education Cloud 的 Enterprise、Performance、Unlimited 和 Developer Edition 适用于:带 Nonprofit Cloud 的 Enterprise、Unlimited 和 Developer Edition |
| 所需用户权限 | |
|---|---|
| 配置列组件: | Fundraising 访问权限集 或者 Education Cloud 完全访问权限集 |
- 在显示列中,对于要配置的列,单击编辑列。
- 选择组件作为列类型。
- 输入列标签。
- 从单元格显示组件中,选择代表显示组件的 Lightning Web 组件。
- 从单元格编辑组件中,选择代表编辑组件的 Lightning Web 组件。
- 从字段 API 名称中,选择要映射到 Lightning Web 组件的字段。
- 保存更改。
示例:使用自定义组件匹配和填充数据
创建自定义组件,使用条形码选项从默认模板覆盖捐赠者列。当用户在编辑组件中输入值时,系统会在自定义条形码对象中查找匹配值。如果找到匹配项,该记录中的值会填充礼品条目网格中的其他列。
| 所需版本 |
|---|
| 适用于:Lightning Experience |
适用于:带 Education Cloud 的 Enterprise、Performance、Unlimited 和 Developer Edition 适用于:带 Nonprofit Cloud 的 Enterprise、Unlimited 和 Developer Edition |
单元格显示组件
默认情况下,“指定”列组件显示空值。如果一个指定与礼品条目行相关联,列组件会将金额连接到该指定,并将其显示在网格中,例如 100 美元。如果有两个或多个指定,网格将显示汇总值,例如 2 个指定。
单元格显示组件有以下要求:
- JavaScriptjs 文件中的 tagName 值。
- @api 参数充当从网格传递的入站属性。
在此示例中,显示组件会显示条形码列。在输入任何数据之前,将显示为待处理。当系统找到匹配值时,列会更新以显示捐赠者的姓名。
giftEntryGridBarCodeDisplayColumn.html
<template>
<p>{columnDisplayValue}</p>
</template>
giftEntryGridBarCodeDisplayColumn.js
import { api, LightningElement } from 'lwc';
export default class GiftEntryGridBarCodeDisplayColumn extends LightningElement {
/**
* params is the only inbound property passed to this component from Gift Entry Grid
*/
@api params;
/**
* Example Method:
* This getter function displays various fields in a display component
* that is specified in the yaml file configuration.
* @returns {*|string}
*/
get columnDisplayValue() {
let response = this.params?.data?.properties?.barCodeValue;
if (this.params?.data?.LastName) {
response = this.params?.data?.FirstName + " " + this.params?.data?.LastName;
if (this.params?.data?.Salutation) {
response = this.params?.data?.Salutation + " " + response;
}
}
return response || '(pending)';
}
}
// Tagname is required for the component to function
GiftEntryGridBarCodeDisplayColumn.tagName = 'c-gift-entry-grid-bar-code-display-column';
单元格编辑组件
在默认模板中,“指定”列的编辑组件的 Lightning 输入字段的功能与查找字段相似。在用户输入值时,系统会在自定义条形码对象中查找匹配值。如果找到匹配项,该记录中的值会填充礼品条目网格中的其他列。
单元格编辑组件有以下要求:
- JavaScript 文件中的
tagName参数。 - JavaScript 文件中设置为真的
isPopup参数。 - 使用
@salesforce/messageChannel/lightning__giftEntryGridComponentAction的礼品输入网格 Lightning 信息服务渠道。 - 以下示例中调用的其他方法和变量。
giftEntryGridBarCodeColumnComponent.html
<template>
<lightning-input
label="Bar Code"
name="barCode"
value={barCode}
onblur={handleBarCodeChanged}
onerror={handleError}
placeholder="Scan bar code here"
variant="label-hidden">
</lightning-input>
</template>
giftEntryGridBarCodeColumnComponent.js
import { LightningElement, api } from 'lwc';
import { ShowToastEvent } from 'lightning/platformShowToastEvent';
/**
* Apex controller used by this example to handle data queries, etc.
*/
import getBarCodeScanData from '@salesforce/apex/GiftEntryBarCodeScanLookupController.getBarCodeScanData';
/**
* Lightning Message Service to enable this component to communicate back to Gift Entry Grid
*/
import { publish, createMessageContext } from 'lightning/messageService';
import GiftEntryGridComponentAction from "@salesforce/messageChannel/lightning__giftEntryGridComponentAction";
const messageContext = createMessageContext();
const DEFAULT_GIFT_AMOUNT = 100.00;
const DEFAULT_PAYMENT_METHOD = "Credit Card";
export default class GiftEntryGridBarCodeColumnComponent extends LightningElement {
/**
* Required for the underlying grid component to properly render this as a gift entry grid cell
*/
static delegatesFocus = true;
/**
* The data entry property used in this example
*/
@api barCode = "";
/**
* The column definition as defined within the underlying grid component
* Set from data in params in the connectedCallback.
*/
_columnDefinition;
/**
* Contains properties that represent each field on the GiftEntry record/row within the grid.
* Set from data in params in the connectedCallback.
*/
_rowData = {};
/**
* _params is the only inbound property passed to this component from Gift Entry Grid
* The properties retrieved in the example below are the primary ones required for grid functionality
*/
_params;
@api
get params() {
return this._params;
}
set params(value) {
this._params = value;
this._rowData = this._params?.data;
this._columnDefinition = this._params?.colDef;
const _headerLabel = this._columnDefinition?.headerName; // informational
// Useful mechanism to pull in the previously entered barcode as the default value
// Values in the `properties` object of the row are transient for the current session only. They persist until the page is closed/refreshed
if (this._rowData && this._rowData?.properties?.barCode) {
this.barCode = this._rowData?.properties?.barCode;
}
}
/**
* Recommended Method: Ensures the column width is set properly on load
*/
connectedCallback() {
this.template.host.style.setProperty('--min-width', this._params?.column?.actualWidth + 'px');
}
/**
* Example Method:
* Handle a change to the entered bar code in the field
* @param {*} event
*/
handleBarCodeChanged(event) {
event.stopPropagation();
try {
if (event.target?.value && event.target?.value !== "") {
this.sendDataBackToGrid(event.target.value);
} else if (event.target?.value === "") {
this.clearCurrentRowOfAllData();
}
} catch (e) {
this.dispatchEvent(
new ShowToastEvent({
title: 'Error',
message: 'An error occurred while querying the entered barcode: ' + (e.body?.message || e.message),
variant: 'error'
})
);
}
this.applyFocus();
}
/**
* Example Method:
* Call the apex controller with the entered bar code
* Parse the response and pass that data back to GiftEntryGrid using the Lightning Message Service channel
* @param {*} barCode
*/
async sendDataBackToGrid(barCode) {
// Call the Apex controller to query and retrieve data
const result = await getBarCodeScanData({ barcodeValue: barCode });
if (result && result !== null) {
// Convert the query result from the apex controller into an object of GiftEntry fields to apply to the row in the grid
const giftEntryFields = this.buildResponse(result);
// Build the "message" obhect to send back to Gift Entry Grid following the documented contract
const message = {
action: "ColumnEdit", // Required property
componentName: this.tagName, // Required property (use as is)
colId: this._columnDefinition.colId, // Required property (use as is)
details: { // Optional property - include if there is data to write to the row in Gift Entry
rowId: this.params?.data?.id, // Required (use as is)
rowIndex: this.params?.data?.rowIndex, // Required (use as is)
giftEntryFields, // Required - all GiftEntry fields to write to rowData
rowProperties: { // Optional - use this to persist values in memory in the grid for use elsewhere, such as the Display Component
barCode, // Example: Used to persist the value of the barcode on the row temporarily to retrieve elsewhere
barCodeValue: result.donorName // Example: This is used by GiftEntryGridColumnDisplay
},
matchingGiftTransactionId: result?.matchingGiftTransactionId, // Optional, to set a matching gift on the row
matchingGiftTransactionName: result?.matchingGiftTransactionName // Optional, to set a matching gift on the row
}
}
publish(messageContext, GiftEntryGridComponentAction, message);
}
}
/**
* Example Method:
* Clear out the entire row if the barCode is set to null
*/
clearCurrentRowOfAllData() {
const giftEntryFields = {
DonorId: null,
Donor: null,
GiftType: "Individual"
};
if (this.params && this.params.data) {
const keepKeys = ['id', 'Id', 'rowId', 'rowIndex', 'properties', 'GiftType'];
Object.keys(this.params.data).forEach(key => {
if (!keepKeys.includes(key)) {
giftEntryFields[key] = null;
}
});
}
const message = {
action: "ColumnEdit", // Required property
componentName: this.tagName, // Required property (use as is)
colId: this._columnDefinition.colId, // Required property (use as is)
details: { // Optional property - include if there is data to write to the row in Gift Entry
rowId: this.params?.data?.id, // Required (use as is)
rowIndex: this.params?.data?.rowIndex, // Required (use as is)
giftEntryFields,
rowProperties: {
barCode : null,
barCodeValue: null
}
}
};
publish(messageContext, GiftEntryGridComponentAction, message);
}
/**
* Example Method:
*
* Notes
* - Lookup fields such as Campaign and OutreachSourceCode should be represented as an object with "id" and "name" to allow them
* render properly in the grid. This does not apply to DonorId
* - Pick List fields, such as PaymentMethod, can a string representing the pick list API Name or an object as {apiName: x, value: y}
* - To take advantage of Gift Entry Grid's built in Donor logic that retrieves all donor fields, including custom mapped fields, the
* response object should include a property for DonorId and GiftType ("Individual" or "Organizational" only)
* - Any field on GiftEntry can be included in this resonse and it will populate fields on the grid
* @param {*} result from call to Apex with query results
* @returns an object that represents fields on the GiftEntry object to be updated on the GiftEntryGrid row
*/
buildResponse(result) {
const response = {
GiftType: result.giftType, // Required to use the built-in donor logic
DonorId: result.donorid, // Required to use the built-in donor logic
// Examples(s) Populate other fields on the row
GiftReceivedDate: new Date().toISOString().split('T')[0],
PaymentMethod: DEFAULT_PAYMENT_METHOD,
GiftAmount: DEFAULT_GIFT_AMOUNT,
CampaignId: result.campaign,
Campaign: {
id: result.campaign,
Name: result.campaignName
},
OutreachSourceCodeId: result.outreachSourceCode,
OutreachSourceCode: {
id: result.outreachSourceCode,
Name: result.outreachSourceCodeName
}
};
return response;
}
/**
* For keyboard accessibility, allows the lookup component to be focused on keyboard tabbing
*/
applyFocus() {
const _gridElement = this.template.querySelector('lightning-input');
return new Promise((resolve) => {
Promise.resolve().then(() => {
_gridElement.focus();
resolve();
});
});
}
/**
* Example Method
*/
handleError(event) {
event.stopPropagation();
}
}
// Required Properties for Column Components:
GiftEntryGridBarCodeColumnComponent.tagName = 'c-gift-entry-grid-bar-code-column-component';
GiftEntryGridBarCodeColumnComponent.isPopup = true;
查询和传递回数据
使用此 Apex 代码查询数据并将其传递回礼品条目网格自定义组件。
GiftEntryGridBarCodeScannerLookupController.apex
/**
* Salesforce Fundraising - Gift Entry Grid Custom Component Example
*
* Controller class for handling barcode scan data lookup from a column component
*/
public with sharing class GiftEntryBarCodeScanLookupController {
/**
* Wrapper class to return the selected donor and any other info that would be applied to the grid row
*/
public class ReponseObject {
@AuraEnabled public String barCode { get; set; }
@AuraEnabled public String giftType { get; set; }
@AuraEnabled public String donorid { get; set; }
@AuraEnabled public String donorName { get; set; }
@AuraEnabled public String campaign { get; set; }
@AuraEnabled public String campaignName { get; set; }
@AuraEnabled public String giftDesignation { get; set; }
@AuraEnabled public String giftDesignationName { get; set; }
@AuraEnabled public String outreachSourceCode { get; set; }
@AuraEnabled public String outreachSourceCodeName { get; set; }
@AuraEnabled public String matchingGiftTransactionId { get; set; }
@AuraEnabled public String matchingGiftTransactionName { get; set; }
@AuraEnabled public Double amount { get; set; }
}
/**
* Retrieves barcode scan data based on the provided barcode value
* @param barcodeValue The barcode value to search for
* @return ReponseObject object with all fields or null if not found
*/
@AuraEnabled(cacheable=false)
public static ReponseObject getBarCodeScanData(String barcodeValue) {
try {
if (String.isBlank(barcodeValue)) {
return null;
}
// Query the BarCodeScanData__c object for the matching barcode
// Include related fields from Donor (Account), Campaign, and Outreach Source Code
List<BarCodeScanData__c> results = [
SELECT Id,
BarCode__c,
Donor__c,
Donor__r.Name,
Donor__r.IsPersonAccount,
Campaign__c,
Campaign__r.Name,
OutreachSourceCode__c,
OutreachSourceCode__r.Name
FROM BarCodeScanData__c
WHERE BarCode__c = :barcodeValue
LIMIT 1
];
if (results.isEmpty()) {
return null;
}
BarCodeScanData__c barCodeRecord = results[0];
ReponseObject response = new ReponseObject();
// a value for DonorId and GiftType required for the donor logic to work
response.donorid = barCodeRecord.Donor__c;
response.giftType = (barCodeRecord.Donor__r.IsPersonAccount ? 'Individual' : 'Organizational');
// Extra fields used within this example component
response.barCode = barCodeRecord.BarCode__c;
response.donorName = barCodeRecord.Donor__r?.Name;
response.campaign = barCodeRecord.Campaign__c;
response.campaignName = barCodeRecord.Campaign__r?.Name;
response.outreachSourceCode = barCodeRecord.OutreachSourceCode__c;
response.outreachSourceCodeName = barCodeRecord.OutreachSourceCode__r?.Name;
// Is there an unpaid gift transaction installment for a commitment for this donor?
// If so, populate the GiftTransactionId field to simulate selecting a matching gift
List<GiftTransaction> matchingGifts = [
SELECT Id, Name,
OriginalAmount, TransactionDueDate,
CampaignId, Campaign.Name,
OutreachSourceCodeId, OutreachSourceCode.Name,
GiftCommitmentId
FROM GiftTransaction
WHERE DonorId = :response.donorid
AND Status = 'Unpaid'
ORDER BY TransactionDueDate ASC
LIMIT 1
];
if (matchingGifts.size() > 0) {
response.matchingGiftTransactionId = matchingGifts[0].Id;
response.matchingGiftTransactionName = matchingGifts[0].Name;
response.amount = matchingGifts[0].OriginalAmount;
response.campaign = matchingGifts[0].CampaignId;
response.campaignName = matchingGifts[0].Campaign.Name;
response.outreachSourceCode = matchingGifts[0].OutreachSourceCodeId;
response.outreachSourceCodeName = matchingGifts[0].OutreachSourceCode.Name;
}
return response;
} catch (Exception e) {
// Log the error and throw a user-friendly exception
System.debug(LoggingLevel.ERROR, 'Error in getBarCodeScanData: ' + e.getMessage());
throw new AuraHandledException('Error retrieving barcode scan data: ' + e.getMessage());
}
}
}

