Embedded Files
Labeling tool for all your Salesforce records.
Any Labels provides a "drag and drop" interface to Salesforce users needing to mark any type of record according to their own business requirements. Users can easily apply, and remove labels, to and from a specific record. Labels are defined by a short name/description, and a color of your choice, to quickly recognize it.
Reporting on any record type is compatible with this labeling system.
Users can setup a general rule, which will apply selected label(s), each time a record is created or updated. The system is capable to identify your org-specific, standard, and custom objects, and will let you choose those to be enabled for labeling.
A permission set will enable managers to create new labels and manage them with one click from any record they are working on.
Reporting is compatible with this application
Configuration and use
for assistance in installation and setup please contact- adelchi@adelchiltd.com
Configuration and use
for assistance in installation and setup please contact- adelchi@adelchiltd.com
1 - After installation from Appexchange has been completed, remote site setting must be updated. AnyLabels uses REST calls to manage rules in your org.
Here is the click-path:
Setup
Security
Remote Site Settings
New Remote Site
Remote Site Name ( Enter a name to help you identify it if necessary ).
Remote Site URL: Your full Salesforce domain name, including protocol. Example: < https://your_domain_name.adelanylab.visualforce.com >
Leave the remaining settings as per default, and save.
** Image on the left illustrates the error message that is given back while attempting to set up a rule if remote site is not enabled.
2 - Make sure Apex and Visualforce access permission is set to relevant user profiles.
3 - Add "Create Labels" Permission Set to appropriate users.
These permissions enable users to create, and to globally manage Labels, from AnyLabels component.
4 - Enable objects to work with AnyLabels.
From AnyLabels home page click on "Enable Objects" button.
(Step 1 section) Select object and click "Proceed".
Click "OK" on the confirmation pop-up (make sure your browser allows pop-ups). Wait a few seconds for the "Enable Object" small window to be reloaded.
(Step2 section) Click on the other "Proceed" to complete activation. Wait again for the "Enable Object" small window to be reloaded. Refresh the entire page, to start working with the freshly activated object.
Remember to set "Labels__c" field visibility for the Object selected, see following screenshot.
5 - Add AnyLabels Lightning component to your record page.
From Lightning record page layout, add label_management component to a section of your choosing, and save it.
Simply click on the labels area to display all the available labels at record level.
Add and remove labels by drag and drop,and click "Save".
6 - Manage Labels from record page.
Labels can be Created, made Available or Un-Available, from record page, by clicking on "Manage Labels" (for those users who have not "Create Labels" permission assigned it will appear grayed out)
Add/Remove Labels at object level
Add and remove labels by drag and drop,and click "Save".
7 - IMPORTANT For Account and Contract Objects ONLY
Once Account Object has been activated, using the "Enable Object" tab from Any Label App (practically a custom field Labels__c has been added). Please follow these steps using Salesforce's "Process Builder":
Setup > Process Builder > New
Enter "AccountLabels" as Process Name and let API Name be populated automatically.
From The process starts when drop-down list, select "A record changes". Click Save.
At the section Choose Object and Specify When to Start the Process, select "Account", as Start the process choose "when a record is created or edited ". Click Save.
Click on Criteria and as Criteria Name enter "hasLabelsChanged" and select "Conditions are met" as Criteria for Executing Actions.
At Set Conditions box select the first "Label" field that appears on the list and verify its API Name does not start with "adelAnyLab...", click choose. (If this field is not shown in the picklist, make sure Field accessibility and Level Security is set to visible. See Screenshot below) As Operator select Is Changed, Type Boolean, Value True. Select All of the conditions are met. Click Save.
Click on Add Action and at the section Select and Define Action, select "Update Records" from the Action Type drop-down List. Select the record that started your process as Record Type. Click Save.
At the Update Records section enter "UpdateLabels" in Action Name field, select No criteria—just update the records!
At Set new field values for the records you update. For field select the first "Labels" field that appears on the list, the one that starts with "adelAnyLab...", Type "Field Reference", and populate Value by clicking Field and selecting the second "Labels" field on the list, the click Choose. Click Save, and Activate.
Alternatively a workflow-rule/field-update can be used as well:
Object Account
Evaluation Criteria: Evaluate the rule when a record is created, and every time it's edited
Rule criteria: Formula evaluates to true, and enter "true", save.
Add action Field Update. Field to be update is adelAnyLab__Labels__c using the value of Labels__c. Save and Activate the workflow.
8 - Features added in version 1.36
Labels are saved and retrieved in the order they are set and displayed on the labels bar.
Available labels for the current object type are retrieved and displayed sorted by created date newest first, then they can be re-sorted in ascending or descending alphabetical order by name.
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