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forcethesales/Approval Comments Grid Component

Last active June 27, 2017 16:54
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Approval Process Comments Grid in VF Email
Raw
Approval Comments Grid Component
<apex:component controller="ApprovalRequestCommentsController" access="global">
<apex:attribute name="relatedToId" assignTo="{!targetObjectId}" type="String" description="ID of the record whose last approval comments to retrieve"/>
<table cellpadding="5" style="border-collapse: collapse " width="800" border="1">
<tr>
<td style="background-color: #0099CC; color: #FFFFFF" width="300">
<b>Date</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Approver</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Comments</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Status</b>
</td>
</tr>
<apex:repeat value="{!approvalSteps}" var="step">
<tr>
<td width = "100px">
<apex:outputField value="{!step.CreatedDate}">
</apex:outputField>
</td>
<td width = "100px">
<a href="/{!step.ActorID}" target='_parent'>{!step.Actor.Name}</a></td>
<td width="500px">
{!step.Comments}
</td>
<td width = "100px">{!step.StepStatus}</td>
</tr></apex:repeat>
</table>
</apex:component>
Raw
Controller
public class ApprovalRequestCommentsController {
// ID of the record whose most recent approval process comments to retrieve
public ID targetObjectId { get; set; }
// The most recent approval process comments
// Could show in visualforce email template, for example
public List<ProcessInstanceStep> approvalSteps {
get {
if ( approvalSteps == null ) {
approvalSteps = getSteps();
}
return approvalSteps;
}
private set;
}
public ApprovalRequestCommentsController() {}
// Queries the most recent approval process step for the target record
private List<ProcessInstanceStep> getSteps() {
List<ProcessInstanceStep> steps = new List<ProcessInstanceStep>([
SELECT
Comments, ActorId, CreatedDate, Actor.Name, StepStatus
FROM
ProcessInstanceStep
WHERE
Comments != null and
ProcessInstance.TargetObjectId = :targetObjectId
ORDER BY
SystemModStamp DESC
]);
return ( steps.size() > 0 ) ? steps : null;
}
}
Raw
Pricing Request Email
<messaging:emailTemplate subject="Pricing Request Submitted for {!relatedTo.Name}" recipientType="User" relatedToType="Quote">
<messaging:htmlEmailBody >
<body style="font-family: 'Trebuchet MS'">
<h2>
New Pricing Request</h2>
Please respond to this email with the words APPROVE, APPROVED, YES, REJECT, REJECTED, or NO on the first line.
You can also add comments on the second line. The comments will be stored with the approval request in Salesforce CRM.
<hr style="border: solid thin #0099CC" />
<table cellpadding="5" style="border-collapse: collapse">
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Account</i>
</td>
<td width="500px"> <apex:repeat value="{!relatedTo.Account}" var="SOR">
<apex:variable var="url" value="{!LEFT($Api.Partner_Server_URL_140, FIND(".com/",$Api.Partner_Server_URL_140)+3)}"/>
<apex:outputLink value="{!url}/{!SOR.ID}"><b>{!SOR.Name}</b></apex:outputLink> </apex:repeat>
</td>
</tr><tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Quote</i>
</td>
<td width="500px"> <apex:repeat value="{!relatedTo.QuoteNumber}" var="SOR">
<apex:variable var="url" value="{!LEFT($Api.Partner_Server_URL_140, FIND(".com/",$Api.Partner_Server_URL_140)+3)}"/>
<apex:outputLink value="{!url}/{!relatedTo.ID}"><b>{!relatedTo.Name}</b></apex:outputLink> </apex:repeat>
</td>
</tr><tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Account Executive</i>
</td>
<td width="500px">
<b>{!relatedTo.Opportunity.Owner.Name}</b>
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Plant</i>
</td>
<td width="500px">
<apex:variable var="url" value="{!LEFT($Api.Partner_Server_URL_140, FIND(".com/",$Api.Partner_Server_URL_140)+3)}"/>
<apex:outputLink value="{!url}/{!relatedTo.Plant__r.ID}"><b>{!relatedTo.Plant__r.Name}</b></apex:outputLink>
</td>
</tr><tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Opportunity</i>
</td>
<td width="500px">
<apex:variable var="url" value="{!LEFT($Api.Partner_Server_URL_140, FIND(".com/",$Api.Partner_Server_URL_140)+3)}"/>
<apex:outputLink value="{!url}/{!relatedTo.Opportunity.ID}"><b>{!relatedTo.Opportunity.Name}</b></apex:outputLink>
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Site Location</i>
</td>
<td width="500px">
{!relatedTo.Account.ShippingCity}, {!relatedTo.Account.ShippingState} {!relatedTo.Account.ShippingPostalCode} {!relatedTo.Account.ShippingCountry}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100ox">
<i>Partner or Direct Sale</i>
</td>
<td width="500px">
{!IF(NOT(ISBLANK(relatedTo.Partner_Account__c)),"Partner is " & relatedTo.Partner_Account__r.Name,
"Direct Sale")}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Product/Service</i>
</td>
<td width="500px">
{!relatedTo.Product_Service__c}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Project Type</i>
</td>
<td width="500px">
<apex:outputText escape="false" value="{!relatedTo.Opportunity.Project_Type__c}" /> </td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Is this post-ESA or post-EDO?</i>
</td>
<td width="500px">
{!IF(NOT(ISBLANK(relatedTo.Opportunity.ESA_EDO_Sold__c)),
"The ESA/EDO was sold on "+ TEXT(relatedTo.Opportunity.ESA_EDO_Sold__c),
"The ESA/EDO has not been sold.")}
{!IF(NOT(ISBLANK(relatedTo.Opportunity.ESA_EDO_Sold__c))&&NOT(ISBLANK(relatedTo.Opportunity.X8_0M_ESA_Results_Completed_SOPS__c)),
" and completed on "
+TEXT(relatedTo.Opportunity.X8_0M_ESA_Results_Completed_SOPS__c),'')}
{!IF(NOT(ISBLANK(relatedTo.Opportunity.ESA_EDO_Sold__c))&&ISBLANK(relatedTo.Opportunity.X8_0M_ESA_Results_Completed_SOPS__c),
'but it has not yet been completed.','')}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>{!IF(CONTAINS(relatedTo.Account.Account_Group__c,'J&J'),'If J and J, est. non-OE costs?','')}</i>
</td>
<td width="500px">
{!IF(CONTAINS(relatedTo.Account.Account_Group__c,'J&J'),ROUND(relatedTo.J_J_Non_OE_Project_Costs__c,0),'')}
</td></tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Energy Engineer</i>
</td>
<td width="500px">
{!relatedTo.Energy_Engineer1__c}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>One Shot at Pricing</i>
</td>
<td width="500px">
{!IF(OR(relatedTo.One_Shot_at_Pricing__c='Yes',relatedTo.One_Shot_at_Pricing__c='No'),relatedTo.One_Shot_at_Pricing__c,'Not Applicable')}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Other Comments?</i>
</td>
<td width="500px">
{!relatedTo.Description}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Tax Status </i>
</td>
<td width="500px">
{!relatedTo.Account.Tax_Status__c}
</td>
</tr>
<tr>
<td align="right"
style="border-right-style: solid; border-right-width: thick; border-right-color: #0099CC;"
width="100px">
<i>Tax Rates</i>
</td>
<td width="500px">
Tax Services: {!relatedTo.Account.Tax_Services__c} Site License:{!relatedTo.Account.Tax_Site_License__c} Software:{!relatedTo.Account.Tax_Software__c} OptiCx:{!relatedTo.Account.Tax_OptiCx__c}
</td>
</tr>
</table>
<p></p>
<p></p>
<table cellpadding="5" style="border-collapse: collapse" width="450" border="1">
<tr>
<td style="background-color: #0099CC; color: #FFFFFF" width="300">
<b>Products and Pricing</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Elements</b>
</td>
</tr>
<apex:repeat value="{!relatedTo.QuoteLineItems}" var="lineItem">
<tr>
<td>
{!lineItem.Product2.Name} {!IF(lineItem.Product2.Id<>'01t38000003NCYjAAO','','$'+TEXT(lineItem.TotalPrice))}
</td>
<td>
{!IF(lineItem.Elements__c<>null,lineItem.Elements__c,'n/a')}
</td>
</tr></apex:repeat>
</table>
<p> </p>
<p> </p>
<table cellpadding="5" style="border-collapse: collapse" width="450" border="1">
<tr>
<td style="background-color: #0099CC; color: #FFFFFF" width="150">
<b>Optimized Equipment at Plant</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150">
<b>Quantity on Quote</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150">
<b>Quantity on Plant if Different</b>
</td>
</tr>
<tr>
<td>
Complexity
</td>
<td>
{!relatedTo.Plant_Complexity__c}
</td>
<td>
{!IF(relatedTo.Plant_Complexity__c!=relatedTo.Plant__r.Plant_Complexity__c,relatedTo.Plant__r.Plant_Complexity__c,"")}
</td>
</tr> <tr>
<td>
Chillers (non-Heat Recovery)
</td>
<td>
{!ROUND(relatedTo.Number_Of_Chillers__c,0)}
</td>
<td>
{!IF(relatedTo.Number_Of_Chillers__c!=relatedTo.Plant__r.Chillers__c,ROUND(relatedTo.Plant__r.Chillers__c,0),"")}
</td>
</tr><tr>
<td>
Boilers
</td>
<td>
{!ROUND(relatedTo.Boilers__c,0)}
</td>
<td>{!IF(relatedTo.Boilers__c!=relatedTo.Plant__r.Boilers__c,ROUND(relatedTo.Plant__r.Boilers__c,0),'')}</td>
</tr><tr>
<td>
Primary Pumps
</td>
<td>
{!ROUND(relatedTo.Number_Of_Pumps__c,0)}
</td>
<td>{!IF(relatedTo.Number_Of_Pumps__c!=relatedTo.Plant__r.Primary_Pumps__c,ROUND(relatedTo.Plant__r.Primary_Pumps__c,0),'')}</td>
</tr><tr>
<td>
Secondary Pumps
</td>
<td>
{!ROUND(relatedTo.Number_of_secondary_chilled_water_pump__c,0)}
<td>{!IF(relatedTo.Number_of_secondary_chilled_water_pump__c!=relatedTo.Plant__r.Secondary_Pumps__c,ROUND(relatedTo.Plant__r.Secondary_Pumps__c,0),'')}
</td>
</td>
</tr><tr>
<td>
Condenser Pumps
</td>
<td>
{!ROUND(relatedTo.Number_of_condenser_water_pumps__c,0)}
<td>{!IF(relatedTo.Number_of_condenser_water_pumps__c!=relatedTo.Plant__r.Condenser_Water_Pumps__c,ROUND(relatedTo.Plant__r.Condenser_Water_Pumps__c,0),'')}</td>
</td>
</tr><tr>
<td>
Booster/Tertiary Pumps
</td>
<td>
{!ROUND(relatedTo.Booster_Tertiary_Pumps__c,0)}
</td>
<td>{!IF(relatedTo.Booster_Tertiary_Pumps__c!=relatedTo.Plant__r.Booster_Tertiary_Pumps__c,ROUND(relatedTo.Plant__r.Booster_Tertiary_Pumps__c,0),'')}</td>
</tr><tr>
<td>
Tower Cells
</td>
<td>
{!ROUND(relatedTo.Cooling_Tower_Cells__c,0)}
</td>
<td>{!IF(relatedTo.Cooling_Tower_Cells__c!=relatedTo.Plant__r.Cooling_Tower_Cells__c,ROUND(relatedTo.Plant__r.Cooling_Tower_Cells__c,0),'')}</td>
</tr><tr>
<td>
CHWP Loops
</td>
<td>
{!ROUND(relatedTo.CHW_Distribution_Loops__c,0)}
</td>
<td>{!IF(relatedTo.CHW_Distribution_Loops__c!=relatedTo.Plant__r.Distribution_Loops__c,ROUND(relatedTo.Plant__r.Distribution_Loops__c,0),'')}</td>
</tr><tr>
<td>
TES
</td>
<td>{!ROUND(relatedTo.Thermal_Energy_Storage__c,0)}
</td>
<td>
{!IF(relatedTo.Thermal_Energy_Storage__c!=relatedTo.Plant__r.Thermal_Energy_Storage__c,ROUND(relatedTo.Plant__r.Thermal_Energy_Storage__c,0),'')}
</td>
</tr><tr>
<td>
Heat Exchangers
</td>
<td>
{!ROUND(relatedTo.Heat_Exchangers__c,0)}
</td>
<td>{!IF(relatedTo.Heat_Exchangers__c!=relatedTo.Plant__r.Heat_Exchangers__c,ROUND(relatedTo.Plant__r.Heat_Exchangers__c,0),'')}</td>
</tr><tr>
<td>
Heat Recovery Chillers
</td>
<td>
{!ROUND(relatedTo.Heat_Recovery_Chillers__c,0)}
</td>
<td>{!IF(relatedTo.Heat_Recovery_Chillers__c!=relatedTo.Plant__r.Heat_Recovery_Chillers__c,ROUND(relatedTo.Plant__r.Heat_Recovery_Chillers__c,0),'')}</td>
</tr><tr>
<td>
Co-gen
</td>
<td>
{!relatedTo.Cogeneration__c}
</td>
<td>{!IF(relatedTo.Cogeneration__c!=relatedTo.Plant__r.Cogeneration_as_Text__c,relatedTo.Plant__r.Cogeneration_as_Text__c,'')}</td>
</tr><tr>
<td>
Mixed Energy Plant
</td>
<td>
{!relatedTo.Mixed_Fuel__c}
</td>
<td>
{!IF(relatedTo.Mixed_Fuel__c!=relatedTo.Plant__r.Mixed_Fuel__c,relatedTo.Plant__r.Mixed_fuel__c,'')}
</td>
</tr>
<tr>
<td>
Total Tons
</td>
<td>
{!relatedTo.Total_Tons__c}
</td>
<td>{!IF(relatedTo.Total_Tons__c!=relatedTo.Plant__r.Total_Tons__c,ROUND(relatedTo.Plant__r.Total_Tons__c,0),'')}</td>
</tr>
</table>
<p></p>
<p></p>
<table cellpadding="5" style="border-collapse: collapse" width="700" border="1">
<tr>
<td style="background-color: #0099CC; color: #FFFFFF" width="300">
<b>Engineer</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Engineer Role</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Hourly Rate</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Working Hours Remote</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Working Hours On-site</b>
</td> <td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Days On-site</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Total Working Hours</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Travel Hours</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Total Hours</b>
</td>
<td style="background-color: #0099CC; color: #FFFFFF" width="150" border="1">
<b>Notes</b>
</td>
</tr>
<apex:repeat value="{!relatedTo.Engineering_Hours__r}" var="Hours">
<tr>
<td>
{!Hours.Engineer__r.Name}
</td>
<td>
{!Hours.Engineer_Role__c}
</td>
<td>
${!ROUND(Hours.Hourly_Rate__c,0)}
</td>
<td>
{!ROUND(Hours.Working_Hours_Remote__c,0)}
</td>
<td>
{!ROUND(Hours.Working_Hours_On_Site2__c,0)}
</td>
<td>
{!ROUND(Hours.Days_On_site__c,0)}
</td>
<td>
{!ROUND(Hours.Total_Working_Hours__c,0)}
</td><td>
{!ROUND(Hours.Travel_Hours__c,0)}
</td>
<td>
{!ROUND(Hours.Total_Hours__c,0)}
</td>
<td>
{!Hours.Engineering_Hours_Notes__c}
</td>
</tr></apex:repeat>
</table>
<h4> Comments: </h4> <c:ApprovalRequestComments relatedToId="{!relatedTo.id}"/>
</body>
</messaging:htmlEmailBody>
</messaging:emailTemplate>
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