Product Forums

I have a Opportunities that my team is working and what I would like to do it have a button that says “Called” or “emailed” and when clicked it would create and activity on the record with a pre-written subject and status. This way the last activity date field gets updated on the opp and I can also allow f the r team to quickly mark opps. as Called or sent an email rather than the other traditional way of doing all the clicking. Is this possibel and how do I make this happen please?

I have a MySQL database hosted with Rackspace that I would like to establish a connection. Has anyone attempted this or can anyone give me advice on how to accomplish? Thank you

We are using a private sharing model.  I made Page and Page Assignment Public Read/Write.  The skuid pages don’t show up in place of the standard account view.

I’m having an issue moving from a pre-production environment to production. I have a url that references the lead ID. However, when I have a redirect URL in Skuid that has the URL.ID={{WhoId}}, when the url is populated, the {{WhoId}} is completely blank. It was working a few days ago, and I went to update the xml with updated functionality unrelated to the URL in question, and now this redirect isn’t work. Has anybody seen this? I also have another Account Redirect URL that is acting in the same fashion…completely leaving the ID in the URL blank.

How do I edit the border for the date picker pop up. I can’t find the option anywhere nor can I seem to do it from within the page’s CSS resources.

Is there anyway to remove these items (other than css)? We want to print this page.

Has anybody been able to display opportunity records on a product2 record as a related list? 

The click to call is not working on one of our skuid pages. The issue is not isolated because this click to call is working on other of our skuid pages. This issue also just happened today. Please help troubleshoot as this is work stopping. We have RingDNA which is a chrome extension and when you click on a phone number is opens a popup dialer. We are running 9.5.3 version of Skuid. 

I’m trying to get the LinkedIn Sales Navigator for Salesforce VisualForce page to display in an iframe. Here is the iframe code I am using in a Skuid template and I have “allow HTML” checkbox checked. <iframe src="/apex/lid__ContactLinkedInMemberPage?id={{{Id}}}&isdtp=mn" width="70%" height="400"></iframe> I am passing the Contact Id into the VisualForce page. When I go to view the iframe within a Skuid page it is showing up as blank (can’t see the widget load). However, if I inspect the HTML and get the URL from the iframe and preview the VisualForce page I can see the widget. Here is the URL I am previewing, which works. https://lid.na54.visual.force.com/apex/ContactLinkedInMemberPage?id=0030a00001WTaQRAA1&isdtp=mn Is there something obvious I am missing here? Anyone else have experience with the LinkedIn Sales Navigator for Salesforce VisualForce page? It’s odd since I’ve done other VisualForce pages the same way and they have always worked. Any help is gre

Is there a way to register an action to a model from javascript? 

Hi Experts!I have this UI field added to the main model and am using a custom field renderer to display its values by looking up a field from my current row into another model and get back my display value. I see the correct data on the table but the export file has all blanks.has anyone managed to successfully export UI fields based on a customfield renderer?somethings:model.data - does not display my field even though I added it as a UI Only field on the model.Thanks!Roy

Has anyone looked into creating a connection between the skuid platform and Zoho reports. I have data that resides within a Zoho Reports database that I would like use as a data source within a skuid platform app. I would like to leverage Skuid’s REST connector — but I’m not sure what I would need to Know about Zoho’s “REST style API” – basically what questions would I need to ask Zoho.If this is possible – I believe it would be a great benefit to other customers as well – who would like to move from salesforce or who are not as backend savy and want to create a great app using Skuid – And need a user-friendly data management solution.I appreciate any advice - Below is a brief description from the Zoho Reports API Documentation Zoho Reports offers a powerful REST style API (Application Programming Interface) that can be used by Independent Software Vendors, Developers and System Integrators to build powerful reporting and analytical capabilities into their applications. Its a HTTP base

I came across this permission set (hadn’t noticed it before). Does this mean that you could set up multiple SF environments within an organization (in an effort to decentralize data), and connect to them via Skuid platform. Each user would connect to their appropriate SF environment, but for those users who need access to data within more than one of the SF environments, you could give them this permission and they could pull data from multiple SF environments into a single Skuid view/page?

The use case is this…I want to have several fields on the page and then unhide them and/or make them required based on some criteria(based on the type I’m in another object defining whether the field is required and/or visible).I need help trying to set a field as required on a custom renderer.  I am able to set it’s mode dynamically but not the required attribute.var $ = skuid.$, field=arguments[0], value=arguments[1];console.log('value: ’ + value);console.log('field: ’ + field.required);console.log(‘before’);field.mode = ‘edit’; field.required = ‘true’;//also want to unhide this fieldskuid.ui.fieldRenderers[field.metadata.displaytype]field.mode; console.log(‘after’);console.log('value: ’ + value);console.log('field: ’ + field.required);

Hi, I am new to skuid. I want to know how to make picklists dependent on another field on skuid pages with out record types. Please if can someone can help, Thank you 

areConditionsMet is displayed in the official documentation but doesn’t have any comments yet. filterRowsByConditions sounds more useful for what I want to do (client-side filtering) but is not displayed in the official documentation.Has anyone used this? Or can an employee pitch in an unofficial mention of the number of parameters and their types?Thanks!

Is there a way for a user to sort on multiple fields in a table?  I.e. “nested sort”.  My users want to sort a list by Create Date (desc) and Score (asc) at the same time.  I don’t want to build a filter or code or anything because this isn’t used often.  They just want to be able to sort on multiple fields at the same time as needed.  Just like you can do in Excel.

I am curious if there is a way to list buttons vertically rather than them spanning horizontally like default. My initial thought was just to put them in a panel set or something and restrict the space. This would in theory work, but because the buttons carry Merge Syntax to carry the Name fields, I am worried about the possibility of someone putting in a value that is too large and then it would create a scroll bar at the bottom. I guess I could also break them all up into individual button components and list them vertically that way, but considering they are already created with actions and everything, I would like to avoid this. I will probably just use the panel set, but curious if anyone else has tried this.ThanksRichard

I’m making a skuid page for a simple timecard use case. The top of the page has 2 buttons: clock-in and clock-out, both of which should be set to NOW. The bottom of the page simply displays a table of the data. Questions: For the clock-out, I can’t figure out how to query my model to give me the row of data from today that does not yet have a clock-out value and insert NOW. Doesn’t seem to hard in theory, but I am new to skuid. I’ve disabled the clock-in button so it can only be used once per day. I’d like to use a UI field to calculate the total time worked…can that be done with timedate fields?

Receiving the following Error now when loading pages. This is causing CSS issues on themes. : Access to Font at ‘https://skuid.cs12.visual.force.com/resource/skuid__Fonts/opensans/Italic/OpenSans-Italic.woff2?v=1…’ from origin ‘https://c.cs12.visual.force.com’ has been blocked by CORS policy: No ‘Access-Control-Allow-Origin’ header is present on the requested resource. Origin ‘https://c.cs12.visual.force.com’ is therefore not allowed access.Has anyone else seen this in the past few days? 

I’ve found the loadAllRemainingRecords() method to be quite handy. I’m now wondering if we need to worry about Apex Heap Limits when using this…Say for example, if we run a snippet that calls this function against a handful of models when a tab in the page is first show/whenever shown. That can be very handy to load the rest of the related records not shown, but…do we need to worry about getting the Apex Heap Errors when using this on a page??Thanks for any answers!-Jeff

Our Trialforce got rejected because 9.5.4 hasn’t passed yet.Next question will be how can we know what versions have/have not gone through Sec Review in future? (I’m assuming any on the new release page actually should have already gone through though. Yes, Salesforce should incorporate this into the upload somehow so it’s not missed.)

I’m currently digging into the new OData Model functionality in SKUID. I have the model connected and it can see the external data source and it can see the fields. I began by just pulling the first 20 records without conditions and that worked perfectly. My next test was to add a condition based on a parameter ID. When I preview I am getting the same 20 records as in the original example rather than a filtered result set. Here is what my Model Condition looks like: When I go into the Network / XHR communications I can see that the OData request does not seem to have any filter parameters on it. Here is what the external request looks like. I am thinking that based on the OData 4 specification I should see a $filter parameter with the conditions. NOTE: I am running this example on SF/SKUID 9.5.4 Also note that I get the expected behavior (correct results in SKUID and URL $filter parameters passed via XHR) when running this example on a SKUID Platform instance.

Hello all -Having an issue with one of our pages right now. We have a thing called “New Issues and New Ideas”, where employees can offer ideas to help make things more efficient around the company, or to let us know when there is a problem. We have a wizard set up to make creating new issues and ideas very easy, but we’ve hit a little snag - going from step 1 to step 2 is no problem, but when the user wants to change something from step 1 and they go back to the previous step, they might lose anything they had already written during step 2 - plus, the finish button will not enable anymore. I wasn’t the one that put this page together initially, and I’m still pretty new to Skuid, but I think this could easily be solved using the right actions - I’m just not sure which actions to use.Is there a way to retain information typed in by the user between steps if it isn’t saved?

Hi All,I’m completely new to Skuid.  I found it by investigating salesforce connect. It’s not yet clear to me if Skuid is a competitor to Salesforce Connect, and should I be considering using Skuid instead of Salesforce Connect for exposing external data in my salesforce org, or is better to use along with salesforce connect. I have similar questions for Salesforce Communities, and Salesforce workflow engines (process builder, visual workflow)…all are things that it appears Skuid does, and after poking around in the Skuid docs a bit, I don’t see any clear answers. So, I’m hoping someone out there with experience with Skuid would take a moment to break down some of the similarities, differences, pros, cons etc of Skuid vs. Salesforce.For example, can formula fields be written on external data sets with Skuid? This is currently limitation of Salesforce Connect that comes to mind. Another question that comes to mind is how are the external data sets stored (for lack of a better term)…with