Nintex Automation K2: Back to basics
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Hey Skuid Community! I’ve got a good one here and brainstorming the best ways to achieve this, ideally with as little (or no) code as possible.I’m building a page for a sales acquisition team. They mainly work with activities - logging their contact type (call, email), etc., while putting in the comments/description of what that contact detail was. The problem is that when the customer moves into my retention side, they use and operate solely in notes. Now, I don’t want to have the acquisition team log a note for every attempt/contact, b/c many of the activity descriptions are pretty useless down the road.So here is my attempt - I want to add a button that will allow the consultant to click it and automagically create a note with the text of the activity description. This way, when the acquisition team deems the content important enough, they can create the note without any duplicate entrys, copy/paste, etc.Any thoughts on how to achieve this in the Skuid framework?Any and all suggesti
We have a junction object called OpportunityAccounts that is a many-to-many relationship between an Account and Opportunity. We have a table of these objects that includes a custom mass action snippet, that I’m using to update a field called “PrimaryAddress__c” on the Account.However, can’t figure out save my Account objects with the OpportunityAccountModel: var addressId = getAddressId();<br />var selectedItems = arguments[0]&#46;list&#46;getSelectedItems();<br />var model = arguments[0]&#46;model;<br />var rowsToUpdate = {};<br />selectedItems&#46;map(function(item) {<br />&nbsp; &nbsp; rowsToUpdate[item&#46;row&#46;Account__c] = { PrimaryAddress__c: addressId };<br />});<br />model&#46;updateRows(rowsToUpdate);<br />model&#46;save(); After saving the model, the accounts are not updated. I’m guessing this is because the model is referencing the junction object (OpportunityAccount).So what do I ne
When using conditional rendering for multiple specified values on a component, what is the difference between in and includes, as well as, not in and excludes? I thought that they would be the same thing, but obviously are not if there are different options. Thanks!
We are in the testing phase at the moment and have noticed with the latest version of Skuid in Sandbox (9.5.5) required fields on tables no longer have the red outline This is not a problem in production which is still using an older version of Skuid (8.15.15) Does anyone have any idea why this is happening?
Out of curiosity - is there a simple way to customize where a cursor will start when a user opens, say, a pop-up? I have a page title at the top and the selection typically starts on the button I have there, and it takes a few presses of the Tab key to get it into a field. I know some users like to use the Tab key instead of clicking inside of a field. Is there a way to set priority for different elements of a page? I think that can be done with CSS, but I’m not 100% certain.
The SFDC lead convert page has that magnifying glass icon that auto searches related accounts in a drop down. Is there way to have the same functionality on a skuid page that autopopulates a search field?
var CHILD_RELATIONSHIP_NAME = 'Experiences__r', // Replace with the name of your child relationship Order_Number_Show__c; // Replace with the name of the field on the child relationship you want to reference var field = arguments[0], value = arguments[1], $ = skuid.$, caseModel = field.model, caseRow = field.row, experiences = []; // Get the experiences child relationship if (caseModel.getFieldValue(caseRow, CHILD_RELATIONSHIP_NAME)) { experiences = caseModel.getFieldValue(caseRow, CHILD_RELATIONSHIP_NAME).records; } // Loop through child records; check if the "Show Order Number" field is true for any of them var showOrderNumber = false; if (experiences.length &gt; 0) { $.each(experiences, function(i, record) { if (record.Order_Number_Show__c === true) { showOrderNumber = true; } }); } if (showOrderNumber === true) { // Run the standard field renderer skuid.ui.fieldRenderers[field.metadata.displaytype][field.mode](field,value); } else { // Do nothing&nbsp; }The purpose of this
I’m trying to create my first mobile app, but with little success. I’ve created a model & added cards to a deck, but the page shows blank. Theres not much info on the help portal. anyone know of a good how to resource?
I have a global button (New Interaction)that appears on all pages in the top right hand corner as part of my master page (see below). This creates a new salesforce event record I want the WhatId on Event to be populated with the record id of the page that’s being looked at (unless of course it’s a list view). Is this possible, as the button is on the master page, which i guess isn’t associated with any record???
Hello all! I’m using a visualforce override on a standard object (e.g. Contact) and, when the tab is clicked in Lightning, it does not highlight/activate that lightning tab (see screenshot): I’ve included here a screenshot of my override text: and the visualforce page: <apex:page standardController="Contact" recordSetVar="c" extensions="skuid.Redirects" action="{!redirect}?actionType=Tab&amp;objecttype=Contact"> </apex:page> Any help much appreciated! Hope you’re all well! Louis
I’ve got a salesforce external data model working great having each user authorize into the external salesforce org, but I can’t get it to work when I switch to org-wide credentials. What might I be doing wrong? Do I need to include the security token or something? Has anyone gotten org-wide (or profile-specific) credentials to work for salesforce external models?
For whatever reason Salesforce did not call the master field “Name” for Custom Metadata (MDT) objects. Instead this is called “MasterLabel”.When you select a reference field on a Skuid model, Skuid automatically adds the “Name” field to the model. This causes and error since there is no Name field on the object. It can be deleted of course, but likely to cause confusion for persons .
This is on BrooklynI added the Export button to my table and when I click on it during runtime, I get the following error: {“statusCode”:404,“error”:“Not Found”}. Here’s my setup:
QueryStrings used to trigger page includes are not being properly url encoded in all cases. Spaces are encoded but characters like ampersand (&), percent (%), etc. are not. This leads to unexpected behavior on the “included page” in the parameters that it receives. The workaround is to use {{#urlEncode}}…{{/urlEncode}} but, at the very least, when using merge syntax on a field value in the querystring passed to the include, the encoding should be handled by Skuid and not require manually applying {{#urlEncode}}…{{/urlEncode}}. Taking this a step farther, regardless of use of merge syntax or not, I think it makes the most sense for Skuid to handle the encoding of the entire querystring. A bare minimum would be anything coming from merge syntax. Steps to reproduce: Create Main page using XML below Create Include page using XML below Preview Page Open developer tools in browser and go to “Network” tab to track calls made Click “Open Popup” Expected Behavior Account Name should be
In certain model configurations, model fields on page includes configured to use query string parameters are not being properly established. Note - Given this issue and the fact that there is no reliable way currently to retrieve querystring parameter values on a page include other than using a model, you MUST use a salesforce model to get querystring parameter values. However, in many cases, a UI Only model is all that is required because all that is needed is a way to “capture” the querystring values for use later on in the included page lifetime. Steps to reproduce: Create Main page using XML below Create Include page using XML below Preview page Optional - Change the text in the “Include Param Value” field Click “Open Popup” Expected Behavior All 4 fields should have the value specified on the textbox from the containing page Actual Behavior The UI Only field on a UI Only model configured with a Default Item has a blank value The UI Only field on a salesforce model configured with
I have a page include configured for a pop up. The client is requiring that a specific tab be set. I’ve tried setting it in the query string but I get an “Inked” message. Anybody know how this can be accomplished? It would be great if you could just add that to the Query String…Id={{Id}}&PopUp=1/#tabUniqueId
This is on the Brooklyn platform.I have an entity (ControlObj) with a FK reference to an entity (ControlObjType). I have a Global Action follows a set of steps outlined in “https://docs.skuid.com/latest/en/skuid/components/popup/index.html”; to create an empty row in a separate model that supplies the field editor and activating the popup. I’m using a reference field for the ControlObjType on the single row model and a picklist control in the popup field editor to limit choices for the ControlObjType field. The works by showing the appropriate values and allows me to choose one. I’ve included an action step to run a snippet to “alert” me with the value stored from the picklist in the model and it is correct.However, when I click the save button, the “saving message” popups and never completes the save, i.e., just sits there indefinitely. If I leave the field as a Number field and not a reference field, and I type an appropriate value in the field, the save works just fine.I’ve stu
I have object Case.Case has child object ExperienceI want to show Case field “order number” if any experiences attached to the case have the field “show order number” checked as true.The current render I can find only checks the first row. I need js to check all rows.
I have an object Case.Case has children records of custom type “Experience”.When a case is created, the users creates several experiences in reference to the case. Example: Online Order Experience, Missing ItemStore Service Experience, Rude Store Employee“Missing Item” needs to require the order number.Rude…Employee" needs the store number.How can I display these two experiences as a table, only showing the fields that need to be filled?So…A case and its details.A table with all the experiences associated to a case. Experience 1: Online Order Experience, Missing Item, Order Number, and SKU. These fields are rendered and available for editing.Experience 2: Store Service Experience, Rude Store Employee, DateOfInteraction, Store Number. with these fields rendered and available for editing…If I added a third experience it would appear on the table in the same format.An easy way to think of it is that I want to put the case details directly into the table rather than a pop-up.
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.
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