Nintex Automation K2: Back to basics
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I have been experiencing the skuid regex issue when I try to access the skuid view of a salesforce record. I use the visualforce page wrapper around the skuid page. All the users who have the skuid license have the access to the visualforce page wrapper. This issue is being experienced by only few users in our org. We checked our logs and could not find anything. Please see attached screenshot about the issue. It would be great help for us if we know more about the reasons for this issue.
Model failing to get all child record on cloned record. Parent record is creating manually with multiple child (Assume 10 child record’s exist. Child records are creating based on field value which is a self-lookup to the same object, have mater-detail relationship b/w child and parent object, child record’s will be added with existing record’s after every update on self-lookup field). After cloning the record i am not seeing all the child record’s which are associated with parent.(out of total 10 record’s seeing only 5 which are related to the current self-lookup field) ‘Save’ button Actions on clone page: Saving changes in models 2.Redirect to URL Model’s in clone page: Master record: Cloned Record: In the above cloned record seeing only 3 record’s out of 9 record’s from parent. Tried with model changes and other steps from skuid community but no luck.
It seems there is some issue with rendering of templates on fields editor developed dynamically using makeXMLDoc. Below is my xmlDefinition - var xmlDefinition = $xml( ‘’ ).append( $xml(‘’).append( $xml(‘’).append( $xml(‘’).append( $xml(‘’).append( $xml(‘’).append( $xml(‘’), $xml(‘’),$xml(‘’).append( $xml(‘Client(s)’).append( $xml(‘’).append( $xml(‘’) ) ) ), $xml(‘’), $xml(‘’), $xml(‘’), $xml(‘’), $xml(‘’), $xml(‘’), $xml(‘’), $xml(‘’), $xml(‘’) ) ) ) ) ) ); I basically need below code in the template field - {{{Investor_s__c}}} Any idea how can we implement the template in makeXMLDoc? Here is the output of my code -
I’ve created a task page that I’d like to relate to either a contact or lead or an opportunity record when saved. When it comes to save, i receive the error: Please relate this touchpoint to either a lead or contact. Any idea where I can get more information on the correct parameters I need to make this work?Thanks!
I was trying to create and utilize Custom Settings for my Skuid page.I have a picklist field that I wanted to have two subsquent currency fields that would populate values based on the selection of the controlling picklist field.The problem I am having was I noticed when I initially created my Custom Setting in Salesforce I accidentally created the setting as Private List. When it needed to be Public according to posts I read on the Skuid Community. So, I tried to edit the existing setting to change it from Private to Public. But it wouldn’t let me, so I decided to delete the whole Custom Setting and create a new one. Now when I try and create the new List and Public setting and link it to the same Custom Object I had previously created one with it says “Error: That object name is already in use.” Even though I have know other Custom Settings using that object, and have hard erased it from the deleted objects section of the Custom Settings area.Anyone know who I can create a new Custom
Skuid,We’d like to customize the title of the pop up that you see when clicking the magnifying glass of a reference field in Skuid. This is supposed to be a feature released in Banzai per Rob Hatch’s comments on this question.https://community.skuid.com/t/customize-reference-field-lookup-dialog-titleWas this feature released? If so, how do I use it?Thanks,Bill
Using the table component, I want to be able to create new records (in this case, new task records) via a custom button and without having to do a pop up. The + has some logic that I’m assuming can be recreated via the action properties without using a popup or using javascript instead. Can someone point me in the right direction or help me in creating one of the two options? Thanks!
Hi Guys,We have a requirement for a user in one timezone to book appointments for agents in multiple other timezones. Specifically we need a user in timezone A to be able to book appointments in timezone B, in timezone B’s local time. We poked around inside skuid.time and found the following two functions perfectly solved our problem:1. skuid.time.setUserTimeZone2. skuid.time.makeFormattedLongDateTimeIn reviewing the API documentation (http://help.skuid.com/m/11720/l/129505-skuid-time) for skuid.time I could not find either of these functions documented, however.Are these supported functions that will continue to exist in the future or are we best not to use them and find another way?
We are using Brooklyn Iteration 4 (Version Number 9.3.4) in our sandbox and File look up reference field in a table which was working fine earlier in one of our SKUID pages does not seem to work anymore. When I click on a attached file (especially .docx & .pdf), nothing seems to happen. No downloading and no opening of attachments. (.pngs & .jpgs open in pop ups). FYI - This seems to work fine in our Production (Rockaway - Iteration 13.1 / Version # - 8.15.15). I also double checked salesforce File Upload and Download Security settings and they are same in both environments. Would be happy to provide additional information if needed. Please help…
Hi Community, I have list view which shows all the records within the model. No when i click the Name field on the list view, the detail view opens in the same page. Can i open the detail view in a different page? I once did it in the past but it’s not working now. Can anyone tell me how to implement it? Thanks
Here’s my use case. My client has dozens of checklists with 100’s of items on each where each item is applicable under certain conditions. ie. Age__c > 70. This is a very very simple example. Other conditions from both related parent and child record. So, when a checklist is selected to be added to Contact or Account, the queries are run to determine whether each item is applicable. I’d prefer to use server side solutions but as mentioned above the criteria is based on the record itself. As such I’d be using some very odd combination of data and metadata to create and manage the solution. That said, I’m thinking about adding an object called Item_Criteria__c with a Master-Detail to Item__c with a field to store the SOQL. Then I’d like to evaluate in either Skuid or Apex, when these SOQL queries all return a record. So if all related Item_Criteria__c records return a record, then the item is included.
Here’s the situation:I have a detail page that has a page include on it which includes additional information about that record. The reason for this is the page include has custom fields on the object that are not part of the main managed package. The page include allows the use of the same main page and ability to pull custom fields not on the main detail page.When I go to clone the main page (URL param clone=1), the main page info is cloned but the page include’s fields are not cloned. Here’s my objective:I would like to use the clone=1 parameter to create a new cloned record that includes cloning of the custom fields in the page include.What I’ve tried:I’ve used JavaScript on the main page to modify the string query of the page include to have the “clone=1” parameter when the main page has that parameter added. I can also save the page include model using JS at the same time I am saving the main page’s model. This creates two cloned records. One includes changes to the main page but
Hello Community, I have Cases Skuid page with Queue Component on it. this component shows all the cases listed in the queue. We also have a filter within the queue to filter the cases by status, Cases by user. The following is the issue i am currently facing. The Filter section is hidden behind the case queue for some reason. Everything was fine till yesterday. I updated to Skuid Brooklyn Iteration 4 today morning and an hour after that i got this issue. Also I copy pasted the XML of this page in our sandbox(which is on Skuid Rockaway Editon) and the page is perfectly fine. I don’t understand why we are facing this issue only in Production. Does this issue has something to do with the Skuid update that i made. Can anyone help me out with this issue?
I am trying to open an existing theme called “Kiosk” using theme composer in a sandbox but unable to do so. It never loads. We are using Brooklyn Iteration 4 (Version Number 9.3.4). Attaching some screenshots. Please help!
I have a tab set with page include on all tab sets except for the Home tab. In the home tab i have a button that I would like to set the action to open the another tab, Hot Leads, without using a popup button. since the Hot Leads tab is a page include, what or how would be URL redirect look like for the button at the Home tab?
I have created a button that simply redirects the user to the standard salesforce create opportunity screen. Is there a way to pre-populate opportunity field values in in my URL so that when the screen opens the values are already set? For example, I would like the lead source field on the opportunity to pre-populate with “Prospecting”.
How can i float save and cancel buttons on a page title component to the middle of the page… Right-now I have them on the left side of the page. I tried the following CSS but dint work. div .title-buttons-center .nx-header-right { margin-left: auto; margin-right: auto; }
We have a page that has a tab for related attachments. There is an action on the tab to query the attachment model. The model has a limit of 25 and is sorted by CreatedDate DESC. We have a record with more than 25 attachments (there are 56), but when we click Load More only one more record loads. If we up the model limit to 30 the same thing happens (it loads 30 and then after clicking Load More only 1 more loads).
Hi there. OK so I now have Skuid and had a little play but am totally new and lost. I wanted to make a simple first skuid page which replicates or makes use of a custom object page I made in salesforce already. The one complex thing about this page is that I have created a dependent picklist thats quite complicated and due ot this in salesforce lists loads of dropdown boxes which show each one even those not in use due to a particular selection. I believe that Skuid can tidy up this dependent picklist so its much more User Interface friendly. How do I do all of this or a particular step-by-step for each of these needs? Any heklp much appreciated, really want to utilize this tool to its full advantage and believe this first effort will help me understand how its function and operates much better
I am using the template in a table to create a hyperlink to a different Skuid page. What I did here - {{Name}} It should create a hyperlink to the page but instead of that it is redirecting me to the detail page of the record. Please help me out.
When the “Keep Header Visible” option is enabled, the table headers shift to the left when scrolling down. Also, when a user is scrolling down and trys to make a row selection using the checkbox, the checkbox doesn’t register at the UI level. Is there a fix to this? It is driving a bad user experience when we are trying to increase adoption of the page.
I should be able to set model name and fields required dynamically using the javascript.
Hello Community, I have a custom object which has few record types. when i try to create a record on that object in classic salesforce view, i see the following page layout. Now i want to know how can i replicate it using a skuid page. So on the tab i have skuid page with list view and looks something like the below screenshot. When i click the create button, I want to see a skuid page asking me to Choose for the record type (Just like how we see a page coming up in the Classic salesforce view). How can i accomplish this task? Thank you.
I am trying to great a Global Action button that will redirect my users to the standard create new contact page in salesforce. I can get the page to pull up fine, but I can’t get the AccountID to pass into the Account field.Here is my redirect URL:/setup/ui/recordtypeselect.jsp?ent=Contact&retURL=%2F{{{$Model.Contact.data.AccountId}}}&save_new_url=%2F003%2Fe%3FretURL%3D%252F{{{$Model.Contact.data.AccountId}}}%26accid%3D{{{$Model.Contact.data.AccountId}}}Any idea what could be wrong?
Question regarding the capabilities of the Skuid Platform - wondering if someone from the Skuid Team is able to shed light on this. Can AWS securely host a SQL database and allow access to it for Skuid?
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