Nintex Automation K2: Back to basics
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I’m filtering model 2 to include values not in model 1. When model 1 returns records, everything works correctly. When model 1 returns zero records, model 2 continues to use the previous query no matter what I do. How can I resolve this?
I am trying to use a snippet and a custom button to export model data to excel but I have a couple things I am stuck on. I am mainly doing this because I want to export fields that are outside my table but do not want to append the record id. It seems I can’t do both point and click.1. When using a snippet, how do I add custom labels to the fields? Is this possible?2. When using this method it seems I lose the functionality of selecting which rows I want to export. Is this true? Can you only export all rows?Here’s my sample snippet:var model = skuid.model.getModel(‘Estimates’);model.exportData({ fileName: ‘All_Estimates’, usetablecolumns:“false”, fields: [ model.getField(‘Estimate__r.Name’), model.getField(‘Estimate__r.Description__c’), model.getField(‘Estimate__r.Location__r.Name’), model.getField(‘Status__c’), model.getField(‘Estimate__r.Status__c’) ], doNotAppendRowIdColumn: true,});
We have a part of our partner portal where clients log in to submit new work requests. This generates a record in a custom object UCCLien__c. We’d like for this submittal action to also cause the person submitting to follow this record in Salesforce, so when we change a field that is in the feed tracking, e.g. Status, they get notified, e.g. Jack Sanford changed the Status to Complete. Is there a Chatter object that links a user to an object’s record? Then we could create a new row in this object’s model with the submit button actions. If not, any other ideas for achieving this?
I would like to create a skuid page for tasks only related to our “Employee_Location” object. So far, I have created a new task record type for “Employee_Location”, however I am not finding a way to automate salesforce into setting the correct record type when a task is created. So far my research has lead me to believe this is difficult or impossible.Is there a workaround in Skuid where I can create different task pages for tasks which are related to different objects?Thanks,Shane
All,I have page called OSC_List let say, I already moved this to our TST org for QA.Now, something comes up, I had to make few changes in DEV on the same page, now, Since the component is same (Same SKUID Page), for suppose , if I upload the same change set which I have created to TST org again .Do we get the recent copy of Skuid page ? or the one which was at the time of preparing change set ?
I’m using picklist as a grouping field in charts. Does anyone know why they are not translated? (I added translations in translation workbench in SF)
I’m currently creating a skuid page for tasks. In the title I have {{Subject}} and in the subtitle I have {{What.Type}}: {{What.Name}}. It seems to be working well, however I would like the What.Name to link to the actual field it is related to. I have tried creating a hyperlink in Salesforce in the Custom Activities Fields, but I’m not sure why but it’s not letting me reference anything beyond WhatID. Is there a way to create a hyperlink in Skuid directly? I know that I can reference the id in skuid with {{what.id}}.Thanks in advance.
Sorry if this is a duplicate question, but am unable to find a solution on community. I have a Salesforce process builder to add the Task WhoId as a campaign member based on a custom field value. It does not allow users to select the value more than once per Contact (WhoId) if they already belong to the campaign. The error message makes no sense to the users, so I need to customize a system error message. Is there a simple way or sample of this that does not require heavy coding? – Thanks for any help!
There is a function available on the skuid model object, called “validateRequiredFields”, but I couldn’t find any documentation on it. What does it do?
We are a school and our “Accounts” are actually families.I have imported my new contacts into a skuid table on a custom object and the account id has been filled in for each row. Now I need to create a contact for each row under it’s matching account. I would like a row action to do this. Can anyone send me the code? The custom object fields match fields on the Salesforce contact object.Thanks!
I have a two object where the child record is created whenever parent Status to changes to certain value. User gets a email to click on this link and which will be redirected user to Child Record Skuid page. In this page we have some field which we have marked as Required(on SKuid page, not from backend). But when we submit this record, Skuid required error is not working even though value on the Fields are blank. Is there a specific condition I am missing?Kindly suggest.
I have a popup on the table that works like a charm for everything, except I would like to have Velocify Pulse to appear and be available to edit on the popup. is it something i can include via an iframe? Currently Velocify is on our sidebar in salesforce. Any ideas or workarounds are welcome. Thanks!
When a model is loaded for the first time it can be set to create a new record if no records match the criteria. I have a situation where I am re-querying a record and after that re-query I would like to create a new row if the model is empty. What is the best way to accomplish this.
Web Site As an example: I am trying to create a link to a url I have stored in the record. What would it look like?
I’ve spent a bit of time today trying out different deployment scenarios for a new Skuid implementation, and I want to use the the Lightning framework as much as possible. Are there any tips that people have for deploying pages to Lightning users? This is what I’ve tried so far for a RECORD DETAIL page (only the first option has successfully worked and I haven’t tried a tab page yet): 1. ** Embed the skuid page in a lightning component**, and then deploy that component via the Lightning Page Builder (still in pilot mode). This requires a Lightning component with the following syntax: This was the only way I could get the standard skuid model condition “Id = (param) id” to recognise the id parameter contained in the page, as the standard lightning url doesn’t contain an id parameter. This method works pretty well, but the page load is kinda slow (5-10 seconds) 2. Tried deploying the a skuid page directly from the Lightning Page builder , whereby the app builder allows you to s
I have a condition that is set to Next n Days on a date/time field with the value of n being 1. I have a manual filter on a table using this model that has a manual source of Activate and Set Value, and the number 7 for the value. This is returning no rows. The filter works if I only activate it, and not set the value too. My goal is to have a dropdown filter where the user can select 7, 14, 30, and 60 days from the filter list and it inject those days for the “n” value in the condition.
I have a table of products and a quantity field where users will run down the table and enter quantities that a client may want to order.I then have a mass action that adds these to the order but rather than have the user enter quantity AND select the relevant row tick boxes each time, can I have them organised to be auto selected for the mass action or alternately can I have the mass action only run on rows where something was entered into the quantity field?
I have png logos, they have transparent backgrounds, I upload them with the file component to an account then reference them via a URL on the image component. They come up fine, for internal users, for partner community, and for public site users. But they all have a white background! Is this a known flaw with the image component? or do I have to do something to make the transparency work?
Hi, I have a skuid page working in Mac- Chrome or some other browser. but where as in windows , it is like loading . . . loading . . . As shown in snapshot ------ any pointers ?
I have the following JavaScript snippet that create a row in a related model, based on the selected tables Ids. The snippet creates the correct number of rows, but does not pass values to the specified rows. The console is not showing any errors. var params =arguments[0];<br>var $ = skuid.$;<br>var models = skuid.model.map();<br><br>var Ids = skuid.$.map(arguments[0].list.getSelectedItems(),function(item){<br>return item.row.Id;<br>});<br><br>var newSummaryClient = models.NewSummaryClient;<br>var summariesPU = models.SummariesPU;<br><br>$.each(Ids,function(){<br> var currentId = this;<br> var row = newSummaryClient.createRow({<br> additionalConditions: [<br> { field: 'Vendor_Relationship__c', value: currentId, operator: '=', nameFieldValue: currentId.Name },<br> { field: 'Summary__c', value: summariesPU.Id, operator: '=', nameFieldValue: this.Name } <br> ]<br> });<br> });
Wondering If we can write any script to log out a user. All we want just have a button (not the navigation menu) that would cause the user log out and redirect to the log in page.
I am using image component to display a preview of .pdf attachments. The preview displays in Safari but not in Chrome . Is this an issue with security settings? Any thoughts on a work around would be appreciated
Unable to save changes in skuid screen, While I tried to save the changes it displaying error message “unable to obtain exclusive access to this record”.
I’m creating a simple printable version of a page. The default print styles are breaking in funny places or causing overlapping text. We can do our own css, but what is the recommended way to go about it? I can see the problem in browser print preview, but thus far using developer tools I’ve been unable to make changes “respected” by the print preview feature. Can you help me understand how Skuid behaves when going to print?More InfoSimple page composed of rich text element at the top, a responsive grid with a table inside, then a second responsive grid containing a half dozen full-width field editors holding textareas Textareas hold multiple paragraphs of content and may include images Using Skuid Lightning Design theme I’m in the process of stripping out more and more to try and get the printable view to “work” by default, but if I can’t I need to do some manual work. I’ve made print css manually in the past, but not sure the best way to do it in Skuid environment. How would you go a
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