Nintex Automation K2: Back to basics
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I need my page to know whether X number of records in a certain status exist across a several different (generally related and/or child) objects. For instance, a user should not be able to click the submit button on an application (i.e., it should be disabled) unless there are zero related records in the wrong status, at least one related record in the right status, and at least two of the right kind of contacts. Standard rollup summary fields aren’t really a sustainable solution, and in some cases I won’t be able to use them anyway since the relationships aren’t always master/detail.Seems like I can create a model for each criteria and use “has data rows” to control the rendering of the button. Would it be helpful to use aggregate models in this kind of situation? Is this a use case for the “rollup” grouping method (and how would that work)? Would doing so potentially reduce the number of separate queries/models the page would execute? The latter is my most significant concern, I supp
I have a skuid page as an override for a custom object tab. There are two models on the page: one for the main custom object, and one for a detail custom object that is displayed in a drawer. The main save button is configured to save both models. When I try to use the “Mass update” for the top level object, or simply modify two top level rows at once, and then try to save, I get an error: “the entity is locked for editing” 3 out of 4 rows failed to update in the mass update test. All rows failed when making manual edits on multiple rows at once. In the scenarios above, the drawers with the detail object are not involved. I can save changes for all of the detail rows for one top level record without an error, but if I try to update detail rows on more than one top level record, I get the same error. Thanks for reading!
I am using 2 models (ModelA, ModelB) referencing the same SF Object. ModelA is used with a field editor to create new records and ModelB is used with a table to show all of the records that were created. The Adopt Rows into Model action is being called from a button.This works as expected with all of the new records showing up in my table. However when I save ModelB nothing happens.Do I need to do something to ModelB after I adopt the rows so it will save?
I have an Opportunities Model that I’m using amongst various tabs. I have conditions enabled when a user views certain tabs. Right now, I have to manually say to disable each condition that SHOULDN’T be displayed on those tabs. How would I go about disabling all filterable conditions in one swoop versus manually adding each deactivation? As I add more filterable conditions, I’m having to remmber which tabs I need to add the new conditions to or if needed disable the new condition. Definitely not scalable!
I’m trying to work with a ‘specified width’ Division in a Responsive Grid with extra long text. The problem I’m having is that the template/merge field I’m displaying is a long string and instead of displaying on a second line, I get jumbled text on top of each other. Is there way to put a space or line break to display properly? Using ‘Fit to Content’ is not an option. Below is a snapshot
How to disable showing the converted currency value for currency fields in skuid
Not sure if it’s related to Skuid, but this happened right after I updated to Banzai Update 8We use a CTI extension(click to dial) and it has worked fine until nownow it won’t appear and looking in console I see this errorRefused to display ‘https://voapi.8x8.com/salesforce/index.html?type=NC&sfdcIFrameOrigin=https%…om&nonce=31fa63f…’ in a frame because it set ‘X-Frame-Options’ to ‘SAMEORIGIN’.And wondering if Skuid Update could possibly have anything to do with it, or just a coincidence it started right after updating…Please let me knowThank you,
We tried to get data from Quickbooks. But since it’s Oauth1 we noticed, that can be quite a pain. Quickbooks API:https://developer.intuit.com/docs/0050_quickbooks_api Quickbooks Authentication and Authorization:https://developer.intuit.com/docs/0150_payments/0060_authentication_and_authorization/connect_from_w… That’s what we have so far: Authentication Provider: Model Service: Settings on Inuit dev-account: Model properties on page: When we load the page, a popup appears: Error on page: Error retrieving metadata for Model(s) associated with Data Source ‘Quickbooks’. Please check Models’ properties to ensure they are set correctly. Error connecting to REST Data Source at URL "https://sandbox-quickbooks.api.intuit.com/v3": Unable to authenticate to service “Quickbooks”: Login has been cancelled If someone knows how to get a step further, we would appreciate that. Cheers
I would really like to use merge syntax like {{filtername.currentfilterlabel}} in a column heading in a table, so that I could have a column where the heading updates with the filter. My specific use case is an aggregate table where one column responds to filters and others don’t because it’s complicated. The table defaults to All Time, and that’s what’s in my column header. But I’d like to add a filter of Last Month, Last Year, Last 3 Years, etc, and have the column header update. Would be so cool.Maybe you could actually use the current conditions on a model, and maybe there’s some javascsript that could look at the conditions and when they change update a UI-Only field to a certain value, like “Last 3 Years”, and then you could use that UI-Only field as the source for your column header. If anyone gets that to work I’ll send you a bean and cheese taco.
Seems like a page caching issue, but I’ve cleared browsing data, used Incognito Mode, used a different browser, and still I have a pop-up that creates a new row on an object that has three dependent picklists. The middle one is not rendering properly based on the top-level one. In addition, that picklist is showing one picklist value that has been replaced and deleted. Any ideas? Page caching is off, server-side processing is on.
Can we render a skuid page as PDF, just like renderAs in Visualforce?
I’m using a ui-only multipicklist field as a filter for a calendar’s grouping model. Next to that, I’m using a table with a regular filter for the calendar’s events model. I’d like the ‘field’ filter to look like a typical table filter. I’ve messed with the css and kid of got there. Has anyone successfully make a multipicklist field look and act like a multipicklist filter? I’m missing the dropdown arrow, and the wrapping doesn’t work the way users will expect. Instead of modifying all of the field css, would it be better/easier to remove the field classes and add the filter classes to the field with jquery on pageload?
I’m trying to combine the progress indicator and @Thimo’s ‘better upload’ components under a single ‘community’ component pack. But I’m only getting the upload component to lead in the builder’s component list. Here’s the builder manifest file: { "id": "community", "components": [ { "id": "progress\_indicator", "folderId": "plugincomponentsfolder" }, { "id": "better\_upload", "folderId": "plugincomponentsfolder" } ], "folders": [ { "id": "plugincomponentsfolder", "name": "Community Components", "icon": "sk-icon-component-pack" } ], "js": [ { "path": "progressIndicatorBuilder.js", "resource": "plugincomponentpack" }, { "path": "betterUploadBuilder.js", "resource": "plugincomponentpack" } ], "css": null } But this is what I see in the builder: No Progress Indicator. Here’s the component pack setup: What am I
I’ve looked around for an answer to this, but can’t seem to find a solution that works for me. I’m trying to update a field on the 3rd step of a wizard with data that was selected on the 2nd step of the wizard. Both are in tables. I have a wizard that takes an existing opportunity and creates a Sales Order. On the 2nd step of the wizard, I have a lookup field called “Ship_To”. The “Ship_To” field allows the user to select the shipping location from the account selected. On the 3rd step of the wizard I have a field named “Packaging_Notes” that I’d like to update once a “Ship_To” location is selected on the 2nd step. I can’t get the Packaging Notes field to update to the correct value after the Ship_To location is selected. Can I do this with action framework or do I need to do snippet? Thank you for any help.
How would I place a child relationship field in a UI-Field if the name of the child relationship in the model is: {{Engagement_Roll__r.Roll__c}}
I have a custom field renderer I like that compares the value of a given field with a benchmark value field and renders the cell on a table red if the value is unfavorable to that of the benchmark value. Now I’m trying to pull in data from another model into the table, and I’d like to use the same custom field renderer to compare the value of this new field to my benchmark and render some stuff if different. BUT, there’s no place to put my field renderer in a template field. I tried to hack the xml by adding snippet=“valueHighlight” to my template field in the xml, but no luck. Are there any ways to do this?
I am building an order entry page. It creates a new order ok and I then have a search box on a table to find suitable products. I want a selected product to be added as an Order Item and have designed an action that creates a new record on the order item object but cant find the correct field from the selected product to enter as “Price Book Entry ID”? Can anyone point me in the right direction?
Hey guys, I’ve been trying to find a solution for some time but still no luck… Here’s my issue : I’m trying to have my new Model based on a REST GET method to Atlassian’s Jira API but can’t get it to work. (It works well with BitBucket API) I set up the new Model Service, Remote Site Settings in Salesforce as well (see below) : I even checked that this request works with another tool, everything is good with the API and the URL I use (see below) : But I’m getting the error "1. Error retrieving metadata for Model(s) associated with Data Source ‘JIRA’. Please check Models’ properties to ensure they are set correctly. Error connecting to REST Data Source at URL “https://xxxx.atlassian.net/rest/api/2/search": error” (see below) : There might be something I’m doing wrong… Help would be much appreciated! Also, I would like to be able to POST json in order to get more specific answers, is that possible with skuid models? (I tried to select POST method and paste my json in the Service URL fiel
I’m trying to override the handleSave() action on a custom component with this code: component.save = function(){&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; <br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; console.log('SAVE');<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; $.when(skuid.ui.Editor.prototype.handleSave.call(component.editor,true)).then(function(){<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; // Do some fun stuff to the ui with jQuery here.<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; return component;<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; });<br
Hello,I’m looking for a way to mass update a field on rows selected via mass actions, but depending on another field’s value, to update a different fieldExample:If Type__c = ‘New’ I want to update the field ‘Date_Paid__c’ (date/time) to “today”If Type__c= ‘Existing’ I want to update the field ‘Date_Paid_Existing__c’ (date/time) to “today”my table may contain a mix of both type, and we do not want to have to do it in 2 different actions.I would like to be able to accomplish this from 1 Mass action.Probably can be done with a snippet, so if anyone has ever attempted something similar, please let me know how, as i’m a JS noob 😦Thank you
I am passing “Member_Id_CR_Open={{{$Model.Member.data.0.Id}}}&ViewCR=Member” in an include field. I want to use {{$Param.ViewCR}} to create a UI-Field.I have tried creating a formula {{$Param.ViewCR}} but it shows nothing. How do I use a parm in a UI-Field?
When specifying Lookup Filters on a field, if “Another Field From Row” is selected for “Content”, the UI Only Fields on that row are not available to be selected. Note - If you choose “Field From Another Model”, the UI only fields are available for selection. Steps to reproduce: Create page using XML below Open page in Builder Click Parent Account Id Go to Filters tab Select Source Field “selector button” Expected Behavior UI Only fields are in the list of available fields Actual Behavior UI Only fields are not in the list to be selected Sample Page XML <skuidpage unsavedchangeswarning="yes" personalizationmode="server" showsidebar="true" showheader="true" tabtooverride="Account"> <models> <model id="Account" limit="1" query="true" createrowifnonefound="false" sobject="Account" adapter="" type=""> <fields> <field id="Name"/> <field id="CreatedDate"/> <field id="ParentId"/> <fie
I’m building a custom component, and would like to have a picklist property in the builder that contains the picklist entries for a predefined field.What’s the best way to access a specific field’s metadata in the builder? Do I have to create a dynamic model builder-side just to access that?
I’m getting this when trying to load a page include via javascript from a queue. Here’s the javascript that’s running the load: console.log('select queue item arguments:');console.log(arguments[0]); var pageInclude = skuid.$('#ChartInclude').data('object'), row = arguments[0].row, rowType = row.attributes.type.slice(0,-3); pageInclude.pagename = 'Chart\_' + rowType; pageInclude.querystring = '?id=' + row.Id; console.log(pageInclude); pageInclude.load(function(){ console.log('Loaded ' + rowType + ' page include.'); }); skuid.events.publish('queueItemSelected',[rowType + 'Tabs']); The console is showing the log of pageInclude, but .load() is failing. The reason for some of the shenanigans here is that I’m loading the same page include component with different pages from a series of nested queues (a la the windows file tree, Hat Tipped to Josh Culter for showing me his Treebeard page). The script is working fine for the master queue and the first sublevel, but failing on the th
Is there a way I can change the field labels depending on a condition?
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