Product Forums

Right now on our standard account page, we can see all tasks related to an account as well as all tasks related to a contact that is related to the account.So if Ben and Jerry work and “Ben & Jerry’s”If I log a task under Ben with the WhoID of Ben (even without a WhatID for Ben & Jerry’s) it will show up on the accounts page under the historical tasks.I can’t seem to figure out how to replicate this in Skuid.Using the standard xml account page provided by Skuid, I noticed the condition for TaskHistory is that the WhatId equal that of the AccountData Model’s ID.  So I figured, if I had an OR condition that looked for the WhoId of the Contact Model… maybe that would work… it sort of it… it basically attached a task that had the same contact as the account, but missed other contacts.I am guessing the WhoId would have to equal the Contact Id of a Contact related to that account…Thoughts?Again, I am just looking to make sure that all of Ben’s and Jerry’s tasks show up under the Ben

On a Calendar Page with event source protoAppt, the event behavior opens a popup with a page include. The first time that I create an event on the event source, it pushes the values correctly to the page include. The next time that an event is created, however, it continues to populate with the values from the first time. What can I do about this?This issue was addressed in this post:https://community.skuid.com/t/using-a-popup-to-create-new-records-need-to-reset-model-to-empty-on-each-popupUnfortunately, I couldn’t figure out how to make it work with the above post. Is there something else I could try? Is there something unique about calendars?

We often have to switch account ownership.  When we do this, we simply go to the standard salesforce Accounts page and next to owner it says [change].  It then takes you to an Ownership Edit page.  Here it not only transfers the account, but all notes and open activities, contacts, and opportunities.  I guess I sort of took this page for granted.Now that we are using Skuid… changing ownership is a simple inline edit.  This initially seemed much better in that we never left the page and came back and it is all right there… However, I am now realizing that though inline edit is doing its job correctly… it is just simply changing the account owner and not transferring the account.  Therefore, all the contacts, notes, opps, etc… still remain in the old reps name.  This means that to transfer an account, we now would have to inline edit the owner as well as each and every contact on an account!  Geesh.I was wondering if there was a way to still have that [change] option next to the owner an

I am starting to build an application form for our hospice charity using SKUID using the wizard component, rendering and the action framework. I plan on displaying only one or two fields at a time in a step to hand-hold the applicant through the application. I will have a ton of white space with only a few fields and would like to super-size the field label and field itself. The concept would be similar to Esurance or TurboTax where each step or screen is only asking for one piece of information with a large entry field. I am not asking for all the styling, just example CSS to expand the field label and field to get me started.

In my case management page/Tab I have a listing of all my cases and both escalation snippets seem to be in there and unaltered.  I actually have two problem with escalation, first being I select the escalation icon (up arrow) and nothing happens.  I do this this is Java console in Google:Uncaught TypeError: Cannot read property ‘editable’ of undefined UI?page=CaseManagement:53Second Issue that I’ve tried to resolve with Salesforce setting, I’ve looked at everything is when I open the case and select the Escalate button and fill out the description, complete the escalation, I get You do not have permission to update the value of this field: Escalated. At the same time I do not get any console error, so i think the page is working, but some screwy setup in Salesforce is preventing me from editing that field.  I’m the admin, so I cant contact my admin.  :).

I tried searching around but couldn’t find a solution. Basically what I want to do is be able to style and set individual field width. http://s8.postimg.org/syt2k3f6d/screen.jpgSo for example City, Company, Email, First & Last Name would have a width of 225px, while Message would have 100% width. Thanks in advance, -Chris

Hey guys, I’m planning on making 1 contact field for mobile phones and 1 for regular browsers. I’m wondering if Skuid has any built in detection code that will check the user agent and display the appropriate form based on if the user is on mobile etc. 

Use case:Define an array of rows on a model given 2 conditions then update rows with value ‘myValue’For given conditions:ApptID__c = XXXXDateA > DateB$.each(myModel.data, function (i, row){myModel.updateRow(row,myField, myValue);});How do I limit the rows based on my conditions?

Hello,I would like to accomplish two very similar things in different areas of my Skuid layout for my Leads. Both have to deal with updating a formula-based field if one of the input fields is edited in any way (the formula field should always be accurate, even without a save/refresh). I have a field titled Opportunity Score which is calculated based on three other variables: Number of Customers, Annual Revenue, and Number of Employees.In the field-editor. If someone edits any of the above 3 fields, the Opportunity Score should adjust accordingly without having to save or refresh.I also want to do the same thing for those fields in a pop-up window, but I assume the process would be the same.Currently I’ve been using this previous thread:https://community.skuid.com/t/update-of-opportunity-line-itemsUsing that I’ve been setting the Field Renderer to Custom and creating a Render Snippet on the # of Customers field which in the JavaScript code (I believe) is set to update the Opportunity S

Anyone tried using Postcode Anywhere on a SKUID page?I can get it to work on a VisualForce page, but struggling to see how to integrate it onto a SKUID page.General idea is that user enters a postcode on and address block, a list of matched properties comes back, user selects one which then populates the address block fields.Thanks

How do custom field renderers affect mass actions in tables? We have one conditionally rendering fields as read-only in a table, but when you go to run a mass update, the field is set as read-only, regardless of which records you have selected.From what I can tell, it appears it’s checking the condition for only one of the records & applying that to the renderer.  Can anyone shed more light on how custom field renderers interact with mass actions in tables?Thanks!-Pat

We want to create a report that show the value of a fields based on the filters on the table.  We track progress on locations in projects, we select a filter for “this week” and it would show the location name, the “% complete value” on the start of the report period and the “% complete” at the end of the report period.  What is the best way to approach this?

How do I enable/disable a custom button in Skuid?Once I click on the save button in a popup, and then want to enable a ‘close’ button, which will close the popup, as I don’t want to automatically close the popup, I want the user to be able to do this.Thanks

Can anyone share a naming convention that they use when creating models for SKUID pages?  For example, I saw in one Deep Dive Youtube video that the key word “Selected” was used when data that was not loaded on page load with an open filterable condition.We are just beginning to create SKUID pages and I can see that this will be out of control without a standard naming convention.One side question…any impact of changing the name of a model after using it in a page.  In other words, does it just change wherever it was used?

I’ve tried three separate ways to mark rows for deletion. The action has “row(s)” with (s). I’m assuming it’s supposed to mark all rows in the model for deletion. I only get the first row to be marked for deletion.1. Show Popup followed by action to mark row(s) for deletion.2. Global action to mark row(s) for deletion.3. Model action of requeried, the mark row(s) for deletion.All do the same. Only first row is marked.

I just Skuidified my home page and I love it.  I would like to show relevant information to my users based on their profile.  Some need some information daily and for others it is irrelevant.  Page assignments work for tabs etc. but I don’t think they would work with the home page (I hope I am wrong).  Is there a good way to show different home pages based on a user’s profile?Thanks!

Hi, Attempting to embed a KendoUI Chart in a Template component. I’ve added the KendoUI Static Resource. Not sure how to properly code a Inline JavaScript snippet. Here’s the VF Page code that I am trying to replicate in Skuid: <apex:page > <head> <apex:stylesheet value="{!URLFOR($Resource.KendoUI, '/styles/kendo.common.min.css')}"/> <apex:stylesheet value="{!URLFOR($Resource.KendoUI, '/styles/kendo.default.min.css')}" /> <apex:stylesheet value="{!URLFOR($Resource.KendoUI, '/styles/kendo.dataviz.min.css')}" /> <apex:stylesheet value="{!URLFOR($Resource.KendoUI, '/styles/kendo.dataviz.default.min.css')}" /> <apex:includeScript value="{!URLFOR($Resource.KendoUI, '/js/jquery.min.js')}"/> <apex:includeScript value="{!URLFOR($Resource.KendoUI, '/js/kendo.all.min.js')}"/> <apex:includeScript value="{!URLFOR($Resource.KendoUI, '/js/angular.min.js')}"/> </head> <body> <div id="chart"></div> <script&

I am having troubles creating a row action on an account table which will render a popup with the WhoId already populated to that row’s account… This seems like it would be simple, but I try to set the context and then the field editor does not render.

How do I change my Date/time field to show 1 minute increments not the current 5 min. increments?

Complete newbie here and evaluating Skuid for adoption; I created a couple new pages (Opportunity Tab, Detail, New) from the supplied XML from page repository and their are two fields that don’t allow for entry on the New Opportunity;Product and Quantity. Again I made zero change or have custom fields, yet.  On the Detail Page I try to add Line Items and  add an item, it shows up but again not Product Name or Quantity and obliviously cant save it.  Something wrong with Product and Quantity.

I have a popup that contains a table. Is there any way I can make an Action “Update a field on row(s)” that will, when I save my table’s model, populate a related/parent record’s field with the value that is the sum/total of a column in my table? Looks like Actions are designed to put a single record’s value into the “Value” field of the action, but I’m guessing I don’t have access to the calculated sum on the page?

Skuid page: CalendarUse Case: Mass Create rows on newAppts model based on screen input into a protoAppts modelDeviations from the tutorial:1. While is used instead of an Each2. Get row by Id (proto model has more than 1 record)Biggest problem1. I don’t know JavaScript2. Reference Skuid Unique Id for get row by Id3. All created records need to have the value of the first record stored in a custom field     - How does one save an Id for a record that doesn’t exist (whoa - that’s deep)4. Set the Loop Var values - it gives me errors5. JavaScript data time syntax6. Setting value in additionalConditionsHere’s my code attempt: <br>var params = arguments[0];var step = params.step;<br>var $ = skuid.$;<br>// REFERENCE MODELS<br>var models = skuid.model.map();<br>var protoAppt = models.Appointment;<br>var newAppts = models.newAppts;<br>// SET DEFAULT VALUES protoModel values ==> conditions on newModel<br>var proto = protoAppt.getFirstRow(); &

I have entered data into fields using the Skuid UI, and instead of using the Skuid Save button I would like to use a custom snippet to save and get the Id that is created, I tried the below piece of code but it didn’t work, can anyone help, thanksvar params = arguments[0],    $ = skuid.$;//get models New Quote Model to savevar QuoteWizardStep3Model = skuid.model.getModel(‘QuoteWizardStep3’);skuid.model.save([   QuoteWizardStep3Model],{callback: function(result){   if (result.totalsuccess){      r = m.getFirstRow();       alert('New Quote Id: ’ + r.Id); // should be a real SF Id now   }      else {      // There was a problem. Let’s see what went wrong.      alert('Error: ’ + result.insertResults[0]);      console.log(result.insertResults[0]);   }}});

I am trying to create a Clone button that redirects to a URL and I am passing the following parameters, see below .  All parameters are separated by the & symbol (ampersand special character).  My problem is that one of the values I am passing contains a & symbol.  Is there a way to tell Skuid to automatically URL Encode the values before passing to the URL string?PumpType={{Pump_Type__c}}&CareArea={{Care_Area__c}}&OtherPumpType={{Other_Pump_Type__c}}&DateOfGoLive={{Date_of_Go_Live__c}}