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Hi there,I’m trying to create a new call popup row action on my accounts table. So when a user is filtering through accounts, instead of clicking on the detail to go in and log a call, I’d like to open a popup that lets them fill in the info via a row action. I know the basics and had planned to use a page include, but how do I actually let the page know which account the user clicked on?Thanks!
When working with calendar events sources custom popoup and “configure on-click popup” the field WhatId displays all available records. I would like to filter the field WhatId to only display items related to the account record I am working on for example Acme. i.e. If I select Account then Acme should be the only available option and if I select Opportunity it should only display Opportunties related to Acme. I have attempted to use the lookup filter and selected the Account Id field from Accounts referenced by the Url id. That works fine and only displays Acme for the Account option but then also clears all the values for Opportunity, Cases, Etc. Is there a way to set a filter for all lookup actions from the WhatId field to Accounts+Opportunities+Cases+Etc = AccounId {{id}}
Scenario: We use a popup with a table in it and a search box on it (in this example the Users object) Open the popup and search for a name (this works as expected) Close the popup Open the popup. The problem is that the search criteria seems to still be active. However there is nothing to delete in the search box. So we are stuck with nowhere to go until we refresh the entire page! Sample XML: <skuidpage showsidebar="false" showheader="false"> <models> <model id="Users" limit="20" query="true" createrowifnonefound="false" sobject="User"> <fields> <field id="Name"/> </fields> <conditions/> </model> </models> <components> <pagetitle model="Users"> <maintitle> <template>{{Name}}</template> </maintitle> <subtitle> <template>{{Model.label}}</template> </subtitle> <actions> <action type="popup" label="Test Popup" window="self"> <popup title="New
I am trying to adding multiple line items for an opportunity record. I click save once.However the order of the saved line items do not match the order in which in created those records during inline record creation by clicking the green plus icon.Please see the before save and after save images. How do i maintain the sequence in which the records were added? Order by CreatedDate DESC is not helping
Whenever I try to create a new record inline, an empty row opens up at the top. How to make the empty row open up at the bottom of the list instead?
I seem to have created a circular reference, with 2 listeners which respond to changes in 2 separate models, but unfortunately update each other.The parent object ‘FleetQuote’ updates the child object ‘Sectors’. The first listener listens for changes in the FleetQuote model, and updates the Sectors if changes occur.The child object ‘Sectors’ updates the parent object with e.g. a Final Price (sum of the sectors), and I have a listener which listens for those changes in the sector and updates the quote.But one obviously updates the other!Code is below://listener for Fleet Quote modelskuid.$(function(){ var FleetQuote = skuid.model.getModel(‘FleetQuote’), FleetQuoteSectors = skuid.model.getModel(‘FleetQuoteSectors’); var listener = new skuid.ui.Editor(); listener.handleSave = function() { if (!FleetQuote.hasChanged) { FleetQuoteSectors.updateData(); } }; listener.registerModel(FleetQuote); }); //listener for sectors Modelskuid.$(function(){ var FleetQuoteSectors = skuid.model.getModel(‘Fl
So I have a report I wrote as a skuid page. which expects a url parameter I included it in a visualforce page (because I want it to display as a pdf) <apex:page renderAs=“pdf” showheader=“false” sidebar=“false” docType=“html-5.0” title=“ACME Recruiting - Home”> <skuid:page page=“Client_Encounter_Notes” /></apex:page> how can i pass the url parameter through to the included skuid page. Even when I put the parameter in the url the PDF is blank ? do i have to write some sort of controller extension ?
Conditional rendering is great and enables many features that would otherwise require multiple pages of essentially the same thing.One thing that we find is that “new” and “edit” pages behave almost the same except for some small differences. Unfortunately, there is no way currently in the available conditional rendering to render based on whether or not the record is new or not new because the model will always contain a row when the model property is set to “create default row when model has none”There are workarounds to this, none of which are really ideal:1) Check CreatedDate == null2) Create a fake model and set a condition for a fake field to the value of a url parameter (e.g. id) and then use this value in conditional rendering3) Jquery/javascript to call skuid.model.isNewId and then css to hide/show appropriate sectionsBeing able to identify in a conditional rendering criteria if the record is new or existing would greatly simplify the solution.Thanks!
We have a use case where we would like to change the custom object name which displays at the bottom of the page. In this case we would like for it to say “Utility Accounts” instead of “Intake Queues”. I understand that I can choose not to show the footer, however it would be nice if we can customize it. (Just so you know this is just a nice to have/low priority.)
I have used custom error messages with page titles in the past with the following syntax:var pageTitle = $(‘#MyPageTitle’); var editor = pageTitle.data(‘object’).editor;editor.handleMessages([{message:‘Account billing address is incomplete’, severity:‘ERROR’}]);I recently tried using 2 different page titles with 2 different Ids to have 2 different error message locations like so:var pageTitle = $(‘#MyPageTitle’); var editor = pageTitle.data(‘object’).editor;editor.handleMessages([{message:‘Account billing address is incomplete’, severity:‘ERROR’}]);var errorPageTitle = $(‘#MyErrorPageTitle’);var errorEditor = errorPageTitle.data(‘object’).editor;errorEditor.handleMessages([{message:‘Account billing address is incomplete’, severity:‘ERROR’}]);It seemed to work for a bit, but recently I’ve been getting errors on this line:var errorEditor = errorPageTitle.data(‘object’).editor;that editor can’t be read/ it’s undefined. Can this not be used 2 times on one page?
I know we can set default field values on a custom “new” page, but how about on a custom “clone” page?I’ve tried setting up my model condition to default a particular status, but since the model being clone doesn’t match that status, its values aren’t getting pulled in. (correct?)So, are there any out of the box Skuid ways to set default field values on a clone page? Or would this have to be time for some customization?Thanks!
I’m getting the following error when saving a new Person Account“Account: bad field names on insert/update call: FirstName LastName” I’m filling in First Name and Last Name, but not Account Name. A standard SFDC page will show Account Name in View mode, but First Name and Last Name in Edit mode. First and Last are then concatenated into the Account Name behind the scenes. I have tried filling in the Account Name in addition to First and Last, and also just Account name by itself. No difference in the error message.
I am trying to extend the (wonderful) solution found here: https://community.skuid.com/t/setting-default-values-for-quick-data-entryI want to use a handy little button to give my users a faster way to create an Assignment record from a Project detail page. Projects are the Parent to child Assignments. It would be so easy (using the tutorial above) if I just needed to create the Assignment. Unfortunately, Assignments need to be connected via lookup to a Schedule record. All Assignments have a related Schedule record, and in normal Salesforce/FFPSA life, these two records are created at the same time (or almost nearly at the same time) on a clunky, ugly Visualforce page. What I would like to do is create a Global Action on an Assignment Table that will create both a new Schedule record and a new Assignment record, and then pass the newly created Schedule Name/ID (whatever) into the newly created Assignment’s “Schedule__c” lookup field. And then do some adding of default values and so for
So I have my row(s) highlighted in/on model using a row action to addClass() and that part works great.The next thing is to pull the selected row or rows from any given model so what script do I need to use to get the .list.getSelectedItems()
I have noticed that when entering data into a lookup/reference field, the user has to click on the suggestion which pops up under the field. Here is a quote from one of our users: “Also when entering in information you must always clicking on things and if you do not and try to tab or hit enter so it will move to the next field…it automatically again defaults to blank and thus you have to go back and reenter the information. There should be ‘ease’ when moving from field to field. This inability again is wasting time.”.Just wondering if there is an easy way around this behavior, and/or is this something that will eventually be changed to include “Tabbing” ability without having to click the dropdown.Thanks
I have a JS mass action that works great, I call updateData() inside of a save callback. If I leave the updateData() as is, it works fine. However if I change updateData() into a callback, i get an error that: Uncaught TypeError: object is not a function. here’s my code:var params = arguments[0];var $ = skuid.$;var records = skuid.$.map(arguments[0].list.getSelectedItems(),function(item){ return item.row.Id; }); var EDIHistory = params.model;//notify user of progress$.blockUI({ message:‘Resubmitting’});for (var n in records) { var row = EDIHistory.getRowById(records[n]); EDIHistory.updateRow(row, ‘Manually_Resubmit__c’, ‘true’);} //save the model and wait for success EDIHistory.save({callback:function(result){ if (result.totalsuccess){ // update the data EDIHistory.updateData({callback:function(result){ if (result.totalsuccess){ $.unblockUI(); } }}); } else{ alert(“Something went wrong!”); } }});Is there something w
I like the calendar to open in week view, from 1pm to 11 pm
I’ve created a managed package, I’ve also added our namespace as a picklist item in the Module__c field in the page object. I’ve then used the ‘Package Pages in Module’ button, and packaged up all the pages in the module I want to deploy. It creates the static resource, which appears to contain the right pages. HOWEVER, when I install the package into the new org, I see all the pages EXCEPT the ones I packaged up in the module.I can’t understand why the pages I packaged up aren’t there, but I also can’t understand why the pages I didn’t package up, ARE there!! I’ve tried a couple of times now and can’t get my head around it.I’ve double-checked that I’ve added our namespace into the new org prior to installing the package, and that didn’t make a difference either.Any help is appreciated on this.
i’m trying to populate a row with createRow.I can add values to other fields, but I can’t add a value to theis_True__c field, which is a checkbox skip_day = function (args_obj){ var year = args_obj.year; var month = args_obj.month; var day = args_obj.day; var skip_date = year + ‘-’ + month + ‘-’ + day; var new_row = skip_day_model.createRow({ additionalConditions: [ {field:‘is_Test__c’,value:true} ], doAppend: true });console.log(new_row); skip_day_model.save(); return new_row; }skip_day({year:2017,month:1,day:1});Object {Id: “16”, Id15: “16”} Object {Id: “16”, Id15: “16”}
In the standard Salesforce layouts for Chatter you can turn on “Tags” for various objects and use them to categorize them. Can I do that in Skuid?
I am working on customizing my Skuid pages and one of the services I use with my business is Box. I am having a hard time trying to determine how I include the iframe in the template or custom component. The code that is used on the account page in my SF org is : <apex:page standardController=“Account”> <apex:stylesheet value="{!$Resource.box__BoxFilesCSS}" /> <apex:iframe src="https://www.box.com/widget_sso/salesforce?token=%7B%22server_url%22%3A%22{!URLENCODE($Api.Partner_Server_URL_120)}%22%2C%22session_id%22%3A%22{!URLENCODE($Api.Session_ID)}%22%7D&amp;salesforce_object_typed_id={!$CurrentPage.parameters.Id}&amp;partner_object_type=Account&amp;partner_object_name={!URLENCODE(account.name)}&amp;partner_object_email=&amp;partner_object_id={!$CurrentPage.parameters.Id}&amp;open_new_window=1&amp;partner_user_id={!URLENCODE($User.Id)}&amp;partner_user_name={!URLENCODE($User.FirstName)}%20{!URLENCODE($User.LastName)}&amp;partner_user_em
I have created a custom object for managing user group membership, so that the Case object now has a Owner Group field. I want to display all cases owned by the group(s) that the current user is a member of. How can I create a model that support this?
I have a model with a condition that contains a subcondition - both conditions have names and are marked as filterable off. I’ve added a filter to a table and everything works as expected when changing the filter value on the table itself. Due to the nature of the values in the filter (the text is long and needs more width than the lookup filter accommodates - a cssclass option on individual filters would be nice :)), I’m adding another field on the page (currently using a field editor but have rolled a custom component renderer with the same result described below) that is associated with a different model of the same object type as the filter. I have then hooked a listener on the model for the stand-alone field which takes the value specified and updates the condition by calling setCondition.Upon initial page load, if I establish a value in the stand-alone field, the condition successfully updates to the appropriate value and I see the table filter change to the correct value spec
I’m working on writing some tests… so I am writing a mock that can generate some records of the type I need to testI added an is_Test__c field to the object I’m creating records for, its defaults to “unchecked”When I create the records I pass an additional condition to set the value in the new record to true.After I’ve created the 2 records I try to apply the condition that is_Test__c must be true to the model (which has the condition already… but the condition is set to default to “inactive”) and then return the model from my functionwhat I find is that the 2 new records have been created… and their is_Test__c is set to true… but that all the other records in the model are returned as well… and not just the 2 I wantthis.teacher_specialty_day = skuid.model.getModel(‘Cal_Teacher_Specialty_Day’); this.teacher_specialty_day_one = teacher_specialty_day.createRow( { additionalConditions: [ { field: ‘is_Test__c’, value: true}, { field: ‘Cal_Teacher__c’, val
I have a Skuid page that contains a page include of another skuid page. Everything works as expected if my VF markup is: <apex:page standardController=“PO__c” recordSetVar=“c” extensions=“skuid.Redirects” action=“{!redirect}?actionType=Tab&objecttype=PO__c”> </apex:page> Unfortunately, the included page makes use of a controller extension via remoting and the above markup doesn’t give me visibility to the remote methods. To do so, I use the following markup: <apex:page docType=“html-5.0” readOnly=“true” standardController=“PO__c” recordSetVar=“c” extensions=“MyController”> <skuid:page objectType=“PO__c” actionType=“Tab” /> </apex:page> However, when changing to the above markup, the included page seems to encounter a clickjack issue as instead of the inner page in Skuid, another SFDC page is displayed (this seems to happen when clickjack is encountered normally). I’ve tried using the skuid.Redirects markup and appending “,MyController” to the extension
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