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I want my users to be able to click on the “+” sign in a calendar (month) view and create a new record in my model for that day. One of the fields that needs to be populated is a lookup to a record that corresponds to the date they selected. The user shouldn’t have to re-select the date, though, so how do I pre-populate that field in my pop-up with the date that was clicked on?
Is it possible to loop through a model in Skuid? For example, if I have a many-to-many relationship, and I want to display all the records in a table, but I have an unknown amount of siblings of this child record, is there a way to have the model keep looping through relationships, until it finds every sibling record, related to the child? At this point I can only display one sibling, but if I was able to loop through the relationships, the model would be able to pick up all the siblings. I’m assuming this functionality doesn’t exist, and I’ve been using the Salesforce related list, to display the siblings, just curious if it’s possible.
I can’t seem to figure this one out. I have a condition for rendering a few fields contained in a Field Editor. The condition is a value of the Account Record Type ID. Is this feasible when I am creating a new record? I guess my condition is based more on filled values, more than data contained within the model. Also possible that I am not previewing / testing this appropriately. Thanks for the help, Jacob
in order to compose a complex report I’m addressing 2 models… one gives me a count of client encounters for each client the next is the actual list of encounters for a given time period. I’m using a for loop to loop over the list of encounters. I suspect there is an $.each idiom i could use… but i could not find an example in the api sample code is there a method, or a way to loop over the data in a model directly ? var params = arguments[0] $ = skuid.$; // get the data from the first tab counts = skuid.model.getModel(‘HH_Client_Counts’).data; // build an array holding the ids of the clients that have had more than 1 service returns = [‘0000’]; for(var current_client=0; current_client<counts.length; current_client++) { if (counts[current_client][‘sumIsServicec’] > 1){ returns.push(counts[current_client][‘clientrClientIDCopyc’]); } } // get the model for this tab, because we will need to use its methods encounters = skuid.model.getModel(‘HH_Client_Encounters’); // get the data por
Salesforce has buttons to enable and manage Customer Portal and Partner Portal users. These buttons show up on Contact page and also on Person Account pages when that feature is enabled. I need to be able to do this from within Skuid. It would be okay to have multiple buttons if that’s necessary. I’ll attach screen shots for clarity…
Is there a way to put powerdialer on the sidebar in SKUID so it looks like the attached picture. This is just a screenshot of the sidebar active with a SKUID page to the right. I want to be able to hide the SF sidebar and create it in SKUID…at least Powerdialer.
I haven’t had a chance to test this out, but before I go about writing a trigger I wanted to run a scenario by you folks. I’m looking to create a job application that (hopefully) will be customer facing and allow us to put our existing job application (which is a pain to make any changes to) out to pasture and bypass the convoluted process of getting into Salesforce. My issue is, I don’t want duplicate contacts. JavaScript isn’t my forte, and what I’m hoping to do is have a trigger running before the record is inserted into Salesforce. It will look for existing contacts based on the data passed. If a contact exists, I want to pass that existing ID back to Skuid for the next page if it’s possible. Any ideas folks? I think it should be as simple as “return idofExiting”, but I’ve never done anything with a trigger along these lines. Thoughts, other ideas?
I am working on a custom calendar tab that an area would use to see vehicles that have been scheduled, medical appointments, therapy appointments, other non-medical appointments. I love that you can create color coded calendars (i.e. medical is red scheduled vehicles are blue etc). I have two questions: 1. Is there a way to turn the colored calendars on and off. I.E. You click a check box of the calendars you want to see on the calendar? 2. I have a custom birthday field on the “Person Account” object that calculates the next birthday based on the clients date of birth. Is there anyway to automatically grab that date and put it on the calendar so all client birthdays are listed on the calendar?
I am currently in the process of customizing the Skuid UI to fit the needs of my company. The one problem I am running into is figuring out how to integrate my Evernote and Box VF pages that I currently use on my accounts, contacts, leads, and opportunities sections in my Salesforce Org. I know that their are many great custom components that Skuid offers but those two applications are essential in my day to day operations and I could really use help in integrating those VF pages into my Skuid pages.
I have a skuid page for client encounters. It has about 6 filters, all applied to the client encounter model. The page has been slow… but today it stopped loading entirely… or at least the little spinner just keeps spinning and the filtered records never appear if i clone the page and take off all the filters, and all the models that drive the drop downs for the lookup fields… then the page will load, and typing a name in the generic filter loads some results any ideas on why today is so much worse than other days … ?
working on my first mobile page and I am stuck. I have two page panels the first is a listing of items in the account object the second is a list of users. I have added a swipe left interaction on the account page that is opens the other page panel, I want it to just show the users where the division field on the user object matches the account name from the account table. tried slicing this a bunch of times I am missing something
Hello, Is there a way to allow users to change the backgound color of a field on a SKUID page? We have users that would like to highlight fields as red, green, or yellow. I added in a CSS to highlight a column, but our users want the ability to change the field colors themselves. Is this possible? Thank you. CSS .nx-basicfieldeditor-column:last-child .nx-basicfieldeditor-section-wrapper:last-child .nx-basicfieldeditor-section-header { color: black } .nx-basicfieldeditor-column:last-child .nx-basicfieldeditor-section-wrapper:last-child .nx-basicfieldeditor-section { background-color: white } .nx-basicfieldeditor-column:last-child .nx-basicfieldeditor-section-wrapper:last-child .nx-basicfieldeditor-item { background-color: yellow }
My tabsets all have “Remember user’s last tab” set to false. Just want to check what the expected behaviour is when it comes to nested tabsets. I have a main tabset with a sub tabset in each tab. When I go to MainTab1 and then MainTab1SubTab3, then to MainTab2, then back to MainTab1, because “Remember” is set to false everywhere, I’d expect to get to MainTab1SubTab1, but in fact I get to MainTab1SubTab3. What’s expected behaviour?
I’m sure this has been answered somewhere already, but I haven’t found it. What’s the best way to share a small snippet of HTML between lots of Skuid pages? A typical use case is a nav bar that’s reused across pages. I guess I just want a shared template component.
We have recently updated to the new version of skuid and during some testing with the new call center integration we ran into a problem relating calls to a specific contact. We have multiple contacts that all have the same number and because of this when we place a call the Shoretel plugin wants you to pick which contact to assign the call to. To do this you click on the contacts name and it takes you to their contact page and the call should now be assigned to that contact. The problem we are having is that the plugin isn’t recognizing the skuid contact page as the contact page. If we do the “nooverride” and go to regular salesforce contact page it works and assigns the call to that contact. These images show what I am describing: The first one is an example of contacts with the same phone number The Second one shows the plugin with all the contacts and asking you to relate the call to one. The third one shows our skuid contact page and the plugin still asking to relate the call to a
I need an “after update” action for the rows in one of my models. When a user creates or edits a row in a table i want to update a field in one of the other models on the page. Is there any native skuid way to trap this event, or do i need to use jquery and add the events on the fields myself ? here’s a screenshot as you can see there are no id’s or identifiers on the controls I’d like to end up with an id on the selects, which would let me use jquery to attach events to them. It looks like i’ll need a custom field rendered… the only examples given are for a query slider control. Are there any examples for picklists or text fields ? the other alternative would be a callback function on the save of the model. I see from the docs that if i call save myself i can get a callback // Save all changes in our Contact model contactModel.save({callback: function(result){ if (result.totalsuccess) { // Get the 15-digit Id of our newly-saved George Bailey Contact, // which will have had its Id and
Hey there, I have a table on my account detail page showing open tasks for the account. When I click to add a new task and assign it to someone, is there a way to send a notification email to them? In the old Salesforce UI I believe there was a checkbox, though I’d like to make it the default for our organization. Thanks!
I have a page with many models. One of them (call it model2) references another (model1) and has the new condition property “If no row in Source Model then… Abort this model’s query” option set up. However, it doesn’t seem to be aborting the query. I built a table to be sure that Model1 has no rows, but still when the page opens I get an error saying (edited for brevity): . An error occurred while attempting to perform the following SOQL query: SELECT Id,… FROM Model2 WHERE (LookupFieldToModel1 = ‘null’)AND(AnotherField = ‘SomethingElse’) LIMIT 2 Error:invalid ID field: null My understanding is that the page shouldn’t be executing this query at all, because Model1 doesn’t have any records in it. In any case, it shouldn’t throw a runtime error. (FYI, Model1.Id is available/chosen in the model editor, too.) For support purposes, you can login and try this page in my org’s production instance (Org ID 00Dd0000000hRff) by navigating to this Skuid page & params: page=ClassDetail2&dat
I may have found a bit of an issue with conditional rendering in Spring 14. I have a tabset that I only want to render if a particular field is not blank. In my test, I load the page with the field containing data and the tabset displays as expected. I edit the field and remove the data and the tabset disappears as expected (bonus: without a page refresh - nice). But the elements within the tabset, notably the LI tags that define the tab labels, have lost most of their attributes, including their CSS classes. LI tag on initial page load: My Tab LI tag after changing the field back to non-blank: My Tab Anyone else seen this?
I’m getting some interesting behaviour in the new Skuid Spring 14… We have a Skuid page called ClientView that’s been solid for some time. It’s effectively a detail page for a given account. After installing Spring 14, it would only render for some accounts, not all as it had previously. For those on which it fails, there’s no console error, as the page is failing very early and we’re just getting the container Visualforce page and nothing else. So I did some trial and error in page builder to try and find a component that might be causing the issue. I removed a simple template that had an empty spacer div in it. After that, ClientView rendered for a different set of accounts, i.e. failed on some that it was succeeding on, and vice versa. And still no console error. Weird. Anyone seen anything like this?
Are there any plans for making Skuid pages mobile-friendly? Any best practices around this?
Hello, We are looking into trying to use some other apps on the app exchange market with skuid. I am just wondering will most apps work right away with skuid or will we have to write some code to get some of the features to work with skuid? As an example, we currently use an app plugin from ShoreTel that allows us to dial a contacts phone number by simply clicking on the phone number in salesforce. In regular Salesforce view this works just fine but in skuid it currently doesn’t work. Thanks, Michael
The user creates a New Record. Then : 1. Picks Service Provider (User Entered) 2. Populate Rate List Picklist (System) 3. Add Service (User Entered) 4. Populate Cost from rate list (System) 5. Margin (User Entered) 6. Price (System Calculated Field Autoupdates, real time, Pre-Save) I want this real time since they have to do this multiple times on the Line Items. The rate list is different based on the service provider and there can be a different service provider per line. Rate List (Like Price List but also has a Service Provider ID or Account ID) Rate List Items (Like Price List Items) This is the ideal user experience. I think Step 2 can be done through a custom Field render but the rest not so sure.
I have a partner portal in which I have a few VF tabs set up. These VF pages redirect to Skuid pages. However, when the Skuid page loads, the “Home” tab is highlighted instead of the custom tab. I have populated the “Tab to Override” field on these Skuid pages with the name of the custom tab. What else is it that I need to do to make the right tab highlight?
In the Winter 14 release of Salesforce they enabled “Search All Fields” as long as enhanced lookup was enabled. This is extremely helpful when you have chosen to go with auto-numbering of your records. Instead of trying to gues what some nebuluous number is you can actually search for a field name. In Skuid it appears that it can only search for the number in the reference field (in my case a child relationship). Is there anyway to have SKUID do seach all funtionality so the user can enter something that makes sense to them in the field? Or is there a work around that people were using pre-release of the new feature?
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