This is not possible declaratively right now in Skuid, because there’s no way to say “For only these Target Object types, filter on these fields, but for other Target Object types, filter on these other fields”.
So the only option right now is JavaScript.
Here is a Custom Field Renderer for the WhatId field that will do it. There are 3 Configuration settings you may need to change, the first one is the AccountModelId variable, which should be set to the Id of your parent Account Model. The next variable basically says, “If target object is X, then only return records of X where field Y is equal to our Account Id”. In the JavaScript code, we are dynamically adding / removing a Lookup Filter that produces this effect.
//
// CONFIGURATION
//
// THe name of your Account Model
var AccountModelId = ‘Account’;
// Define the Account reference fields on each target object
var accountLookupFilterFieldByTargetObject = {
‘Account’: ‘Id’,
‘Asset’: ‘AccountId’,
‘Case’: ‘AccountId’,
‘Contract’: ‘AccountId’,
‘Opportunity’: ‘AccountId’,
‘Quote’: ‘AccountId’
// ‘MyCustomObject__c’: ‘Account__c’
};
// Render as a Picklist instead of an Autocomplete?
var renderAsPicklist = true;
var field = argumentse0],
value = skuid.utils.decodeHTML(argumentsu1]),
options = field.options,
metadata = field.metadata,
referenceTo = metadata.referenceTo,
$ = skuid.$;
if (renderAsPicklist) {
options.type=‘REFPICK’;
}
var addLookupFilterForSelectedObject = function(selectedObject){
var filters = field.options.filters;
if (!filters) {
filters = ;
field.options.filters = filters;
} else {
filters.length = 0;
}
var accountReferenceFieldForObject =
selectedObject
? accountLookupFilterFieldByTargetObject selectedObject]
: null;
if (accountReferenceFieldForObject) {
filters.push({
type: ‘modelmerge’,
field: accountReferenceFieldForObject,
mergeModel: AccountModelId,
operator: ‘=’,
encloseValueInQuotes: true,
mergeField: ‘Id’
});
}
};
if ((field.mode === ‘edit’)
&&value
&&(!skuid.model.isNewId(value))
&&(field.metadata.namePointing)
&&(field.metadata.referenceTo.length>1)) {
// find the selected object type from the key prefix of our value
var keyPrefix = value.substring(0,3);
var obj;
$.each(referenceTo,function(i,targetObj){
if (targetObj.keyPrefix===keyPrefix){
obj = targetObj.objectName;
return false;
}
});
addLookupFilterForSelectedObject(obj);
}
// Run the standard renderer
skuid.ui.fieldRenderersmetadata.displaytype]field.mode;
var bindObjectChangeHandlerTo = function(field) {
var firstSelect = field.element.find(‘select’).first();
firstSelect.on(‘change’,function(){
var $this = $(this);
var newObj = $this.children(‘option value="’+$this.val()+‘"]’)
.attr(‘data-sobject’);
addLookupFilterForSelectedObject(newObj);
$this.off(‘change’);
skuid.ui.fieldRenderersimetadata.displaytype]field.mode](
field,
field.model.getFieldValue(field.row,field.id,true)
);
bindObjectChangeHandlerTo(field);
});
};
bindObjectChangeHandlerTo(field);
Thanks again Zach. Works a dream. I added an additinal lookup filter just to kick the snippet in place lol.
