Jamie,

You can do something similar with Skuid’s action framework. Here is a page that demonstrates this. It has a button that sets a condition on an Account model using the Company field from the Lead. The next action queries the model to find any matches.

<skuidpage unsavedchangeswarning="yes" personalizationmode="server" useviewportmeta="true" showsidebar="true" showheader="true" tabtooverride="Lead">    <models>

        <model id="Lead" limit="1" query="true" createrowifnonefound="false" datasourcetype="salesforce" datasource="salesforce" sobject="Lead">

            <fields>

                <field id="FirstName"/>

                <field id="LastName"/>

                <field id="Company"/>

                <field id="CreatedDate"/>

            </fields>

            <conditions>

                <condition type="param" enclosevalueinquotes="true" operator="=" field="Id" value="id"/>

            </conditions>

            <actions/>

        </model>

        <model id="SimilarAccounts" limit="20" query="false" createrowifnonefound="false" datasource="salesforce" type="" sobject="Account">

            <fields>

                <field id="Name"/>

                <field id="Id"/>

            </fields>

            <conditions>

                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Name" operator="contains" state="filterableoff" inactive="true" name="NameFilter"/>

            </conditions>

            <actions/>

        </model>

    </models>

    <components>

        <pagetitle model="Lead" uniqueid="sk-3j3g8B-97">

            <maintitle>

                <template>{{FirstName}} {{LastName}} {{Company}}</template>

            </maintitle>

            <subtitle>

                <template>{{Model.label}}</template>

            </subtitle>

            <actions>

                <action type="multi" label="Look for Similar Accounts" icon="sk-icon-search">

                    <actions>

                        <action type="setCondition" model="SimilarAccounts" condition="NameFilter" value="{{Company}}"/>

                        <action type="requeryModel" model="SimilarAccounts" behavior="standard"/>

                    </actions>

                </action>

                <action type="savecancel" window="self"/>

            </actions>

        </pagetitle>

        <panelset type="custom" uniqueid="sk-3j3n1W-130" scroll="">

            <panels>

                <panel width="50%">

                    <components>

                        <basicfieldeditor showsavecancel="false" showheader="true" model="Lead" mode="read" uniqueid="sk-3j3g8B-98" buttonposition="">

                            <columns>

                                <column width="100%">

                                    <sections>

                                        <section title="Basics">

                                            <fields>

                                                <field id="FirstName"/>

                                                <field id="LastName"/>

                                                <field id="Company" valuehalign="" type=""/>

                                            </fields>

                                        </section>

                                    </sections>

                                </column>

                            </columns>

                        </basicfieldeditor>

                    </components>

                </panel>

                <panel width="50%">

                    <components>

                        <skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="false" showexportbuttons="false" pagesize="10" createrecords="false" model="SimilarAccounts" buttonposition="" mode="readonly" allowcolumnreordering="false" uniqueid="sk-3j5L_L-221" emptysearchbehavior="query">

                            <fields>

                                <field id="Name" hideable="true" uniqueid="fi-3j5PD1-245"/>

                            </fields>

                            <rowactions/>

                            <massactions usefirstitemasdefault="true"/>

                            <views>

                                <view type="standard"/>

                            </views>

                            <searchfields/>

                        </skootable>

                    </components>

                </panel>

            </panels>

        </panelset>

    </components>

    <resources>

        <labels/>

        <css/>

        <javascript/>

    </resources>

    <styles>

        <styleitem type="background" bgtype="none"/>

    </styles>

</skuidpage>

Thanks,

Bill