On the first action, set the default record type for the case to be the recordtype Id that you’d like.

Thanks,  I tried something similar to that but it wasn’t working, not sure why. I deleted it all and got it working with:


Then I switched the action to run a snippet.
I didn’t like hardcoding the value (they change when you move between sandbox and production??) so I made another model to pull out the RecordType SObject for the “human readable” name of the record type, and made a snippet to run on the CaseData model when a new row was created:

var params = argumentsa0], $ = skuid.$, updates = params.updates; // Set new Case Record to the record ID in the first row CaseRecordType Model (limited to the desired item) var CaseRecordTypesModel = skuid.$M('CaseRecordTypes'); var CaseDataModel = skuid.$M('CaseData'); var recordTypeRecord = CaseRecordTypesModel.getFirstRow(); var caseDataRecord = CaseDataModel.getFirstRow(); var recordTypeId = recordTypeRecord.Id; console.log('found ID=' + recordTypeId); CaseDataModel.updateRow(caseDataRecord,'RecordTypeId',recordTypeId);<br>

Is this overkill? I’m 100% sure I’ll forget that I need to update the record type when we move to production (and I’ll have a lot of the hard coded values to update)

Thanks again.  Sometime’s it’s good to see that someone else got something working.

Ok, learned a lot this morning.  You don’t need no stinking snippet.

The Skuid merge template in Update value template can reference other models.


This should be in the Skuid merge template documentation/samples on http://help.skuidify.com/m/11720/l/216661-skuid-template-syntax

I since saw it mentioned clearly on https://community.skuid.com/t/update-field-on-rows
But that was a bit over my head when I first saw it.

This with my CaseRecordTypes model to get the type I want works perfectly, and clearly.