I am trying to allow mass completion of tasks and the creation of a follow-up tasks for each lead/contact in a single popup.

Desired behaviour:

1. User selects tasks for mass-completion and follow-up


2. User hits mass action button


3. Pop-up appears allowing user to update a field on the existing task and also create a new task for each selected record

1. Pop-up works to auto-mass-complete existing tasks and display the fields I want for new task creation

Where I’m stuck:

I just can’t seem to manage the new task creation and context correctly. Either I’m able to create a new task, but I get a list of all contacts/leads instead of only those I want to create a new task for, or else I only seem to display existing tasks for those leads.

The code I’m using is below. I have a suspicion I need to either be using the context argument when calling my popup or else model.createRow, but it’d be great to get some guidance either way.

Thanks!

var $ = skuid.$,action = arguments 0].action,

list = arguments 0].list,

$xml = skuid.utils.makeXMLDoc,

model = arguments 0].model;

var NewTaskModel = skuid.model.getModel('NewTask');

var TasksModel = skuid.model.getModel('Tasks');

var selectedItems = list.getSelectedItems();

var rowsToUpdate = {};

var selectedTasks = e];

var listOfInfo = t];

arrayOfTaskInfo = a];

listOfWhoIds = f];

$.each( selectedItems,

    function( i, item )

    {

        var row = item.row;

        rowsToUpdatew row.Id ] = { Status: 'Completed' };

        selectedTasks.push(row.Id);

        listOfInfo.push("<value>" + row.Id + "</value>");

        listOfWhoIds.push(row.WhoId);

        

        arrayOfTaskInfo.push({

            WhoId: row.WhoId,

            OwnerId: row.OwnerId,

            Type: "To-Do",

            Status: "Not Started",

            Subject: "",

            ToDoDate: "",

            Notes: ""

        });

    });

    

listOfInfo = listOfInfo.join('');

listOfWhoIds = listOfWhoIds.join('');

console.log(arrayOfTaskInfo);

model.updateRows(rowsToUpdate);

var popupXMLString = '<popup width="90%" title="Create follow-ups">'

        popupXMLString += '<components>'

            popupXMLString += '<pagetitle model="Tasks">'

                popupXMLString += '<maintitle>Create follow-ups</maintitle>'

                popupXMLString += '<actions>'

                    popupXMLString += '<action type="custom" snippet="" label="Save and create follow-ups" icon="ui-silk-accept"/>'

                popupXMLString += '</actions>'

            popupXMLString +='</pagetitle>'

            popupXMLString += '<panelset type="standard" uniqueid="sk-3AZ3Uv-475" scroll="">'

                popupXMLString += '<panels>'

                  popupXMLString += '<panel type="left" width="300px">'

                     popupXMLString += '<components>'

                        popupXMLString += '<basicfieldeditor showheader="true" showsavecancel="true" showerrorsinline="true" model="Tasks" buttonposition="" uniqueid="sk-3AZDsA-519" mode="read">'

                           popupXMLString += '<columns>'

                              popupXMLString += '<column width="100%">'

                                 popupXMLString += '<sections>'

                                    popupXMLString += '<section title="{{Subject}} - {{WhoId}}">'

                                        popupXMLString += '<fields>'

                                            popupXMLString += '<field id="Description" required="false"/>'

                                        popupXMLString += '</fields>'

                                        popupXMLString += '<renderconditions logictype="and">'

                                            popupXMLString += '<rendercondition type="multiple" operator="in" fieldmodel="Tasks" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender" field="Id" value="" enclosevalueinquotes="false">'

                                                popupXMLString += '<values>'

                                                    popupXMLString += listOfInfo

                                                popupXMLString += '</values>'

                                            popupXMLString += '</rendercondition>'

                                        popupXMLString += '</renderconditions>'

                                    popupXMLString += '</section>'

                                popupXMLString += '</sections>'

                              popupXMLString += '</column>'

                           popupXMLString += '</columns>'

                        popupXMLString += '</basicfieldeditor>'

                     popupXMLString += '</components>'

                  popupXMLString += '</panel>'

                  popupXMLString += '<panel>'

                     popupXMLString += '<components>'

                        popupXMLString += '<basicfieldeditor showheader="true" showsavecancel="true" showerrorsinline="true" model="Tasks" buttonposition="" uniqueid="sk-3AZF96-543" mode="read">'

                           popupXMLString += '<columns>'

                              popupXMLString += '<column width="50%">'

                                 popupXMLString += '<sections>'

                                    popupXMLString += '<section>'

                                        popupXMLString += '<fields>'

                                            popupXMLString += '<field id="WhoId" required="false"/>'

                                        popupXMLString += '</fields>'

                                        popupXMLString += '<renderconditions logictype="and">'

                                            popupXMLString += '<rendercondition type="multiple" operator="in" fieldmodel="Tasks" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender" field="Id" value="" enclosevalueinquotes="false">'

                                                popupXMLString += '<values>'

                                                    popupXMLString += listOfInfo

                                                popupXMLString += '</values>'

                                            popupXMLString += '</rendercondition>'

                                        popupXMLString += '</renderconditions>'

                                    popupXMLString += '</section>'

                                popupXMLString += '</sections>'

                              popupXMLString += '</column>'

                              popupXMLString += '<column width="50%">'

                                 popupXMLString += '<sections>'

                                    popupXMLString += '<section>'

                                        popupXMLString += '<fields>'

                                            popupXMLString += '<field id="Status" required="false" value="Not Started"/>'

                                            popupXMLString += '<field id="Type" required="false" value="To-Do"/>'

                                        popupXMLString += '</fields>'

                                        popupXMLString += '<renderconditions logictype="and">'

                                            popupXMLString += '<rendercondition type="multiple" operator="in" fieldmodel="Tasks" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender" field="Id" value="" enclosevalueinquotes="false">'

                                                popupXMLString += '<values>'

                                                    popupXMLString += listOfInfo

                                                popupXMLString += '</values>'

                                            popupXMLString += '</rendercondition>'

                                        popupXMLString += '</renderconditions>'

                                    popupXMLString += '</section>'

                                popupXMLString += '</sections>'

                              popupXMLString += '</column>'

                           popupXMLString += '</columns>'

                        popupXMLString += '</basicfieldeditor>'

                     popupXMLString += '</components>'

                  popupXMLString += '</panel>'

               popupXMLString += '</panels>'

            popupXMLString += '</panelset>'

        popupXMLString += '</components>'

    popupXMLString += '</popup>';

var popupXML = $xml(popupXMLString);

// Launch the popup

var popup = skuid.utils.createPopupFromPopupXML(popupXML);

console.log(listOfWhoIds);