Hey Skuid Community! I’ve got a good one here and brainstorming the best ways to achieve this, ideally with as little (or no) code as possible.
I’m building a page for a sales acquisition team. They mainly work with activities - logging their contact type (call, email), etc., while putting in the comments/description of what that contact detail was. The problem is that when the customer moves into my retention side, they use and operate solely in notes. Now, I don’t want to have the acquisition team log a note for every attempt/contact, b/c many of the activity descriptions are pretty useless down the road.
So here is my attempt - I want to add a button that will allow the consultant to click it and automagically create a note with the text of the activity description. This way, when the acquisition team deems the content important enough, they can create the note without any duplicate entrys, copy/paste, etc.
Any thoughts on how to achieve this in the Skuid framework?
Any and all suggestions welcome!
1-click Create Note from an Activity Comments
+5
+8From the description you gave it is fairly simple. Add a model for each type, when your guys create an activity use a custom save button, save the activity and then also have the button add a row to the note model and on the same action update the note fields with whichever activity field you want copied over.
+5Thanks David. Where I am stumped is how do I take the text out of the Activity Comment and use that text to populate the Note Body. Also - how do I ensure that the new note is related to the correct Parent Id for the Note?
+8By Activity I assume your team is using Tasks?
Even if not and they are using a custom object called Activity the attached screen grab should point you in the right direction.
On the save button, use multiple action, select save your Activity, then add a new action for create new row on the Note model. You will see a small plus sign on this action… it lets you fill in field details.
By using
{{$Model.Activity.data.0.Details}}
as the entry for the Body field on Note it will insert the details field from Activity.
(note : this command is case sensitive … eg {{$Model.activity.data.0.details}} for example … wont work.)
By using this you can work your way inserting whatever fields you want on Note and then add a last action to save the record.
Hope this helps.
David
+5Awesome. Freaking awesome. Working like a charm! And, I’m not a programmer, but - I completely understand the logic that you shared. It’s working and I’ve already expanded it. Thank you!
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