Auto-create Note or Activity when page is loaded

Ryan,

I don’t know of any way to create a row on page load except with a snippet.  Here is a sample to get you started.  You need to recreate the snippet as ‘Inline’.  You also need a model on the Task object with the Subject field selected.  Uncheck the boxes to ‘Query on Page Load’ and ‘Create default row if Model has none’.

(function(skuid){<br>var $ = skuid.$;<br>$(document.body).one('pageload',function(){<br>var pageViewedTask = skuid.model.getModel('CreateTaskUponPageLoad');<br>var pageName = skuid.page.params.page;<br>&nbsp; &nbsp; &nbsp; &nbsp;&nbsp;<br>&nbsp; &nbsp; &nbsp; &nbsp; pageViewedTask.createRow({<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; additionalConditions: [<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; { field: 'Subject', value: pageName}<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; ], doAppend: true<br>&nbsp; &nbsp; &nbsp; &nbsp; });<br>&nbsp; &nbsp; &nbsp; &nbsp; pageViewedTask.save({callback: function(result){<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; if (result.totalsuccess) {<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; // Get the 15-digit Id of our newly-saved George Bailey Contact,<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; // which will have had its Id and other fields updated after save<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; console.log(pageViewedTask.data[0].Id15);<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; // Show the record<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; console.log(pageViewedTask);<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; } else {<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; console.log(result.insertResults);<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; console.log(result.updateResults);<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; console.log(result.deleteResults);<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; }<br>&nbsp; &nbsp; &nbsp; &nbsp; }});<br>});<br>})(skuid);

Thanks,

Bill

Thanks for the snippet Bill! I’ll take a look this week into this and see if I can get it to work as expected 🙂

I was able to create a note when the page loads. Basically, I created a 1-record model to look for a specific note subject line. If that was not present, then I created a model action to create the note with default text in it. If the model already had that record, then it would not kick off the model action.

Actually, I ended up not going with this option as once in a while we didn’t want that specific note created. So, I used the same model methodology, but if the model didn’t have any data rows in it then I presented a button that said “Create Note” and it created the note with default text to fill in. If the model had the row already in it, then I hid the button and showed the note.

No snippets needed! Thanks everyone for your help on this one.