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Auto populate master Record field ID on a Row action

  • July 10, 2024
  • 24 replies
  • 92 views

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Hi Community, I have skuid page for Entitlements and on this page i have a row action. This row action is used to create a record for something called “daily assessment”. so There is a master detail relationship between entitlements and daily assessments. The page list view looks like this c2b9b49ae21a624ee046bb63bc19ba780487d5cf.png And the pop-up on the row looks like this: 609df7486c9f0652b615cffcbabb91a4b29cfe67.png My issue is no matter on which entitlement i try to open the pop-up, the data is within the Entitlement name and Account name is not changing. I have the following conditions on the model used by the Row action. How can i Auto populate the row’s entitlement and row’s account on to the pop-up. Any suggestions? Thank you.

24 replies

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Got it. You need to set the Context on the Field Editor in the popup. Set to Id and Entitlement__c.

Ensure you have the Id field in the Entitlements model. Ensure you have the Entitlement__c Master-Detail in the DailyAssessment model.


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If i add a context condition, then i am not able to see the field editor. Blank pop-up is getting opened with no field layout


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That happens when the models used don’t have the fields used in the context.


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This is the Context condition i had 93bfa84a1a51f342ef006795088546f4fd2548b0.png and now the pop=up looks like this a72711028d1dce548981c7faf337a553bbe81475.png What else do i need to modify?


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The field i am using in the Context is present on my model. i don’t understand what am i missing.


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Don’t use the Name field. Use what is probably called Entitlement__c and not Entitlement__r.Name.


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I don’t have a field called Entitlement__c.

The field that i used to define the master-detail relationship on daily assessment Object is Entitlement_Name__c and that is what i used in the context condition.

On the Daily assessment pop-up field editor i had the above context condition and it is not working.


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Hmmm… something small is missing. Can you copy the XML for the page to here?


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Sure. Active Expired Inactive Account Name expEnt ctiUp dmUp icUp sentUp nmsUp strUp iaUp ssUp pbUp mlUp smsyUp daUp voUp primUp scUp conUp infoUp slUp alUp expEnt


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er … uh …something didn’t copy paste properly.


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Like this.


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Some thing is going wrong. Though i see the XML in the preview, it is not getting through when i save it.


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Very odd indeed.


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  • Nintex Employee
  • July 10, 2024

Avinash, after you paste the XML, try highlighting it and clicking the “pre” tool to set it as pre-formatted code. 


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Avinash. Still having the issue?


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I dont see any pre button below the comments text box. Th view i have while writing a comment looks like this 08fcb08288351039f0741ddc5a44a46cf46ccba5.png The issue is still there.


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That’s a browser issue. Try other browsers.


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<skuidpage unsavedchangeswarning="yes" showsidebar="false" showheader="false" tabtooverride="" personalizationmode="server" theme="GEC Design"><br />    <models><br />        <model id="Entitlement" limit="50" query="true" createrowifnonefound="true" sobject="Entitlement" doclone="" type="" orderby="Name ASC" datasource="salesforce"><br />            <fields><br />                <field id="AccountId"/><br />                <field id="Account&#46;Name"/><br />                <field id="EndDate"/><br />                <field id="StartDate"/><br />                <field id="Status"/><br />                <field id="Name"/><br />                <field id="On_Hold__c"/><br />                <field id="Systems__c"/><br />                <field id="Contract_SLA__c"/><br />                <field id="Id"/><br />                <field id="Account&#46;Id"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Active" enclosevalueinquotes="true" field="Status" state="filterableon" inactive="false" name="Status"/><br />                <condition type="multiple" value="" field="Status" operator="in" enclosevalueinquotes="true" state="filterableoff" inactive="true" name="Status_All"><br />                    <values><br />                        <value>Active</value><br />                        <value>Expired</value><br />                        <value>Inactive</value><br />                    </values><br />                </condition><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="Applications" limit="20" query="false" createrowifnonefound="false" sobject="Application__c" doclone="" type=""><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />                <field id="Id"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__c" state="filterableoff" inactive="true" name="Customer_Entitlement__c"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="expEnt" limit="20" query="false" createrowifnonefound="false" doclone="" type="aggregate" sobject="Application__c" adapter="salesforce"><br />            <fields/><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;Status"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="accId"/><br />            </conditions><br />            <actions/><br />            <groupby method="simple"><br />                <field id="Customer_Entitlement__r&#46;Name" name="customerEntitlementrName"/><br />                <field id="Customer_Entitlement__r&#46;Account&#46;Name" name="customerEntitlementrAccou"/><br />                <field id="Customer_Entitlement__r&#46;EndDate" name="customerEntitlementrEndDa"/><br />                <field id="Customer_Entitlement__r&#46;On_Hold__c" name="customerEntitlementrOnHol"/><br />                <field id="Customer_Entitlement__r&#46;StartDate" name="customerEntitlementrStart"/><br />                <field id="Customer_Entitlement__r&#46;Status" name="customerEntitlementrStatu"/><br />                <field id="Customer_Entitlement__r&#46;Contract_SLA__c" name="customerEntitlementrContr"/><br />                <field id="Customer_Entitlement__r&#46;Id" name="customerEntitlementrId"/><br />                <field id="Customer_Entitlement__c" name="customerEntitlementc"/><br />            </groupby><br />        </model><br />        <model id="cuRent" limit="1" query="false" createrowifnonefound="false" sobject="Entitlement" doclone="" type=""><br />            <fields><br />                <field id="Id"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Id" state="filterableoff" inactive="true" name="Id"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="upAp" limit="" query="false" createrowifnonefound="false" sobject="Application__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__c" state="filterableoff" inactive="true" name="Customer_Entitlement__c"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="ctiUp" limit="20" query="false" createrowifnonefound="false" sobject="Switch_CTI__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;Status"/><br />                <condition type="fieldvalue" value="" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="icUp" limit="20" query="false" createrowifnonefound="false" sobject="IC__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;Status" state=""/><br />                <condition type="fieldvalue" value="" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="dmUp" limit="20" query="false" createrowifnonefound="false" sobject="DatabaseDatamart__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;Status"/><br />                <condition type="fieldvalue" value="" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="sentUp" limit="20" query="false" createrowifnonefound="false" sobject="Sentinel__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="nmsUp" limit="20" query="false" createrowifnonefound="false" sobject="NetworkManagementSystem__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="strUp" limit="20" query="false" createrowifnonefound="false" sobject="Stream__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="iaUp" limit="20" query="false" createrowifnonefound="false" sobject="InteractionAnylitics__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="ssUp" limit="20" query="false" createrowifnonefound="false" sobject="Stream__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="pbUp" limit="20" query="false" createrowifnonefound="false" sobject="PlayBackServer__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="mlUp" limit="20" query="false" createrowifnonefound="false" sobject="MediaLibrary__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="smsyUp" limit="20" query="false" createrowifnonefound="false" sobject="SmartSync__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="daUp" limit="20" query="false" createrowifnonefound="false" sobject="DesktopAnalytics__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="voUp" limit="20" query="false" createrowifnonefound="false" sobject="VoIP__c" doclone="" type="" adapter="salesforce"><br />            <fields><br />                <field id="Customer_Entitlement__c"/><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r&#46;Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="slUp" limit="20" query="true" createrowifnonefound="false" adapter="salesforce" type="" sobject="ScreenLogger__c"><br />            <fields><br />                <field id="Customer_Entitlement__r&#46;Name"/><br />                <field id="Customer_Entitlement__c"/><br />            </fields><br />            <conditions><br />                <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;Status"/><br />                <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r&#46;AccountId" state="filterableoff" inactive="true" name="AccountId"/><br />            </conditions><br />            <actions/><br />        </model><br />        <model id="CurrentUser" limit="20" query="true" createrowifnonefound="false" adapter="salesforce" type="" sobject="User"><br />            <fields><br />                <field id="Id"/><br />                <field id="SmallPhotoUrl"/><br />     

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There’s a portion missing.


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Active Expired Inactive Account Name {{Name}} DailyAssessment DailyAssessment &nbsp

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Hi Avinash,

I found a few things of issue in the page. It would be way way faster to troubleshoot over GTM or Skype. Whichever you prefer.

Lemeno,

Pat


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Skype.  do you want my email address to send an invitation?


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pat_vachon_77


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Skype ID: avinashmandapaka. I tried calling you but no answer