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
And the pop-up on the row looks like this:
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.
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- Auto populate master Record field ID on a Row action
Auto populate master Record field ID on a Row action
- July 10, 2024
- 24 replies
- 92 views
24 replies
- Scholar
- July 10, 2024
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.
- Author
- July 10, 2024
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
- Scholar
- July 10, 2024
That happens when the models used don’t have the fields used in the context.
- Author
- July 10, 2024
This is the Context condition i had
and now the pop=up looks like this
What else do i need to modify?
- Author
- July 10, 2024
The field i am using in the Context is present on my model. i don’t understand what am i missing.
- Scholar
- July 10, 2024
Don’t use the Name field. Use what is probably called Entitlement__c and not Entitlement__r.Name.
- Author
- July 10, 2024
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.
- Scholar
- July 10, 2024
Hmmm… something small is missing. Can you copy the XML for the page to here?
- Author
- July 10, 2024
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
- Author
- July 10, 2024
Some thing is going wrong. Though i see the XML in the preview, it is not getting through when i save it.
- 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.
- Author
- July 10, 2024
I dont see any pre button below the comments text box. Th view i have while writing a comment looks like this
The issue is still there.
- Author
- July 10, 2024
<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.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.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.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.Status"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.AccountId" state="filterableoff" inactive="true" name="accId"/><br /> </conditions><br /> <actions/><br /> <groupby method="simple"><br /> <field id="Customer_Entitlement__r.Name" name="customerEntitlementrName"/><br /> <field id="Customer_Entitlement__r.Account.Name" name="customerEntitlementrAccou"/><br /> <field id="Customer_Entitlement__r.EndDate" name="customerEntitlementrEndDa"/><br /> <field id="Customer_Entitlement__r.On_Hold__c" name="customerEntitlementrOnHol"/><br /> <field id="Customer_Entitlement__r.StartDate" name="customerEntitlementrStart"/><br /> <field id="Customer_Entitlement__r.Status" name="customerEntitlementrStatu"/><br /> <field id="Customer_Entitlement__r.Contract_SLA__c" name="customerEntitlementrContr"/><br /> <field id="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r.Status"/><br /> <condition type="fieldvalue" value="" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r.Status" state=""/><br /> <condition type="fieldvalue" value="" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r.Status"/><br /> <condition type="fieldvalue" value="" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" field="Customer_Entitlement__r.Status" state="" inactive="false" operator="=" mergefield="Customer_Entitlement__c" novaluebehavior="deactivate" enclosevalueinquotes="true"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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.Name"/><br /> <field id="Customer_Entitlement__c"/><br /> </fields><br /> <conditions><br /> <condition type="fieldvalue" value="Expired" enclosevalueinquotes="true" field="Customer_Entitlement__r.Status"/><br /> <condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Customer_Entitlement__r.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 /> - Author
- July 10, 2024
- Scholar
- July 10, 2024
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
- Author
- July 10, 2024
Skype. do you want my email address to send an invitation?
- Author
- July 10, 2024
Skype ID: avinashmandapaka. I tried calling you but no answer
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