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Creating Schedule on LineItem drawer

  • July 9, 2024
  • 3 replies
  • 26 views
A
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Hi All - I’m new to Skuid and am currently testing in a sandbox org. I’m trying to simplify the way my users add products and their associated schedules. So far I’m using the Opportunity page with a tab for the LineItem. Within that tab I have a table for the products that have been added and then created a drawer for the schedule portion. Right now it will display the current schedule for the product and allow me to edit the existing, but when I try to add a new schedule date and save I get the below error:

Has anybody run into this before or have any other ideas on how to simplify managing products and their schedules?

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    3 replies

    A
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    Also, anybody have an idea why the Type field comes up only ‘null’ in the picklist?  I had to create an action that updates on save to Revenue to try to get around this.  When I remove the action I still get the same error so I don’t think it’s the cause of it, but would be interested to know why that field only has ‘null’ in the list.

    A
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    Ok… I figured out what was happening.  When I setup the condition on lineitem i setup to pass a parameter which i misppelled (‘id’ instead of ‘Id’).  Once i updated that no problems saving.

    R
    Nintex Employee
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    • Rob_HatchNintex Employee
    • Nintex Employee
    • July 9, 2024

    Armand.  Glad you figured out your issue.  Case sensitivity is a total pain. 

    I don’t think any of us at SKiud have spent much time with product schedules, and I know that SF standard objects often have some special wrinkles that make them tough to work around.  Let us know if you have more specific questions about skuid though. 


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