Default value for reference field based on condition

Barry,

You will have to either set the related field values with a model Condition or set the values with our Javascript API. Skuid should let you do this for fields that are writeable (i.e. CreatedBy.Name won’t work, but Owner.Name will). See the following XML which demonstrates this using the Contact object:

<skuidpage showsidebar="true" showheader="true" tabtooverride="Contact"> <models> <model id="Contact" limit="1" query="false" createrowifnonefound="true" sobject="Contact"> <fields> <field id="FirstName"/> <field id="LastName"/> <field id="CreatedById"/> <field id="CreatedBy.Name"/> <field id="OwnerId"/> <field id="Owner.Name"/> <field id="Name"/> <field id="AssistantName"/> <field id="AccountId"/> <field id="Account.Name"/> </fields> <conditions> <condition type="fieldvalue" value="Jacques" enclosevalueinquotes="true" field="FirstName"/> <condition type="fieldvalue" value="Cousteau" enclosevalueinquotes="true" field="LastName"/> <condition type="fieldvalue" value="123abc" enclosevalueinquotes="true" field="CreatedById"/> <condition type="fieldvalue" value="Steve Zissou" enclosevalueinquotes="true" field="CreatedBy.Name"/> <condition type="fieldvalue" value="456def" enclosevalueinquotes="true" field="OwnerId"/> <condition type="fieldvalue" value="Steve Zissou" enclosevalueinquotes="true" field="Owner.Name"/> </conditions> </model> </models> <components> <pagetitle model="Contact"> <maintitle> <template>{{FirstName}} {{LastName}}</template> </maintitle> <subtitle> <template>{{Model.label}}</template> </subtitle> <actions/> </pagetitle> <basicfieldeditor showsavecancel="false" showheader="true" model="Contact" mode="read"> <columns> <column width="50%"> <sections> <section title="Basics"> <fields> <field id="FirstName"/> <field id="LastName"/> <field id="Name"/> <field id="AssistantName"/> <field id="AccountId" displaytemplate=""/> </fields> </section> </sections> </column> <column width="50%"> <sections> <section title="System Info"> <fields> <field id="CreatedById" displaytemplate=""/> <field id="OwnerId"/> </fields> </section> </sections> </column> </columns> </basicfieldeditor> </components> <resources> <labels/> <css/> <javascript> <jsitem location="inline" name="newInlineJS" cachelocation="false" url="">(function(skuid){ var $ = skuid.$; $(function(){ var myModel = skuid.model.getModel('Contact'), myRow = myModel.getFirstRow(); myModel.updateRow(myRow,{ AssistantName : 'Klaus', AccountId : '1a2b3c', Account : {Name : 'Deep Dives'} }); }); })(skuid);</jsitem> </javascript> </resources> </skuidpage> 

Note that the Conditions on that model are just setting values. To get Salesforce formula fields to evaluate or anything like that, you actually have to query Salesforce (this is why the Contact.Name field in the example should be blank, even though you’ve got values for “First Name” and “Last Name”).

Of course, Conditions affect legitimate queries, so you may want to use our Javascript API to manually manipulate the model data instead (see updateRow and updateRows in the skuid.model.Model docs). I’m populating the AssistantName, AccountId and Account.Name fields in this example this way. It’s not completely declarative, but it allows you to do things like check to see if the model found a row before creating an empty row (skuid.model.Model.createRow) and setting values.

If this doesn’t shed some light on the situation, could you paste in your XML or grant login access so we can take a look? Thanks.

Thanks J.

Unfortunately, the scenario you capture above is slightly different than mine, sorry for the confusion.  The way you describe above works as expected.  However, in my case, the “value” in the condition is coming from another model instead of straight text.

I’m going to try the API approach to see if that will works.  

In the meantime, I’ve granted login access so you can see the details behind what I’m attempting.  The page you want to look at is SampleTestSysCompanyChangeEdit.

Thank you for your continued support!