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Does Skuid Have a NEW button and Record Type selection page for leads?

  • Jul 10, 2024 6:39 PM UTC
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Is there a way when a new lead record is created, that prior to going into the edit page, a record type page first shows up in order to select the lead record types? 

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6 replies

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Make it part of the new page? Use a UI only boolean value called “RecordTypeSelected” to conditionally render the RecordType field first all by itself.

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  • Jul 10, 2024 7:12 PM UTC

@ Pat: Good suggestion.

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  • Author
  • Jul 10, 2024 7:12 PM UTC

oh this seems over my head and through the woods…are these the correct settings?

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Sure. You just won’t be presenting the field to the user. You’ll be creating a model action when the RecordType field is edited to set this field to True. Then you have a method to control which components to present to the user. When false show a field editor with the RecordType field rendered as a picklist. When true show everything else. 😉

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  • Author
  • Jul 10, 2024 7:12 PM UTC

Thank you Pat!

Quick question, which is the better method in your opinion to create a new record?

Using a button with button actions or with js?

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Always action framework, as it allows easier management. Assume anyone else working on this page or in future doesn’t know js.

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