Skip to main content
Nintex Community Menu Bar
Question

how to create a record table of created skuid salesforce reports

  • July 10, 2024
  • 10 replies
  • 50 views

Forum|alt.badge.img+7

I’ve created several skuid reports and want to place those report links in a table so I can easily access them from a tab view in skuid. 

Any ideas how I can achieve adding the reports to my custom skuid page? 

This topic has been closed for replies.

10 replies

Forum|alt.badge.img+17

Easy way: put each report in a tabset tab and set it to dropdown. Then the selected report will appear based on your drop down choice. Harder: create a custom object in Salesforce to store the URL of the reports.


Forum|alt.badge.img+18

This is also a little harder, but you could also use a Nav component if you want to see a vertical or horizontal stack of your reports instead of a dropdown list. Then, have the nav action dynamically load a page include with javascript, like this:

var pageInclude = skuid&#46;$('#EmptyPageIncludeComponent')&#46;data('object');<br />pageInclude&#46;pagename = &#47;&#47;the name of your page<br />pageInclude&#46;querystring = &#47;&#47;any params that your page needs<br />pageInclude&#46;load(function(){<br /> &nbsp;console&#46;log('Loaded page include&#46;');<br />});



Where ‘EmptyPageIncludeComponent’ is the unique id of your page include component.


Forum|alt.badge.img+18

Forum|alt.badge.img+17

Nice…


Forum|alt.badge.img+18

After all that, I think if you just use a tabset like Raymond suggested and set it to a left tab bar, you’d get the same effect without code.


Forum|alt.badge.img+17

Yes, but you can take it to the next level with the snippet if you add in some other actions to the sequence and/or don’t want the tab bar displayed. For example, you could open the report in a full screen popup to give it maximum screen real estate and put the nav buttons anywhere on the page like in your header. Love it… thanks for posting. I acccomplished something similar through conditional rendering of multiple page include components, but this snippet would have probably saved me some time and creative thinking.


Forum|alt.badge.img+18

Yeah, I found that method helpful with nested queues in drawers, where we need to load a different page include depending on which level of the queue the user clicks on.


Forum|alt.badge.img+17

Yes the options are endless. Seems like it would make a good action item: “Load page include”. Then any componenet you need to have variable parameters could be put in a page include, then you could use this action to feed in the parameters and load it.


Forum|alt.badge.img+18

i’d vote for it. 🙂


Forum|alt.badge.img+7
  • Author
  • July 10, 2024

Looks like I have a couple options to play with :) 

Let me see which comes out to be better option.

I appreciate it very much and will get back to you on which method was decided on.