Nintex Automation K2: Back to basics
Access resources, discussions, and troubleshooting tips to build custom applications and streamline workflows with Skuid NLX, SFX, & EXP.
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Hi,Is there a way where we can move data from a Record X to Record Y where Both Record X and Record Y or of the same object called MyCustomObject.This MyCustomObject is a detail object to a Master object called Entitlement.So what i wanted to accomplish is,I have an expired entitlement record called (My Entitlement1) and it is linked to an account called My Accounts. My Entitlement1 has a child record Called Record X(this Record X is from the object MyCustomObject) which is used to save information related to the Entitlement like no of licences, servers, no of operating systems etc.Now, I have a another entitlement called My Entitlement2 and this Entitlement also belongs to the same account(My Accounts). Now, Record Y is child record to My Entitlement2 and the purpose of creating Record Y is same as like why Record X is created, that means the information saved Record X will be same as the Information that we are going to enter on Record Y because both the entitlements belongs to the
UPDATE: to quickly summarize, 1st clause (based on profile name) works. 2nd clause (based on UI-only field) does not work.I have an In-line Javascript code to add CSS properties.It works fine for the first clause of the if statement (a user whose profile starts with “RO_”).I have a UI-field, in the model ‘Office’, that I would like to do the same with.I confirmed in the developer console that “UIinput” equals RegionalOffice, once it is selected in the picklist. (Which would make the else if clause true)I suspect it has something to do with function being run on page load, but was hoping someone could confirm that for me. I am still a JavaScript newbie.Thanks in advance for any help.(function(skuid){ var $ = skuid.$; $(document.body).one(‘pageload’,function(){ var profile = skuid.utils.userInfo.profileName; var profilePrefix = profile.substring(0, 3); var UIfield = skuid.model.getModel(‘Office’); var UIinput = UIfield.data[0].OfficeType; if (profilePrefix ===
What is needed to check if this is true in UI-field calculation field?IF({{Primary_Cell__c}} == “TRUE”,“This is the Entity phone number”,“”)
Hello,We are facing one issue with Skuid License Assignment/Revocation. Below are the use cases:Profile-A is configured under skuid setting to auto assign/revoke Skuid license & permission sets.Profile-B is Non Skuid profile.UseCase 1: User-A is of Profile-B. Now I want to change his profile from profile-B to profile-A. So that he will have skuid access. - But on user profile update it is not auto assigning skuid license & permission sets.UseCase 2: User-B is of Profile-A. Now I want to change his profile from profile-A to profile-B. So that he will not have skuid access anymore. - But on user profile update it is not revoking skuid license & permission sets.How to assign/revoke skuid license & permission sets on User Profile update?Thanks,Aanal
I added search fields to one of the reference field and provided custom label to Account field as below - Investor Name Phone Initially while the page load it shows the correct label but if trying to access the lookup 2nd time it starts showing the actual field label instead of the custom label. Screenshot attached. 1st Attempt - 2nd Attempt -
Hi I have made a data entry wizard to manually enter the data in account, contact and opportunity records, it seems to work all fine when the account has two contacts linked to it, because i have limited the max. number of records to be loaded to 2, which is ideally needed because each one of my account belongs to a couple, but if an account has only one contact linked to it, the ondition to load just 2 records work against it and it uploads 2 records again one whichis linked to the account and the other from anywhere in salesforce.The model Contact has the condition to fetch records where account id is the value of id field returned by first row of account model, account record is determined by the id parameter of URL. I tried using rendering conditions on the fieldeditor but that dint worked at allit doubled up the model when the condition was true.Please help me solve this problem
On a button’s actions, I want to create a new row where one of the fields is set to a parameter that is passed to the page by URL. Can I use the {{$Param.label}} merge syntax to set this value?
I have built a page of the data entry on SF records against Accounts, Contacts, Opportunity and some custom objects.As soon as the any Lead is marked as in office booked it is converted and we need to do the data entry on accounts, contact and opportunity, every account will have only two contacts associsated with it which is a couple, when I start data entry wizard the it only brings up one of the contact records assosciated with the account, not both of them as is visible below… This field editor is rendered on the marital status field on account which is on first page of the wizard, I wish to change it to fetching both the contact records Please help me with this…Also Can i render one of the Steps in the wizard
I’m trying to give users two UI only lookup fields which they can choose records from. Then, I will send those records to Apex to do further processing. However, 90% of the time, these lookup fields can be predictably populated. So I’m trying to automate the population of the fields. Therefore, I’m using custom snippet rendering to render the UI only reference fields. However, once rendered with the Id I want, they only show the Id and not the name of the record even though the field.options.template defaults to “{{Name}}” according to documentation (http://help.skuid.com/m/11720/l/214147-skuid-ui-field-renderers - REFERENCE Edit method). Additionally, once I click out of the field after the field is rendered the Id’s disappear. Is there a method in my snippet I’m missing? Here’s my snippet: var field = arguments[0]; //field objectvar fieldValue = arguments[1]; //null in the beginning since it’s not populated till end of this script var RecentlyFundedOppModel = skuid.model.getModel(‘
Lookup fields are rendering differently in the Console than they do in our normal detail page. For example, our opportunity detail skuid page displays the Owner field as a Name (that’s how we want it), but when you pull up the same opportunity in the Console, the 18 digit iD is shown instead. Why does it render differently in the Console?
How to Refresh or reload skuid page from Snippet?
Good morningI am trying to create a data model with a condition of “does not contain” multiple values. When I save the condition it becomes is in the set of values. Is this not allowed in Skuid? Salesforce list views allows for this filter condition.
I have a picklist that lets the sales reps choose an opportunity scope (field name Objective__c). Based on the selection, different fields display, and default values are set.The snippet that sets these default values works correctly the first time you select any option.But once you select Default (simplest, fewest fields), and then switch back to any other option, the ui does not update, and there is an error in the console:Uncaught TypeError: Cannot read property ‘Id’ of undefinedHere’s the skuid function that fails: function Y(a) {&nbsp; &nbsp; &nbsp; &nbsp; var b, d, e = a[0], f = {};<br>&nbsp; &nbsp; &nbsp; &nbsp; return a.length &lt; 2 ? !1 : (c(a[1]) ? (d = {},<br>&nbsp; &nbsp; &nbsp; &nbsp; d[a[1]] = a[2],<br>&nbsp; &nbsp; &nbsp; &nbsp; b = a[3]) : (d = a[1],<br>&nbsp; &nbsp; &nbsp; &nbsp; b = a[2]),<br>&nbsp; &nbsp; &nbsp; &nbsp; f[e.Id] = d,<br
We have been using a set of pages for a long time without problems, but are just now finding problems. It could be these problems started after the June update, but we are not 100% sure because the error was silent (except in the browser console).In our code, we do a series of async calls - to a web service, and then to Skuid to save data, and then in that callback, we call skuid.model.updateData to refresh our models. In the past, that last call to updateData has worked and the completion function has been called. But now, we are getting an error in the browser that “a.data” doesn’t exist (deep inside Skuid (at skuid__SkuidJS (26,10954)) and the completion function is never executed.There has been no change to this code in a very long time, but of course the data in SFDC has changed so it’s possible this is a bug in our code. I have validated that the array of models we are sending to updateData (three models) all appear legit, and not unusually large (largest one has 25 items).We
Would be a cool standard feature if the row in a table highlights when the mouse pointer is over that row.
IBV is a UI only formula field that is true if “Date bid values sent” is not null.I want to use the statement below as the button label, but it shows “Send Bid Values” whether IBV is true or false:{{^IBV}}Send Bid Values{{/IBV}}{{#IBV}}Re-send Bid Values{{/IBV}}
We have state and country picklists enabled (the mailing state and country fields are picklists in the standard contact view ), however, on the skuid page the state and country fields are appearing as text fields. I was under the assumption that skuid would respect state and country picklists? Is there something I’m missing? Standard View: Skuid: Any help would be greatly appreciated!
I’ve got a drawer bound to a table and I followed the “Add Nested Rows” tutorial to configure the drawer. I can add a template and bind the fields in that template to the child model and it will display the right data for the row, but I don’t get any results when I try to do bind a Field Editor to the same model (if I set the Context - if I don’t set the Context, I always get the first row from the detail model in my Field Editor).I have no idea what to try - should this work?
So I have created a search box and button using a field editor with a UI Only Field and a Page Title where the button is triggered when you hit Return by setting return as a hotkey for the button. (You might ask why I didn’t just use a normal table filter. It’s complicated. There are reasons. I can provide details if needed.) It works pretty well if you type some text and then click the button. It also works well if you type some text and then wait half a second and hit return. But if you type some text and quickly hit return, the button is activated but the Actions for the button seem to be run before the text in the field is actually sent to it’s model or more importantly to the condition for my SearchResults model. Is there some way to delay the button’s action until the value of the UI Only SearchString Field has been fully “set”? Below is the XML for a test page. It searches Contacts based on their name. To reproduce the issue: Try typing a name and clicking the search button. The
It seems that for dependent picklists if the controlling field does not have any values configured for the child picklist and you view that in a Field Editor component the child picklist shows as an empty dropdown. What we expected is that whatever value is currently on the record, even if it isn’t configured, would still be displayed. To work around this we added the option to the config but we have a lot of legacy records where this type of workaround would not work.
I have static resources in DEV and after uploading my skuid pages to PROD I do not want to have to manually update the respective links in PROD. Is there anyway to do this?
Hello all, My apologies for potentially a silly question … For a few months now, I’ve had a piece of JS code in my Skuid page that references the standard Javascript .getMonth() method. This code was working really well until last week, when all of a sudden, the page wouldn’t load anymore. When I looked at the console, I saw the following error: Uncaught TypeError: startDateJS.getMonth is not a function Like I said, the code used to run just fine. In fact, this is a Skuid page I haven’t modified since 6/8/2016 – it was working fine when/since I last modified it, and started displaying this error last week. Has some setting in Skuid changed, or could there be some global setting on my end that I modified to cause this issue? Thanks! Aparna
I created a skuid page for external sources to enter the leads into salesforce and made it available thrrough salesforce sites . Ideally it should be editable and everyone should be able to enter the details of new leadd, but cuurently the page does not give this edit option even after giving the page required permissions,object permissions, field ;level security permissions checking the security sharing model in Salesforce but still to no help?? i an attaching the screenshotof the existing situation and what i require Please help i need to get this done before coming wednesday Please help This is what i need the page to look like and be editable but currently it is like this PS the model and the field editor is on edit only mode in skuid.
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