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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I’m bulding a case queue similar to the one found in this tutorial…http://help.skuidify.com/m/supercharge-your-ui/l/127596-queueWhenever I click any of the cases in my queue, the page component renders, then I am redirected to the standard Salesforce page. Is there a way to stop the stop this action so that the details will render but I won’t be redirected to the standard page.
The screenshot below shows a field editor with two fields: Id, and Notes__c. The condition on the model is Notes__c != null. Notes__c is a rich text field. Obviously, the model is pulling a bunch of rows with no value in Notes__c. Any idea what I’m doing wrong here?
Hi, I am building a wizard that does an employee appraisal. The first step is to capture who the appriasal is on, and some other high level data about the appraisal. Once I have that, in step1, I want to load a set of appraisal questions based on the employee record identified in the first step. I have tried all kinds of things, including late loading models through javascript, conditions that are turned on and off via a save of the initial condition, and whatever I try simply does not work… Any suggestions on how to do this? Here is the XML for what I’ve done so far… <skuidpage unsavedchangeswarning="yes" showsidebar="false" showheader="true"> <models> <model id="AppraisalInputData" limit="1" query="false" createrowifnonefound="true" sobject="Appraisal__c" doclone="" type="" forview="true"> <fields> <field id="Name"/> <field id="Appraisee__c"/> <field id="Appraisee__r.Name"/> <field id="Owner.Name"/> <field id="Period__c"/> <fie
I am trying to create a “New” Account Page, that shows different fields depending on the record type selected (in the standard page) but even if I select a specific record type it always displays the page as it would look for the default recordtype set on the user’s profile. How do I make it so if they select a record type from the drop down that it remembers this on my custom page. Step 1: Selected Business Account, clicked continue. Step 2: Record Type ID should be Business Account as previously selected but instead defaults to Client Account.
I am generating a URL on global action click and passing some values in parameters which are then used to set default field value on new record (which is skuid page). The field which holds the default value is a lookup field. So I am passing both SF id and SF name in URL parameters so that it shows proper name instead of SF ID. These param values are referred in model conditions to set default field values. Now the issue i think is with the URL encode. If the name is KEVIN O’BRIEN then the generated URL is KEVIN O&amp;#39;BRIEN. The lookup field is not set up properly. It shows KEVIN O which is incorrect. I checked by adding {{#urlDecode}} in the condition but it does not work. Pls help.
I would like to create a send email button on each table row using a default template. How do I go about coding the button?Thank you.
I have created a csv file with all required fields to bulk upload Page Assignments (using the Jitterbit Salesforce DataLoader). This appears to work, however, when I go back to the Skuid UI, the ‘Applies To’ field is blank, even if I specify a valid Salesforce record ID (in this case, I am assigning by user).If I export that updated Page Assignment list, the ‘Applies To’ field does show the correct Salesforce Record ID. It just appears to be an issue with displaying the correct User Name on the UI.Anyone else experience this? I tried to use both the 15 character and 18 character Salesforce record ID but experienced the issue either way.
Open a Popup or even a window from a page with the model being used by a chart so far i have been able to open a new page from a script on the click of one of my charts however i want the page i open to have the same model used for the chart is there a way to do this with a generic page or even popup which show all fields in the visualization or even if i have to manually configure/pass the fields this is as far as i have gotten with my javascript (function(skuid){ ``` var $ = skuid.$; //var myModel = skuid.model.getModel('MyModelId'); //var myComponent = skuid.component.getById('MyComponentUniqueId'); console.log("Chart element: " + document.getElementById("highcharts-4")); console.log(document.getElementById("highcharts-4")); window.onload = function(){ var chart = document.getElementById("highcharts-4"); console.log("Chart element: " + document.getElementById("highcharts-4")); console.log(document.getElementById("highcharts-4")); chart.onclick = function(){ console.log(win
Not sure what I’m doing wrong.
We have a requirement to position button to bottom right corner rather than default position of top right corner. Any Idea?
Anybody got ideas on this?
Is it possible to create cumulative charts with Skuid?Example: Revenue Chart grouped by purchase month, I want January to show January’s revenue and then February to show January + February, etcThanks!
Ok, experts– I have two rich text fields in different objects. We’ll call one is InteractionNote__c on the Interactions object, and the other CaseNotes__c, on the Case object. Interaction is a child of Case. CaseNotes__c is a bulleted list of all of the InteractionNote__c fields from all of the Interactions in the Case. Say that currently Case has three interactions, and CaseNotes__c looks like this: <ul> <li>Note 1</li> <li>Note 2</li> <li>Note 3</li> </ul> I need to write a script that will take the value of InteractionNote__c when a new interaction is saved (call it ‘New Note 4’), and dump it into CaseNotes__c so that the result is: <ul> <li>Note 1</li> <li>Note 2</li> <li>Note 3</li> <li>New Note 4</li> </ul> I think I need some jQuery to find the last and add '<li>' + InteractionNote__c + '</li> before it. Or find the last and add that after it? Or some tri
Hello, Is there a workaround with skuid for the following issue:Conga 8: The report is invalid. Are you using My Domains or matrix style reports? This mesage shows up in the Conga 8 Template Builder. My custom report data does not appear. I don’t have a martix report, but we are using My Domains, i.e. Sim CollegeThank you,Jeanette Shown
I’m having issues with creating a new record when you’re in a detailed page. For example, in a company detailed view, I’d like to be able to “Create New Contact” and have a pop up window that will you create that contact, put the company name and it would add that contact to the company. However, when I create a NewContact model, and add this popup, every contact shows up. I just want a blank, edit create new contact pop up window. Please help.
I have an object whose fields are extremely generic (i.e. Parent.Var01_Label,Parent.Var02_Label and serve as a reference for the records of one of the child objects below it. I create a table using the child object and that child object has loosely coupled fields that I intend to match (i.e. Child.Var01_Value, Child.Var02_Value etc…) So when I am creating my table columns for Child.Var01 I would like to override the label with something akin to {{Parent.Var01_Label}} - Value Screen shot 1 - Table Column Setup imaginecrm Screen shot 2 - Table Column Display (Not displaying the model field token) imaginecrm The problem is I can’t seem to get the model fields tokens to display in the table column even though I am using the field selector for that token. I suspect that even though the field selector is available that it is not functional for individual table columns. (though being able to use a parent in these cases would be nice) Since this is likely a no-go is there a way to use a custom
Hi,I have an object called “claims”. I created a lookup field on this object so i could access another object called “Payments”. This field looks like this:Now, in Skuid, i can see the payments object and see the field i’m trying to add to my table (Payment_Date). I added Payment_Date to my claims table, but I’m not getting any data to pull into this field on my table.Any ideas what I’m doing wrong?Thanks! I appreciate any help in resolving this!Kris
Is there any way to accomplish something like this?Basically, after our users are finished with a page I want to evaluate some fields and perform a few actions on the values of those fields. But the fields might change several times, and I only want to run the script once, so I can’t really use a model action… unless I’m missing something?I can create a ‘close’ button that runs multiple actions… but this doesn’t account for users closing the window. Do I have to just train our users to never close their browser windows, and always use the ‘close’ button?Thanks!
Hi Team!I’m running the snippet below from a model action (when the Status__c field is updated on the model), to create a new row: //Run this when Status is updated on model.<br>var $ = skuid.$,<br>&nbsp; &nbsp; arg = arguments[0],<br>&nbsp; &nbsp; m = arg.model,<br>&nbsp; &nbsp; r = arg.row;<br>console.log(m,r);<br>console.log(r.Status__c);<br>if (r.Status__c == 'No show'){<br>&nbsp; &nbsp; m.createRow({<br>&nbsp; &nbsp; &nbsp; &nbsp; additionalConditions:[<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; {Patient_Case__c: r.Patient_Case__c},<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; {Interaction_Category__c: 'Scheduling'},<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; {Interaction_Purporse__c: 'No show follow-up'},<br>&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; {Interac
Is there a way that I can access the label of the current tab and render it in a template? jQuery, perhaps?I saw this thread, and Zach’s answer: var TABSET_ID = 'FruitTabs';<br>var TAB_ID = 'Bananas';<br>var $ = skuid.$;<br>var tabset = $('#'+TABSET_ID);<br>var tabPanels = tabset.children('.ui-tabs-panel');<br>var targetTabIndex = tabPanels.filter('#'+TAB_ID).index() - 1;<br>tabset.tabs('option','active',targetTabIndex); So, could I use something like…var $ = skuid.$;var tabset = $(‘#MyTabsetID’);var currentlabel = tabset.tabs [ … something here??]OR var currentlabel = tabset.children.ui-tabs-panel ??
The url param in a condition for a mobile page model doesn’t work. You can’t select anything.
I recently posted a question about using the UserRecordAccess object. The solution ended up being a web service. Well, kind of. We can call a web service that uses UserRecordAccess to pass back the user’s access to a record, and we can use that to display (or not display) a button on the page. Now we want to use the web service to decide whether or not to display the edit and delete “links” on a list (see attached image). The development team wants the “Edit” and “Delete” access to be columns in a model. I, on the other hand, am new to SKUID and don’t care how it works as long as it works 🙂 . Suggestions on the “best practice” for tackling this would be greatly appreciated.
I am having an issue with my picklist fields that I use as radiobuttons. When the field is in read-only mode they radio buttons can still be toggled/changed on the UI side which doesn’t harm anything but the user might think they are editing and cause confusion. Is there a way to keep these locked so while in readonly mode the user cannot move the selected radio?
Hi,I have a table with a model that has group logic. I’m trying to apply a manual, select option filter for the Stage Name in the table. I placed the Stage Name condition as filterable off by default, and added it to the group logic with “And” followed by the Stage Name condition number.When I select a filter option in the table, it filters out all records. What am I missing here?Thanks,Chelsea
When a field editor is in ‘edit’ mode and contains an editable template field, “tabbing” in to the field results in having to dismiss the dialog (“done” or “X”) twice. What seems to be occurring is that two (2) dialogs are rendering since after dismissing the first, the 2nd one relocates to center of window. On couple of related notes is that when the editor is in ‘edit’ mode, the template field gets the “mouse pointer” cursor indicating a single click will trigger an edit. However, it does not get the pencil icon. Also, something could be said that it should require a double-click to edit instead of single click since it really appears to be a “read with inline edit” field visually. Steps to reproduce: Create new page using sample XML Preview any account Put focus on “Account Name” field Press tab key - This will popup the editor for Template Field Click “Done” or “X” Actual Result Dialog is redisplayed/repositioned Expected Result Dialog is dismissed ** Notes ** I’m unable to repro
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