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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The mobile builder renders checkboxes as on/off switches. Is there an easy way to change that back to the simple square box with label to the right used by the desktop builder?
I am trying to get my Skuid new contact page to act more like the default salesforce page. In my Skuid page, I need to billing address to be copied to the contact when I select the account I want this contact to be related to. Thanks for your help.Andy
Has anyone figured out how to make the Mini Page Layouts show up on Hovering of a Reference field value? In some default page layouts you can hover over an object reference field name from a reference field and it will show a hover menu of fields. Is there a way to make this show up when hovering reference fields in Skuid?
I feel like I’m missing something obvious here…can you display an aggregation in a template field? It works just fine if I place the aggregate field in the Field Editor but I can’t get it to display in a template. Any help would be greatly appreciated!
I have a lookup field that uses the “auto-complete” rendering option. This option displays a little magnifying glass in the field which when clicked renders a popup that from which you can choose the related record, much like the standard SF lookup functionality. I don’t see any way to control how this popup works, though. Is there? My problem is that I don’t want users to be able to click on the name of the related object’s records - I want the “Name” field that shows in the popup to not be a hyperlink. Alternatively the auto-complete could just render the magnifying glass option. Is there a way to affect the field displayed in the popup?
We’re using Attachments on a Custom Object whereby Partner Community Users need read only access to Attachments posted by an Employee User but edit access to the Attachments they have posted. It would stand to reason that the most straight-forward approach would be to use a filter on a model condition on the Attachment model for Owner.UserType. However, this throws a pretty nasty error:1. An error occurred while attempting to perform the following SOQL query: SELECT ContentType,CreatedDate,CreatedById,CreatedBy.Name,OwnerId,Owner.Name,ParentId,Parent.Name,LastModifiedDate,LastModifiedById,LastModifiedBy.Name,Name,Description,BodyLength,Owner.UserType,Id FROM Attachment LIMIT 21 Error:No such column ‘UserType’ on entity ‘Name’. If you are attempting to use a custom field, be sure to append the ‘__c’ after the custom field name. Please reference your WSDL or the describe call for the appropriate names.I have been able to bring in a User Model and filter on UserType IN (‘CSPLitePortal’,
We are a music school. We have numerous object for our school with the following parent child relationships:Course, is the parent ofClass, which is the parent of bothClass Sessions & EnrollmentsI am now trying to build a detail page for the “class” object which will load when we select a specific class.I have used a tabs to create the page. Each tab has an include page for basic fields on each each model. What do I need to put in the “Query String” for each include page to enable it to render the page with the class details?Here are our API Names for these objectsCourse = MMA_Course_Type_and_Year__cClass = MMA_Group_Class__cClass Session = MMA_Group_Class_Session__cEnrollment = MMA_Group_Class_Enrollment__cHere are the Skuid page for each “include page”include_MMA_Course_Type_and_Year_DETAILinclude_MMA_Group_Class_DETAILinclude_MMA_Group_Class_Session_DETAILinclude_MMA_Group_Class_Enrollment_DETAILThanks!Anna
I just spent an hour or so with a production bug involving temporary rows in a table. We have a field that indicates what percent of a line item should be applied to an invoice. Obviously this field is important to calculating our invoices accurately. My admin has told me with certainty that a PERCENT field with a default value of 1 will default to 100% in salesforce (I’m taking his word on this…). The field is set up like so:However when users were creating new rows in the table of line items, the newly created line items were showing up as 1% instead of 100%. I logged the metadata of the field and it looks like skuid has it as “1.0” : Is this the correct behavior for a percent field? Also before this release when a user created a new row (via a snippet) if there was no value sent in for the “Applies To” field, it would default to null. It seems like after superbank it started defaulting to the metadata default value. I know that is probably what most people want, but it my case it ma
I need a way to refresh the parent page model that has the page include when I click a button within the Page Include. Or the opposite, I need to have a button on my parent page that can save Model data on a model within the page include. Can either one of these be accomplished? I have a page include within a tab that saves a chunk of data to the same Case record as the parent page but it is too large to be contained in the parent page. When I save the edits in the Page Include I need it to update “Refresh” the models on the parent page.Has anyone accomplished this, I have not been successful using skuid.model.updateData();?
The new Multiselect filter feature is awesome. However I’ve noticed a small problem when using it on aggregate models. It seems to automatically add a field Summary for the filtered field in the model. This gives an error message when viewing the page. However it is easily solved by removing the summary from the XML, so it’s not a big problem.
With Salesforce standard record detail page, when a user receives a Chatter email notification when they have been @mentioned in a record, when they click View/Comment button from the email, Salesforce opens the post on the record with comment section open for the to add their comments. I have noticed with Skuid detail pages users are directed to the detail page then the have to scroll thought the Chatter feed to find the post. Does anyone knows if there is a way to direct the user to the specific comment instead of just the detail page?Is this possible with Skuid?
I am having an issue with the page builder for my page. I have a popup that I am trying to configure and add more fields to it but everytime I add a field, try to add a rendering condition the builder configuration is going blank and thinking that I have made changes that I have not. I also have seen a couple times when dragging a component that the Orange Line for placement will get frozen and in both cases the pages breaks if you save it and then I have to Back Door in and revert the XML from a manual backup of the XML (Versions never loads just sits at loading UI block). I have taken some screenshots and below is the error the actual page & the builder gives if you save the Page Builder, reverting the XML then fixes it but I cannot make any changes through the builder as the weird blank configuration thing happens. I need help, any Ideas why the builder keeps crapping out? Also, When trying to Add a field from the model the popup where i pick the field will freeze and not go awa
Anyone using this recent feature? Mind posting a few screenshots?
A guide to funnels would be really useful.I’m trying to combine leads (all unconverted leads) with opportunities (all open / closed won opportunities) which would allow me to track the results of my campaigns.But I can’t tell whether it’s possible to group the leads count, split by status, at the top of the funnel with the opportunities count, split by stage, below.At the moment the lead’s and opportunity’s counts are mixed together and I can’t spot the logic for their ordering or how it can be changed.
I’ve put together a really simple Geochart that ‘should’ render a count of Accounts based on BillingCountry and BillingState. No buckets and only default styling used. The ‘series’ is using the Count function on the Id field, and BillingState and BillingCountry are both in the model. I’ve also tried using BillingCountryCode and BillingStateCode picklist fields instead, but no luck. I feel like there’s something really simple that I’ve missed, but can’t seem to figure it out. I’ve copied the page xml below - if anyone has any tips I’d greatly appreciate it. <skuidpage unsavedchangeswarning="yes" showsidebar="true" showheader="true" tabtooverride="Account"> <models> <model id="Account" limit="100" query="true" createrowifnonefound="false" sobject="Account" doclone="" type="" orderby="LastViewedDate Desc"> <fields> <field id="Name"/> <field id="CreatedDate"/> <field id="BillingCountry"/> <field id="BillingCity"/> <field id="BillingState"/
My application is designed for non-profit sector in developing country. 1) First why are you limiting this map till county level only? Is this due to type of maps that you use? Do you plan to allow other maps (OpenMap, Bing, Google) etc?2) Typical breakdown for example in India would be Country+State++District+++Taluka++++VillageI understand that I can map Country and State direct mapping and District to County. What about two other levels? I suspect your maps don’t have that coverage. Could you confirm? If not, do you plan to extend?3) Has anyone built DB to cover all regions in the world? If yes, what is a best way of such a service or Salesforce object?
I’m trying to display a user’s targets (from a custom object) and their sales (from opportunities) on the same graph. But when I add the second data set, the other disappears. Has anyone else come across this?
I’ve created the below chart but the line is hidden behind the columns.The chart was initially created with the column data as it’s data source and the line’s series was added afterwards.Is there a way to reorder the series so that the line is displayed on top of the columns or is my only option to recreate the chart using the line series first?
Has anyone tried to extend SKUID as a survey builder? Though SKUID quite natural for this user case, not everything is quite out-of-box. It seems that you still need to add quite a bit of extension such as ability to create datatype, skip logic etc which are user driven. If someone has attempted to do this, I would like to understand how you did that. Quite frankly, I strongly hope that SKUID provides this out-of-box…I know that they don’t publish roadmap, but can they confirm or deny this feature in roadmap?
A template marked with “Do not run template on each row” is not rendering merged fields. Steps to reproduce: Create a new detail page for account Add a template to the page Mark the template “Do not run template on each row” Preview page choosing an account Actual Result Template area contains non-merged values but not any fields that were merged (e.g. {{Name}}) Expected Result Template should contain merged fields Notes: The sample page is constrained to a single record in Account model based on url parameter id. However, if you remove the Max Record # restriction (or just increase it) and eliminate the condition for id, the template still does not render properly. If you disable the “Do Not run template on each row” property, the output of the template is correct. Sample XML <skuidpage unsavedchangeswarning="yes" showsidebar="true" showheader="true" tabtooverride="Account"> <models> <model id="Account" limit="1" query="true" createrowifnonefound="false" sobjec
Upgraded sandbox to Superbank 6.8 this morning, after watching the kickin' announcement video. (And just upgraded to 6.8.1 a bit ago) I have a page which has a conditionally rendered save/cancel button. The condition is Model with unsaved changes :  The save/cancel will now not show up when I modify fields in the model. If I remove the condition, they do the grayed-out-inactive to enabled/active thing. I could swear I this was working fine for me yesterday, but I made a lot of changes... SO, I made a super simple new page with 1 model and 2 fields, as below XML. This test page does the same thing. Given the simple test, I don't see what I could be doing wrong.Thanks.XML: ``` {{CaseNumber}} {{Model.label}} <p> </p><p
I have not been able to get this to work and am hoping there is a simple solution to this that I am missing. I am trying to show certain components (fields, tabs etc…) based on the running users Profile/Role Name. I tried the below and it is not working. I need to use name because of ID differences between environments. I don’t really want to have a entire page copy for a different profile as I only have a couple pieces that need to render based on User Role.How can I achieve this?
I have a snippet which is prepopulating a dateTime field, from a previous row in the same model, OR if there are no previous rows, then date should be null and time 00:00This seems to be working fine in our dev org and packaging org, but in a test org the ‘time’ component (which should be 00:00) actually varies according to the user’s time zone setting.How it looks in the dev org when first row is populated:How it looks in the test org when first row is populated: (user’s time zone set to GMT+2)How it looks in the test org when user’s time zone is reset to GMT+10Any ideas as to why this could be happening? And how to make this snippet populate a 00:00 value for the time (across multiple orgs and user time zone variations)Snippet below: var $ = skuid.$, &nbsp;&nbsp;&nbsp; &nbsp;params = arguments[0],<br>&nbsp; &nbsp;model = params.model,<br>&nbsp; &nbsp;<br>// Create a new row in our Model,<br>// with the stack__Date__c field defau
I am having a page with few field editors (had to use field editors instead of different sections to guarantee sorting order of records based on record type).The issue is some field editors gets huge blank space below it. I revised the XML of this field editor compared to others who don’t have the pace and couldn’t find anything.Any work around or other component I should use ?
I am unable to edit my category axes on charts in Skuid… Am I missing something or is there a bug here? In the attached picture, I clicked on “axis 1” and nothing appears in the panel to the right. In the training documents there are inputs for ID, Title, Category Field, and Flipped. I see none of these in my instance. I tried in Firefox, IE and Chrome. Any advice would be much appreciated. Thanks!
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