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 trying to show a template/field on a parent row in a table that can show the count/roll up statuses of picklist fields in related child records. For example, I have a status picklist on a child record and I would like to be able to see how many of each status when looking at the list of parent records. It would also be great to be able to show how many child records exist for each parent. Any ideas?
We are using the upload file component on quite a few pages and our users are complaining the function is confusing because it doesn’t tell them the upload was successful or instantly list what has been uploaded. Is there a recommended method to display a dynamically updating table of attachments being uploaded? Struggling to find a reliable and fast event to trigger a re-query of the attachments model. Thanks!
The default certainly isn’t that. What is driving the sort order by default?
So I’m making a wizard to delegate a case to a different user (using a custom ‘delegated to’ field, instead of changing owner)I also have a Due_Date__c field.In the wizard, I’d like to set the Due_Date__c field to ‘Today’ if there’s no value.I’m using the Action Framework on the ‘next step’ button on step1 of the wizard.- I can use an action to set the Due_Date__c field to Today, but that unconditionally overwrites the existing date if is already set.So I made the below inline snippet, based on one I found to another question, as an Action step, followed by a navigate to step2 action.Console output shows it’s updating the field, but when step2 loads, the Due_Date__c field is still blank.I tried adding a save-model action, and that works, but I’d like to have the wizard ‘cancelable’.(What’s the correct way to post code?) var params = arguments[0], step = params.step, $ = skuid.$; var caseDataModel = skuid.model.getModel('CaseData'); var thisCaseData = caseDataModel.getFirstRow(); var du
So I have a Date/Time field for a ‘Due Date’.Currently it defaults to null/no datetime.Once you select a date/time, how can the user remove the date/time?Surely there must be a way to ‘zero’ it out, but I can’t figure out how to do it.Thanks
Just noticed this weird behaviour…I have a subset of users not using Skuid right now. They have some custom list buttons to create tasks with options pre-filled. Example, a URL button that goes here: /00T/e?RecordType=012d0000000SsrM&who_id={!Contact.Id}&tsk5=Call%20-%20Demo&retURL=%2F{!Contact.Id}In the past this would create a new task page with fields pre-filled no problem. Now however, the new task window seems to be going through some redirection and ends up opening in an iframe within the page, so the menu and stuff is duplicated. URL: /servlet/servlet.Integration?scontrolCaching=1&lid=00bd0000000ei6P&eid=003d0000020y2kW&ic=1Page: It still actually works if you submit the task but the experience is obviously quite wonky. Could this be an artefact of the URL interacting with stuff Skuid is doing? I have some page assignments so that our org default is to use standard pages for any profiles not assigned to skuid pages, so my expectation is that the link woul
Skuid powers one of our custom pages within our partner portal. Is there a way to obtain usage counts of the users who access these pages while in our portal?
I’m trying to filter a list of records by user that a child record may contain. I’ve followed this guide https://community.skuid.com/t/filter-on-child-relationships and tried numerous variations to see if there’s something different about filtering by user but I can’t seem to get it working. Any tips?
I’m having a problem when I have a model that I set to late load (not on page load). I’m setting a condition in a snippet, and then tell the model to update … and that works just fine. But other models that have relationships to the first model (such as a primary model of Lead, and a secondary related model with a condition of Task.WhoId == Lead.Id) do not update their content (they are also set to late load). I’m making sure to call updateData, I’m waiting for Lead to load before trying to load Task, and yet I still find the Task object doesn’t work. If I switch to setting the condition manually (where I simple call Model.setCondition and use Lead.data[0].Id from the Lead model) it works fine. I’ve created a very simple example of this problem. Note that I am using RC3 of Superbank … and I’ve not tried it on any other release. This sample code uses a hard-coded Id of a Lead object - so you will need to adjust that for your own Lead objects. Any thoughts on what I’m doing wrong? T
There are two models, one containing a list of existing records used to populate a queue and one used in a popup to create new records. When the queue is clicked, the corresponding item is opened in a page include.There is a Model action that requeries the “List” model whenever the “New” model is saved, that way the newly created record appears in the queue.But how do you automatically select the newly created record so that it’s visible in the page include?
I have button on a Page Title with a sequence of actions on that begins with “Create new row.”Let’s call them A (Create new row), B, C.On the same model, I have a sequence of actions triggered “When new row created in model.” Let’s call them 1, 2, 3.What will the sequence of actions be?A B C 1 2 3ORA 1 2 3 B C
Surprised by this one. Must be me that’s doing something wrong. Pretty straight forward though.This works.This doesn’t work.
I have a button that is only displayed on the list view of Salesforce. How do I use that button with in a table in Skuid? Right now I can only use Salesforce buttons that are located on the object record and not the list view.
So I am working with Drawloop to get one of our processes working without enabling Connected Apps and OAUTH. In apex I can get the session id by using: UserInfo.getSessionId(); in skuid I can get it by using: skuid.utils.merge("global","{{$Api.Session_Id}}").text(); or: skuid.utils.userInfo.sessionId; All 3 of these options seem to return a different session Id!? So I was communicating with drawloop and they said that I need the Javascript session id instead of the VisualForce session id!? Apparently it should be the result of this: “{!URLFOR($Action.Account.Loop_Plus, account.Id)}” if you were dealing with an Account. This all has my head spinning what session Id do I actually need? I am running a webservice from a mass action on a skuid table. I tried all 3 options above and none of them worked. Is there another way?
Using the Visualizations Charts how can I enable users to click the visualizations and drill in to the data or to another page, chart, table etc? When I click on a bar graph bar it highlights it Gray like its got some capabilities for this but I cannot find any configuration areas for this. Ideas?Screen Shot attached!
I’ve been (stupidly) doing all of my development in production and now need to switch over to sandbox. Skuid seems to be working in sandbox and I have imported all of my existing Skuid data.I’ve verified that my Skuid redirect pages exist and the correct overrides exist in each object, but I’m still getting dumped on the standard SF pages. Any ideas?It seems to redirect in the following fashion:Click on link to /a00/o Redirected to /apex/Tab_Inventory?save_new=1&sfdc.override=1 Redirected to /apex/UI?actionType=Tab&objecttype=Inventory__c Redirected back to /a00/o?nooverride=1
In a standard Salesforce page layout you can drag in a blank line on the page layout to separate groups of fields in a section. We need this for total fields separated from the calculation fields above to stand out. Secondarily, I would like to increase font on those total fields slightly to stand out more.Does Skuid have a method of separating stacked fields into sections or groups in the field editor? I found this community article, but it did not provide the answer specifically. https://community.skuid.com/t/insert-a-blank-space-onto-page
We have user report that when they hover over the field tool tips on the left side of the screen, the popup bubble does not push to right and the words get cutoff on the left side. We are not using a sidebar and this is in a Salesforce community.Has anyone ran into this same issue and have a fix?
I’m using SF case objects for several different ‘types’ of cases. Each case type has a different SF support process, with differing case statuses.In the SF Case Status field, I add all the possible status values for every type.In the SF Case Support Processes, I limit the available status names for a specific support process. The support process is assigned to a Case Record Type.So far so good. Skuid respects the support process status types in the case status field editor.But on a queue filter (haven’t tried other filters elsewhere), the list of statuses is the combined list for all case types. (I presume it’s just the list of possible field values)Is it possible to manually limit this list of filter values? I haven’t found a way.- I have a condition on the model, where I specify the values:Perhaps a future filter option could be have a selection for model condition to use for the list of filter values.Thanks,Seth
I am wondering if the page you redirect to after a save or cancel can be set to “whatever page was before this one”. Use case – My users often use their task list (a modified version of the home page) to work through their tasks. E.g, Start at task list on hompepage Click on task name to navigate to task detail page Edit, complete, save task Go back to task list on homepage Begin again However sometimes they may be working on a specific contact with multiple operations: Start on contact detail page create new follow up task Go back to contact detail page to do something else In both cases the user wants to go back to the page they were before the task page to continue doing something. But the page title component only lets me put a single URL, albeit one with dynamic tokens. Is there a token for “page that was before this one”? Thanks!
Here’s a complex one. Have at it, friends!Interaction Object is a child of Case Object is a child of Patient Object. There is a lookup relationship between Appointment Object and Interaction Object.I have a Scheduling Page with a calendar component which has the AppointmentModel as its event source. On calendar click I load a custom popup, and the user fills in data into the AppointmentModel. Then, the user can click a button in the page title component on the popup to save the data and open a second popup, which has a page include with the following:I have a table on PatientModel, with a drawer containing a table on the CaseModel, with another drawer containing a table on the InteractionModel.I have a global action button on the PatientModel table that adds a new row to PatientModel with default values from an AppointmentModel. I have a global action button on the CaseModel table that adds a new row to the CaseModel with default values from an AppointmentModel.I have a row action on t
Making a Case management screen with a Queue on the left. Adding several filters, and the queue ‘window’ isn’t big enough to show all of the date filter when expanded as shown below.Once I get to this point, there’s no way to click the buttons or turn of this particular filter.Using SuperBank RC2(?? Updated on Tuesday 1/13)Chrome Version 39.0.2171.95 (64-bit)OSX 10.9.5
We have made a few mobile skuid pages accessible to our users using home page component links on the standard home page sidebar. The desktop skuid pages open up inside the same window as the home page with the SF header visible. However, when we create a custom link for the skuid mobile page, no matter how we configure it, it always opens up in a new window with no sidebar or header. We have tried changing the custom link behavior to “dislpay in existing window with sidebar” and also without sidebar. No matter how we change the behavior settings it always opens up in a new page with no headers or footers. Here is the visualforce markup for our mobile page (we created it simply by cloning a skuid desktop page that was functioning as intended). <apex:page action="{!'/apex/skuid__ui?page=Listing_Menu'}"> </apex:page>
I have a question regarding overriding Salesforce standard pages based on record type. We have the standard Account object that has say 5 different record types and 5 different page layouts based on account type. I would like to have a Skuid page for Record Type A but use the standard Salesforce standard page layouts for the other record types. Is that possible? I realize I could create 5 different Skuid pages and do 5 different page assignments based on record type but I do not want to redesign the standard Salesforce pages that do not need to be ‘Skuidified’.
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