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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Is this possible? I have of small tidbits of data that don’t need their own page. These records are part of what makes up a quote in construction. To accommodate the structure, I use a lot of tabs. I’d like to be able to quickly navigate to them without refreshing the page. Is this possible with window.location.hash and javascript?
Hey all, I am trying to create custom clone page for the task object – the idea is to have a “Create Follow Up” page accessed from an existing task that will have fields pre-populated to save time. I have followed the steps to create a custom clone page on an account since similarly the task object has no standard clone action. My challenge is, I want to clone the page but also set certain defaults. Example, I want to set the due date to a future date, and set the status to “Not Started” instead of “Completed”, and other things that will make sense in the context. I have tried doing this following the advice in this forum thread but when I add the condition to pull in values from the ID in the parameter AND add additional conditions to set field defaults, I just get a blank page with no fields as per below. If I remove the additional conditions I successfully get my desired page with the identical values to the previous page, and it will save into a new record. So the only thing I can
I frequently get an error on page loads giving a message in the console: Failed to load resource: net::ERR_CACHE_MISSThis actually doesn’t hamper the page’s functionality in any way, I just thought its curious that it keeps popping up.Is there a known reason for it? Have I missed something in building the page?
I have created a custom component very similar to the one described is the excellent tutorial Highlighting Critical Data using Templates and Custom Components.Here’s my inline JavaScript code: skuid.componentType.register('totalMargin', function (element) {<b> </b> //Registers Component var $ = skuid.$; var m = skuid.model.getModel('Quote'); var row = m.getFirstRow();<b> </b> var totalFOB = row.Total_FOB_Weighted_Average__c; var totalExpert = row.Total_Expert_Price_Weighted_Average__c; var totalTypical = row.Total_Typical_Price_Weighted_Average__c; var totalFloor = row.Total_Floor_Price_Weighted_Average__c; var cssClass = null;<b> </b> if (totalFOB >= totalExpert) { cssClass = 'box-green'; } else if (totalFOB >= totalTypical) { cssClass = 'box-yellow'; } else if (totalFOB >= totalFloor) { cssClass = 'box-orange'; } else { cssClass = 'box-red'; }<b> <
Hi all, I am creating pages for creating new tasks - one general and one for a “log a call” scenario which have some meta-data pre-populated specific to call tasks. How can I automatically populate the “assigned to” field with the name of the user performing the action? I have reviewed this similar thread (https://community.skuid.com/t/defaulting-task-owner-to-the-current-user) but it seems to apply to creating a record inline in a table as opposed to a “new” page, and I can’t see where I would apply this merge field as a default. Thanks!
Went through the Skuid image tutorial. When I do a record in Community I get the default image and the pencil shows up but (kind of) greyed out. So I cannot add an image.The File object has read, create, edit, and delete checked.Not sure what I am missing.
We just implemented DocuSign and created a few custom buttons based on their template that work great, however, we just realized this On-Click Javascript button will need to be manipulated in Skuid for it to work. I tried following another post on this, but cannot get the DocuSign button to function properly. Any chance someone can point me in the right direction? Any help would be much appreciated.Here is an example of the template from DocuSign that currently works in Salesforce:{!REQUIRESCRIPT(“/apex/dsfs__DocuSign_JavaScript”)}var sourceId =DSGetPageIDFromHref();var RQD=DSGetPageIDFromHref();window.location.href = window.location.href = “/apex/dsfs__DocuSign_CreateEnvelope?DSEID=0&SourceID=”+sourceId+“&RQD=”+RQD;{!REQUIRESCRIPT(“/apex/dsfs__DocuSign_JavaScript”)} //********* Option Declarations (Do not modify )//var RC = ‘’;var RSL=‘’;var RSRO=‘’;var RROS=‘’;var CCRM=‘’;var CCTM=‘’;var CCNM=‘’;var CRCL=‘’; var CRL=‘’;var OCO=‘’;var DST=‘’;var LA=‘’;var CEM=‘’;var CES=‘’;var
I’m trying to set an Action item to update a field in a row, but the row isn’t necessarily the top row…{{$Model.modVendor.data.0.VendorID__c}}How can I adjust this to capture the VendorID__c field for the current row, rather than the top (0) row?
Problem: I need to split a lead into one account, one opportunity and two contacts. This requires a custom landing page. Specifics: Use the standard lead conversion logic (search for possible duplicates and add to or create new). The second contact won’t always be needed, only when certain fields are completed. Option: Use the standard logic for the primary lead and add a contact in a custom action but I am not sure how to pull this off in Skuid.Ideas?
How can I create a javascript alert from an inline snippet when a Skuid page has fully loaded, something like the below:(function(skuid){ var $ = skuid.$; $(document).ready(function() { $(function(){ alert(‘test’); }); })(skuid);
I am displaying Child Relationships fields in a table. I used action framework to define an action that will refresh the model that drives the table on some user action. User action is changing a condition that changes the number of child records returned. Query Action runs but the table does not refresh to show the results. If I manually refresh the page I see the proper data in the table. If I add Redirect To URL action to refresh the page by additional action it shows the proper data. Do I need to do something more to force refresh of the table besides adding Query Model action?
So, I have been working on some situations where I am mixing actions from the action framework, and actual snipppets. My issue is along the lines of this one: Block UI and show message until sforce.connection.remoteFunction() call completes I would imagine that most users would want each action to wait for the prior on to finish. Technically that would make every action a callback inside the previous one. I think that there should at least be an option on every action with something like “Don’t run the next action until this one finishes”. I think that would be a huge help to everyone using the action framework. Currently I have run into many issues with actions running too early.
One of the tabs in our opportunity detail tabset contains a page include component (the documents tab - screenshot #1). If you land on this tab when you first load an opp, the page include loads correctly but the information on the other tabs do not (screenshot #2). You then have to refresh the page to get the data to load (screenshot #3). Any idea what’s going on? #1 #2 #3
When using the “Query Models” action, if the Query Behavior is marked to “Get More - Merge in new records” an Uncaught TypeError is encountered. Steps to reproduce: Create page using XML below Click on “error icon” row action - This uses Query Models Actual Result Uncaught Type Error Expected Result Model is re-queried and drawer displays Notes: If Query Model is used (the green checkmark row action), the problem does not occur. When Query Models is used the problem occurs regardless of how many models are selected. It appears in the case of Query Model, “get more data” is called from the model itself where as in Query Models, “get more data” is attempted to be called from skuid.model. Changing skuid.modelfuncName to “curModelfuncName” should do the trick 😉 Sample Page <skuidpage unsavedchangeswarning="yes" showsidebar="true" showheader="true" tabtooverride="Account"> <models> <model id="Account" limit="100" query="true" createrowifnonefound="false" sobject="A
As per video. Typing out a name for a model that is already in use will hyjack the components that use the previously existing model.
I’ve got a few projects on the go where I’ll be needing someone to create javascript static resources for me. Currently have the need for the following:Custom field renderer for Skype calls - href as per this format “skype:(555) 555-1234” - update a field value in another model on clickCurrently looking for approx. 2-5 hours a week.
I have built two panels Open cases and case Detail. I’m trying to add the case owner name to the detail page but it is showing up blank. I did notice when I select that field (owner) the Field Renderer shows it as Custom (run a snippet) with no other choices in the drop down. All other fields that I added have standard renderer.
How can I edit the panel CSS to make the left side panel span the entire screen height?I’ve tried height and max-height at 100%…
Our client success team is copy/pasting a bunch of different fields from a Case into a calendar invite when working with our clients. I’d like to be able to give them a pop up that combines all of the info onto a single space to copy/paste into a GCal invite. The template works and looks exactly how we want, but when you copy/paste into GCal, the formatting goes whacky and templated pieces show up on different lines. This example shows a name with a title on the same line in the pop up and the subsequent pasted version in Google calendar.Any ideas on how to make this:Not show up like this:Thanks,Joe
Hi,I have home page component (Visualforce area) with links. Those links used to point to Salesforce list views. Now I want to replace those standard list views with Skuid tab pages. There are 10 list views but I don’t want to create 10 different Skuid pages. Is there any better way to optimize? single Skuid page? How should I link these pages with my home page links? Currently, this is what I have thought of. I will create single skuid page with 10 different tabs with different tables(and models). Now when I started linking these tabs for each of my link in home page component; it is not working properly. I have given name to each tab and appending URL with #tabname which I am using for linking. However, all the links are opening to first tab itself. Please let me know what is the mistake. Is there any better way to accmoplish this requirement. (Note: I have not created any VF page. I am directly linking skuid page URL to my link in home page component. Not sure if I need to create VF
Not really a problem, but this added by default much of the time.
This one is rather difficult to explain, so I’ll defer to steps to reproduce and sample page for the details. In short, in certain situations, a reference field value is not being rendered properly after selecting from the lookup popup window. Steps to reproduce: Create a new detail page for account Add the “Owner ID” field to the field section “Basics” (you could pick any reference field) Save the page Preview the page picking an existing account Toggle the ownerfield in to edit mode click the magnifying glass remove the default search filter so all results display Go to any page other than page 1 and select a value by clicking the “link icon” - The problem does not happen if you choose an item from page 1 Actual Result Lookup closes but the Owner ID field shows the old value Expected Result Lookup closes and Owner ID displays the new value A few notes: The OwnerId and Owner fields in the data row (skuid.$M(‘Account’).getFirstRow()) contain the correct values, it’s just that the ui i
My question is along the same lines as this post How to show wait message that is used by actions.I am trying to accomplish the same using the Action Framework. See screenshot below:My issue is that the first Show Message and block UI is never shown (or is happening so fast that it is not perceptible). The async remote call is executed and falls through to the next action w/o waiting until the promise is invoked.What are my options? Any guidance is appreciated.Best,Irvin
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