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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In my old CRM there was a drop down list in the right corner that allowed users to quickly navigate between accounts without going back to the list view. There were also two arrows that allowed you just to jump to the next account without using the drop down. The feature would allow you to stay on the same page but just refresh the data to display the new client that was loaded.The Queues are a similar idea. I can show a list of clients with a page include and load the clients in. In some ways it is better because it is searchable and filterable. I had 2 questions:1. When I click on the next account in the list it resets my tabs to the starting point instead of remembering what tabs I had open. I do have the tabs to “remember user’s last tab”. Since it doesn’t remember where the user was it is not getting as much excitement as the old crm’s feature. (If I am updating medical records I always want to stay on the same page to enter data for each client).2. Are there any creative
Scenario: New Record Page with Related List.Real-life: Purchase Order with Purchase Order Items.Purchase Order Items related list/table has Item, Quantity, and Price Each. On the Purchase Order Items object we have a Total field that is a formula(Item * Price Each).I would like to simulate that Total field client-side so that the call center folks can see line item totals before hitting Save.Is there any way to do this with custom renderers / snippets? I’m fresh to Skuid and haven’t gotten a great grasp of the dev tools yet.Thanks!
Thanks Rob - that all makes sense and I’ll try it soon.However, after implementing this I wasn’t aware of an issue that had come up that is somewhat unrelated to this - we just have too much going on in our Skuid page now, and some Opportunities won’t load.Not sure if this deserves another thread, but I think it’s related enough that hopefully it can be answered here.What I want to do is make our “Documents” tab a page include (more specifically all the sub-tabs will be another Skuid page).I’ve started by doing regular attachments in a new page. I have them to work on their own when previewing a specific opportunity, however when using them as a Page Include it either shows no attachments or all attachments in SFDC.What I have in my new page (called Opp_Document_Tab) is:Tab for Regular Attachments (eventually will do Feed, Google Docs, Notes)Models for Opportunity and AttachmentA table in the tab using the Attachment modelCondition on the Attachment model that the ParentId = (param) id
I have a table in which the user can add the names of attachments from another object. These attachment names are added to a separate object that which contains the ID of the parent record as a relationship key.In the example above, the user has added “Sample Attachment #10” to the current record. The user can add an undefined number of attachments to each record. I have this setup so that the attachments model opens a popup when a new record is attached to the parent record. In the popup shown above, the user clicks on the paper clip icon which triggers a multiple action event. The table listed above is connected to a model in which all of the original attachments are initially added to the database.Just so I’m clear, model_attachments is the model in which the files are added to the database, model_parent contains the records to which the attachments will be linked, and model_attach_list is the model connected to each record in model_parent that allows the user to add an undefin
Anybody how this is done? It’s at the 12:39 that I see a header I’ve never seen.
Anyone ever had any issues upgrading to the new version? Other than new bugs of course.
K. I’ve much of what I’m looking in pieces here and there. I have the HTML to trigger a skype call and open a new tab into standard SF logging. {{{Office_Phone__cPhone}}} I also want to incorporate a popup after clicking the phone number based on this post.https://community.skuid.com/t/trigger-popup-from-javascript Lastly, I’d like to have custom field renderer for the href link and to display a skype symbol next to the phone number. Problem is that I don’t know javascript. Can anyone assist in creating the custom field renderer and/or calling the popup? Once the code is done, I generally can tweak it to me requirements.
A question came by email this week that merits broader distribution. I have a date/time field. Is there a method to show it as date only on one of my screens?Good question. Here’s a step by step guide. Step 1. Drag your date or datetime field into your Skuid page. - Change the Field Renderer type to “Custom (run a Snippet)”- Give the Snippet a name. I used “DateOnly” We’ll use that name in step 2 Step 2. Create a Javascript Resource. Open the Resources tab and add a Javascript Item. - The Resource Location should be "In-Line (Snippet). - The Name should match what you used in step 1. The body of the Snippet is as follows: var $ = skuid.$;var field = arguments[0];<br>var value = arguments[1];<br>var jsdate = new Date();<br>//use skuid util to change SF date to JS date<br>jsdate = skuid.time.parseSFDate(value);<br>if (field.mode === 'read') {&nbsp;<br>//uses jQuery UI Datepicker.formatDate tools<br>skuid.ui.fieldRenderers.TEXT[fiel
Couldn’t figure what the heck was going in my action framework with some merge data. Wanted to see what data was being create within the framework whilst still keeping rollback enabled for save model actions.Added the merge data to the message. Simple little thing.
In my Opportunity Skuid page, I have tabs both for Chatter and for Attachments. In the standard SFDC layout, Feed Attachments (includes “Select a file from Salesforce” and “Upload a file from your computer”) are displayed in the “Notes and Attachments” Related List, along with regular attachments/notes. For our SFDC we enabled Notes and Attachments to now be “Google Docs, Notes and Attachments”, and the type of document is either an Attachment, or a Feed Attachment (I believe Google Doc is another type).Essentially, all of our users can only see regular Attachments in Skuid and not Feed Attachments. We know that they can be found through the Chatter tab, but this is highly impractical as there can be tons of other clutter from the Chatter Feed. This is a big deal right now as many of our closed-won opportunities have contract details that are of type Feed Attachment, making things very difficult for post-sales support and renewal opportunities.I looked for similar discussions but didn’
Hey,We have a requirement to export all records in a model - not just the subset that is initially loaded (our max # records is 250, but the object has thousands of records).I tried to write some javascript code that would remove the records limit and requery the model. However, I’m encountering errors because the message size returned is larger than 6mb.Do you have any suggestions on ways to circumvent this limitation?Thanks!Kartik Sethuraman
I’m looking to create a table for the CombinedAttachments of a record. My issue is that you are only able to get to this object by using a nested query on the parent object. If this was not the case I would have just created a model for CombinedAttachments but as is, I can only get to this object by using a child relationship on the parent model.Is there any way for me to create a table component using the child relationship as a model? I image someone must have created a table to mimic Salesforce’s standard Notes and Attachments table.
I’d like to adjust the color of 2 different “columns” in a table using CSS. The table has 8 or so columns. How do I identify only those 2 columns?
Hi,My products have the internet speed on it which is setted in two fields: quantity and unit (to make 100MB, 90Kb,…) and I have a formula field with the speed in bytes calculated. Something like this:Quantity Unit bytes 100 Mb 100000000 90 kb 90000In the table I have created a template field with {{Quantity}}{{Unit}} with allow ordering true and Order Field ‘bytes’But in the table the ^v Arrows does not appear in the column to order.
Thought I’d post this here as a few people have expressed wanting the ability to let users set the order of rows without javascript.
I have created a wizard to create new contacts, I was able to create link address fields from the parent account account with the contact. The issue I am having is when I change the account name the address does not change. Does anyone knows how to fix this?
I am really digging all of the new conditional rendering options. Wondering if it is possible to render a component based on the sum of a field in an aggregate model?ie) Render if the total hours from all the timecards in this aggregate model < 10
I have a custom “Account Rep” object that is a child of the “Account” object. When an opportunity is entered under this account, I am trying (unsuccessfully) to iterate over the rows in the “Account Rep” object to add these reps to another custom object (commissions) that is a child of the opportunity object.I tried to steal code from the “mass create records” example and my modifications are still lacking. Specifically, I am having issues copying the owner id from one model to the other and I don’t know how to iterate through the rows.My first model is called “Reps” and I want to copy the following fields:OwnerRate1__cRate2__cRate3__cTo the model called “Commissions”. Let’s just say the field names are the same.
Is there a way to identify all checkboxes for field editors in CSS? Basically, I want to be able to lock the checkboxes to always display the box beside the label (display: -webkit-inline-box;) regardless of the style of other items in the field editor. It appears that I need to edit the .nx-basicfieldeditor-item element, but I’m not certain of the syntax for only adjusting checkboxes. Can this be done?
All icons on page are not showing. Only shows a square box for all icons. We use the “paper” theme but it happens on all themes. We tried in Chrome and Firefox, also on Mac and PC. Only browser that does show icons is inside salesforce1 app it shows the icons.There is no custom css,lables, or jscript. It happens on all our pages.
Is it possible to conditionally display a deck or field on a mobile page?
I have a grid of account records and an action on the wrapper component to set the main panel to another mobile page. Within Salesforce1 app, if I tap on the grey space around the name of the account record name it works correctly, if I tap directly on the name of the account record it takes me to the Salesforce 1 account detail view. If I hit back I end up at the desired page. Same behavior occurs in preview mode, tap directly on the name of the account record and it takes me to the account detail view.What am I doing wrong? I can’t find any where where this behavior is set to occur.Action set in wrapper component below:
In order to help ease the transition from Salesforce standard to Skuid, I would like to know if anyone has a template for the Salesforce Service Cloud Console look, but with Skuid capability? I’ve attached a screen shot of the view we would like to start with, but with us adding additional capabilities of Skuid. I’ve looked through the templates on this site and searched both Deep Dives and conversations and haven’t found one that would closely mimic the Salesforce look.From the screen shot below you can see that we use use Queues (‘A LOT’) where the list of available/unassigned cases are in the top pane, with Case detail below and the next higher level of information (Asset or Account, depending on what’s in the detail pane) in the right pane. If you know of something that you could point me to for viewing or copying, I would greatly appreciate it.
I started getting this Error when I try to schedule an appointment in the Calendar, and the calendar doesn’t popup.I know that it is kind of vague, but I am wondering if its something known.I’ve restored previous version that I know were working and I still get the error. I started getting the error last night.Any ideas? Thanks
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