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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Hi All, I’ve been invited to show Skuid at the Ottawa Salesforce user group. There are couple Salesforce MVPs that regularly attend, so I’d like to make sure I’ve got some good stuff. I’ll have some things of my own but don’t have anything on the calendar, wizard or custom components. If anyone has anything they’d like to share I’d very much appreciate it. I’ll be sure to give credit to you as well. Also, Rob, I’d like to have someone from Skuid available to answer questions. Can you pass this is on and let me know. Thanks.
I’m sure this is something I am doing but I have created a Queue called Tier 2; its the only one selected and I have it set up to send email to members and Queue email address with 2 members. I have also created an assignment rule that states when a specific field is checked, assign it to the Tier 2 queue. I have messed with this all day and I can get one single email sent out. We are on professional so I cant use workflow. I need help.
I’m looking to get further understanding on conditions. When a model has been loaded and then the condition value changed, does the model have to be requeried in order to display related records?
I have a table of Appointments on the model AppointmentInteraction_Table. I have a Row Action on that table runs multiple actions: Deactivates model conditions for the AppoinmentInteraction_Detail model and the Interaction_Attachments model, then activates and sets the value of those conditions to the appropriate id, and finally Queries both models. Here’s my table: <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="false" showexportbuttons="false" pagesize="10" createrecords="false" model="AppointmentInteraction_Table" buttonposition="" mode="read"> <fields> <field id="Date__c" valuehalign="" type="" readonly="true" allowordering="true"/> <field id="Interaction_Purpose__c" valuehalign="" type="" readonly="true" allowordering="true"> <label>Appointment Purpose</label> </field
Can I use page include and a single skuid page multiple times with different params? For example, if I had a tab set and each tab included the same skuid page but passed different parameters.It seems to only work for the first load, subsequent loads fail.
So I’ve seen a couple ways to create new records. From what I can tell, there are essentially two types: with and without references set for the parent record through lookup or master-detail.Without references is the easiest in the sense that all that is needed is one model with the right settings on the model and page.1. Default Mode for components is Edit2. Save button has a redirect to /{{Id}}3. Loan Model data on page load in unchecked4. Create default row if Model has none is checkedWith references we requires the Id’s for the records that will be referenced. All the settings from above plus the following:5.a) The Id of the referenced records to be set as conditions when using step 4 from above or5.b) The id of the referenced records to be set using merge variables for default values on action Create New Row in Model.Am I missing anything?Also, why do the models need to be on the page in order to set the Id of referenced records?
Is there a way that we can tap into JQueryUI to add effects to the way Skuid components load in the UI? You see this sort of thing done nicely in apps like Twitter and Podio. Particularly relevant to popups and tabs, which can be nicely faded or eased in. Skuid does some of this already, e.g. when you expand a collapsed section. Would be nice to be able to control it more broadly.
Background: I have a pre-existing HCM managed package within Salesforce that I’d like to bolster with a Skuid wizard so that our HR onboarding process is as simple as possible and doesn’t require manual entry of data outside of the wizard. Data needs to be pulled from one data model (Recruitment) to another (Core HR), and broken out into different objects.Data Model: RecruitmentData Model: WorkerThe data mapping would need to work as follows:Candidate -> Worker (Name, basic demographic details – master record) -> Worker Address (child record) -> Worker Phone (child record(s)) -> Worker email (child record) Details from Job Requisition, Position; Manual Entry -> Work Assignment -> Position Allocation -> Compensation Candidate Work Experience
Hi, I am new to Javascript and while finding another article helpful, I need some assistance. I am adding an Inline snippet and I would like the “Available_to__c” and “Available_from__c” to be green and red if the “Available_to__c” date is passed TODAY.
I started building a mobile page for board members to vote on grants and noticed two components I have not seen before. What is the use case for using the wrapper and info text components in mobile? I searched help and the community, but couldn’t find any information on these components.
Hi - working on integrating Postcode Anywhere on a SKUID page.So I can get the postcode lookup working fine, and the javascript updates the address fields on my page, but when I save the page, the new values are not captured. It seems like SKUID only recognises the field values as having changed after I click into each input field.I guess it’s some kind of ‘onchange’ event or similar needed so that skuid recognises the field has been updated and saves the new value back to the model.Any ideas how I can make this happen?Thanks
i have created 5 skuid pages in salesforce using chrome browser.but i am unable to work these pages in Firefox browser.any body help please
I am using a popup to create a record. I have some conditional rendering turned on based on a picklist value. Everything is working well. When I save the record in the pop up I am using the action framework to save the model, query the models to update the lists without refreshing and close the pop up. Everything is working well except If I click on the popup again the data is still filled in with the information I had just saved. How do I get the popup to reset so it is clean and ready to be filled out again. It seems like I have seen this talked about somewhere and it was easy. I just can’t put my finger on it. Thank you in advance.
How can I override the “Create New > Contact” from the left hand tab bar built into SalesForce. I’ve created a new contact page using this tutorial http://help.skuidify.com/m/getting-started/l/102641But I can’t seem to override it. Anyone have an answer?
Managed Package tab overriding was not working sfLma__License__c: Object API name P00001_Licence_Tab :Skuidpagename <apex:page standardController=“sfLma__License__c” recordSetVar=“c” extensions=“skuid.Redirects” action=“/apex/skuid__UI?page=P00001_Licence_Tab&save_new=1&sfdc.override=1&tsid={!$CurrentPage.parameters.tsid}”/> In Buttons and link Pagename is not visible
I am facing one issue in Skuid conditional rendering and want to know if there is simple workaround for this in Skuid. When the component (e.g. field, tab) hides based on some defined render condition and if user has already entered the data in them before hiding…then what happens is data gets saved to SF record when the save button is clicked. Actually those hidden fields should be blank on the detail record when it is saved. Can you please let me know how I can accomplish this in Skuid? Do I need to customize the save button? Is there a point-and-click way? Thanks in advance!
Right now on our standard account page, we can see all tasks related to an account as well as all tasks related to a contact that is related to the account.So if Ben and Jerry work and “Ben & Jerry’s”If I log a task under Ben with the WhoID of Ben (even without a WhatID for Ben & Jerry’s) it will show up on the accounts page under the historical tasks.I can’t seem to figure out how to replicate this in Skuid.Using the standard xml account page provided by Skuid, I noticed the condition for TaskHistory is that the WhatId equal that of the AccountData Model’s ID. So I figured, if I had an OR condition that looked for the WhoId of the Contact Model… maybe that would work… it sort of it… it basically attached a task that had the same contact as the account, but missed other contacts.I am guessing the WhoId would have to equal the Contact Id of a Contact related to that account…Thoughts?Again, I am just looking to make sure that all of Ben’s and Jerry’s tasks show up under the Ben
On a Calendar Page with event source protoAppt, the event behavior opens a popup with a page include. The first time that I create an event on the event source, it pushes the values correctly to the page include. The next time that an event is created, however, it continues to populate with the values from the first time. What can I do about this?This issue was addressed in this post:https://community.skuid.com/t/using-a-popup-to-create-new-records-need-to-reset-model-to-empty-on-each-popupUnfortunately, I couldn’t figure out how to make it work with the above post. Is there something else I could try? Is there something unique about calendars?
We often have to switch account ownership. When we do this, we simply go to the standard salesforce Accounts page and next to owner it says [change]. It then takes you to an Ownership Edit page. Here it not only transfers the account, but all notes and open activities, contacts, and opportunities. I guess I sort of took this page for granted.Now that we are using Skuid… changing ownership is a simple inline edit. This initially seemed much better in that we never left the page and came back and it is all right there… However, I am now realizing that though inline edit is doing its job correctly… it is just simply changing the account owner and not transferring the account. Therefore, all the contacts, notes, opps, etc… still remain in the old reps name. This means that to transfer an account, we now would have to inline edit the owner as well as each and every contact on an account! Geesh.I was wondering if there was a way to still have that [change] option next to the owner an
I am starting to build an application form for our hospice charity using SKUID using the wizard component, rendering and the action framework. I plan on displaying only one or two fields at a time in a step to hand-hold the applicant through the application. I will have a ton of white space with only a few fields and would like to super-size the field label and field itself. The concept would be similar to Esurance or TurboTax where each step or screen is only asking for one piece of information with a large entry field. I am not asking for all the styling, just example CSS to expand the field label and field to get me started.
In my case management page/Tab I have a listing of all my cases and both escalation snippets seem to be in there and unaltered. I actually have two problem with escalation, first being I select the escalation icon (up arrow) and nothing happens. I do this this is Java console in Google:Uncaught TypeError: Cannot read property ‘editable’ of undefined UI?page=CaseManagement:53Second Issue that I’ve tried to resolve with Salesforce setting, I’ve looked at everything is when I open the case and select the Escalate button and fill out the description, complete the escalation, I get You do not have permission to update the value of this field: Escalated. At the same time I do not get any console error, so i think the page is working, but some screwy setup in Salesforce is preventing me from editing that field. I’m the admin, so I cant contact my admin. :).
I tried searching around but couldn’t find a solution. Basically what I want to do is be able to style and set individual field width. http://s8.postimg.org/syt2k3f6d/screen.jpgSo for example City, Company, Email, First & Last Name would have a width of 225px, while Message would have 100% width. Thanks in advance, -Chris
Hey guys, I’m planning on making 1 contact field for mobile phones and 1 for regular browsers. I’m wondering if Skuid has any built in detection code that will check the user agent and display the appropriate form based on if the user is on mobile etc.
Use case:Define an array of rows on a model given 2 conditions then update rows with value ‘myValue’For given conditions:ApptID__c = XXXXDateA > DateB$.each(myModel.data, function (i, row){myModel.updateRow(row,myField, myValue);});How do I limit the rows based on my conditions?
Hello,I would like to accomplish two very similar things in different areas of my Skuid layout for my Leads. Both have to deal with updating a formula-based field if one of the input fields is edited in any way (the formula field should always be accurate, even without a save/refresh). I have a field titled Opportunity Score which is calculated based on three other variables: Number of Customers, Annual Revenue, and Number of Employees.In the field-editor. If someone edits any of the above 3 fields, the Opportunity Score should adjust accordingly without having to save or refresh.I also want to do the same thing for those fields in a pop-up window, but I assume the process would be the same.Currently I’ve been using this previous thread:https://community.skuid.com/t/update-of-opportunity-line-itemsUsing that I’ve been setting the Field Renderer to Custom and creating a Render Snippet on the # of Customers field which in the JavaScript code (I believe) is set to update the Opportunity S
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