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 it possible to have skuid automatically append query string parameters to all the hyperlinks it builds on a page (e.g. hyperlink to a reference field within a field editor)?Our skuid page will take a url parameter (eg. color) that we would like to be “passed” through to each hyperlink and action skuid builds on a page. One thought I had was to use jQuery to append the url parameter on each anchor tag but I’m hopeful that there is a better way as this isn’t 100% reliable and not having css class on each page element (e.g. field in field editor) results in more of a brute force approach across all anchor tags instead of just the ones skuid builds.The use case behind is that our users have a default setting that controls page rendering but they can select a different value on any given page that we want to carry with them to the next page but not other tabs/windows that they might open from outside of a link that is specifically on rendered elements of the skuid page (this rules out u
Fellow Skuidifiers,Like you, I’m a huge fan of Skuid. In fact, I went and built a great dev team around it who’ve created an AppExchange product called PractiFI (www.practifi.com), which uses Skuid as its foundation. PractiFI is a relationship management tool for financial advisers, but of course the incredible UI possibilities with Skuid are applicable to any industry.Here’s a taste of what we’ve done with Skuid at PractiFI, including our winning page in the Killer Page Cookoff at Dreamforce 13: https://vimeo.com/channels/practifiI wanted to reach out and let you know that my team is growing and we’re available to help if you need a hand to turn your Skuid pages into amazing things.We’ve recently helped a few up-and-coming Skuid experts from this community with features such as dashboard charting (using Kendo and D3), client-side calculations and automation using Javascript snippets, JQueryUI animations, detailed CSS overhauls, animated welcome tours, Javascript remoting to Apex class
We have Account records containing the legal details of the entity. In addition, for each location, we have an Account record that references the parent. Our users spend merry hours clicking back and forth, getting confused in the process. There can be only 1 child record (would be nice to not have a Tab but show this as a seamless client view), or any number of Child Account records depending on the actual client.While my wireframe is rather crude, it does show the idea of having ‘all you need on the one page’. Can we do this in Skuid today?While this need is around Parent/Child records from the same Object, I am certain there is also a need for Related records from different objects too.
I have list views that have row action pop-ups that allow the user to enter a payment and update the status of the record. After saving the pop-up and returning to the list view the row does not reflect the correct balance or status until refreshing the browser, which takes things out of context. Need some help on how to refresh the list view upon saving the pop-up. Thanks FYI - working with custom pop-ups that use a page include.
Hi there,I’m trying to create a new call popup row action on my accounts table. So when a user is filtering through accounts, instead of clicking on the detail to go in and log a call, I’d like to open a popup that lets them fill in the info via a row action. I know the basics and had planned to use a page include, but how do I actually let the page know which account the user clicked on?Thanks!
When working with calendar events sources custom popoup and “configure on-click popup” the field WhatId displays all available records. I would like to filter the field WhatId to only display items related to the account record I am working on for example Acme. i.e. If I select Account then Acme should be the only available option and if I select Opportunity it should only display Opportunties related to Acme. I have attempted to use the lookup filter and selected the Account Id field from Accounts referenced by the Url id. That works fine and only displays Acme for the Account option but then also clears all the values for Opportunity, Cases, Etc. Is there a way to set a filter for all lookup actions from the WhatId field to Accounts+Opportunities+Cases+Etc = AccounId {{id}}
Scenario: We use a popup with a table in it and a search box on it (in this example the Users object) Open the popup and search for a name (this works as expected) Close the popup Open the popup. The problem is that the search criteria seems to still be active. However there is nothing to delete in the search box. So we are stuck with nowhere to go until we refresh the entire page! Sample XML: <skuidpage showsidebar="false" showheader="false"> <models> <model id="Users" limit="20" query="true" createrowifnonefound="false" sobject="User"> <fields> <field id="Name"/> </fields> <conditions/> </model> </models> <components> <pagetitle model="Users"> <maintitle> <template>{{Name}}</template> </maintitle> <subtitle> <template>{{Model.label}}</template> </subtitle> <actions> <action type="popup" label="Test Popup" window="self"> <popup title="New
I am trying to adding multiple line items for an opportunity record. I click save once.However the order of the saved line items do not match the order in which in created those records during inline record creation by clicking the green plus icon.Please see the before save and after save images. How do i maintain the sequence in which the records were added? Order by CreatedDate DESC is not helping
Whenever I try to create a new record inline, an empty row opens up at the top. How to make the empty row open up at the bottom of the list instead?
I seem to have created a circular reference, with 2 listeners which respond to changes in 2 separate models, but unfortunately update each other.The parent object ‘FleetQuote’ updates the child object ‘Sectors’. The first listener listens for changes in the FleetQuote model, and updates the Sectors if changes occur.The child object ‘Sectors’ updates the parent object with e.g. a Final Price (sum of the sectors), and I have a listener which listens for those changes in the sector and updates the quote.But one obviously updates the other!Code is below://listener for Fleet Quote modelskuid.$(function(){ var FleetQuote = skuid.model.getModel(‘FleetQuote’), FleetQuoteSectors = skuid.model.getModel(‘FleetQuoteSectors’); var listener = new skuid.ui.Editor(); listener.handleSave = function() { if (!FleetQuote.hasChanged) { FleetQuoteSectors.updateData(); } }; listener.registerModel(FleetQuote); }); //listener for sectors Modelskuid.$(function(){ var FleetQuoteSectors = skuid.model.getModel(‘Fl
So I have a report I wrote as a skuid page. which expects a url parameter I included it in a visualforce page (because I want it to display as a pdf) <apex:page renderAs=“pdf” showheader=“false” sidebar=“false” docType=“html-5.0” title=“ACME Recruiting - Home”> <skuid:page page=“Client_Encounter_Notes” /></apex:page> how can i pass the url parameter through to the included skuid page. Even when I put the parameter in the url the PDF is blank ? do i have to write some sort of controller extension ?
Conditional rendering is great and enables many features that would otherwise require multiple pages of essentially the same thing.One thing that we find is that “new” and “edit” pages behave almost the same except for some small differences. Unfortunately, there is no way currently in the available conditional rendering to render based on whether or not the record is new or not new because the model will always contain a row when the model property is set to “create default row when model has none”There are workarounds to this, none of which are really ideal:1) Check CreatedDate == null2) Create a fake model and set a condition for a fake field to the value of a url parameter (e.g. id) and then use this value in conditional rendering3) Jquery/javascript to call skuid.model.isNewId and then css to hide/show appropriate sectionsBeing able to identify in a conditional rendering criteria if the record is new or existing would greatly simplify the solution.Thanks!
We have a use case where we would like to change the custom object name which displays at the bottom of the page. In this case we would like for it to say “Utility Accounts” instead of “Intake Queues”. I understand that I can choose not to show the footer, however it would be nice if we can customize it. (Just so you know this is just a nice to have/low priority.)
I have used custom error messages with page titles in the past with the following syntax:var pageTitle = $(‘#MyPageTitle’); var editor = pageTitle.data(‘object’).editor;editor.handleMessages([{message:‘Account billing address is incomplete’, severity:‘ERROR’}]);I recently tried using 2 different page titles with 2 different Ids to have 2 different error message locations like so:var pageTitle = $(‘#MyPageTitle’); var editor = pageTitle.data(‘object’).editor;editor.handleMessages([{message:‘Account billing address is incomplete’, severity:‘ERROR’}]);var errorPageTitle = $(‘#MyErrorPageTitle’);var errorEditor = errorPageTitle.data(‘object’).editor;errorEditor.handleMessages([{message:‘Account billing address is incomplete’, severity:‘ERROR’}]);It seemed to work for a bit, but recently I’ve been getting errors on this line:var errorEditor = errorPageTitle.data(‘object’).editor;that editor can’t be read/ it’s undefined. Can this not be used 2 times on one page?
I know we can set default field values on a custom “new” page, but how about on a custom “clone” page?I’ve tried setting up my model condition to default a particular status, but since the model being clone doesn’t match that status, its values aren’t getting pulled in. (correct?)So, are there any out of the box Skuid ways to set default field values on a clone page? Or would this have to be time for some customization?Thanks!
I’m getting the following error when saving a new Person Account“Account: bad field names on insert/update call: FirstName LastName” I’m filling in First Name and Last Name, but not Account Name. A standard SFDC page will show Account Name in View mode, but First Name and Last Name in Edit mode. First and Last are then concatenated into the Account Name behind the scenes. I have tried filling in the Account Name in addition to First and Last, and also just Account name by itself. No difference in the error message.
I am trying to extend the (wonderful) solution found here: https://community.skuid.com/t/setting-default-values-for-quick-data-entryI want to use a handy little button to give my users a faster way to create an Assignment record from a Project detail page. Projects are the Parent to child Assignments. It would be so easy (using the tutorial above) if I just needed to create the Assignment. Unfortunately, Assignments need to be connected via lookup to a Schedule record. All Assignments have a related Schedule record, and in normal Salesforce/FFPSA life, these two records are created at the same time (or almost nearly at the same time) on a clunky, ugly Visualforce page. What I would like to do is create a Global Action on an Assignment Table that will create both a new Schedule record and a new Assignment record, and then pass the newly created Schedule Name/ID (whatever) into the newly created Assignment’s “Schedule__c” lookup field. And then do some adding of default values and so for
So I have my row(s) highlighted in/on model using a row action to addClass() and that part works great.The next thing is to pull the selected row or rows from any given model so what script do I need to use to get the .list.getSelectedItems()
I have noticed that when entering data into a lookup/reference field, the user has to click on the suggestion which pops up under the field. Here is a quote from one of our users: “Also when entering in information you must always clicking on things and if you do not and try to tab or hit enter so it will move to the next field…it automatically again defaults to blank and thus you have to go back and reenter the information. There should be ‘ease’ when moving from field to field. This inability again is wasting time.”.Just wondering if there is an easy way around this behavior, and/or is this something that will eventually be changed to include “Tabbing” ability without having to click the dropdown.Thanks
I have a JS mass action that works great, I call updateData() inside of a save callback. If I leave the updateData() as is, it works fine. However if I change updateData() into a callback, i get an error that: Uncaught TypeError: object is not a function. here’s my code:var params = arguments[0];var $ = skuid.$;var records = skuid.$.map(arguments[0].list.getSelectedItems(),function(item){ return item.row.Id; }); var EDIHistory = params.model;//notify user of progress$.blockUI({ message:‘Resubmitting’});for (var n in records) { var row = EDIHistory.getRowById(records[n]); EDIHistory.updateRow(row, ‘Manually_Resubmit__c’, ‘true’);} //save the model and wait for success EDIHistory.save({callback:function(result){ if (result.totalsuccess){ // update the data EDIHistory.updateData({callback:function(result){ if (result.totalsuccess){ $.unblockUI(); } }}); } else{ alert(“Something went wrong!”); } }});Is there something w
I like the calendar to open in week view, from 1pm to 11 pm
I’ve created a managed package, I’ve also added our namespace as a picklist item in the Module__c field in the page object. I’ve then used the ‘Package Pages in Module’ button, and packaged up all the pages in the module I want to deploy. It creates the static resource, which appears to contain the right pages. HOWEVER, when I install the package into the new org, I see all the pages EXCEPT the ones I packaged up in the module.I can’t understand why the pages I packaged up aren’t there, but I also can’t understand why the pages I didn’t package up, ARE there!! I’ve tried a couple of times now and can’t get my head around it.I’ve double-checked that I’ve added our namespace into the new org prior to installing the package, and that didn’t make a difference either.Any help is appreciated on this.
i’m trying to populate a row with createRow.I can add values to other fields, but I can’t add a value to theis_True__c field, which is a checkbox skip_day = function (args_obj){ var year = args_obj.year; var month = args_obj.month; var day = args_obj.day; var skip_date = year + ‘-’ + month + ‘-’ + day; var new_row = skip_day_model.createRow({ additionalConditions: [ {field:‘is_Test__c’,value:true} ], doAppend: true });console.log(new_row); skip_day_model.save(); return new_row; }skip_day({year:2017,month:1,day:1});Object {Id: “16”, Id15: “16”} Object {Id: “16”, Id15: “16”}
In the standard Salesforce layouts for Chatter you can turn on “Tags” for various objects and use them to categorize them. Can I do that in Skuid?
I am working on customizing my Skuid pages and one of the services I use with my business is Box. I am having a hard time trying to determine how I include the iframe in the template or custom component. The code that is used on the account page in my SF org is : <apex:page standardController=“Account”> <apex:stylesheet value="{!$Resource.box__BoxFilesCSS}" /> <apex:iframe src="https://www.box.com/widget_sso/salesforce?token=%7B%22server_url%22%3A%22{!URLENCODE($Api.Partner_Server_URL_120)}%22%2C%22session_id%22%3A%22{!URLENCODE($Api.Session_ID)}%22%7D&amp;salesforce_object_typed_id={!$CurrentPage.parameters.Id}&amp;partner_object_type=Account&amp;partner_object_name={!URLENCODE(account.name)}&amp;partner_object_email=&amp;partner_object_id={!$CurrentPage.parameters.Id}&amp;open_new_window=1&amp;partner_user_id={!URLENCODE($User.Id)}&amp;partner_user_name={!URLENCODE($User.FirstName)}%20{!URLENCODE($User.LastName)}&amp;partner_user_em
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