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 must be confusing these two. I can’t seem to get panel width to set to a percentage. I would like two panels, each 50% width. Right now, it is treating the value as pixels. I tried to use Column Width within the Field Editor as an example, no luck. Am I missing something?
On the account object I have a picklist field called Account Manager. I would like to use the value of that field to pre-populate another picklist field (Manager) on a new opportunity. After clicking new opportunity, the user would have the option of changing the Manager picklist value for the new opportunity or leaving the pre-populated value. Is this something Skuid can do? Thanks you.
I have a visual force page that is overriding the edit and view actions on the Task object (as described here). This works great until we encounter a task that has been archived. When you try to edit or view the task you get an error saying: Data Not Available The data you were trying to access could not be found. It may be due to another user deleting the data or a system error. If I open up the log, its easy to see that the error is happening because the query to get the record type, doesn’t include the ALL ROWS clause. select RecordTypeId, RecordType.DeveloperName from Task where Id = 'MYID' limit 1 Return no record select RecordTypeId, RecordType.DeveloperName from Task where Id = 'MYID' ALL ROWS Return record
Would a custom snippet be able to automatically render a number field with increasing value? I have a table which outlines a travel itinerary, with sectors 1 through X. (say maximum 20 sectors) Currently the user has to manually ‘number’ each sector so that they stay in order. I tried ordering by Salesforce ID / Record ID, but the table rows are not saved in top-down order, they are being saved bottom up order by SF. (ie the user would have to enter the itinerary bottom-up for it to make sense after it is saved).
I am using a popup with a model set to “Create Default Row if Model Has None” (and disable “Load Model Data on Page Load”). This allows me to create a new row on an object in the popup. In this case, it is creating a Case Comment off a Case model. However, if I click that popup again, I see the same data from the last time I clicked it, even though I’ve used a snippet to save the data (updateData) and refreshed the main page. I’d like the next popup to be empty, waiting for a fresh new comment rather than seeing/editing the prior comment. If I call model.createRow, I do get a fresh new row … but I also see the prior row in the popup (and I’ve set the model “Max # of Records (Limit)” to 1, though I know that’s only used to load new data). Is there any way I can take my model and “reset” it back to the original, new state from within a snippet? Or remove the row from the model without deleting the row from the object? Thanks, - Chris
i have a table with a list of products i added a row action that opens a popup form the form shows that the correct row of the model for products is selected on that form I have a table that has product_material as a model that model is filtered by by the current row in the product model when the popup form opens it displays no records for materials for the current product if i click on the plus i get a record which has the product id of the current product in its “service” dropdown however, if i enter a product in the “materials” dropdown the “service” id disappears nevertheless if i save the record it makes the correct entry in the product materials table, with one product entered as the service and the other entered as the “material” what i don’t understand is why the entries don’t show on the popup form if i then open it again… the table on the popup form is filtered by a “field in another model” that that model is the products model that is underlying the table with the list of
I’m trying to use parameter subtitution on a repeating field editor in the section title, but it doesn’t appear to be working. If I do my subtitution inside the section body, it works fine. This using a repeating section - in this case, across Case Comments. I’m trying to show the case creator name and the case ID in the section title, and the case comments in the body section. Here is what I’m doing in the editor: And here is the result: Is there a trick to get the section title to do the parameter substitution on the repeated object? Thanks, - Chris
“Salesforce is not responding due to a long running script” Are there are any scripts that run for skuid that could be hung up in the background. We use all skuid pages and this error has been appearing for the past week. So far users have reported this issue when choosing the “Home” tab.
On my page, when I uncheck “show header” and leave “show Sidebar” checked I get this (see below). Basically I want the sidebar but not the header.
Hello, I need to show one tab only to a set of User.Can you please tell me how can we render our tab in Skuid Page to be displayed for Certain group of user only? Thanks.
Does anyone know if it would be possible to filter a table using math operators ‘<’ or ‘>’? I have a table which specifies ‘passenger capacity’, and I want to find all vehicles with a capacity < “X” (X = user entered value). I might also want to extend that to all vehicles with a capacity > “Y” So the filter would need to work across both < and > operators.
I am looking at how to build an aggregate model for a table to display a simple sum across the objects in the model. I have followed Page Not Found — Skuid v15.1.6 Documentation but don’t need the filters involved. The screenshot underneath the heading “…and by Industry!” highlights the sum I would like to create. I have an aggregate model, have made groupings etc. But I cannot get a sum of the values in one column. Jacob
I have a subtab (coverages) that is a child of “vehicle” object, the vehicle object is a child of account. On the attached screenshot, you will see that I layed out the page with Field editors for “Vehicle 1, Vehicle 2, Vehicle 3, Vehicle 4” I like the layout but not sure if it will work and how to make it work. Each Field Editor (Vehicle 1, etc) should have data from a different record in the coverages object, which is related to the vehicle object. Is this possible? If so, can anyone point me in the right direction. Thanks
A common use case for creating lists viewed on Tabs is a view of “My Objects” and “My Teams Objects”. The first is based on Record Owner = Record Viewer, the second is based on the concept of Roles & Subordinates. I am sure I could create model conditions to filter these values explicitly, but if I were to modify the Role Hierarchy the filters may no longer be applicable. Is it possible to condition a model based on “Roles & Subordinates”? Thanks, Jacob
I want my users to be able to click on the “+” sign in a calendar (month) view and create a new record in my model for that day. One of the fields that needs to be populated is a lookup to a record that corresponds to the date they selected. The user shouldn’t have to re-select the date, though, so how do I pre-populate that field in my pop-up with the date that was clicked on?
Is it possible to loop through a model in Skuid? For example, if I have a many-to-many relationship, and I want to display all the records in a table, but I have an unknown amount of siblings of this child record, is there a way to have the model keep looping through relationships, until it finds every sibling record, related to the child? At this point I can only display one sibling, but if I was able to loop through the relationships, the model would be able to pick up all the siblings. I’m assuming this functionality doesn’t exist, and I’ve been using the Salesforce related list, to display the siblings, just curious if it’s possible.
I can’t seem to figure this one out. I have a condition for rendering a few fields contained in a Field Editor. The condition is a value of the Account Record Type ID. Is this feasible when I am creating a new record? I guess my condition is based more on filled values, more than data contained within the model. Also possible that I am not previewing / testing this appropriately. Thanks for the help, Jacob
Salesforce has buttons to enable and manage Customer Portal and Partner Portal users. These buttons show up on Contact page and also on Person Account pages when that feature is enabled. I need to be able to do this from within Skuid. It would be okay to have multiple buttons if that’s necessary. I’ll attach screen shots for clarity…
in order to compose a complex report I’m addressing 2 models… one gives me a count of client encounters for each client the next is the actual list of encounters for a given time period. I’m using a for loop to loop over the list of encounters. I suspect there is an $.each idiom i could use… but i could not find an example in the api sample code is there a method, or a way to loop over the data in a model directly ? var params = arguments[0] $ = skuid.$; // get the data from the first tab counts = skuid.model.getModel(‘HH_Client_Counts’).data; // build an array holding the ids of the clients that have had more than 1 service returns = [‘0000’]; for(var current_client=0; current_client<counts.length; current_client++) { if (counts[current_client][‘sumIsServicec’] > 1){ returns.push(counts[current_client][‘clientrClientIDCopyc’]); } } // get the model for this tab, because we will need to use its methods encounters = skuid.model.getModel(‘HH_Client_Encounters’); // get the data por
Is there a way to put powerdialer on the sidebar in SKUID so it looks like the attached picture. This is just a screenshot of the sidebar active with a SKUID page to the right. I want to be able to hide the SF sidebar and create it in SKUID…at least Powerdialer.
I haven’t had a chance to test this out, but before I go about writing a trigger I wanted to run a scenario by you folks. I’m looking to create a job application that (hopefully) will be customer facing and allow us to put our existing job application (which is a pain to make any changes to) out to pasture and bypass the convoluted process of getting into Salesforce. My issue is, I don’t want duplicate contacts. JavaScript isn’t my forte, and what I’m hoping to do is have a trigger running before the record is inserted into Salesforce. It will look for existing contacts based on the data passed. If a contact exists, I want to pass that existing ID back to Skuid for the next page if it’s possible. Any ideas folks? I think it should be as simple as “return idofExiting”, but I’ve never done anything with a trigger along these lines. Thoughts, other ideas?
I am working on a custom calendar tab that an area would use to see vehicles that have been scheduled, medical appointments, therapy appointments, other non-medical appointments. I love that you can create color coded calendars (i.e. medical is red scheduled vehicles are blue etc). I have two questions: 1. Is there a way to turn the colored calendars on and off. I.E. You click a check box of the calendars you want to see on the calendar? 2. I have a custom birthday field on the “Person Account” object that calculates the next birthday based on the clients date of birth. Is there anyway to automatically grab that date and put it on the calendar so all client birthdays are listed on the calendar?
I am currently in the process of customizing the Skuid UI to fit the needs of my company. The one problem I am running into is figuring out how to integrate my Evernote and Box VF pages that I currently use on my accounts, contacts, leads, and opportunities sections in my Salesforce Org. I know that their are many great custom components that Skuid offers but those two applications are essential in my day to day operations and I could really use help in integrating those VF pages into my Skuid pages.
I have a skuid page for client encounters. It has about 6 filters, all applied to the client encounter model. The page has been slow… but today it stopped loading entirely… or at least the little spinner just keeps spinning and the filtered records never appear if i clone the page and take off all the filters, and all the models that drive the drop downs for the lookup fields… then the page will load, and typing a name in the generic filter loads some results any ideas on why today is so much worse than other days … ?
working on my first mobile page and I am stuck. I have two page panels the first is a listing of items in the account object the second is a list of users. I have added a swipe left interaction on the account page that is opens the other page panel, I want it to just show the users where the division field on the user object matches the account name from the account table. tried slicing this a bunch of times I am missing something
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