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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Hey there, Does anyone know if it’s possible to add buttons that exist on regular Salesforce pages that come from other apps? Specifically, we use the Geopointe app for account mapping, and the ELTON equipment tracker to track our equipment. I’d like to put an action on my account list that lets me map the selected accounts, as well as a button on an account to loan a piece of equipment to it. There are also a few more similar functions we’d like to add. I imagine some kind of custom code would be required? Thanks!
Is there an event that I can bind to when the step of a wizard is loaded? Or any other way to make javascript execute when a given step is loaded? I have some complex logic where I might need to automatically take the user to a future step if certain data is present. No matter how they get there, I’d like to execute some code whenever they arrive at that step. Instead of duplicating the code in each entry point, it would be nice if there was one place to put it. Example: Entry point 1: conditionally skip step 1 (on page load) if(task.myField__c){ var wizard = skuid.component.getById('myWizard'); wizard.element.steps.step1.navigate('step2'); alert('welcome to step 2'); //common code }else{ //continue with step1 } Entry point 2: action button snippet skuid.snippet.registerSnippet('toStep2',function(args) { var params = arguments[0], step = params.step; step.navigate('step2'); alert('welcome to step 2'); //common code });
We would like to filter some records in a table by the start date’s month.The best way I thought I could do this was to create a text formula field to read the Month of the Start Date (January, February, ect.). I created “Month Formula” field to achieve this. I created this condition: FIELD Tenor__c records where Month_Formula__c OPERATOR is VALUE a blank value STATE This condition, named Month_Formula__c can be modified by filters, but is off by default. and then set up a filter that effects that model condition. I set it to a manual source and added an option for each month (the readout options from my formula). It is of course not working. The formula field is giving the correct readout, but the filter shows no results ever.
I want the user to be able to type in the filter criteria when filtering a table. Is this possible and if so how? Thanks
I’m working on an API integration with a system where we want to send orders from within my clients ORG. There are a number of variable configuration pieces that I retrieve directly from a webservice. These configurations are not stored in SF, thus I’m finding it awkward to use skuid to display & select these. For example, after getting the shipping address for the order, I make a callout to get available shipping methods. These are then displayed to the user for selection. Currently, I’m doing this either by injecting the inputs with javascript (using a component). Functionally this works fine, but the injected components obviously are not styled with the rest of the page. I was just wondering if there are any best practices for doing this type of thing, or if I will just have to use CSS to make everything fit. (this is my last question today, I promise 😉
Maybe this is possible already but it would save a lot of headache if I could attach code to Action Buttons of navigation type. The two use cases that I’ve come across have to do with the Wizard component, but I’m sure there are more. Validating Wizard before proceeding to next step Running logic when before proceeding to next step If you could attach a callback function to execute before & after that would just be icing on the cake! The before function could return true/false to indicate if the wizard should proceed to the next step (to use for validation)
Is this possible? In a static resource JS file, when I try something like this: var taskModel = skuid.model.getModel(‘MimeoTask’); var task = taskModel.getFirstRow(); I get the error: Uncaught TypeError: Cannot call method ‘getFirstRow’ of undefined Obviously this code is executing before the model has loaded up, so is there a callback or hook I can attach my code to? I know I can get it to work if I wrap it in a component. Just wondering if it is possible to do without a component, and why there is no documentation of this? The example at the bottom of the Model API reference: Page Not Found — Skuid v15.1.6 Documentation makes it seem like this should work.
If I am willing to make some minor changes in page then Is it possible to view code generated for skuid page?
I have a template field showing child fields in a table. The value is set to: {{Pricing_Date__c}}: ${{{Total_Rate__c}}} The problem is that the results show as: 2014-01-21T19:53:00.000+0000: $0.09633 2014-01-21T20:28:00.000+0000: $0.09633 Can I format the date to ‘1/21/2014 7:53 PM’ instead of ‘2014-01-21T19:53:00.000+0000’? I know how to do this with a custom field renderer, but I don’t see how to apply one to a template field. Also, since the value of the template field is complex, I’m not sure how to do format both the date and the number within the renderer (even if I could use one).
I have a skuid page and custom action added on it. Is there a way to bind that custom action with a method in my apex class?
I have an Apex custom action that takes list of object IDs, extending StandardSetController. In SF, I have been able to pass in the object IDs. How do I do that from Skuid table?
I’m trying to get a number field to display as currency, but with a custom number of places after the decimal. Essentially trying to trim the trailing zeroes for display purposes. Here’s my code but it doesn’t work. The field is defined with 8 decimals and it always displays with 8 decimals regardless of the actual value: var field = arguments[0]; var value = arguments[1]; field.element.css({'text-align': 'right'}); if (value == null || value == 0) { skuid.ui.fieldRenderers.CURRENCY[field.mode](field,value); } else { value = value.toString(); var valLen = value.length; var displayValue = (Number(value).toFixed(valLen-2)); skuid.ui.fieldRenderers.CURRENCY[field.mode](field,displayValue); }
Is there a way to intercept a Skuid form submission in order to update a 3rd party service via web service? Example: 1. Update the account name for one or more account records 2. Click “Save” 3. All data for the updated record(s) is sent to 3rd party WS via AJAX POST 4. Response from WS is received 5. (If success) Request continues and updates SF record normally. 6. (BONUS) If SF update fails, WS is called and resets the previously updated records to their previous values
I put a template field in a table to consolidate address information and a pop-up doesn’t pop-up when I click on it. Is it supposed to or am I misunderstanding their functionality?
We want to build an ideal UI for attendance taking for scheduled and/or recurring events, such as a class. This would normally mean: Navigate to a page where you see the record for the class. Choosing a specific day/instance (or perhaps doing so before step 1). At the bottom an attendance table appears displaying a list of known registered people, let’s call them students. This is generated from individual registration records with lookups to the class. It’s also possible that the attendance records will already exist for that day, in which case we need to pull those up instead. You can edit the status and other attributes of the attendance records When you save, it creates new attendance records for each student for that class for that day, or updates the pre-existing ones. I’m wondering how best to do step 3. Is there a straightforward way to populate the attendance table from the list of students for the class? I’m not sure if Skuid cloning would help here, since I don’t
I use a 3rd party app, Marketo, to send mass emails to my Contacts and Leads. This app includes an On-Click JavaScript List Button called “Send Marketo Email” that shows up on standard Salesforce List Views, that lets me choose records to send emails to, and then, when I click the button, it runs the On-Click JavaScript, which takes the Contact/Lead Ids, puts them into a String, and sends this string into the URL of a Marketo Visualforce Page. How do I replicate this with Skuid, as a Mass Action in a Skuid Table on Contacts (or Leads)?
I have a model with a modelmerge condition that I need to dynamically refresh (call updateData) when the underlying dependent model use in the modelmerge condition has changed. I’ve tried to refresh the dependent model and then updateData on the parent model with no success, have tried deactivating and reactivating conditions and still no luck, I can’t get the condition merge values to change once they’ve been set?Is there a way to force a model’s modelmerge condition to re-query/evaluate itself? Have attached sample models (not a whole page) so hopefully this make sense. <model id="EntitySubscriptionFollowers" limit="999" query="true" createrowifnonefound="false" sobject="EntitySubscription"> <fields> <field id="SubscriberId"/> <field id="Subscriber.Name"/> <field id="ParentId"/> <field id="Parent.Name"/> </fields> <conditions> <condition type="param" value="id" field="ParentId" operator="=" userinfotype="userid" enclosevalueinquotes=
We have a wizard and a custom button which does some logic to determine the next step. The logic relies on an “errorModel” returning zero rows. The first step of the wizard allows the user to update the detailModel; the custom action should save the detailModel, update the errorModel, then retrieve the first row. If nothing is returned, the navigation will go to step4; otherwize the navigation will go to step3. Here’s my code: var $ = skuid.$; // retrieve the detail model var IQmodel = skuid.model.getModel(‘Intake Queues’); // save the detail model IQmodel.save(); // get the Errors model var errorModel = skuid.model.getModel(‘InvalidIQ’); errorModel.updateData({callback: function(){ var row = errorModel.getFirstRow(); // check if any Error records are returned var wizard = $(‘.nx-wizard’).data(‘object’); if(row==null) { // if true, navigate to step3 wizard.skooWizard(‘navigate’,‘step4’); } else { // if false, navigate to step2 wizard.skooWizard(‘navigate’,‘step3’); } } });
I am trying to set up a filter based on a number field. For the most part the numbers will be 3, 6, 9, 12, or 24 representing months). It is possible however for a user to enter a custom value. I have a filter working now that lets them show the specified values but I would like to have an option to filter by any values that are not the above stated list. I created a second condition that the Length Field is not in the set of values (3, 6, 9, 12, or 24) and set it to “can be modified by filters, but is off by default” Added an Other Option and Set it to be affected by Other Conditions and defined my new condition but It is not working so Obviously this is not correct. Is having this other option possible with numbers? If so how can I get it working?
I’ve already implemented a standard tab page layout with the Opportunity object. But now I’m trying to do something similar with the Account object. Only difference being that I’ve already created 2 Visualforce pages based on the 2 different Account Types of “Clients” and “Artists”. The Visualforce page config is currently as follows: http://cl.ly/image/1j0l38341w40 But I’d like to create a SkuidArtistsTab and a SkuidClientsTab. So when I get to the point of defining the Skuid Visualforce pages (http://cl.ly/image/1J1G302g2K2J). How can I do both? Specifically, in Step #1 of the instructions, I can’t set the standardController to just “Account” right? Any help would be greatly appreciated. Thx.
I am trying to figure out how to get my Opportunity page to Refresh after the filtered Records in a related table are updated to no longer meet the filter condition. Basically We have an Opportunity page with Related “Intake Queues.” Intake Queue is a lookup child to Opportunity and they are often incomplete after creation. Before we can move an Opportunity forward in our process these child records need to be complete. For user experience we have filtered tables showing the incomplete records. Users can Mass Edit these inline and then save. Right now only the updated records save to reflect the changes but we want them to disappear off the table. To do so the entire opportunity page needs to be refreshed. Nothing is changing on the Opportunity record itself and I have been unable to adapt the sample code I have found here that updates the page if a something like a roll up summary is updated on the parent. I need help!
I have an Account Detail page which shows all related Contacts in a table. I want to be able to select multiple contacts and send an email to all selected(mass email) from my skuid page.
I’ve overriden the tab page layout of a salesforce-object with a new skuid layout. The new layout shows up on salesforce in the webbrowser, but within my salesforce mobile app it is still the old layout. Have I done something wrong or isn’t it actually possible to override the web AND mobile app? Thanks for help!
I am working with the Template and Field Editor components and I need them to line up because the Template is an image of a table and the Field Editor has pick list options for the answers. I need the two components to stay the same size regardless of screen size. Right now they are both dynamic and depending on your screen the questions and answers stop lining up. Any help would be greatly appreciated.
Hi everyone - I’ve created a Skuidifed page that I will be using as a sub-tab on the Chatter Profile page. I need to pass the user ID parameter from the Profile to my Skuid models. Salesforce documentation says this re: user ID parameter: User ID Parameter—sfdc.userId=[UserID] The profile will always pass sfdc.userId=[UserId] to all child tab pages excluding Webtabs, which require configuration by the administrator due to security constraints. This is the ID of the profile subject user (i.e. not the context/viewing user). http://help.salesforce.com/help/pdfs/en/salesforce_profile_tabs_cheatsheet.pdf My model’s condition is looking for Contact records (really just one Contact record) where the value of the “Salesforce User” (or pse__Salesforce_User__r.Id … or just pse__Salesforce_User__c) field on the Contact record is the User ID of the User whose Profile page is currently being viewed. I can’t get the sfdc.userId parameter to pass through to my page. I realize that the skuid page is b
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