Skuid NLX, SFX, & EXP

Hi I’m setting up Salesforce for a nonprofit using the nonprofit salesforce package. The institution mainly tracks individual contacts. There are 5 main categories / roles that contacts slot into Legal, Media, Political, Donors. There are specific fields that uniquely apply to each category such as a judge checkbox and where they are a judge, which fall under Legal. Newspaper checkbox and where, which fall under Media etc. So when adding, viewing and editing a contact, I only want the fields that apply to their specific category to show up. Assigining pages to roles only applies to a) Accounts, which we dont use, and b) Campaigns, which is a cumbersome way to set things up being that we don’t use the campaign section either. They run campaigns / projects elsewhere, on Wrike i Believe, which is a much more robust solution for them. Is there any way I can somehow go about creating this sort of functionality, in the best way for the user? Cheers and thanks, I hope I’ve described my proble

The “Assets” object in Salesforce requires the “Name” field to be saved. What’s the best practice if I’m creating a new row within the table component so that the user doesn’t have to enter anything in this arbitrary field? I have a Workflow rule that is supposed to fill in the field if it’s Null, but it doesn’t seem to get fired before Skuid updates. Perhaps there is a way to auto-populate this field within a Skuid custom render snippet? Any thoughts would be appreciated.

Hello, I wanted to use Social Profile links for FB,Twitter etc. as it comes in Standard sales force page in Skuid Page. Can i get the same in skuid? Attached is an image to Show some functionality which i want to have in my skuid Page if Possible or with Some Work arround. Please tell me out of these what i can use in Skuid. Thanks. Arpit

Hello, I want to reduce width of Particular field editors and not of whole page.So can you please help me with the same? I also attached one file for same.Here i want to only reduced width of marked columns not of whole page. Please help with this issue ASAP. Thanks. Arpit

Hello, I want to use image in my Skuid page from Notes and Attachments Related Lists. I am using an Custom Object for the same. Can you please guide me how to achieve it ? Please reply ASAP. Thanks. Arpit

Hi There While using skuid pages we have noticed that the refresh functionality is not happening well. We need to manually refresh the page several times until we get to see the data expected. In one instance, it was showing ‘Loading’ but nothing was happening at all. We are using skuid page list views. Any suggestion/ recommendation how can we refresh pages e.g. clicking on the tab, opening this page. Does it need to be something in javascript ? Thanks and regards Daniel

Is it possible to add a recordtype field (to a table) such that in edit mode a user can select the recordtype, but in view mode it renders as text instead of Url. Right now when I add recordtypeId it renders as Url to the recordtype object which when clicked takes the user to “Insufficient Privileges” page.

I know I can build related lists into a skuid page and overwrite the SF page object - BUT can I do the reverse? I am wondering if I can for instance create a related list table in skuid as a VF page and place that vf page within a standard sf page layout “section”. Is this possible?

I am implementing a redirect action from a table component that will take the user to the recordtype selection page in order to create a new object with standard SFDC UI. I have constructed the below Url and it works fine. Question: Is there any mergefield syntax that I can use to avoid hardcoding the SObject Id in the Url, otherwise this adds a cumbersome manual step during migration to replace the Id based on the target org. (Note, this is not an Id of a given record, but an Id of the SObject itself) /setup/ui/recordtypeselect.jsp?ent=01IG0000001s8EL&retURL=%2F{{Model.KeyPrefix}}%2Fo &save_new_url=%2F{{Model.KeyPrefix}}%2Fe%3FretURL=%2F{{Model.KeyPrefix}}%2Fo Decoded Url: /setup/ui/recordtypeselect.jsp?ent=01IG0000001s8EL&retURL=/{{Model.KeyPrefix}}/o &save_new_url=/{{Model.KeyPrefix}}/e?retURL=/{{Model.KeyPrefix}}/o Thanks in advance.

I have a Skuid page that shows sidebar and header. I want to add a link to my page called “Go Full Screen” that rerenders the page (no problem if it needs a server round trip) with header and sidebar hidden. I can see in the XML that showHeader and showSidebar are attributes of SkuidPage. But looking at the API reference (http://skuidify.github.io/skuid/apipage.html) it seems that those attributes aren’t accessible in Javascript. Does this mean that my “Go Full Screen” link is a forlorn hope?

Hi, I have a question regarding using queues. Right now I have a tabset that shifts between a few custom objects, and each of those tabs are using the standard queue search + detail. What I am trying to do is make it so the standard “view/edit” page for each of those objects actually links straight to this encompassing page to the correct tab for this object and then queue + detail instead of going straight to a detail page only for this object. Basically I am looking for a way for the redirect for an object to go straight to a specific tab + queue entry on a Skuid page. Is this possible in any way? Thanks!

I followed the example for filtering client records so that a user who has a flag set on their user record sees only clients that have a matching flag set… It does filter the clients… but it seems to operate in reverse if i set the filter to NOT match then i see the right records if i set the 2 flags to be equal to each other… then i see only the clients who DONT have the flag set

I have a page displaying a detail view of a row. There is a table with some related items from another object. What would be the best way to make the table of related items read-only, depending on some data in the parent row? Is it a matter of removing all the actions like add, edit, delete and save from the table component via Javascript, or is there a simpler way?

Within an Account details record is it possible to include an aggregated report of a related custom object? I have a custom object called Orders (look-up relationship with Accounts)…I would like to show an orders aggregate report within an Account form Group By (Products) Sum(Sales) Max(Invoice Date) Product_abc $10,000 07-07-2013 Product_def $8,000 02-04-2011 thanks

I am having some trouble when trying to build a custom component. I have a AntPlayBuildersJS static resource which is picking up changes to the code correctly. However, changes to the AntPlayJS static resource do not seem to be getting picked up when i preview the page. When I look in the chrome debugger, I see a reference to: But opening up this file does not contain my latest saved version (it does show the latest version when I view the static resource and via ecipse). Is this a version that is being cached in the skuid instance? Is there a way to force skuid to re-read from the latest version of the AntPlayJS file? Thanks

What’s the best practice to target functions in a Squid component from another element? For example, what if I want to create my own button using inline Javascript with an onClick action that will invoke the “Choose File…” action from the File Component ? Visual: Thanks, -David

I have a page containing a “parent” model called “Workshop” and a table beneath it where users can create rows for “Workshop Attendance”. When users click the green plus icon in the table, it fills in the parent record automatically in the lookup field (Excellent!). However, when I do so and save the page, it throws the error “Invalid Reference Id: Workshop” and no child records in the table are saved. What am I’m missing?

I’m creating a new row on an empty model in JavaScript, and would like to retrieve the Salesforce Id of the newly created row. Here’s what I’m doing, “m” is the model: m.createRow(); m.save(); r = m.getFirstRow(); alert(r.Id); The new row is being saved to the Salesforce object successfully. However the Id I get is “1”, which I gather is a Skuid temporary Id for the row. How can I get the real Salesforce Id? I need it to use in other new rows that will reference my new row. I’ve tried doing this: skuid.model.updateData([m]); after my save thinking it might retrieve the Salesforce Id, but it throws this error : “Uncaught Model ‘m’ has unsaved changes. To update this model’s data, you must first save or cancel the changes.”

I want to always keep my nice Skuid page with a reference table open, and when I click on record links I want them to open in a different/new tab. Is there any way to do this without manually overriding each column in my table with a template containing a custom URL?

Has anyone managed to use Google Fonts in a Skuid page? The usual , e.g. , needs to go in the of the HTML page, which I don’t think we can access, can we?

I have a “New Account” page with a field editor in it. When the page loads, I want the first field to get the focus, so that the user can immediately start typing the name of the new account. Do I need some Javascript to magic this?

Our organization has seperate objects to store phones, emails, and addresses related to our accounts and contacts. We plan to have a Skuid tab which shows a table for each of these objects. The contact lookup field on each of these tables is entered so the user can specify which contact in the account the phone number is for. That phone number will then also show up in the list of phone numbers on the contact page. Is it possible for Skuid to look down to the contact level under each account, and show a dropdown choice for the contacts in the account level? That way, the user would be able to intuitively pick which contact in the account the phone, email, or address information is for. Our users find the magnifying glass lookup feature of Salesforce to be a bit cumbersome in these cases. There is never a case where we would want to let the user pick a contact outside of the account in this instance.

I’m building a page to override our Accounts object (relabeled Households). Our users will mainly be working from the account object because we work in the personal financial services industry, and households are often the client’s family unit. If someone calls, they will want to be able to easily switch between households. This could be a one-step process, but is often a multi-step process when using the “Salesforce Universal Search Bar”. This is because they have to type in the name, click search, and then click on the name from a list. When I go to preview my accounts page from the Skuid page builder, Skuid pops up an awesome screen which I have attached. I would love to embed this search bar on my new Skuid accounts (Households) page, so that users can utilize this functionality.

There’s been a few mentions of a “date picker” component/solution in the works. Is that coming soon? I could really use it.

I have a page where users need to be able to change a picklist to change the status of a record, such as “working”, “submitted”, etc. However, normal users shouldn’t be able to put it into the approved status. I know I can add a validation rule that says "if the user’s profile = x and the picklist value = “approved”, then throw error message ‘you can’t select that’ ", but the ideal way, of course, is to prevent a normal user from being able to select the “accepted” value in the first place. This seems like a perfect opportunity for a custom Skuid renderer! I’m thinking that in read mode the picklist shows the current value, but in edit mode it shows only values that the current user has access to based on their profile. Something like: if (field.mode == ‘read’) { skuid.ui.fieldRenderers[field.metadata.displaytype]field.mode; } else if (field.mode == ‘edit’) { /* if (profile != admin) { add picklist value ‘working’; add picklist value ‘submitted’; } else if (profile = ‘admin’) { add pic