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 want to filter my table of accounts using a picklist based on the distinct set of owners of those accounts. i.e. the query for the table’s model is “select name from Account” and returns 50 accounts, and the query I want behind the filter is “select distinct Owner Allias from Account”. Is this possible? I’m pretty sure SOQL doesn’t do distinct, so I tried using a model with an aggregate (“select Owner Alias, count(Id) from Account group by Owner Alias”), but couldn’t make it work. I just got blank entries in the filter picklist. Thanks.
I think I have worked out the basics for creating custom components (which has the potential to make Skuid hugely powerful for the project we are looking at!). I would like to build a component that allows you to drag a Skuid component into it. What is involved in doing this? e.g. In it’s simplest form, if I wanted to build a component that does something like: ------------------------------------------------------------------- ------------------------------------------------------------------- then how would I go about building it?
Our organization thought it would be cool to embed a map of the account billing address where the household picture normally goes. I thought this wouldn’t be too difficult, but I don’t know a lot of jQuery so I’m a bit stuck. Here’s the code I do have (which obviously doesn’t work), but may give you an idea of what we’re looking to do. vskuid.componentType.register(‘mapAddress’,function(element){ // instantiate a model using the model named “Accounts” var m = skuid.model.getModel(‘Account’); // get the first row (or record) from our model var row = m.getFirstRow(); // assemble the mailing address fields var street = m.getFieldValue(row,‘BillingStreet’); var city = m.getFieldValue(row,‘BillingCity’); var state = m.getFieldValue(row,‘BillingState’); var zip = m.getFieldValue(row,‘BillingPostalCode’); var address = street + ’ ’ + city + ', ’ + state + ’ ’ + zip; < iframe src=“http://www.google.com/q=address” > });
I have a situation where I have a parent record, then want to create a table to show records of a child object, but there are a dozen or so record types of the child object. Ideally I’d like the first six or so of the columns to be the same for each record type but on the right end of the table be able to add and edit fields specific to each record type. For some record types I may want one additional field appear, for others it might be three. I can imagine how to do this with formula fields, making the right-side columns read-only in the table, but we want to be able to edit the special/additional columns, too. There would be too many possible columns/fields to practically add all of them to the table, so I’m trying to come up with a sensible way to show the right field for the right record type dynamically in a table column. I could make separate tables appear on the page for each record type instead of one wholistic table, I suppose, but that will take up a lot of screen real estat
We have multiple tabs that load iframes using templates but are concerned that this means our page load times will get longer as we add more tabs with more iframes. Is there a way to trigger an action on the tab click to dynamically load the tab’s content (iframe)?
I have built a few Skuid pages, and I’m showing them in the partner portal. Because we need to also show some standard functionality, like reports and Content, I have assigned the Skuid pages to a custom web tab. The URL I’m using for each tab is like this: https://SitesURL.secure.force.com/apex/skuid__ui?page=PageName This seems to work fine when I login normally to the portal. For administrative & troubleshooting purposes, we also want to be able to use the “Login as Portal User” button on the portal Contact’s page, particularly to verify record visibility issues on the Skuid pages. When we do this, though, and click on one of the Skuid custom web tabs, we get a portal login prompt instead. I know we’ve got a rather custom setup, with a custom SF domain, partner portal, and custom SF Site login page, but I can’t determine if there is a way to form this URL to have the Skuid pages accessible when doing “Login as Portal User”. Any ideas?
When I make changes to records in Skuid and then save, Skuid refreshes the records/rows that I changed and the shows the new data, dependent formulas on those data changes, etc. However, if someone changes other rows that appear in the table, those rows are not refreshed after I click “Save”, unless I, too, have changed those records in Skuid. The data remains stale, not reflecting someone else’s changes of those records. I would have expected that the table would be completely refreshed. Is it working as intended?
We have been using an app called Picture Uploader to attach profile photos to Contact Records. The app attaches the photo to the Contact record and Account record, creates and populates a field called Profile Photo URL with the URL of that photo attachment. We have another field called Picture ID that displays the unique identifier contained in the Profile Photo URL. Last, we have a formula field called Picture that displays the image. The formula is as follows: if ( LEN(btydev__Picture_Id__c) > 0, IMAGE(“/servlet/servlet.FileDownload?file=” & btydev__Picture_Id__c, “”), “”) How do I get the photos to display in Skuid? I’ve gone through your instructions. I can’t find a way to link to the current attachments. We have thousands of them attached to our contacts records. Thanks!
i’m using the slider example and it works great now the client wants to also see the numeric value as the slider slides the jquery examples show this… but that means adding a div and a control to display the number… i don’t know how to add those to the skuid page so the javascript can update them can you point me the way?
Building on the case outlined in a previous post, I have a page showing details of object/model “A”. I want users to see a table below that represents a junction object between object “A” and object “B”. The record being linked to in object “B” is the same for all of the records in the table, and I can retrieve It’s ID from existing models on the page. Since the object “B” record is implied, I don’t want to users to have to select it, but I do need the system to be able to populate that field upon save of a new record in the table. Seems like I need a snippet for saving that can set this value on any new records then save the model. How would I identify and loop through the new records to set the value?
I know I can override a “view” link globally or for profiles or record types, but can I do it selectively (or remove the link entirely) for an editable lookup field in Skuid? I want users to be able to set values in the lookup field, but NOT have the values in the field be clickable (or, at the very least, be able to override the link so I can take them somewhere else). I don’t see how to do that with the settings for a lookup field.
I thought (or maybe I was just assuming) that Skuid would respect the same user- and field-level permissions that Salesforce enforces, but I was just able to edit a field that I didn’t think was possible. Please confirm the interaction between read/edit capabilities for Skuid pages & users and Salesforce security.
The text size in my Skuid pages is really big - too big for practical use. But when I try to shrink it down using the browser zoom settings, everything else gets too small. How do I change the default text size for all Skuid pages?
I have a Salesforce org that uses the PowerDialer for Salesforce application, and I also use Skuid. However, in my Skuid pages, the PowerDialer telephone icons aren’t showing up next to the Phone fields in my Skuid page. Can this be done?
I have an aggregate model displaying results in a table. Some of the “grouping” fields shown in the table are the name fields of relevant records, but they don’t appear as links to those records as they normally would when including those fields in a field editor, template, or a table based on a “normal” model. How do I get these links to appear so that users can click and go to the record? In some cases I also want to create an alternative link, because I need to supply an additional parameter, but I don’t seem to be able to create a template with data from fields in the aggregate model. How would I make such links?
The width of the textbox for a picklist differs between different picklists. It seems like the longest selectable value controls the width up to a maximum width. Is it possible to manually set this width so that longer texts can be displayed and also so that you can align picklists on both sides when they are in the same column?
When working with the “WhatId” (aka “Opportunity/Account Id” or “Related To”) field on the Task and Event objects, Salesforce lets you pick from lots of different possible target objects. On certain Skuid Pages, I would like to limit the set of possible target objects to, say, just Opportunities, or just Accounts and Cases, so that the user doesn’t have to scroll through a list of all the possible target objects. Is this possible with Skuid?
Since the Page Title already has the record name in it (in this case, the Project Name), I don’t want to include the Project Name in the field editor right below the Page Title. It takes up a lot of space and is only necessary in case someone needs to edit it. Can I use a template instead of the Page Title component? Can you give me an example of the html/css that would need to be in the template? Thank you!
I’m ending up with some wide table forms… so the position of the filters and buttons on the right becomes a big problem… they’re invisible unless you scroll left and they’re not where you would expect them to be… since people scan from right to left isn’t there any way i can move them… maybe with a custom script ?
I have a client list page I want users to use the generic filter to find by first name, last name etc and display the results in the list (as opposed to setting up custom filters) but i want the page to start empty… not by showing an unfiltered list of clients how to i set up the model so that initially it dispalys nothing… and then lets the filter be applied to show the clients that match the filter
I would like to change the default text that appears when I hover over the green plus icon on a Table from “Add New {Object Name}” to something custom, for instance for a Tasks table, change it from “Add New Task” to “Add Task / Log a Call”. Is this possible?
To generate a DrawLoop document, I want to make a button that does this: window.open(“/apex/loop__looplus?eid={{Id}}&sessionId={{$Api.Session_Id}}&autorun=true”) Where “ID” is the SF record ID of a record currently in use by my model. When I tried to put this into a simple redirect button (without the “window.open”) it interpreted my curly braces as literals. Is there a different syntax I would use to it that way? Alternatively, I should be able to make this out of a snippet, but what is the syntax to retrieve specific field values of specific records in the models on my page (and the Session ID) in the javascript?
I’d love to see a checkbox/boolean renderer where I can click on an image instead of a little box. For instance, I’d like to provide (links to) separate images representing “unchecked” and “checked”, and when you click on the image it changes to the other one and changes the boolean field’s value. I can think of some parts of how to do this, but I don’t think I know enough about the Skuid object model to do it all. Is there an example of such a solution?
I’m creating a button that will launch a DrawLoop function to generate a nice doc for printing in another window, but it needs the current user’s Salesforce session ID. How do I access that?
I have a picklist of a bunch of statuses (new, submitted, rejected, in progress, etc.), but ideally the user should only be able to choose one (submitted) or leave it alone (new, or approved). Is there a way to make a button on a Skuid page that changes the value in a field on that page to something specific (and then even saves the page, perhaps)? Then the user doesn’t have to click on a field and then choose a value in the field, they can just click once. Right now I’m contemplating adding a new picklist field that has only the two the values in it, then a workflow that can update the main status field once they save their changes, since there isn’t a good way to limit which values the user can choose in a picklist field. Obviously that’s hokey, though, and doesn’t improve the UI experience, either.
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