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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Can I combine Skuid pages with Visualforce site templates features so I can provide custom branding around my skuid page? Or should I just embed the Skuid page in an iframe in a normal force.com page? (http://developer.force.com/cookbook/recipe/customizing-the-look-and-feel-of-your-force-com-site)
I seem to recall an example of concatenating or “rolling up” into a single field the values in a text field from records of a child object. For instance, I’d like to show the names of relevant (i.e., filtered) students in a single field on a class object. I could create a table, but it would be smaller and more simple to see in this case with just a quick list of their names. I don’t know how to do it, though, so if I’m remembering right, can you point me to the relevant example?
I have a data model which consists of a single parent object that will have multiple child relationships. I want to create teh parent and all the children in one go, or have a way of creating the parent, and then the children in a multi step process like they user is filling in ‘one form’ I can’t seem to find a particular example in the docs?
Is there a way to set a condition on one table so that it shows records linked to the selected record in another table on the same form I think the first problem is that there is not a way to “select” a record, other than to check its checkbox it would new a “record selector” that make the id of that row available in javascript (?) so that the other table’s condition could get access to it This is a pretty common pattern… in this case i want to display a list of statements for a client… and list of payments for the selected statement I could do it by use a row level action and going to another form… but it would be really nice to do it on the same form
I need to trigger creating statement records for clients so i need a way to put an input field on a page where a user can select a date and click a button to create all the open statements I’m guessing I’ll use a visual force page that will contain the code to create the statements and then do a redirect back to the page where the process starts so how do i put an “unbound” text box and a button that will launch the request… or do i need to do that in a regular visualforce page ?
I’ve created some Skuid pages which work great with a standard SF license, but when I go the page when logged in as a partner portal user I get a general permissions error. Other then ensuring that the portal user has access to the underlying objects for my pages’ models, is there anything special I have to do to ensure the page works for partner portal users, such as add permissions to Skuid components?
I’m attempting to create a table from an aggregate model, but the column headers are not looking very friendly. Can I change these?
I am passing a date as a URL parameter into a Skuid page, and I’d like to use it in a page title or template on my page. I have several models on the page, but one of them that I want to use it with doesn’t actually have this date as a field, so I’d like to retrieve the date from the URL parameter instead. Is there a way to do that?
be nice to be able to format the buttons to give them an uniform width (i know… picky, picky) Note: This topic was created from a reply on the Create Buttons on Tab topic.
Is there a way to get the current date to use in a template or a page title? It isn’t a field in any model that I have on my page.
I’m building a template and want to add a field from my model, but the field picker for the template isn’t showing it. I can manually type in the field’s name and it works fine, but when I try to use the field picker, it doesn’t appear there. See screenshot (Even when not using the filter function on the picker it doesn’t appear.)
I’m trying to create a link that takes a Skuid user to a specific page when they click on a person’s name. I don’t know that I necessarily want to override pages, as this will require more info than just the ID of the person’s Contact record. I figured I would just make a template with an HTML anchor tag that goes to another Skuid page. Here’s what my template field says: {{Student__c}} But here is what it looks like when it renders: Obviously something funky is happening with how the HTML and merge fields are interacting. What am I doing wrong?
Hi Skuid Team, What is the best way to integrate with Conga Composer? I’d ideally like to either open the conga menu within one of my tabs or for the conga menu to open in a pop-up after a button press. Thanks Sam
Ok so, when you’re on an account page and you click “Add Contact,” on the new Contact form it should auto populate the the Account field with the name of the account. This normally goes through URL parameter, I think, but if your New Contact page is a Skuid page, the override takes over the url parameter… so how do you do the “New Contact” redirect so that the new contact will be automatically associated with the Account?
Does the user get the Salesforce default view or does it error out?
I have a table with Accounts and a Row Action to create new Opps. The Row action is an URL like this: apex/skuid__ui?page=PipelineOppNew&AccId={{Id}} and the receiving page has a condition like this: this works so that the lookup point to the correct account. However on the new page created when Id is blank the AccId parameter is passed but the field displays the id and not the Acccount Name. As soon as the page is saved it is updated to Account Name but it would be much better if the Name was shown form the start and the id hidden from the user. How can I do this?
I tried to create a table based on a model of the ActivityHistory object, but I get this error when I try to view the page: 1. An error occurred while attempting to perform the following SOQL query: SELECT Id,ActivityType,IsTask,Subject,Status,Priority,Location,ActivityDate,Description,Owner.Name,OwnerId FROM ActivityHistory WHERE ((WhatId = ‘a0Gd000000GApaJEAT’)) ORDER BY LastModifiedDate DESC LIMIT 101 Error:entity type ActivityHistory does not support query Am I not going to be able to do this?
I’m trying to improve the entry of products (opportunity line items) to opportunities with a custom SKUID page. Instead of the standard Add-product pop-up I just want to add rows to a table and select the product with a drop down. I’ve created a pricebookentry model that selects the possible products and render it a picklst. So when a new line is added to the table the product can be selected in the picklist. Works great and is much simpler for the user when there is a limited amount products to select from. However I’d like the List price for the product to be updated when the selection is made. As it is the list price is only displayed when the opplineitem is saved. I assume that what is needed is a In-Line Component that intercepts changes of the pricebookentry field and looks up the list price. A guide on how to create such a component would be very appreciated.
Is it possible to use a merge field for Custom Label on a table header. For example when listing line items from one opportunity it would be be nice to be able to include the currency with a template on the header of a table. I tried to use template merge fields for table fields without success. I guess this is because that would need to merge for every row in the table. But I would like to get the currency from the parent opportunity and merge with. Is this possible?
Thanks to your sample snippet, I figured out how to do some simple highlighting of a value with a snippet when it is read-only. The below code highlights an integer value when it is greater than zero: var field = arguments[0], value = arguments[1], display; if (field.mode == 'read') { if (value > 0) { display = '<b>&nbsp&nbsp&nbsp&nbsp' + value + '&nbsp&nbsp&nbsp&nbsp</b>'; } else { display = value; } field.element.append(display); } else if (field.mode == 'edit') { skuid.ui.fieldRenderers.INTEGER.edit(field,value); } I show this field in a table, and use the snippet as a custom renderer, and it seems to work as expected (yea!): Now I could probably easily add a reference to an image instead of coloring the text to make it even prettier. However, these approaches only work when the field isn’t editable (and I’m not sure if I’m up to building a new editor component). What I’d love is to be able to highlight the entire background of the ce
The page builder allows you to create more than one page with the same name… when you click on “preview” you get (the first page?) one of the pages… but not necessarily the one you are working on. It should give you a warning… or just take you to the page with the name you put in for a “new page” if the page already exists.
I have created a tab override for a Person Account Record type. However, this will not load as it should. The scenario is: For Profile “Youth Development Manager” I want a custom tab that overrides the Account tab to just show Person Accounts with Record type “Young Person”. My VF page code is: <apex:page standardController="Account" recordSetVar="c" extensions="skuid.Redirects" action="{!redirect}?objecttype=Account&actionType=Tab&recordType=Young_Person"> </apex:page> I have a Page Association for Object type Account; Action type Tab; Applies to: Youth Development Manager; Record Type: Young Person; Page to Use: Young Persons. I am guessing this is something to do with Person Accounts?
Hmm, and any idea about how I might take the date currently in use and get the “next day” in order to add that to a redirect button? The date is passed into the page by URL, and used as a filter for a model on the page. Note: This topic was created from a reply on the How do I filter a table on a date field? topic.
I have a page with multiple tables and sets of fields that I want the user to be able to click on to make changes, but it’s not very user friendly if they have to click save in each section in order to save changes. Is there any way to add a “save all” button/feature to a page when there are multiple tables or field sets? Is there any way to do automatic saving of changes to data on a page instead of having to click a “Save” button after changes are made? Any creative solutions to this issue?
How can you include Chatter User Profile pictures in Skuid?
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