Skuid NLX, SFX, & EXP

So I’m making an Topp Opportunities table and disabled all table actions, but I would still like to have checkboxes so I could select certain opportunities and see their summaries update.

I recall seeing a reference to keyboard shortcuts for Skuid actions for end-users, but can’t find anything now. For instance, I’d like to be able to “start new table row” with a combination of keys instead of using the mouse to click. Do these exist, or are they easy to create?

Many standard Salesforce pages include a “cancel” button, which will, when clicked, look for a “retURL” or “cancelURL” parameter in the URL query string. If such a parameter exists, then the user will be redirected to the value provided in that parameter when the “Cancel” button is clicked. There are many occasions in Skuid where you need to enter a redirect “URL” , for instance in Row/Table/Global/PageTitle actions of type “Redirect”, you need to set a URL to redirect to. If, when a user clicked on such an action, Skuid automatically took the current URL query string and sent this in as a “retURL” parameter, this would eliminate the need to manually specify this in the URL property. Of course, if such a parameter is already provided, Skuid could use this instead.

I’d like to be able to render an editable field on a page without having a label or the space allocated for the field label, making it take up as little space as possible. In some cases I can put multiple fields stacked in a Field Editor Column and have the column label suffice, like a virtual table, such as: Right now I could leave the labels blank (with a space), but the space is still allocated for it on the page. (In this particular situation, I can’t make an actual table out of it, because the fields are all individual ones on one object.)

If I put a return/line break in a field custom label, and show that field in a field editor, it seems to work as desired - the field label is rendered with a line break in it. However, when I do this with a table, the line break is not rendered at all; The two lines just get smushed together on the same line. Since some of my table’s field names are long, and I can’t set the width of the column myself, I’d like to get the the field titles in the header to stack vertically to make appropriate room on the page.

The good news is that SKUID’s “table” component lets me build great bulk editing tools… the bad news is that my users like it so much that now they want it to behave more like a spreadsheet. They’re asking for the ability to “freeze columns” on the left hand side of the table. It should involve just building 2 talbles, using the same data, with a checkbox for the columns that should be “frozen” in the left hand table and then having a scroll bar that will scroll the right side table it seems like “row” and “table” level actions would work the same… since both left and right talbles will basically have the same rows. Go for it guys… put this product into overdrive

Need some help getting started with Skuid? Made a cool page and want to share it? Now you can benefit from others’ pages and share your own in our Page Repository on GitHub. Today I added a bunch of sample pages that we have built and use everyday in our own crm. You can copy and paste these pages’ XML into your own org and tweak them as needed. It’s a good way to get started and to get ideas about how you can use Skuid. How it works In the bottom right hand corner of the Skuid Page Builder, there is a View/Edit XML link. Click on this link to view the XML from your page. You can copy and paste to and from this XML viewer. Open XML Viewer Copy/Paste XML to or from this area. Cheers!

I’d like to see an option to auto-save data changes on pages. One of the best reasons to use Skuid is to make the UI more user-friendly. Having a more intuitive “save whenever changed” page will eliminate that extra step each time, as well as prevent abandoned changes. Instant/auto saving will act more like a lot of modern websites. (I can’t remember the last time I saw a “save” button on a Google product, for instance.)

It would be great to be able to add a record level “clone” button to a table

It seems like the standard field render for picklist does not take record types into account. If i display a table of opportunities and edit the stage field the picklist will display all picklist values and not only the ones valid for the opportunity record type. Is there a way to get SKUID to only show the correct stage values?

I was working on a form and deleted a field set by mistake… I don’t suppose you could offer undo ?

I’ve been caught a couple of times by leaving the page design page without saving my changes… and losing them all Can you give a "do you want to leave this page and abandon your changes " warning ?

Because SKUID makes it possible for smart users to do the kind of custom form design that previously it would have taken a developer to write code for (and the user I have doing this is ESTATIC) it also brings along a problem… he and i might decide to work on the same form at the same time. Could you introduce a “locked” flag on the SKUID pages form that would let us lock pages. A locked page would only accept design changes by the user who locked it. Other users would get a warning message… and I’m assuming…there would be some kind of visual signal in the list of pages on the pages form. Thanks And I emphasize the importance of being able to work on forms himself for this user… this is a big feature of your product and you should make the most of it… you have seriously extended the areas of a custom project that can be done with “no code”

It’s not possible to have a Lead form submitted by SKUID via sites to automatically run assigment rules. To solve this I created a trigger + class that runs assignment rules if a custom checkbox (hidden from users) are set to true. Maybe this quick fix can bee of use to someone else. See the code below: Trigger ------------ trigger ReassignLeads on Lead (after insert, after update) { List lIds=new List(); For (lead l:trigger.new){ if (l.IsConverted==False && l.Run_Assignment_Rules__c==true){ lIds.add(l.Id); } } if (AssignLeads.assignAlreadyCalled()==FALSE){ system.debug('Assign already called? '+AssignLeads.assignAlreadyCalled()); AssignLeads.Assign(lIds); } } ----- Class ------- public with sharing class AssignLeads { static testMethod void AssignLeadTest() { //Basic code coverage test code - improve with bulk + asserts List TestlIds=new List(); Lead newLead = new Lead(company=‘Testco’, LastName=‘TestLast’, FirstName=‘TestFirst’, Run_Assignment_Rules__c=true); test.startTest()

Is it possible to nest within the table. So for example, I have a related list called Task List where there can be many task lists associated with the primary detail object record that is controlling the page. I can create the list view of all the Task Lists. Is it possible to display all the Tasks (activities) related to each individual Task List. This would be similar to grouping by in a report for sfdc

Many clients have requested the ability to have different components (or parts of components, for instance Fields or Sections within a Field Editor) rendered based on different “render conditions”. These “render conditions” would ideally be reevaluated when the values they depend on change - for instance, you might want to conditionally display a table component based on whether a field in the first data row of a Model has a certain value - so if this row’s field’s value changes, the table’s “render conditions” should be reprocessed. view this issue on github.com/skuidify.

Skuid currently does not provide an API method for converting Leads into Accounts/Contacts/Opportunities, so it would take extensive custom coding for a user to override the standard “Convert Lead” page with a corresponding Skuid page. However, if it were possible to use a Skuid page to achieve this, it could be incredible powerful. Consider some ways this could be used: Mass Convert: the convertLead capability could be exposed as a Mass Action, so that multiple Leads could be selected and “Mass-Converted”, with only one Account being created, but multiple Contacts being created, and one or multiple Opportunities being created. Leverage Skuid’s lookup filters / autocomplete / picklist rendering options to improve the experience of searching for existing Accounts / Contacts to associate with. Allow for creation of Opportunity Products right from the Convert screen. Define a custom “Create Task” process. Allow for explicit selection of Account/Contact/Opportunity Record Types that you’d

Especially for tables with lots of columns, it would be great to have the left hand columns locked so they follow you as you scroll through the page. “It would be a great benefit if the Table components in Skuid offered sticky table headers - at least for the top, and ideally for the left hand row as well.” via evandonavan on github.com/skuidify

Allow columns in sections, add column titles, columns and sections can be reordered/moved Add the ability to create columns inside sections so they can use the same unified title Add titles to columns If no title is provided for a column or section, completely collapse the title container (so all sections or columns will look the same and visually refer to a higher parent’s title in the hierarchy) Add the ability to sort/move sections and columns via thejohnelson at github.com/skuidify

Especially when columns are so small that data can’t be read. -via Zachelrath on github.com/skuidify

(via zachelrath on github.com/skuidify) See Salesforce.com’s enhanced list component / Gmail for example of how this would work. Shift key intelligently selects / unselects items based on your most recent selection point, e.g. if there’s 3 rows selected, then a blank, then you select a row, and then shift-select a row 3 rows below it, the original 3 rows AND the new 3 rows are now selected, but NOT the row in between.

(via zachelrath on github.com/skuidify) “HIGH PRIORITY. If a record is Locked by an Approval Process, we should show this in Skuid. We can check this by querying the ProcessInstance table where TargetObjectId = objectBeingEditedInSkuid. If an Approval Process is defined for a given Object, a “Submit for Approval” button should be able to be added to that Object. This should kick off an Approval process in Apex. We can dynamically instantiate Approval processes in Apex, I believe, because ApprovalProcesses are interfaces in Apex.”

(via EvanDonavan from github.com/skuidify) “Can a Skuid page be rendered as PDF using the Visualforce renderAs property? If not, would that be difficult to add? My proposed use case is for a custom student transcript page that I would like to create for which I would like to include a table of the student’s courses taken, sorted by term, and excluding any that have not yet completed. I could write custom Apex code to do this, but it seems like the Skuid models could generate the necessary SOQL for the filter conditions without that. It just wouldn’t be a PDF currently.” Developer Zach replies: “This would be a killer feature to have. We’ll look into it!” and “We’re considering adding an option to the Skuid Table component to allow its data to be exported as PDF – we could definitely pursue additional components / entire pages being rendered in this manner in the future.”

Similar to Chatter Feed view in standard Salesforce enhanced lists, it would essentially show all Chatter items associated with any of the records in the table, ordered by Post Creation Date, for the Last 30 Days.

It’d be great to allow users to customize the look of Skuid. Either allow them to use their own custom stylesheets or build a mechanism for them to customize the styles within Skuid in a manner similar to jQuery UI Theme Roller (ThemeRoller | jQuery UI).