Skuid NLX, SFX, & EXP

I am dead in the water!!! My Seach Component can only find me as seen in video. Skuid V2 reference component cannot find anyone. When I use some old page from V1 I can see the choices. Environment: API Version: V2 Release: Edinburgh Update 2 (16.2.8) Release version: (Version Number) Platform: Salesforce Brief Summary of the Defect/Issue: drive.google.com 2023-11-22_18-20-49.MP4 Google Drive file. drive.google.com 2023-11-22_09-14-49.MP4 Google Drive file. Here is a test page that recreates the problem <skuid__page unsavedchangeswarning="yes" personalizationmode="server" theme="Barb2" showheader="false" showsidebar="false"> <models> <model id="NewModel" limit="20" query="true" createrowifnonefound="false" datasource="salesforce" sobject="Member_DNA__c"> <fields> <field id="Name"/> <field id="Id"/> </fields> <conditions/> <actions/> </model> &

Hi, Is there something that I need to turn on in my settings? In my Sandbox I don’t see any icons in the modal but my Production instance is good. Thank you

Hi, Questions QUESTION 1 I have a few models on my page Account (form) - getting the page param id Contact (Table) - showing the related contacts - with Row Action - create new row Order (Form) - to create a new order passing multiple info from Account Model and I need the Contact Model to pass the Contact ID a order lookup field [REFERENCE (Contact)] called - Order Contact But it’s not working I tried multiple versions of it in the Row Action - Add default value Order_Contact__c → id, {{id}}, {{{id}}}, ContactId, {{ContactId}}, {{{ContactId}}} Order_Contact__r.Id → ContactId, {{ContactId}}, {{{ContactId}}}, id, {{id}}, {{{id}}} QUESTION 2 I also had an issue for the record type - Default Value. The only way I got it to work was to hard code the Record Type ID which I don’t like. What should I do for this one? Also tried multiple version with the ID or Name or Developer Name PS - next I need to work on the page 2 of the wizard to add line items so this too is not working Thank you, D

I am new to Skuid (this week) My page has 3 Models. 1st is to get the Order ID (condition page passes order ID), 2nd to get the Related Case (3 conditions: Order ID match + Case Status <> Closed + Record Type ID is filterable) and 3rd is for the case aggregate filter (groupings Record Type ID and Record type Name) The table Filter Source Type = Row in Model, Merge Source my 2nd model related cases, Option label template {{ RecordTypeId}} to see name, Which conditions will this source’s options affect = Just the default condition [tried Default condition and others → same result], Value to inject {{{ RecordTypeId}}} The page/table + filter are working but the values shown in the filter are not unique values if I have 4 cases in the table 2 service, 1 concierge and 1 portal the filter shows what am I doing wrong? thx

Hi All, I am working in a Salesforce Org that uses Shield and has the Name field encrypted. The issue I am having is that one of the fields I am trying to reference in skuid is a lookup field. Despite the fact that I am telling the lookup to order by the createddate, it’s ordering the search list by name and as a result is giving em an error. "SELECT Name,Id FROM Account ORDER BY Name,Id LIMIT 51 Error:field ‘Name’ can not be sorted in a query call " I am certain the issue is that the name field on the account object is encrypted, so I am unsure why this is happening if I am specifying a different field to order by.

Hi guys, is there any way to create a thumbs up thumbs down voting functionality in Skuid? I have a skuid page that I use for Knowledge Articles in our community, but we wanted to add some sort of article voting feature. Is this possible? We have the Millau (11.2.30) version.

Hey All, Having migrated a page with the V1 Calendar to V2, it appears the component itself loads and displays data extremely slowly, if it doesn’t bog down the page and load at all. I have tested the same models with table components, and they all load quickly (with more data as it doesn’t have the built date filters going from the monthly calendar). Looking through some other topics it seems like this has been an issue for others in V2 as well. Does anyone have a fix or solution to get faster load times? I am using all best practices for page speed. This is a major feature in our app and will cause issues for users trying to utilize calendars in V2. V1 Calendar loaded very quickly and was pretty user friendly.

Working on using Drawers(with a table) on a table again. Having a time getting the context worked out. Not sure if I’m finding a bug, but when I select the field for context on the drawer-table, the field picker is for the same object for both the Field and Merge field For the Field For theMerge Field Images look the same, but they’re not, which is the issue. In my understanding, the Field -field picker- is correctly showing fields for the components model (The drawer table in this case, NPSP_payment object) BUT, the Merge Field -field picker- should be showing filed for the context model.(?) in this case the table that contains this drawer uses an Opportunity Model. However, the Merge field field picker, is also showing the fields for the drawer component model (NPSP_payment object). For this setup at least, there was a field called Id that I could match it to, but it’s not that way in other use cases. Thanks for any pointers. … Note also, Skuid sample page for drawers doesn’t seem

Hello, I was wondering if in v2 there was a way to have a real-time dashboard kind of functionality, as we find often users do not refresh dashboards and miss out on timely opportunities. Those are often complex dashboards with loads of models …

Hi in v1, on inline editing you can clear out the field just by deleting the date in v2 it will clear out when you delete the date, but date-time fields don’t. <skuid__page unsavedchangeswarning="yes" personalizationmode="server" showsidebar="false" showheader="false"> <models> <model id="NewModel" limit="20" query="true" datasource="Ui-Only" createrowifnonefound="true"> <fields> <field id="NewField" displaytype="DATETIME" length="255" ogdisplaytype="TEXT"/> </fields> <conditions/> <actions/> </model> </models> <components> <skuid__form showErrorsInline="true" model="NewModel" uniqueid="sk-2512-12181" mode="read"> <columns> <column> <sections> <section title="New Section" showHeading="false"> <fields> <skuid__field id="NewField" uniqueId="sk-2512-12182"/> </fields> </section> </sections>

github.com //github.com/skuid/SamplePages/tree/master/Salesforce_Advanced/Content_Document I added “PDF” as an option, but it does not preview the uploaded PDF. See attached. How can this be done?

Defect/Issue Description: Hello, I was reviewing this Skuid resource: (Authentication and Skuid — Skuid v16.1.9 Documentation) and was mirroring the setup in the documentation and couldn’t seem to get the apex class I built to return any value to my data source header or body. I copied the class implementation directly from the documentation. To start I just wanted to see if I could return the value ‘secret’ from my apex class that was inputted as a merge variable on the data source. I attached some screenshots that should help. Environment: API Version: (v2) Release: Edinburgh Update 1 Release version: 16.1.8.0 Platform: Salesforce Brief Summary of the Defect/Issue: The core issue here is no value being returned from the Apex class that’s referenced in the data source request body. Additional Resources: Apex Class DataSource Configuration Response from Dev Console We should see the assertion key hold the value secret.

Hi, On v1 I was able simply trough ‘Dev tools’ to see the parameter being passed to each page include as it loads On v2 I have yet found a simple way to do so, and it’s always been very useful for debugging, testing… On v2 mostly see this at load Thank you

Defect/Issue Description:Publish Action - Editing Event name changes Publishing Scope to “Only this page” Environment: API Version: v2 Release: (Chicago, Boston, etc) Release version: Edinburgh Update 1 (16.1.4.1) Platform: Salesforce Brief Summary of the Defect/Issue: Editing the event name for a Publish-Event action, the setting for Publishing scope changes to “Only this page” Action Performed:Edited event name Expected Result:Just the event name changes Actual Result:When leaving the Event name field, the publishing scope field switches to “Only this page”

Is it possible in skuid to add a horizontal line in a chart just like we do in google spreadsheet to indicate a target line.

(This might just be a documentation update idea) I’m using Skuid to make a Lightning Utility Bar Item as referenced in Salesforce Lightning — Skuid v16.1.9 Documentation That page warns that utility bar items don’t refresh automatically, and you should add a refresh button to the skuid page. I was using the utility bar to select a ‘current campaign (donation posting batch)’ where the user would be posting donations. I wanted the bar to show counts as they worked on the batch. I initially used the refresh button as suggested, but then tried using the Skuid event action sequence. It works well!! Go skuid. When I edit the campain(posting batch) I have an action to publish an event that a posting batch was updated. (to all Skuid and Lightning pages). The utility bar page listens for that event, and requeries its models. So it’s always up to date. My question, such as it is, is is this a good way to do this? I presume it’ll be as reliable as anything else skuid/lightning. Also, perhaps t

Hey , updated yesterday to 16.1.9 and a couple of weird things happened, but this one is the one causing me the most issues On the composer page seems there’s no more horizontal scroll bar, so when having lots of tabs, I need to scroll right, and kind of very difficult at the moment to even work with this page @Anna_Wiersema

Using SFX Edinburgh, I have a form with a polymorphic field (WhatId) that references many objects. I would like to limit the objects that are available to reference to 5 specific ones for use on this form as the others don’t make sense for the user. With the custom field renderer feature turned on, I attempted to use some code found in an older community post ( Dynamically Control the WhatId reference field popup - Questions - Skuid Community) However the JS I used is throwing errors in the console (TypeError: skuid.ui.getFieldRenderer is not a function). This makes sense when reading through the docs for the current version. JS is not my strong suit however and was wondering if anyone has a sample snippet attempting to accomplish the same thing? The code I attempted to use below, Thanks!! var targetObjects = ['Vehicles__c', 'Contact', 'Account', 'House__c', 'Area__c']; var renderAsPicklist = false; field = arguments[0]; var value = skuid.utils.decodeHTML(arguments[1]), metadata = fi

The SUM summary field is showing with 0 decimal places even though the field is defined through Salesforce metadata with 2 decimal places. Can I get it to show with 2 decimal places? The fields in the rows show with 2 decimal places, but the SUM does not. I cannot find a control to change the number of decimal places in the SUM. Thanks.

Hi on some on of our v2 tables, when we try to access the table settings to use column hiding feature, it does not work and we see the following error: Any ideas pls?

So I’m trying to work around the lack of ‘onBlur’/‘lost Focus’ actions for a field. I sort of have a hack working, using a custom snippet for field validation. I have validations set to: Show error message when User leaves the field I have it run a JS snippet which always returns ‘true’.BUT that same snippet runs whenever any field is exited. I had thought that User leaves the field, would only run the validation, when the user leaves the field, but I guess it runs the validation every time and only defers displaying the error?

I have a master calendar page that is utilized by users across our organization (SFX w/ Edinburgh 16.1.8.0). This calendar has many sources that may or may not be relevant to different users. I would like to create a “toggle” function that would turn off or on the sources that appear (and in turn query for performance purposes) on the calendar. Ideally using a button set or possibly a filter set. What would be the best way to accomplish this? My first thought would be to add conditions to each model that would result in basically returning no query results and toggle those conditions on and off, thus nothing would appear on the calendar. Would love to hear any other suggestions. Thanks!

Working on my big data entry page, and trying to get tabs to move field to field, in/out of table. I have a page with a form in the header, and a table below. I was able to cobble together some tips from earlier questions to get the first form field set as focus on page load. (Used the event “Skuid Page: Rendered”, ended up having to put in a setTimeout() delay for half a second to get it to work.) I have tab-to-next field working for the form fields working on the top, but need to have tab from the ‘last form field’ move to the first field in a table. (The table needs to be created when an ‘amount’ field is entered on the form, that’s another problem) I found an old community answer for getting to the table, but it doesn’t work as shown (probably v1 from 2017, Is it possible to navigate to first field on the first row as a new row is added to a table? ) At present, tabbing from the form goes to the header of the table, and the the footer and never goes INTO the table. I gather one st

Hi, we’ve witnessed a recurring issue with one of our Skuid pages not loading our Salesforce data completely. The issue seems to stem from accessing related fields on a Salesforce object e.g. accessing account information through a transaction custom object. Case Scenario: A user wants to create a supplier transaction for a segment (Flight, Bus, Train etc.). Once they create a segment they can go in the system and create a supplier transaction. The supplier(segment) transaction’s initial model’s rows are created on page load using an inline snippet. The values for these rows are mapped from the segments which need to be paid for. Problem: Once the segment transaction model’s new rows are created, we are trying to access the Creditor__r.Paid_on_Statement__c field in a different snippet. However, some users are not being able to access that value. Code: Below is the inline snippet creating the rows for our segment transaction model. Here we are setting the Creditor(Account) of the segme

Have had the weirdest experience with a couple of users. Even though using exactly same profile as other users that are working as expected, 3 users are being redirected to Skuid Pages on login. Never have seen this before! THANKS! AND BTW- hello, it has been a while!