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Skuid NLX

FORUM POSTS AND DISCUSSIONS

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1089 Topics
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Barry_SchnellKnown Participant
posted in Skuid NLX
Enhancement - Custom Field Renderers

Currently, to customize a field a snippet is required.  Not sure of the viability of this idea but throwing it out there to see if it sticks…Would be nice to be able to create a custom field renderer similar to the way you can create a custom component.  You could then choose it from the page builder and it would add a tab (or something similar) with custom properties, etc.Use CaseThere are several “stock” custom renders that I’ve built for the framework I am working on.  For each field that requires one of these renderers, the personal building the page must choose “custom snippet” and then write a snippet for each field.  The snippet is essentially one line of code for each of the fields, the only difference is the properties passed to the custom renderer.  By offering the ability in the page builder to choose “Custom Renderer” and pick from the registered renderers, the person building the page could specify the properties required to provide to the renderer via the declarative inte

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jeanguy_vachonInspiring
posted in Skuid NLX
page assignment by app

As I’m making pages, I’d like the ability segregate who sees which pages based on the app their assigned.

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Barry_SchnellKnown Participant
posted in Skuid NLX
Template field edit popup Enhancement - Cancel option

When editing template fields using either the default or custom popup, would be great to see a “cancel” button.  The cancel button would revert any changes made to any fields in the popup only, not the entire model.  Currently, from a UX perspective, since there is no cancel button, the user will likely click the “X” on the popup when they want to dismiss changes and instinctively they will think that they cancelled any changes they made on that screen.  However, current functionality persists any changes they made.  By adding a cancel button and having the “X” result in a cancel, users will have a clear option for reverting changes made on the popup while still maintaining any other changes they have made on the main page.

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Barry_SchnellKnown Participant
posted in Skuid NLX
Get More Data (Merge Model") Enhancement - Don't cancel/overwrite existing data"

Currently, when a model is re-queried via the action framework, any existing changes to rows in the model are cancelled and then new data is merged in.  One of the great benefits of the action framework is pulling in data only as its needed.  However, once the data is pulled in, it would be extremely beneficial to be able to just slipstream in new data and not affect any data that is already contained within the model.Use Case - Account Tab page contains a table which has a drawer that displays related contacts.  As rows in the table are clicked, data is re-queried and merged.  This provides the benefit of only accessing the data from Contacts if the user wants to see the details of the contact.  Once displayed, the user can edit properties of the contact.  However, if they choose another row’s drawer or collapse the current drawer, the changes they made are lost.  Ideally, the user could edit one or more contacts, navigate the contacts table and then click a single “save” button at th

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jeanguy_vachonInspiring
posted in Skuid NLX
abort model query only if all conditions have no rows in source model

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jeanguy_vachonInspiring
posted in Skuid NLX
Tweak Model Advanced Options - To Create New Record

I’d like to see new functionality when these options are set. Max # = 0 and Create Default = True.So whenever this model is set to load on page load or it is queried, the following things should happen:Clear Model Create New Row This would allow for a reduced complexity in setting actions. Just query the model and you’re set. Would not have to cancel and create new row.The one major drawback to this is that merge properties could not be used to set default values. ie data.length of a model has been useful for me, but could not set this using conditions.I just think that the “Create default row if Model has none” isn’t completely fleshed out. Sure, if setting Max to 1 and there isn’t a record, then create a default row. But there isn’t a clean way to always create a new record.

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jeanguy_vachonInspiring
posted in Skuid NLX
custom settings - a universal place to temporarily store stuff on page without using an object

Talkin to Rob about this today. Wouldn’t it be nice to have a place to store stuff without having to create a field for it in an object. I’ll be updating fields on the model so I can interact with it in terms of rendering, storing values to be used at a later time, etc. That way I can rely on the data being a certain value by default regardless of which object or record I’m on. The reason I wanted this was to be able to place a page include across the top of a contact and account tab and detail page for a call logger. Can anyone help with adding some javascript functionality to the template field to update my custom setting field. {{{Office_Phone__cPhone}}}

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jeanguy_vachonInspiring
posted in Skuid NLX
Another rabbit hole ... trigger ready flows

I’ve been tinkering to see how far these can take me into the future without having to use javascript. I happened upon this release note and was momentarily stunned.This would allow many more possibilities in how to interact with the data. The only thing is, how can I use this apex method from a skuid page?I know I can use worklows and add trigger-ready flows to it, but I would also like the ability to control when to run a flow from within a skuid page without workflow.Another option would be to use the URL of the flow, but then I’d have to display the page. Maybe someway of loading the page without showing on the current skuid page? Typing as I’m thinking really.I hand the baton to whoever can answer this.Would be pretty cool though.

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Zach_McElrathInspiring
posted in Skuid NLX
Potential compatibility issues with Custom Field Renderer JavaScript code in Summer 14

With the Skuid Summer 14 release, we’ve made some changes to Skuid to improve automatic synchronization of Model data with visual Components when the Model data changes are initiated from JavaScript.In a nutshell, the changes amount to this: if you have a Model called Accounts, and a Table that is bound to that Model, and you then make changes to data in the Accounts Model from JavaScript using the following lines, the Table will rerender the appropriate areas within itself to reflect the changes:var AccountsModel = skuid.model.getModel(‘Accounts’);var row = AccountsModel.getFirstRow();AccountsModel.updateRow(row,‘Industry’,‘Manufacturing’);Previously, to get the Table component to show the changes, you would have had to either  - (a) Save the Model - (b) Rerender either the whole Table or parts of the TableWith Summer 14, we’ve eliminated the need to do either (a) or (b). If you call updateRow(), your changes will be reflected in the UI, immediately. You don’t have to know which parts

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Rob_HatchInspiring
posted in Skuid NLX
New version of Skuid for Sales released

Ever want to see Sales Cloud on Skuid? Now you can with Skuid for Sales.Skuid for Sales is a managed package that shows off Skuid in the Salesforce.com Sales Cloud.  All the pages and overrides are in place for you to see Skuid at work immediately.For more information see this tutorial. Install Skuid for CRM in a Production or Developer Edition org:  https://login.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000Xwb0Install Skuid for CRM in a Sandbox org:  https://test.salesforce.com/packaging/installPackage.apexp?p0=04ti0000000Xwb0

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Barry_SchnellKnown Participant
posted in Skuid NLX
Unique ID and CSS Class properties for fields in field editor and columns in table

In order to place a custom class or id on a field in a field editor or column in a table, a custom snippet is required.  Being able to set these through the declarative would be of great value!Thanks!

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Rob_HatchInspiring
posted in Skuid NLX
Deep Dive: Skuid with the Salesforce Console

Zach provided an introduction to the Salesforce Console view,  and showed how Skuid can be used to make this an even more effective interface for high volume transactional environments like call centers etc. Note:  We will be posting some supporting documentation for this video in the next week or so,  including XML of the pages Zach reviewed.  In the mean time here is an initial tutorial on including Skuid pages in the console: http://help.skuidify.com/s/tutorials/m/supercharge-your-ui/l/166801-using-skuid-with-the-service-clo…

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BenderguyKnown Participant
posted in Skuid NLX
Relationship hyperlinks should ideally appear only if you have permission to go to the record

When I have a record with a lookup field to other objects, the normal way of showing the lookup field is to include the reference field on the layout. In standard SF, you will see the name of the related record and it will have a hyperlink to that related record. When you click on the link, if you don’t have permission to access the record, you get an error paged telling you so. This is a real annoyance to users in complex environments, as they can never tell which record the can and can’t see until trying to click on it.However, I’ve noticed that with Skuid, instead of seeing the name and a (unusable) link, you will not see the name of the related record at all; The field will be blank to the user. This is annoying, too, because that piece of information can be quite important. For instance, I need to see the name of the related person, even if I’m not allowed to see all of that person’s details. I tried to remedy this by creating a formula field in SF and a template field in Skuid wh

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Rob_HatchInspiring
posted in Skuid NLX
Deep Dive: Spring 14 Release Overvew

Below is the recording of the Spring 14 Release Deep Dive. The following items were overviewed. - Conditional rendering of Skuid components. - Mobile Builder - Inclusion of Skuid pages in Salesforce console implementations - Use of Call Center and click to call links - Automatically add custom redirect buttons to Skuid pages Remember - we have scheduled follow up sessions where we will dive into detailed use cases for our major feature announcements: - Conditional Rendering: 28 Feb. 1 pm EST - Skuid Mobile Introduction: 07 Mar. 1 pm EST - Skuid Mobile Use Cases: 21 Mar 1 pm EST - Skuid Sales Cloud Console: 07 Apr 1 pm EST

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Ken_McElrathKnown Participant
posted in Skuid NLX
Validate field-level security when adding a field to a layout.

I often will add a field to a Skuid Model and Page, but after saving the Page, cannot view the field I just added. In every case, this has been due to the field not having been assigned the appropriate field-level security settings when originally created in my object. (Setup > Customize > {Objectname} > Fields > etc.) It would be very helpful if Skuid could give me a warning when I try to add a field with inadequate field-level security settings. Something like: “{{fieldname}} does not have the appropriate field-level security settings to be made visible on this page. You will need to change the field-level security settings to make this field visible on this page.” Even better, if I’m an admin, give me a pop-up that allows me to change field-level security settings for this field without the five clicks it typically takes to do this with the Salesforce Setup.

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Rob_HatchInspiring
posted in Skuid NLX
Trick: Quickly Adding Fields to your Model

Most Devs I know appreciate any shortcuts that allow them to keep hands on the keyboard. Its so much faster than jumping back and forth to the mouse. In Skuid a task that is often pretty repetitive and slow is building models.  Scrolling up and down the field list can be a royal pain…Skuid to the rescue with a cool affordance!!! 1. Whenever the field list is exposed the cursor is focused on the search box.  Start typing directly. 2. Search executes dynamically as you type.  Type NAM and the field list will narrow to the Account Name field.3. Tab key will move your cursor focus down through the available fields.  Shift-Tab will move focus back up.  (Searching for ID results in lots of fields)4. Space bar will select the focused entry and move focus automatically back to the search box.  Rinse and repeat.  AND NEVER TOUCH THE MOUSE!!! 

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Anna.WiersemaInspiring
posted in Skuid NLX
Easy way to make section titles with the template component

Did you know that you can format your section title templates with HTML? for example, if you do Open Tasks It’ll look like this, which is rather more pleasant than plain text: One day we hope to have the Skuid CSS better documented so its easier to know how to do stuff like this. For now, though, you can always use your browser’s Inspect Element feature to dive into different page elements’ styles.

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Anna.WiersemaInspiring
posted in Skuid NLX
Convert Leads Using Skuid

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

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Anna.WiersemaInspiring
posted in Skuid NLX
Conditional rendering of components

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.

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Anna.WiersemaInspiring
posted in Skuid NLX
Sticky Table Headers

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

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Anna.WiersemaInspiring
posted in Skuid NLX
Field Editor Improvements

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

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BenderguyKnown Participant
posted in Skuid NLX
Page Auto-Save

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.)

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Anna.WiersemaInspiring
posted in Skuid NLX
Allow table column widths to be modified by user

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

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ktylerKnown Participant
posted in Skuid NLX
Clone for tables

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

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Anna.WiersemaInspiring
posted in Skuid NLX
Allow use of Shift key to select / unselect rows in Table

(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.

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