This is an update to another video I made. I’ve bolded what’s new below.
This video exposes one of subtle ways in which Skuid has a very mature product. This is knowing about and making use of Context within models in order to only need one model to:
- Manage a set of records
- Create new records
- Dynamically cancel new record using a generic snippet
<skuidpage showsidebar="false" showheader="true" tabtooverride="Opportunities" unsavedchangeswarning="">
<labels/>
<models>
<model id="OwnerData" limit="101" query="true" createrowifnonefound="false" sobject="User" orderby="Name">
<fields>
<field id="Name"/>
<field id="Id"/>
</fields>
<conditions>
<condition type="fieldvalue" value="true" enclosevalueinquotes="false" field="IsActive"/>
</conditions>
<actions/>
</model>
<model id="opportunities_All" limit="25" query="true" createrowifnonefound="false" orderby="Name" sobject="Opportunity">
<fields>
<field id="AccountId"/>
<field id="Amount"/>
<field id="CloseDate"/>
<field id="IsClosed"/>
<field id="Account.Name"/>
<field id="NextStep"/>
<field id="Name"/>
<field id="Probability"/>
<field id="StageName"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="LeadSource"/>
<field id="Owner.Email"/>
<field id="CreatedDate"/>
<field id="Account.Phone"/>
<field id="CreatedById"/>
<field id="CreatedBy.Name"/>
<field id="OpportunityLineItems" type="childRelationship">
<fields>
<field id="TotalPrice"/>
<field id="PricebookEntry.Product2.Name"/>
<field id="Quantity"/>
<field id="UnitPrice"/>
</fields>
</field>
<field id="Type"/>
<field id="CampaignId"/>
<field id="Campaign.Name"/>
<field id="Description"/>
<field id="TotalOpportunityQuantity"/>
<field id="Pricebook2Id"/>
<field id="Pricebook2.Name"/>
<field id="Shares" type="childRelationship" limit="10">
<fields>
<field id="OpportunityAccessLevel"/>
<field id="OpportunityId"/>
</fields>
</field>
<field id="Cirrus_Files_Nest_Under__c"/>
<field id="Id"/>
</fields>
<conditions>
<condition type="fieldvalue" enclosevalueinquotes="true" operator="=" value="" field="StageName" name="OppStage" state="filterableoff" inactive="true"/>
<condition type="fieldvalue" enclosevalueinquotes="true" operator="=" value="" field="LeadSource" name="OppLeadSource" state="filterableoff" inactive="true"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Type" state="filterableoff" inactive="true" name="Type"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="false" field="CloseDate" state="filterableoff" inactive="true" name="CloseDate"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="OwnerId" state="filterableoff" inactive="true" name="OwnerId"/>
<condition type="fieldvalue" value="true" enclosevalueinquotes="false" field="IsClosed" state="filterableoff" inactive="true" name="IsClosedTrue"/>
<condition type="fieldvalue" value="" enclosevalueinquotes="false" field="CloseDate" state="filterableoff" inactive="true" name="CloseDate1"/>
<condition type="join" value="" field="Id" operator="in" enclosevalueinquotes="true" joinobject="OpportunityShare" joinfield="OpportunityId">
<conditions>
<condition type="fieldvalue" value="All" enclosevalueinquotes="true" field="OpportunityAccessLevel" operator="="/>
</conditions>
</condition>
</conditions>
<actions/>
</model>
</models>
<components>
<skootable showconditions="true" showsavecancel="false" searchbox="true" searchmethod="server" createrecords="false" model="opportunities_All" pagesize="10" showexportbuttons="true" mode="read">
<fields>
<field id="Name" allowordering="true" columnwidth="20%"/>
<field id="Type"/>
<field id="Amount" countBlanks="false" allowordering="true">
<summaries>
<summary>sum</summary>
<summary>avg</summary>
</summaries>
</field>
<field id="TotalOpportunityQuantity" allowordering="true" readonly="true">
<summaries>
<summary>sum</summary>
<summary>avg</summary>
</summaries>
</field>
<field id="AccountId" allowordering="true" type="REFPICK">
<label>Company Name</label>
</field>
<field id="StageName" allowordering="true" type=""/>
<field id="Probability"/>
<field id="CloseDate" allowordering="true"/>
<field id="OwnerId">
<label>Owner</label>
</field>
<field id="Shares" type="CHILDREL" limit="100" valuehalign="" delimiter="," allowhtml="true">
<label>Opportunity Access</label>
<template><div id="{{OpportunityId}}">{{OpportunityAccessLevel}}</div></template>
</field>
</fields>
<rowactions>
<action type="edit"/>
<action type="delete"/>
</rowactions>
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true">
<action type="multi" label="New Opp" icon="sk-icon-add">
<actions>
<action type="createRow" model="opportunities_All" appendorprepend="append" defaultmodefornewitems="edit"/>
<action type="showPopup">
<popup title="New Opportunity" uniqueid="newOppPopup" width="90%">
<components>
<basicfieldeditor showheader="true" showsavecancel="false" model="opportunities_All" buttonposition="" mode="edit" layout="">
<columns>
<column width="33.3%">
<sections>
<section title="Basic Information" collapsible="no">
<fields>
<field id="Name"/>
<field id="AccountId"/>
<field id="Type"/>
<field id="Description"/>
</fields>
</section>
</sections>
</column>
<column width="33.3%">
<sections>
<section title="Sales Process" collapsible="no">
<fields>
<field id="StageName"/>
<field id="CloseDate"/>
<field id="NextStep"/>
</fields>
</section>
</sections>
</column>
<column width="33.3%">
<sections>
<section title="System Information" collapsible="no">
<fields>
<field id="LeadSource"/>
<field id="CampaignId"/>
<field id="OwnerId"/>
</fields>
</section>
</sections>
</column>
</columns>
<conditions>
<condition type="contextrow" field="Id" mergefield="Id"/>
</conditions>
</basicfieldeditor>
</components>
</popup>
</action>
<action type="custom" snippet="listenForPopupClose"/>
</actions>
</action>
</actions>
<massactions defaultlabel="Mass Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true">
<action type="massupdate"/>
<action type="massdelete"/>
<action type="massedit"/>
</massactions>
<filters>
<filter type="select" filteroffoptionlabel="Any Close Date" createfilteroffoption="true" condition="CloseDate">
<sources>
<source type="manual">
<options>
<option label="Closing: This Month" type="simple" value="THIS_MONTH"/>
<option label="Closing: Next 30 Days" type="simple" value="NEXT_N_DAYS:30"/>
<option label="Closing: Next 90 Days" type="simple" value="NEXT_N_DAYS:90"/>
<option label="Closing: This Fiscal Quarter" type="simple" value="THIS_FISCAL_QUARTER"/>
<option label="Closing: Next Fiscal Quarter" type="simple" value="NEXT_FISCAL_QUARTER"/>
<option label="Closing: This Year" type="simple" value="THIS_YEAR"/>
<option label="Closing: Last 30 Days" type="simple" value="LAST_N_DAYS:30"/>
<option label="Closing: Last 90 Days" type="simple" value="LAST_N_DAYS:90"/>
<option label="Closing: Last Year" type="simple" value="LAST_YEAR"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Any Stage" createfilteroffoption="true" condition="OppStage">
<sources>
<source type="metadata" effectsbehavior="justdefault"/>
<source type="manual">
<options>
<option label="Random Group" type="complex">
<effects>
<effect action="set" value="Prospecting" condition="OppStage"/>
<effect action="set" value="Qualification" condition="OppStage"/>
</effects>
</option>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Any Type" createfilteroffoption="true" condition="Type">
<sources>
<source type="metadata" prefix="Type: "/>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Any Owner" createfilteroffoption="true" affectcookies="true" condition="OwnerId">
<sources>
<source type="model" model="OwnerData" effectsbehavior="justdefault">
<labeltemplate>Owner: {{{Name}}}</labeltemplate>
<valuetemplate>{{Id}}</valuetemplate>
</source>
</sources>
</filter>
<filter type="toggle" filteroffoptionlabel="New Filter" createfilteroffoption="true" affectcookies="true" label="Just Closed Opportunities">
<effects>
<effect action="activate" value="" condition="IsClosedTrue"/>
</effects>
</filter>
</filters>
<exportproperties usetablecolumns="true"/>
<renderconditions logictype="and"/>
</skootable>
</components>
<resources>
<labels/>
<javascript>
<jsitem location="inlinesnippet" name="listenForPopupClose" cachelocation="false">var params = arguments[0],
$ = skuid.$,
model = params.context.model;
skuid.$(".ui-dialog-content").dialog({
"beforeClose" : function()
{
//put your event-handler code here.
model.cancel();
}
});</jsitem>
<jsitem location="inline" name="inline" cachelocation="false" url="">(function(skuid){
var $ = skuid.$;
$(function(){
var oppModel = skuid.$M('opportunities_All');
$.each(oppModel.data, function(r,oppRow){
var pound = "#",
oppId = oppRow.Id,
oppIdId = pound.concat(oppId);
if($(oppIdId).text().indexOf("Edit") == -1) {
$(oppIdId).closest('tr').find('.nx-skootable-buttonicon.editrow').hide();
}
});
});
})(skuid);</jsitem>
</javascript>
<css/>
</resources>
</skuidpage>