cross model linked conditions

Pat VachonPat Vachon 💎💎💎
edited June 25, 2020 in Ideas



5
5 votes

Implemented · Last Updated

Comments

  • edited April 16, 2015
    Pat, you're a legend! I was only today, thinking about how to have one date picker that will filter a bunch of other models. Mucho useful for charting, as well as building dynamic report type pages.
  • Rob HatchRob Hatch 💎💎💎
    edited September 1, 2016
    Pat is taking a page out of my book.  Asking a question and then answering it himself.  That's awesome.  But we do miss the hats. 
  • edited May 8, 2019
    Pat, I had a rock star developer who worked for me when I ran a start up moons ago. He worked remotely and there were days that he went w/o seeing daylight. Your picture reminder me (fondly) of that developer. Rock on, dude. Irvin
  • edited September 1, 2016
    Pardon the javascript newbie...

    I have 2 aggregate models that are identical except the 2nd doesn't have any groupings (so I can have call-out numbers).  I basically did a find and replace with the code here (I replaced the basic model with my model without groups and the other with my aggregate that has the table filters). The display numbers aren't being filtered...

    It's an in-line (snippet) as follows:
    var $ = skuid.$,    oppyAggregate = skuid.$M('OppyAggregate'),
        oppyAggregatetoDisplay = skuid.$M('OppyAggregatetoDisplay');
        
        $.each(oppyAggregate.conditions, function(i,condition){
            
            var agConditionName = condition.name,
                basicCondition = oppyAggregatetoDisplay.getConditionByName(agConditionName);
            if(condition.inactive) {
                oppyAggregatetoDisplay.deactivateCondition(basicCondition);
            } else {
                oppyAggregatetoDisplay.activateCondition(basicCondition);
                oppyAggregatetoDisplay.setCondition(basicCondition,condition.value);
            }
        });
  • edited April 27, 2015
    Bump
  • edited April 28, 2015
    Joe, I'm not sure if this is the same issue that you're having, but I found that Pat's original snippet doesn't handle unnamed conditions that are always active - I had to slightly tweak it to get it to work for my models.

    I added one extra if statement to my snippet

    if(!agConditionName) {
    return true;
    }

    Here's a modified version of your snippet that incorporates it.

    var $ = skuid.$, oppyAggregate = skuid.$M('OppyAggregate'),
    oppyAggregatetoDisplay = skuid.$M('OppyAggregatetoDisplay');

    $.each(oppyAggregate.conditions, function(i,condition){

    var agConditionName = condition.name,
    basicCondition = oppyAggregatetoDisplay.getConditionByName(agConditionName);
    if(!agConditionName) {
    return true;
    } else if(condition.inactive) {
    oppyAggregatetoDisplay.deactivateCondition(basicCondition);
    } else {
    oppyAggregatetoDisplay.activateCondition(basicCondition);
    oppyAggregatetoDisplay.setCondition(basicCondition,condition.value);
    }
  • Rob HatchRob Hatch 💎💎💎
    edited September 1, 2016
    Joe,  I don't immediately see anything wrong with your code.   Would you mind giving us login rights to your org so we can take a look at what is going on?   Here is how:
    1. Use this tutorial to give us login rights: http://help.skuidify.com/m/getting-started/l/182412-getting-help-how-to-grant-skuid-login-rights-to-....
    2. Then send an email to [email protected]  with the name of the page. 
    We'll see what's going on...
  • Rob HatchRob Hatch 💎💎💎
    edited September 1, 2016
    Here are  a few clarifications we found about Pat's snippet. 

    1. Implementation: 
    - This snippet should be of type "Inline Snippet"
    - You need to create a model action on the first model (the one that has filters on it) that is triggered when you requery the model. 
    - The actions need to be "Run Snippet" and "Query Model" - choosing the second model. 

    2. Limitations: 
    - This code will not work for multipicklist conditions.  There is a diffent API method for passing values into multi-picklist conditions. 
  • Anna WiersemaAnna Wiersema 🛠️ 
    edited June 25, 2020
    You guys are geniuses, and by geniuses, I mean the kind of people whose code the rest of us cannibalize so we can live another day without learning Javascript.

    Here's the XML for a page that demonstrates this in action, for my fellow copy-pasters. It has 3 models queried with one filter, that I created for this topic. Yay!
  • Anna WiersemaAnna Wiersema 🛠️ 
    edited November 23, 2015
    <skuidpage unsavedchangeswarning="yes" showsidebar="true" showheader="true">
       <models>       <model id="Leads" limit="10" query="true" createrowifnonefound="false" sobject="Lead" doclone="" type="">          <fields>             <field id="Name"/>             <field id="CreatedDate"/>          </fields>          <conditions>             <condition type="fieldvalue" value="" enclosevalueinquotes="false" field="CreatedDate" state="filterableoff" inactive="true" name="CreatedDate"/>          </conditions>          <actions>             <action>                <actions>                   <action type="custom" snippet="newSnippet"/>                   <action type="requeryModels" model="Leads" behavior="standard">                      <models>                         <model>Contacts</model>                         <model>Tasks</model>                      </models>                   </action>                </actions>                <events>                   <event>models.loaded</event>                </events>             </action>          </actions>       </model>       <model id="Contacts" limit="10" query="true" createrowifnonefound="false" sobject="Contact" doclone="" type="">          <fields>             <field id="Name"/>             <field id="CreatedDate"/>          </fields>          <conditions>             <condition type="fieldvalue" value="THIS_WEEK" enclosevalueinquotes="false" field="CreatedDate" state="filterableoff" inactive="true" name="CreatedDate"/>          </conditions>          <actions/>       </model>       <model id="Tasks" limit="10" query="true" createrowifnonefound="false" sobject="Task" doclone="" type="">          <fields>             <field id="Subject"/>             <field id="CreatedDate"/>          </fields>          <conditions>             <condition type="fieldvalue" value="THIS_WEEK" enclosevalueinquotes="false" field="CreatedDate" state="filterableoff" inactive="true" name="CreatedDate"/>          </conditions>          <actions/>       </model>    </models>    <components>       <pagetitle model="Contacts">          <maintitle>This filter, though.</maintitle>          <actions>             <action type="multi" label="Created This Week" icon="fa-filter">                <actions>                   <action type="activateCondition" model="Leads" condition="CreatedDate"/>                   <action type="activateCondition" model="Contacts" condition="CreatedDate"/>                   <action type="activateCondition" model="Tasks" condition="CreatedDate"/>                   <action type="requeryModels" behavior="standard">                      <models>                         <model>Leads</model>                         <model>Contacts</model>                         <model>Tasks</model>                      </models>                   </action>                </actions>             </action>             <action type="multi" label="Remove Filter" icon="sk-icon-cancel">                <actions>                   <action type="deactivateCondition" model="Leads" condition="CreatedDate"/>                   <action type="deactivateCondition" model="Leads" condition="CreatedDate"/>                   <action type="deactivateCondition" model="Leads" condition="CreatedDate"/>                   <action type="requeryModels" model="Leads" behavior="standard">                      <models>                         <model>Leads</model>                         <model>Contacts</model>                         <model>Tasks</model>                      </models>                   </action>                </actions>             </action>             <action type="savecancel">                <models>                   <model>Leads</model>                   <model>Tasks</model>                </models>             </action>          </actions>       </pagetitle>       <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="false" showexportbuttons="false" pagesize="all" createrecords="false" model="Leads" buttonposition="" mode="readonly" cssclass="hidetablefooter" emptysearchbehavior="query">          <fields/>          <rowactions/>          <massactions usefirstitemasdefault="true"/>          <views/>          <searchfields/>          <filters>             <filter type="select" filteroffoptionlabel="Created Any Time" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="manual" labelmode="manual" label="Created Date" condition="CreatedDate">                <sources>                   <source type="manual" effectsbehavior="justdefault">                      <options>                         <option label="Last Month" type="simple" value="LAST_MONTH"/>                         <option label="This Month" type="simple" value="THIS_MONTH"/>                      </options>                   </source>                </sources>             </filter>          </filters>       </skootable>       <panelset type="custom" scroll="">          <panels>             <panel width="33.3%">                <components>                   <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="false" showexportbuttons="false" pagesize="10" createrecords="true" model="Contacts" buttonposition="" mode="read" emptysearchbehavior="query">                      <fields>                         <field id="Name"/>                         <field id="CreatedDate"/>                      </fields>                      <rowactions>                         <action type="edit"/>                         <action type="delete"/>                      </rowactions>                      <massactions usefirstitemasdefault="true">                         <action type="massupdate"/>                         <action type="massdelete"/>                      </massactions>                      <views>                         <view type="standard"/>                      </views>                      <searchfields/>                   </skootable>                </components>             </panel>             <panel width="33.3%">                <components>                   <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="false" showexportbuttons="false" pagesize="10" createrecords="true" model="Leads" buttonposition="" mode="read" emptysearchbehavior="query">                      <fields>                         <field id="Name"/>                         <field id="CreatedDate"/>                      </fields>                      <rowactions>                         <action type="edit"/>                         <action type="delete"/>                      </rowactions>                      <massactions usefirstitemasdefault="true">                         <action type="massupdate"/>                         <action type="massdelete"/>                      </massactions>                      <views>                         <view type="standard"/>                      </views>                      <searchfields/>                   </skootable>                </components>             </panel>             <panel width="33.3%">                <components>                   <skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="false" showexportbuttons="false" pagesize="10" createrecords="true" model="Tasks" buttonposition="" mode="read" instantfilters="false" emptysearchbehavior="query">                      <fields>                         <field id="Subject"/>                         <field id="CreatedDate"/>                      </fields>                      <rowactions>                         <action type="edit"/>                         <action type="delete"/>                      </rowactions>                      <massactions usefirstitemasdefault="true">                         <action type="massupdate"/>                         <action type="massdelete"/>                      </massactions>                      <views>                         <view type="standard"/>                      </views>                      <searchfields/>                   </skootable>                </components>             </panel>          </panels>       </panelset>    </components>    <resources>       <labels/>       <javascript>          <jsitem location="inlinesnippet" name="newSnippet" cachelocation="false">var $ = skuid.$,     Leads = skuid.$M('Leads'),     Contacts = skuid.$M('Contacts'),     Tasks = skuid.$M('Tasks');               $.each(Leads.conditions, function(i,condition){                  var LeadConditionName = condition.name,             ContactsCondition = Contacts.getConditionByName(LeadConditionName)             TasksCondition = Tasks.getConditionByName(LeadConditionName);          if(condition.inactive) {            Contacts.deactivateCondition(ContactsCondition),            Tasks.deactivateCondition(TasksCondition);         } else {             Contacts.activateCondition(ContactsCondition);             Contacts.setCondition(ContactsCondition,condition.value);             Tasks.activateCondition(TasksCondition);             Tasks.setCondition(TasksCondition,condition.value);         }      });</jsitem>       </javascript>       <css>          <cssitem location="inline" name="hidetablefooter" cachelocation="false">.hidetablefooter .nx-list-footer {      display:none; } </cssitem>       </css>    </resources> </skuidpage>
  • edited December 2, 2016
    Hi Ana,

    Should this work with using a Date Range filter. 

    Thanks,

    Tami
  • Rob HatchRob Hatch 💎💎💎
    edited September 1, 2016
    I would not be suprised if this DOES NOT work with Date Range filters. 
  • edited December 2, 2016
    So far I have not been able to get this to work with a Date Range. Do you know of another way that a date range can work on a table and its drawer?
  • Pat VachonPat Vachon 💎💎💎
    edited February 22, 2016
    interesting. Table model and drawer model. Should still work. You may have to modify snippet slightly.

    Not sure about updating already opened drawer though.
  • Matt SonesMatt Sones 💎💎💎
    edited December 7, 2016
    Tami / Rob - 

    If you use a date range with manual conditions it should work (I have it working on several pages). You may not be able to do it with the the automatically generated date range conditions.
  • edited December 2, 2016
    Matt,

    Can you explain more about the manual conditions? I have a date range with manual condition set on the parent table. How would I go about having it also change the drawer data?


  • edited December 2, 2016
    Pat,

    I tried your snippet with a date range and I couldn't get it to work. Further inspection of how the date range shows in the console and the "value" section doesn't get filled in. There are two conditions that need to be changed a Start and End date. Perhaps your snippet could work with some changes but I am not versed enough at this point to know what those changes should be.
  • Matt SonesMatt Sones 💎💎💎
    edited December 7, 2016
    Tami,

    Here are two snippets, modified from Pat's. The first I use to initialize the date range on the primary model on pageload. The second I use to link the conditions each time the primary model is queried. You need a conditions called "StartDate" and "EndDate" on each model that you want to link.
    <jsitem location="inline" name="initializeDateConditions" cachelocation="false" url="">(function(skuid){
    var $ = skuid.$;
    $(document.body).one('pageload',function(){
    var dateRangeModel = skuid.$M('Cases'),
        startDateCondition = dateRangeModel.getConditionByName('StartDate'),
        endDateCondition =  dateRangeModel.getConditionByName('EndDate'),
        startDate = new Date(),
        endDate = new Date(),
        startDateOffset = -15,
        endDateOffset = -1;
       
        startDate.setDate(startDate.getDate() + startDateOffset);
            endDate.setDate(endDate.getDate() + endDateOffset);
        
            var startConditionValue = skuid.time.getSFDateTime(startDate),
                endConditionValue = skuid.time.getSFDateTime(endDate);
            
            dateRangeModel.setCondition(startDateCondition, startConditionValue);
            dateRangeModel.setCondition(endDateCondition, endConditionValue);
        
            dateRangeModel.updateData();
        
    });
    })(skuid);</jsitem>
          <jsitem location="inlinesnippet" name="linkConditions" cachelocation="false">var $ = skuid.$;
    var startValue = skuid.$M('Cases').getConditionByName('StartDate').value,
        endValue = skuid.$M('Cases').getConditionByName('EndDate').value;
    var targetModels = [];
    targetModels.push(skuid.$M('numberOfSchedulingLeads'));
    $.each(targetModels, function(){
       this.setCondition(this.getConditionByName('StartDate'), startValue);
       this.setCondition(this.getConditionByName('EndDate'), endValue);
    });
    </jsitem>
    After you run the linking script, you'll need to query the linked (drawer) model.
  • DaveDave 💎
    edited December 14, 2016
    Hi Matt,

    I'm trying to use same principle to get this idea working, and wondering if you think it could work.

    I have some sort of "Dashboard" built on Skuid, which contains 15+ models

    And i want to Be able to input 1 Date Range manually (prob 2 ui only date fields , 1 for startdate , 1 for enddate- as cannot use automatically generated filters)

    and once date range is inputted for it to affect all 15 models with same condition name

    Any ideas?

  • Pat VachonPat Vachon 💎💎💎
    edited July 22, 2016
    This would certainly work. As Matt has done, you could name all the filters in each model with the same names so that you could create a snippet to loop through the models in order to update each of their conditions and then query them after which.

    If you want to update every model in your page with your ui only fields, then you could loop through them using skuid.model.list(). If not, create an array of the model id's to loop through in this way.

    var models = ['model1','model2',....],
          model;


    $.each(models, function(m,modelid)({
       model = skuid.$M('modelid')
       // update model conditions
       ....
    });
  • Matt SonesMatt Sones 💎💎💎
    edited December 7, 2016
    I'd just put a pagetitle with an 'apply' button next to your date range fields, and have the button run a snippet that goes something like this:
    var $ = skuid.$; $.blockUI(); var row = skuid.$M('MyUiOnlyModel').getFirstRow(),     startValue = row.StartDate     endValue = row.EndDate; var targetModels = skuid.model.list(); 
    // If you don't want to apply the condition to all of your models, // you can list them manually in the targetModels array like so: // var targetModels = [skuid.$M('Model1'),skuid.$M('Model2')];
    $.each(targetModels, function(){
       this.setCondition(this.getConditionByName('StartDate'), startValue);
       this.setCondition(this.getConditionByName('EndDate'), endValue);
    }); $.when(skuid.model.updateData(targetModels)).then(function(){ $.unblockUI(); });
  • DaveDave 💎
    edited June 25, 2020
    HI Matt & Pat,

    Thank you and  Sorry was a bit busy and was only able to test this today.

    I created a model named MyUiOnlyModel , and 2 Ui-only fields in it, named StartDate and EndDate
    + create 2 condition (filterable off) in 1 other model to test , condition are named StartDate and EndDate

    Apply button has 1 Action: Run the Snippet above

    When i try it, i get this error in console :  Uncaught Model 'MyUiOnlyModel' has unsaved changes. To update this model's data, you must first save or cancel the changes.

    On the model named 'MyUiOnlyModel', I unchecked the option to Prevent users from leaving page if this Model has unsaved change, but Still having same error

    The UI is stuck and cannot test properly because of it.

    Any Ideas?

    Thank you
  • Pat VachonPat Vachon 💎💎💎
    edited August 3, 2016
    The "MyUiOnlyModel" must be set to query as well. You'll have to cancel the changes prior to query but after setting conditions.
  • DaveDave 💎
    edited January 27, 2017
    Thank you , been trying, but nothing works. i guess not knowledgeable enough in JS to modify Matt's Script on my own :(

    In case any of you have a similar script you are already using please share, so i can try to understand it.
    var $ = skuid.$;
    $.blockUI();  var row = skuid.$M('MyUiOnlyModel').getFirstRow(),      startValue = row.StartDate      endValue = row.EndDate;  var targetModels = skuid.model.list(); 
    // If you don't want to apply the condition to all of your models, // you can list them manually in the targetModels array like so: // var targetModels = [skuid.$M('Model1'),skuid.$M('Model2')];
    $.each(targetModels, function(){
       this.setCondition(this.getConditionByName('StartDate'), startValue);
       this.setCondition(this.getConditionByName('EndDate'), endValue);
    }); $.when(skuid.model.updateData(targetModels)).then(function(){ $.unblockUI(); });
  • edited February 10, 2017
    Hi All,

    I've also been trying to edit this snippet, to no avail. My use case:
    • Two different objects, both with a multipicklist that uses a global picklist
    • If I filter object A, I want object B to also filter
    My code is below, where the two models in Skuid are named 'Projects' and 'Focus_Area_Grouping'. The model is named "Focus_Area_Grouping' in both objects.

    var $ = skuid.$,    Projects = skuid.$M('Projects'),
        Focus_Area_Grouping = skuid.$M('Focus_Area_Grouping');
        
        $.each(Projects.conditions, function(i,condition){
            
            var agConditionName = condition.name,
                Focus_Area_Groupings__c = Focus_Area_Grouping.getConditionByName(Focus_Area_Groupings__c);

            if(condition.inactive) {
                Focus_Area_Grouping.deactivateCondition(Focus_Area_Groupings__c);
            } else {
                Focus_Area_Grouping.activateCondition(Focus_Area_Groupings__c);
                Focus_Area_Grouping.setCondition(Focus_Area_Groupings__c,condition.value);
            }

        });


    Additionally, I also tried this:
    var $ = skuid.$, Projects = skuid.$M('Projects'),Focus_Area_Grouping = skuid.$M('Focus_Area_Grouping');

    $.each(Projects.conditions, function(i,condition){

    var agConditionName = condition.name,
    basicCondition = Focus_Area_Grouping.getConditionByName(agConditionName);
    if(!agConditionName) {
    return true;
    } else if(condition.inactive) {
    Focus_Area_Grouping.deactivateCondition(basicCondition);
    } else {
    Focus_Area_Grouping.activateCondition(basicCondition);
    Focus_Area_Grouping.setCondition(basicCondition,condition.value);
    }


    Any help welcome!

  • Matt SonesMatt Sones 💎💎💎
    edited December 7, 2016
    If you're only dealing with one condition, you don't need the '$.each'.

    Try something like this...
    var $ = skuid.$,     Projects = skuid.$M('Projects'),
        Focus_Area_Grouping = skuid.$M('Focus_Area_Grouping');
        
    var projectsCondition = Projects.getConditionByName('Focus_Area_Grouping'),
        focusAreaGroupingCondition = Focus_Area_Grouping.getConditionByName('Focus_Area_Grouping');
        if(projectsCondition.inactive) {
       Focus_Area_Grouping.deactivateCondition(focusAreaGroupingCondition);
    } else {
       Focus_Area_Grouping.setCondition(focusAreaGroupingCondition, projectsCondition.value);
    }
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