Hi, Lauren,
I believe you should be able to call this from the Skuid page. Here are some tips to get you started:
- The sforce.apex.execute() function is a function to call Apex using the AJAX toolkit in Salesforce. In order for this to work, you will need to include the AJAX toolkit URL (/soap/ajax/30.0/connection.js) within your Skuid page. To do this, go to the JavaScript tab in the page composer, add a new resource with a Resource Location of “External”, and include the URL as the Resource URL.
-
Create a new JavaScript snippet that you can execute from a button in your Skuid page. To do this, create another JavaScript resource with a Resource Location of type “In-Line (Snippet)”. You can give it whatever name you prefer (Example: AssignOpportunities ). Your snippet code may look something like this:
// Use the name of your Account model here var acctModel = skuid.model.getModel(‘Account’),
acctRow = acctModel.getFirstRow(); // Pass field values from your account row into the Apex action
var newURL = sforce.apex.execute(
“AutomaticOppAssigment”, “OpportunityAssignment”,
{
acctIdInput: acctRow.Id,
acctTerritoryInput: acctRow.Territory,
acctSalesRegionInput: acctRow.SalesRegion,
acctSegmentInput: acctRow.Segment,
acctOwnerInput: acctRow.OwnerId
});
parent.location.href = newURL; -
Call this snippet from a Skuid button or action. You could do this either through a button/action type “Custom: Run Skuid Snippet” or through the Action Framework. To use the Actions Framework, specify a button/action type “Run Multiple Actions”, and add an action of type “Run a Skuid JavaScript snippet”.
Here is a post with more information on various ways to call Apex from Skuid:
https://community.skuid.com/t/calling-apex-function
Also, here are some tutorials that may be helpful for you:
Action Framework http://help.skuid.com/m/supercharge-your-ui/l/239686-action-framework
Skuid Snippets http://help.skuid.com/m/11720/l/204699-introduction-to-skuid-snippets
I hope this is enough to get you started. Let me know if you have more questions specific to your use case.
Thanks!
Emily