I am receiving a chrome Page Unresponsive error every time I try to remove a table filter from a table. This issue has been happening on all pages I try to do this on, but here is one example:
All I am trying to do is remove two table filters on the MyOpps table: <filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
and
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
This issue does not happen if I remove the table filter through editing the XML directly, but I am hit with the timeout error when I am trying to remove the filter through the Skuid page builder UI. We have version 9.3.1 of skuid installed in production.
The XML for the whole page:
<skuidpage unsavedchangeswarning="yes" personalizationmode="server" showsidebar="true" showheader="true" theme="SlatedProcoreTest"> <models>
<model id="EmailToSF" limit="20" query="true" createrowifnonefound="false" type="" sobject="EmailServicesAddress" datasource="salesforce">
<fields>
<field id="LocalPart"/>
<field id="EmailDomainName"/>
</fields>
<conditions>
<condition type="userinfo" value="" field="RunAsUserId" operator="=" enclosevalueinquotes="true" userinfotype="userid" model="OppContactRoleDrawer"/>
<condition type="fieldvalue" value="true" enclosevalueinquotes="false" field="IsActive" model="OppContactRoleDrawer"/>
<condition type="fieldvalue" value="EmailToSalesforce" enclosevalueinquotes="true" field="Function.FunctionName" state="" model="OppContactRoleDrawer"/>
</conditions>
<actions/>
</model>
<model id="MyOpps" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce" orderby="StageName ASC, Next_Step_Complete_Date__c">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="CloseDate"/>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="Account.Days_Since_Last_Completed_BR__c"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" readonly="true" returntype="TEXT" label="Health Score (m)">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
<model id="NextStepsToday" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="CloseDate"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" label="Health Score (m)" readonly="true" returntype="TEXT">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="fieldvalue" value="TODAY" enclosevalueinquotes="false" field="Next_Step_Complete_Date__c" operator="lte"/>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
<model id="Stage2Plus" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="CloseDate"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" label="Health Score (m)" readonly="true" returntype="TEXT">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="PartnerAccountId"/>
<field id="PartnerAccount.Name"/>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="multiple" value="" field="StageName" operator="in" enclosevalueinquotes="true">
<values>
<value>2 - Discovery</value>
<value>3 - Evaluation</value>
<value>4 - Proposal/ROI</value>
<value>5 - Negotiations</value>
<value>6 - Final Contract Out For Signature</value>
<value>Deal Review</value>
</values>
</condition>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
<model id="LastActivity30Plus" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="CloseDate"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" label="Health Score (m)" readonly="true" returntype="TEXT">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__c"/>
<field id="Account.Account_Usage__r.Name"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="fieldvalue" value="N_DAYS_AGO:30" enclosevalueinquotes="false" field="LastActivityDate" operator="gt"/>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
</models>
<components>
<grid uniqueid="sk-2hgsbU-79">
<divisions>
<division behavior="flex" verticalalign="top" ratio="1" minwidth="100px">
<components>
<pagetitle uniqueid="sk-1Aj0Qk-181" model="MyOpps">
<actions>
<action type="savecancel" label="New Button" window="self">
<models>
<model>NextStepsToday</model>
<model>Stage2Plus</model>
<model>LastActivity30Plus</model>
</models>
<savehotkeys>
<hotkey modifiers="ctrl" key="s"/>
</savehotkeys>
<cancelhotkeys>
<hotkey modifiers="ctrl" key="z"/>
</cancelhotkeys>
</action>
<action type="multi" label="Refresh" icon="sk-icon-refresh">
<actions>
<action type="blockUI" message="Refreshing Install Base Report..."/>
<action type="requeryModels" behavior="standard">
<models>
<model>MyOpps</model>
<model>NextStepsToday</model>
<model>Stage2Plus</model>
<model>LastActivity30Plus</model>
</models>
</action>
<action type="unblockUI"/>
</actions>
</action>
</actions>
<maintitle>My Opportunities</maintitle>
</pagetitle>
</components>
</division>
</divisions>
<styles>
<styleitem type="background" bgtype="none"/>
</styles>
</grid>
<grid uniqueid="sk-MciEq-1104" columngutter="0.5%">
<divisions>
<division behavior="flex" verticalalign="top" ratio="1" minwidth="100px">
<components>
<tabset rememberlastusertab="true" defertabrendering="true" uniqueid="sk-2O4vjP-195" renderas="picklist">
<tabs>
<tab name="My Opportunities">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="MyOpps" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true" allowcolumnreordering="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3xQhpU-862" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-yzBn-454" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xCq3u-510" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-ytCK-423" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xCq3u-511" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xCq3u-513" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xCq3u-512" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDFrS-546" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xCq3u-514"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-515" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-516" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-517" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-518" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xCq3u-520" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
<tab name="Next Steps Today" loadlazypanels="true">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="NextStepsToday" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3-mOwC-544" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-z7kf-505" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xDWmk-584" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-z7kg-506" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDWmk-585" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xDWmk-587" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDWmk-586" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDbSE-602" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDWmk-588" hideable="true" showbydefault="true"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-589" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-590" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-591" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-592" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xDWmk-594" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
<tab name="Stage 2+" loadlazypanels="true">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="Stage2Plus" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3-mXYz-597" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-zKGO-583" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xDezr-638" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-zKGO-584" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDezr-639" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xDezr-641" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDezr-640" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDh6k-656" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDezr-642" hideable="true" showbydefault="true"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezr-643" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezr-644" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezr-645" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezs-646" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xDezs-648" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
<tab name="Last Activity > 30" loadlazypanels="true">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="LastActivity30Plus" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true" allowcolumnreordering="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3-meYG-649" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-zU4P-648" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xDkpj-686" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-zU4P-649" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDkpj-687" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xDkpj-689" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDkpj-688" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDnd6-704" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDkpj-690" hideable="true" showbydefault="true"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-691" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-692" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-693" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-694" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xDkpj-696" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
</tabs>
</tabset>
</components>
</division>
</divisions>
<styles>
<styleitem type="background" bgtype="none"/>
</styles>
</grid>
</components>
<resources>
<labels/>
<javascript>
<jsitem location="inlinesnippet" name="CreateSendOrder" cachelocation="false">var params = arguments[0],
model = params.model;
var u = skuid.utils.mergeAsTextInContext(
"https://composer.congamerge.com/composer8/index.html?sessionId={{{$Api.Session_Id}}}&serverU...;,
{ model: model}
);
var w = window;
w.open(u,'Docusign','scrollbars=1,status=1,width=762,height=' + ( w.screen.height < 970 ? w.screen.height : 970));
alert("params: ---> " + params );
alert("model: ---> " + model );
alert("u: ---> " + u );
console.log("params: ---> " + params );
console.log("model: ---> " + model );
console.log("u: ---> " + u );
</jsitem>
<jsitem location="inlinesnippet" name="ToutContact" cachelocation="false">var params = arguments[0],
model = params.model,
row = params.item ? params.item.row : params.row;
var u = skuid.utils.mergeAsTextInContext(
"https://www.toutapp.com/pitches/new?name={{{Name}}}&email={{{Email}}}&salesforce_con...;,
{ model: model, row: row }
);
var w = window;
w.open(u,'Tout','scrollbars=1,status=1,width=762,height=' + ( w.screen.height < 970 ? w.screen.height : 970));</jsitem>
<jsitem location="inlinesnippet" name="ToutOppContact" cachelocation="false">var params = arguments[0],
model = params.model,
row = params.item ? params.item.row : params.row;
var u = skuid.utils.mergeAsTextInContext(
"https://www.toutapp.com/pitches/new?name={{{Contact.Name}}}&email={{{Contact.Email}}}&am...;,
{ model: model, row: row }
);
var w = window;
w.open(u,'Tout','scrollbars=1,status=1,width=762,height=' + ( w.screen.height < 970 ? w.screen.height : 970));</jsitem>
<jsitem location="inlinesnippet" name="SuggestedReferences" cachelocation="false">
var btnTargetSugRef;
if (window && window.event) {
btnTargetSugRef = window.event.target || window.event.srcElement;
}
if (!btnTargetSugRef) {
btnTargetSugRef = this;
}
btnTargetSugRef = $(".btn[name='suggested_references']")[0];
btnTargetSugRef.setAttribute('popupclose', 'false');
CreatePopup(btnTargetSugRef);
function CreatePopup(btnTargetSugRef) {
if (jQuery) {
$(document.getElementsByTagName('body')[0]).append("<div id='infoNoticeResult'></div>");
var suggestedRefObj = new SuggestedReferences();
var inputData = new Object();
inputData.sid = '{!$Api.Session_ID}';
inputData.surl = '{!$Api.Enterprise_Server_URL_110}';
inputData.user = '{!User.Username}';
inputData.uid = '{!User.Id}';
inputData.OrgId = '{!$Organization.Id}';
inputData.partnerApiUrl = '{!$Api.Partner_Server_URL_130}';
inputData.dest = 'BL_SUG_REF';
inputData.artifactCriteria = GenerateArtifactSearchQuery();
inputData.referenceCriteria = GenerateReferenceSearchQuery();
inputData.op = '{!Opportunity.Id}';
suggestedRefObj.FetchSuggestedReferences(inputData, btnTargetSugRef);
console.log("input data:");
console.log(inputData);
}
}
/*** SECTION TO CREATE ARTIFACT SEARCH QUERY ***/
function GenerateArtifactSearchQuery()
{
/****************************************************************************************
*********** Change this function to fetch all the fields needed for performing search
*********** Multiple values must be delimited by ";"
*********** Example: Competitors=Competitor1;Competitor2
*********** Multiple fields must be delimited by "##"
*********** Example: Competitors=Competitor1;Competitor2##Product Name=Product1;Product2
*****************************************************************************************/
var criteria = [];
function addCriterion (blName, colName){
// blName is boulderlogic field, colName is salesforce opportunity field.
var qres = sforce.connection.query("select "+colName+" from opportunity where id='{!Opportunity.Id}'");
var qarr = qres.getArray('records');
var qstripped = qarr.map(function(item){return item[colName]});
if(qstripped.join(";").length>0)
criteria.push(blName+"=" + qstripped.join(";"));
}
// salesforce field values from setup > app setup > opportunity > opportunity fields
// left is boulderlogic field, right is salesforce opportunity field.
addCriterion("Artifact Type", "StageName");
addCriterion("Product Name", "Product__c");
addCriterion("Competitor", "Competitor__c");
//Industry, Segment couldn't be found in salesforce opportunity fields
var searchCriteria = criteria.join("##");
console.log(searchCriteria);
return searchCriteria;
}
/*** SECTION TO CREATE REFERENCE SEARCH QUERY ***/
function GenerateReferenceSearchQuery() {
/****************************************************************************************
*********** Change this function to fetch all the fields needed for performing search
*********** Multiple values must be delimited by ";"
*********** Example: Competitors=Competitor1;Competitor2
*********** Multiple fields must be delimited by "##"
*********** Example: Competitors=Competitor1;Competitor2##Product Name=Product1;Product2
*****************************************************************************************/
var criteria = [];
function addCriterion (blName, colName){
// blName is boulderlogic field, colName is salesforce opportunity field.
var qres = sforce.connection.query("select "+colName+" from opportunity where id='{!Opportunity.Id}'");
var qarr = qres.getArray('records');
var qstripped = qarr.map(function(item){return item[colName]});
if(qstripped.join(";").length>0)
criteria.push(blName+"=" + qstripped.join(";"));
}
// salesforce field values from setup > app setup > opportunity > opportunity fields
// left is boulderlogic field, right is salesforce opportunity field.
//addCriterion( "AccountingSoftware", "Accounting_Software__c");
addCriterion( "Annual Construction Volume Range", "Annual_Construction_Volume_Range2__c");
addCriterion( "Company Type", "Company_Type2__c");
addCriterion( "Market Served", "Market_Served__c");
//addCriterion( "PreviousPMSolution", "Previous_PM_Solution__c");
//addCriterion( "Primary Competitor", "Competitor__c");
//addCriterion( "Services", "Services__c");
//addCriterion( "STO Integration User", "STO_Integration_User__c");
//addCriterion( "Territory", "Territory__c");
//Persona, ENR fields couldn't be found in salesforce opportunity fields.
criteria.push("referencetype=reference")
var searchCriteria = criteria.join("##");
console.log(searchCriteria);
return searchCriteria;
}</jsitem>
<jsitem location="inlinesnippet" name="loadOpp" cachelocation="false">var params = arguments[0], $ = skuid.$;
var row = params.row;
//get the page include JS object
var pageInclude = $('#AEOpportunityDetail').data('object');
var pageName, queryStr;
switch(row.attributes.type){
case "Opportunity":
pageName = 'AEOpportunityDetail';
queryStr = 'id=' + row.Id;
break;
}
//set the page to load
pageInclude.pagename = pageName;
//set the querystring params
pageInclude.querystring = queryStr;
//load the page
pageInclude.load();</jsitem>
<jsitem location="inlinesnippet" name="highlight" cachelocation="false">var field = arguments[0], value = arguments[1],
$ = skuid.$;
switch(field.metadata.accessible){
case(value.includes("At Risk")):
// do CSS stuff here...
field.element.css({'background-color':'#ff4d4d','min-height':'10px'}); break;
case(value.includes("Poor") ):
// do CSS stuff here...
field.element.css({'background-color':'#ffa64d','min-height':'10px'}); break;
case(value.includes("Average") ):
// do CSS stuff here...
field.element.css({'background-color':'#ffff80','min-height':'10px'}); break;
case(value.includes("Good") ):
// do CSS stuff here...
field.element.css({'background-color':'#bfff80','min-height':'10px'}); break;
case(value.includes("Champion") ):
// do CSS stuff here...
field.element.css({'background-color':'#47d147','min-height':'10px'}); break;
default:
field.element.css({'background-color':'#FFFFFF','min-height':'10px'}); break;
}
skuid.ui.fieldRenderers[field.metadata.displaytype][field.mode](field,value);</jsitem>
</javascript>
<css/>
</resources>
<styles>
<styleitem type="background" bgtype="none"/>
</styles>
</skuidpage>
All I am trying to do is remove two table filters on the MyOpps table: <filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
and
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
This issue does not happen if I remove the table filter through editing the XML directly, but I am hit with the timeout error when I am trying to remove the filter through the Skuid page builder UI. We have version 9.3.1 of skuid installed in production.
The XML for the whole page:
<skuidpage unsavedchangeswarning="yes" personalizationmode="server" showsidebar="true" showheader="true" theme="SlatedProcoreTest"> <models>
<model id="EmailToSF" limit="20" query="true" createrowifnonefound="false" type="" sobject="EmailServicesAddress" datasource="salesforce">
<fields>
<field id="LocalPart"/>
<field id="EmailDomainName"/>
</fields>
<conditions>
<condition type="userinfo" value="" field="RunAsUserId" operator="=" enclosevalueinquotes="true" userinfotype="userid" model="OppContactRoleDrawer"/>
<condition type="fieldvalue" value="true" enclosevalueinquotes="false" field="IsActive" model="OppContactRoleDrawer"/>
<condition type="fieldvalue" value="EmailToSalesforce" enclosevalueinquotes="true" field="Function.FunctionName" state="" model="OppContactRoleDrawer"/>
</conditions>
<actions/>
</model>
<model id="MyOpps" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce" orderby="StageName ASC, Next_Step_Complete_Date__c">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="CloseDate"/>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="Account.Days_Since_Last_Completed_BR__c"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" readonly="true" returntype="TEXT" label="Health Score (m)">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
<model id="NextStepsToday" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="CloseDate"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" label="Health Score (m)" readonly="true" returntype="TEXT">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="fieldvalue" value="TODAY" enclosevalueinquotes="false" field="Next_Step_Complete_Date__c" operator="lte"/>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
<model id="Stage2Plus" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="CloseDate"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" label="Health Score (m)" readonly="true" returntype="TEXT">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="PartnerAccountId"/>
<field id="PartnerAccount.Name"/>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="multiple" value="" field="StageName" operator="in" enclosevalueinquotes="true">
<values>
<value>2 - Discovery</value>
<value>3 - Evaluation</value>
<value>4 - Proposal/ROI</value>
<value>5 - Negotiations</value>
<value>6 - Final Contract Out For Signature</value>
<value>Deal Review</value>
</values>
</condition>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
<model id="LastActivity30Plus" limit="20" query="true" createrowifnonefound="false" type="" sobject="Opportunity" datasource="salesforce">
<fields>
<field id="Name"/>
<field id="OwnerId"/>
<field id="Owner.Name"/>
<field id="StageName"/>
<field id="RecordTypeId"/>
<field id="RecordType.Name"/>
<field id="Account.Renewal_Forecast_Category__c"/>
<field id="Type"/>
<field id="Next_Step__c"/>
<field id="Next_Step_Complete_Date__c"/>
<field id="Renewal_Amount__c"/>
<field id="New_ARR__c"/>
<field id="First_Year_Value_ARR_3__c"/>
<field id="Out_Year_Value__c"/>
<field id="CloseDate"/>
<field id="HealthScoreMonth" uionly="true" displaytype="FORMULA" label="Health Score (m)" readonly="true" returntype="TEXT">
<formula>{{Account.Account_Usage__r.Health_Score_Label_Month__c}} + " : " + ROUND({{Account.Account_Usage__r.Health_Score_30__c}})</formula>
</field>
<field id="AccountId"/>
<field id="Account.Name"/>
<field id="Account.Date_of_Last_Completed_Business_Review__c"/>
<field id="Account.Account_Usage__c"/>
<field id="Account.Account_Usage__r.Name"/>
<field id="Account.Account_Usage__r.Health_Score_30__c"/>
<field id="Account.Account_Usage__r.Health_Score_Label_Month__c"/>
<field id="Previous_Next_Steps_Log__c"/>
<field id="Annual_Construction_Volume__c"/>
</fields>
<conditions>
<condition type="multiple" value="" field="StageName" operator="not in" enclosevalueinquotes="true">
<values>
<value>Closed Lost</value>
<value>Closed Won</value>
<value>Deal Review</value>
<value>Cancelled</value>
<value>Disqualified</value>
<value>Closed - Recycle</value>
<value>Renewed</value>
</values>
</condition>
<condition type="userinfo" value="" field="OwnerId" operator="=" enclosevalueinquotes="true" userinfotype="userid"/>
<condition type="fieldvalue" value="0128000000027CW" enclosevalueinquotes="true" field="Account.RecordTypeId"/>
<condition type="fieldvalue" value="N_DAYS_AGO:30" enclosevalueinquotes="false" field="LastActivityDate" operator="gt"/>
<condition type="fieldvalue" field="Account.Renewal_Forecast_Category__c" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__Account.Renewal_Forecast_Category__c" state="filterableoff" value=""/>
<condition type="fieldvalue" field="RecordTypeId" operator="=" inactive="true" enclosevalueinquotes="true" name="__autofilter__RecordTypeId" state="filterableoff" value=""/>
</conditions>
<actions/>
</model>
</models>
<components>
<grid uniqueid="sk-2hgsbU-79">
<divisions>
<division behavior="flex" verticalalign="top" ratio="1" minwidth="100px">
<components>
<pagetitle uniqueid="sk-1Aj0Qk-181" model="MyOpps">
<actions>
<action type="savecancel" label="New Button" window="self">
<models>
<model>NextStepsToday</model>
<model>Stage2Plus</model>
<model>LastActivity30Plus</model>
</models>
<savehotkeys>
<hotkey modifiers="ctrl" key="s"/>
</savehotkeys>
<cancelhotkeys>
<hotkey modifiers="ctrl" key="z"/>
</cancelhotkeys>
</action>
<action type="multi" label="Refresh" icon="sk-icon-refresh">
<actions>
<action type="blockUI" message="Refreshing Install Base Report..."/>
<action type="requeryModels" behavior="standard">
<models>
<model>MyOpps</model>
<model>NextStepsToday</model>
<model>Stage2Plus</model>
<model>LastActivity30Plus</model>
</models>
</action>
<action type="unblockUI"/>
</actions>
</action>
</actions>
<maintitle>My Opportunities</maintitle>
</pagetitle>
</components>
</division>
</divisions>
<styles>
<styleitem type="background" bgtype="none"/>
</styles>
</grid>
<grid uniqueid="sk-MciEq-1104" columngutter="0.5%">
<divisions>
<division behavior="flex" verticalalign="top" ratio="1" minwidth="100px">
<components>
<tabset rememberlastusertab="true" defertabrendering="true" uniqueid="sk-2O4vjP-195" renderas="picklist">
<tabs>
<tab name="My Opportunities">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="MyOpps" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true" allowcolumnreordering="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3xQhpU-862" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-yzBn-454" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xCq3u-510" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-ytCK-423" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xCq3u-511" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xCq3u-513" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xCq3u-512" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDFrS-546" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xCq3u-514"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-515" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-516" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-517" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xCq3u-518" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xCq3u-520" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
<tab name="Next Steps Today" loadlazypanels="true">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="NextStepsToday" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3-mOwC-544" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-z7kf-505" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xDWmk-584" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-z7kg-506" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDWmk-585" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xDWmk-587" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDWmk-586" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDbSE-602" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDWmk-588" hideable="true" showbydefault="true"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-589" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-590" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-591" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDWmk-592" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xDWmk-594" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
<tab name="Stage 2+" loadlazypanels="true">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="Stage2Plus" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3-mXYz-597" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-zKGO-583" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xDezr-638" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-zKGO-584" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDezr-639" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xDezr-641" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDezr-640" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDh6k-656" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDezr-642" hideable="true" showbydefault="true"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezr-643" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezr-644" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezr-645" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDezs-646" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xDezs-648" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
<tab name="Last Activity > 30" loadlazypanels="true">
<components>
<skootable showconditions="true" showsavecancel="false" showerrorsinline="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="50" createrecords="false" model="LastActivity30Plus" buttonposition="" mode="read" uniqueid="sk-2jZBT2-957" emptysearchbehavior="query" instantfilters="true" allowcolumnreordering="true">
<fields>
<field id="RecordTypeId" hideable="true" uniqueid="fi-3-meYG-649" valuehalign="" type="" allowordering="true">
<label>Record Type</label>
</field>
<field id="Annual_Construction_Volume__c" hideable="true" uniqueid="fi-3-zU4P-648" decimalplaces="" valuehalign="" type="">
<label>ACV</label>
</field>
<field id="Name" valuehalign="" type="" uniqueid="fi-3xDkpj-686" hideable="true" showbydefault="true"/>
<field id="AccountId" hideable="true" uniqueid="fi-3-zU4P-649" valuehalign="" type="">
<label>Account</label>
</field>
<field id="StageName" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDkpj-687" hideable="true" showbydefault="true"/>
<field id="Next_Step_Complete_Date__c" valuehalign="" type="" monthpicker="false" yearpicker="false" yearpickermin="c-10" yearpickermax="c+10" allowordering="true" uniqueid="fi-3xDkpj-689" hideable="true" showbydefault="true">
<label>Next Step Date</label>
</field>
<field id="Next_Step__c" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDkpj-688" hideable="true" showbydefault="true"/>
<field id="Previous_Next_Steps_Log__c" hideable="true" uniqueid="fi-3xDnd6-704" valuehalign="" type="">
<label>Prev Next Steps</label>
</field>
<field id="CloseDate" valuehalign="" type="" allowordering="true" uniqueid="fi-3xDkpj-690" hideable="true" showbydefault="true"/>
<field id="Renewal_Amount__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-691" hideable="true" showbydefault="true">
<label>Rnw Amt</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="New_ARR__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-692" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="First_Year_Value_ARR_3__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-693" hideable="true" showbydefault="true">
<label>FYV ARR 3</label>
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="Out_Year_Value__c" decimalplaces="" valuehalign="" type="" uniqueid="fi-3xDkpj-694" hideable="true" showbydefault="true">
<summaries>
<summary>sum</summary>
</summaries>
</field>
<field id="HealthScoreMonth" valuehalign="" type="CUSTOM" snippet="highlight" uniqueid="fi-3xDkpj-696" hideable="true" showbydefault="true"/>
</fields>
<rowactions>
<action type="edit"/>
<action type="popup" label="View record details" icon="sk-icon-account-profile">
<popup width="90%" title="Viewing {{Name}}">
<components>
<includepanel type="skuid" uniqueid="IBOpportunityDetail" pagename="IBOpportunityDetail" module="" querystring="?id={{Id}}"/>
</components>
</popup>
</action>
</rowactions>
<massactions usefirstitemasdefault="true">
<action type="massupdate"/>
</massactions>
<views>
<view type="standard"/>
</views>
<filters>
<filter type="daterange" filteroffoptionlabel="Next Step Complete Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="manual" condition="Next_Step_Complete_Date__c" conditionfield="Next_Step_Complete_Date__c" label="Next Step Complete Date"/>
<filter type="multiselect" filteroffoptionlabel="Stages" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="StageName" conditionoperator="in"/>
<filter type="daterange" filteroffoptionlabel="Close Date" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="auto" condition="CloseDate" conditionfield="CloseDate"/>
<filter type="select" filteroffoptionlabel="Opp Record Type" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="RecordTypeId"/>
<filter type="select" filteroffoptionlabel="Opportunity Type - None" createfilteroffoption="true" affectcookies="false" autocompthreshold="10" conditionsource="auto" labelmode="no" conditionfield="Type" condition="Type">
<sources>
<source type="manual" effectsbehavior="justdefault">
<options>
<option label="Upgrade Current Annual Access" type="simple" value="Upgrade Current Annual Access"/>
<option label="Renew Annual Access" type="simple" value="Renew Annual Access"/>
<option label="Upgrade Multi-Year Annual Access" type="simple" value="Upgrade Multi-Year Annual Access"/>
<option label="Downgrade Current Annual Access" type="simple" value="Downgrade Current Annual Access"/>
</options>
</source>
</sources>
</filter>
<filter type="select" filteroffoptionlabel="Opportunity Owner" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="OwnerId"/>
<filter type="select" filteroffoptionlabel="Forecast Category" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" conditionsource="auto" labelmode="no" conditionfield="Account.Renewal_Forecast_Category__c"/>
</filters>
<searchfields/>
<renderconditions logictype="and"/>
</skootable>
</components>
</tab>
</tabs>
</tabset>
</components>
</division>
</divisions>
<styles>
<styleitem type="background" bgtype="none"/>
</styles>
</grid>
</components>
<resources>
<labels/>
<javascript>
<jsitem location="inlinesnippet" name="CreateSendOrder" cachelocation="false">var params = arguments[0],
model = params.model;
var u = skuid.utils.mergeAsTextInContext(
"https://composer.congamerge.com/composer8/index.html?sessionId={{{$Api.Session_Id}}}&serverU...;,
{ model: model}
);
var w = window;
w.open(u,'Docusign','scrollbars=1,status=1,width=762,height=' + ( w.screen.height < 970 ? w.screen.height : 970));
alert("params: ---> " + params );
alert("model: ---> " + model );
alert("u: ---> " + u );
console.log("params: ---> " + params );
console.log("model: ---> " + model );
console.log("u: ---> " + u );
</jsitem>
<jsitem location="inlinesnippet" name="ToutContact" cachelocation="false">var params = arguments[0],
model = params.model,
row = params.item ? params.item.row : params.row;
var u = skuid.utils.mergeAsTextInContext(
"https://www.toutapp.com/pitches/new?name={{{Name}}}&email={{{Email}}}&salesforce_con...;,
{ model: model, row: row }
);
var w = window;
w.open(u,'Tout','scrollbars=1,status=1,width=762,height=' + ( w.screen.height < 970 ? w.screen.height : 970));</jsitem>
<jsitem location="inlinesnippet" name="ToutOppContact" cachelocation="false">var params = arguments[0],
model = params.model,
row = params.item ? params.item.row : params.row;
var u = skuid.utils.mergeAsTextInContext(
"https://www.toutapp.com/pitches/new?name={{{Contact.Name}}}&email={{{Contact.Email}}}&am...;,
{ model: model, row: row }
);
var w = window;
w.open(u,'Tout','scrollbars=1,status=1,width=762,height=' + ( w.screen.height < 970 ? w.screen.height : 970));</jsitem>
<jsitem location="inlinesnippet" name="SuggestedReferences" cachelocation="false">
var btnTargetSugRef;
if (window && window.event) {
btnTargetSugRef = window.event.target || window.event.srcElement;
}
if (!btnTargetSugRef) {
btnTargetSugRef = this;
}
btnTargetSugRef = $(".btn[name='suggested_references']")[0];
btnTargetSugRef.setAttribute('popupclose', 'false');
CreatePopup(btnTargetSugRef);
function CreatePopup(btnTargetSugRef) {
if (jQuery) {
$(document.getElementsByTagName('body')[0]).append("<div id='infoNoticeResult'></div>");
var suggestedRefObj = new SuggestedReferences();
var inputData = new Object();
inputData.sid = '{!$Api.Session_ID}';
inputData.surl = '{!$Api.Enterprise_Server_URL_110}';
inputData.user = '{!User.Username}';
inputData.uid = '{!User.Id}';
inputData.OrgId = '{!$Organization.Id}';
inputData.partnerApiUrl = '{!$Api.Partner_Server_URL_130}';
inputData.dest = 'BL_SUG_REF';
inputData.artifactCriteria = GenerateArtifactSearchQuery();
inputData.referenceCriteria = GenerateReferenceSearchQuery();
inputData.op = '{!Opportunity.Id}';
suggestedRefObj.FetchSuggestedReferences(inputData, btnTargetSugRef);
console.log("input data:");
console.log(inputData);
}
}
/*** SECTION TO CREATE ARTIFACT SEARCH QUERY ***/
function GenerateArtifactSearchQuery()
{
/****************************************************************************************
*********** Change this function to fetch all the fields needed for performing search
*********** Multiple values must be delimited by ";"
*********** Example: Competitors=Competitor1;Competitor2
*********** Multiple fields must be delimited by "##"
*********** Example: Competitors=Competitor1;Competitor2##Product Name=Product1;Product2
*****************************************************************************************/
var criteria = [];
function addCriterion (blName, colName){
// blName is boulderlogic field, colName is salesforce opportunity field.
var qres = sforce.connection.query("select "+colName+" from opportunity where id='{!Opportunity.Id}'");
var qarr = qres.getArray('records');
var qstripped = qarr.map(function(item){return item[colName]});
if(qstripped.join(";").length>0)
criteria.push(blName+"=" + qstripped.join(";"));
}
// salesforce field values from setup > app setup > opportunity > opportunity fields
// left is boulderlogic field, right is salesforce opportunity field.
addCriterion("Artifact Type", "StageName");
addCriterion("Product Name", "Product__c");
addCriterion("Competitor", "Competitor__c");
//Industry, Segment couldn't be found in salesforce opportunity fields
var searchCriteria = criteria.join("##");
console.log(searchCriteria);
return searchCriteria;
}
/*** SECTION TO CREATE REFERENCE SEARCH QUERY ***/
function GenerateReferenceSearchQuery() {
/****************************************************************************************
*********** Change this function to fetch all the fields needed for performing search
*********** Multiple values must be delimited by ";"
*********** Example: Competitors=Competitor1;Competitor2
*********** Multiple fields must be delimited by "##"
*********** Example: Competitors=Competitor1;Competitor2##Product Name=Product1;Product2
*****************************************************************************************/
var criteria = [];
function addCriterion (blName, colName){
// blName is boulderlogic field, colName is salesforce opportunity field.
var qres = sforce.connection.query("select "+colName+" from opportunity where id='{!Opportunity.Id}'");
var qarr = qres.getArray('records');
var qstripped = qarr.map(function(item){return item[colName]});
if(qstripped.join(";").length>0)
criteria.push(blName+"=" + qstripped.join(";"));
}
// salesforce field values from setup > app setup > opportunity > opportunity fields
// left is boulderlogic field, right is salesforce opportunity field.
//addCriterion( "AccountingSoftware", "Accounting_Software__c");
addCriterion( "Annual Construction Volume Range", "Annual_Construction_Volume_Range2__c");
addCriterion( "Company Type", "Company_Type2__c");
addCriterion( "Market Served", "Market_Served__c");
//addCriterion( "PreviousPMSolution", "Previous_PM_Solution__c");
//addCriterion( "Primary Competitor", "Competitor__c");
//addCriterion( "Services", "Services__c");
//addCriterion( "STO Integration User", "STO_Integration_User__c");
//addCriterion( "Territory", "Territory__c");
//Persona, ENR fields couldn't be found in salesforce opportunity fields.
criteria.push("referencetype=reference")
var searchCriteria = criteria.join("##");
console.log(searchCriteria);
return searchCriteria;
}</jsitem>
<jsitem location="inlinesnippet" name="loadOpp" cachelocation="false">var params = arguments[0], $ = skuid.$;
var row = params.row;
//get the page include JS object
var pageInclude = $('#AEOpportunityDetail').data('object');
var pageName, queryStr;
switch(row.attributes.type){
case "Opportunity":
pageName = 'AEOpportunityDetail';
queryStr = 'id=' + row.Id;
break;
}
//set the page to load
pageInclude.pagename = pageName;
//set the querystring params
pageInclude.querystring = queryStr;
//load the page
pageInclude.load();</jsitem>
<jsitem location="inlinesnippet" name="highlight" cachelocation="false">var field = arguments[0], value = arguments[1],
$ = skuid.$;
switch(field.metadata.accessible){
case(value.includes("At Risk")):
// do CSS stuff here...
field.element.css({'background-color':'#ff4d4d','min-height':'10px'}); break;
case(value.includes("Poor") ):
// do CSS stuff here...
field.element.css({'background-color':'#ffa64d','min-height':'10px'}); break;
case(value.includes("Average") ):
// do CSS stuff here...
field.element.css({'background-color':'#ffff80','min-height':'10px'}); break;
case(value.includes("Good") ):
// do CSS stuff here...
field.element.css({'background-color':'#bfff80','min-height':'10px'}); break;
case(value.includes("Champion") ):
// do CSS stuff here...
field.element.css({'background-color':'#47d147','min-height':'10px'}); break;
default:
field.element.css({'background-color':'#FFFFFF','min-height':'10px'}); break;
}
skuid.ui.fieldRenderers[field.metadata.displaytype][field.mode](field,value);</jsitem>
</javascript>
<css/>
</resources>
<styles>
<styleitem type="background" bgtype="none"/>
</styles>
</skuidpage>