Does Skuid Have a NEW button and Record Type selection page for leads?

  • 1
  • Question
  • Updated 2 years ago
  • Answered
Is there a way when a new lead record is created, that prior to going into the edit page, a record type page first shows up in order to select the lead record types? 
Photo of ns

ns

  • 1,822 Points 1k badge 2x thumb

Posted 2 years ago

  • 1
Photo of mB Pat Vachon

mB Pat Vachon, Champion

  • 42,714 Points 20k badge 2x thumb
Make it part of the new page? Use a UI only boolean value called "RecordTypeSelected" to conditionally render the RecordType field first all by itself.
Photo of Don Souza

Don Souza, Employee

  • 1,160 Points 1k badge 2x thumb
@ Pat: Good suggestion.
Photo of ns

ns

  • 1,822 Points 1k badge 2x thumb
oh this seems over my head and through the woods...are these the correct settings? 
Photo of mB Pat Vachon

mB Pat Vachon, Champion

  • 42,714 Points 20k badge 2x thumb
Sure. You just won't be presenting the field to the user.

You'll be creating a model action when the RecordType field is edited to set this field to True.

Then you have a method to control which components to present to the user. When false show a field editor with the RecordType field rendered as a picklist. When true show everything else.

;)
Photo of ns

ns

  • 1,822 Points 1k badge 2x thumb
Thank you Pat!

Quick question, which is the better method in your opinion to create a new record?

Using a button with button actions or with js?
Photo of mB Pat Vachon

mB Pat Vachon, Champion

  • 42,714 Points 20k badge 2x thumb
Always action framework, as it allows easier management. Assume anyone else working on this page or in future doesn't know js.