How can the user change the record type or lead owner from a skuid page?

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  • Updated 5 years ago
Hi
I'm building my first lead page in Skuid. Default Salesforce page has a 'change' link next to fields such as record type and lead owner.
I can't seem to replicate this in the Skuid page - the field appears as a read only field and can't be edited inline.
Any help?
Erin
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Erin

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Posted 5 years ago

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Zach McElrath, Employee

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If you drag in the "RecordTypeId" field (not RecordType.Name) into your Field Editor component, then you'll be able to inline-edit / change the RecordType.

Same goes for Owner, you'll need to drag in the "OwnerId" field (not Owner.Name), then it will be inline-editable.

In general, if you want to be able to edit any Reference field (lookup or master-detail) from a Field Editor or Table, then you will need to drag in the Reference field itself, not its ".Name", for example:

Owner: use OwnerId, not Owner.Name
Account: use AccountId, not Account.Name
custom fields: use "MyCustomField__c", not MyCustomField__r.Name


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Erin

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Thanks for this
When I add in the record type field it is blank? Am I missing something?
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JD Bell, Senior Product Engineer

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Skuid will automatically recognize that you are trying to display a reference field and will substitute in the name of the object rather than displaying the id. Give it a try and let us know if it's not working for some reason.
(Edited)
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Ben Hubbard, Employee

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Another thing you can do to make it easier on your users is to change the "Field Renderer" property on your field from "Auto-Complete" to "Picklist".  That way your users will be able to see the available values without having to type and search for them.