Polymorphic dynamic search with Skuid?

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  • Updated 5 years ago
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Not sure if this is a job for Skuid, or something to be coded up with Javascript & Apex, but here goes.

I have a Skuid page called Client View that acts as the Account detail page. It's housed in a Visualforce page that overrides the standard Salesforce Account view page. I also have pages that override Contact and User. All my Skuid pages hide Salesforce's header and sidebar (we're effectively "reskinning" Salesforce) and have a common nav bar that I've created.

The user will often be on the Client View, Contact View or User View page want to easily find and navigate to another account, contact or user. My plan is to have a search box in my nav bar where the user can start typing a string and it returns matching accounts, contacts and users as they type. It's polymorphic like Salesforce's global search, but returns records as you type like a Skuid lookup field. The user selects the name of one of the returned records and clicks to navigate to its detail page.

Wondered if you could point me to the best approach to take.

Thanks as always.
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Glenn Elliott, Champion

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Posted 6 years ago

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