Update existing tasks and create follow-up task in popup

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  • Updated 3 years ago
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I am trying to allow mass completion of tasks and the creation of a follow-up tasks for each lead/contact in a single popup.

Desired behaviour:

  1. User selects tasks for mass-completion and follow-up
  2. User hits mass action button 
  3. Pop-up appears allowing user to update a field on the existing task and also create a new task for each selected record
Where I'm at:

1. Pop-up works to auto-mass-complete existing tasks and display the fields I want for new task creation

Where I'm stuck:

I just can't seem to manage the new task creation and context correctly. Either I'm able to create a new task, but I get a list of all contacts/leads instead of only those I want to create a new task for, or else I only seem to display existing tasks for those leads. 

The code I'm using is below. I have a suspicion I need to either be using the context argument when calling my popup or else model.createRow, but it'd be great to get some guidance either way.

Thanks!

var $ = skuid.$,action = arguments[0].action,
list = arguments[0].list,
$xml = skuid.utils.makeXMLDoc,
model = arguments[0].model;
var NewTaskModel = skuid.model.getModel('NewTask');
var TasksModel = skuid.model.getModel('Tasks');
var selectedItems = list.getSelectedItems();
var rowsToUpdate = {};
var selectedTasks = [];
var listOfInfo = [];
arrayOfTaskInfo = [];
listOfWhoIds = [];
$.each( selectedItems,
    function( i, item )
    {
        var row = item.row;
        rowsToUpdate[ row.Id ] = { Status: 'Completed' };
        selectedTasks.push(row.Id);
        listOfInfo.push("<value>" + row.Id + "</value>");
        listOfWhoIds.push(row.WhoId);
        
        arrayOfTaskInfo.push({
            WhoId: row.WhoId,
            OwnerId: row.OwnerId,
            Type: "To-Do",
            Status: "Not Started",
            Subject: "",
            ToDoDate: "",
            Notes: ""
        });
    });
    
listOfInfo = listOfInfo.join('');
listOfWhoIds = listOfWhoIds.join('');
console.log(arrayOfTaskInfo);
model.updateRows(rowsToUpdate);
var popupXMLString = '<popup width="90%" title="Create follow-ups">'
        popupXMLString += '<components>'
            popupXMLString += '<pagetitle model="Tasks">'
                popupXMLString += '<maintitle>Create follow-ups</maintitle>'
                popupXMLString += '<actions>'
                    popupXMLString += '<action type="custom" snippet="" label="Save and create follow-ups" icon="ui-silk-accept"/>'
                popupXMLString += '</actions>'
            popupXMLString +='</pagetitle>'
            popupXMLString += '<panelset type="standard" uniqueid="sk-3AZ3Uv-475" scroll="">'
                popupXMLString += '<panels>'
                  popupXMLString += '<panel type="left" width="300px">'
                     popupXMLString += '<components>'
                        popupXMLString += '<basicfieldeditor showheader="true" showsavecancel="true" showerrorsinline="true" model="Tasks" buttonposition="" uniqueid="sk-3AZDsA-519" mode="read">'
                           popupXMLString += '<columns>'
                              popupXMLString += '<column width="100%">'
                                 popupXMLString += '<sections>'
                                    popupXMLString += '<section title="{{Subject}} - {{WhoId}}">'
                                        popupXMLString += '<fields>'
                                            popupXMLString += '<field id="Description" required="false"/>'
                                        popupXMLString += '</fields>'
                                        popupXMLString += '<renderconditions logictype="and">'
                                            popupXMLString += '<rendercondition type="multiple" operator="in" fieldmodel="Tasks" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender" field="Id" value="" enclosevalueinquotes="false">'
                                                popupXMLString += '<values>'
                                                    popupXMLString += listOfInfo
                                                popupXMLString += '</values>'
                                            popupXMLString += '</rendercondition>'
                                        popupXMLString += '</renderconditions>'
                                    popupXMLString += '</section>'
                                popupXMLString += '</sections>'
                              popupXMLString += '</column>'
                           popupXMLString += '</columns>'
                        popupXMLString += '</basicfieldeditor>'
                     popupXMLString += '</components>'
                  popupXMLString += '</panel>'
                  popupXMLString += '<panel>'
                     popupXMLString += '<components>'
                        popupXMLString += '<basicfieldeditor showheader="true" showsavecancel="true" showerrorsinline="true" model="Tasks" buttonposition="" uniqueid="sk-3AZF96-543" mode="read">'
                           popupXMLString += '<columns>'
                              popupXMLString += '<column width="50%">'
                                 popupXMLString += '<sections>'
                                    popupXMLString += '<section>'
                                        popupXMLString += '<fields>'
                                            popupXMLString += '<field id="WhoId" required="false"/>'
                                        popupXMLString += '</fields>'
                                        popupXMLString += '<renderconditions logictype="and">'
                                            popupXMLString += '<rendercondition type="multiple" operator="in" fieldmodel="Tasks" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender" field="Id" value="" enclosevalueinquotes="false">'
                                                popupXMLString += '<values>'
                                                    popupXMLString += listOfInfo
                                                popupXMLString += '</values>'
                                            popupXMLString += '</rendercondition>'
                                        popupXMLString += '</renderconditions>'
                                    popupXMLString += '</section>'
                                popupXMLString += '</sections>'
                              popupXMLString += '</column>'
                              popupXMLString += '<column width="50%">'
                                 popupXMLString += '<sections>'
                                    popupXMLString += '<section>'
                                        popupXMLString += '<fields>'
                                            popupXMLString += '<field id="Status" required="false" value="Not Started"/>'
                                            popupXMLString += '<field id="Type" required="false" value="To-Do"/>'
                                        popupXMLString += '</fields>'
                                        popupXMLString += '<renderconditions logictype="and">'
                                            popupXMLString += '<rendercondition type="multiple" operator="in" fieldmodel="Tasks" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender" field="Id" value="" enclosevalueinquotes="false">'
                                                popupXMLString += '<values>'
                                                    popupXMLString += listOfInfo
                                                popupXMLString += '</values>'
                                            popupXMLString += '</rendercondition>'
                                        popupXMLString += '</renderconditions>'
                                    popupXMLString += '</section>'
                                popupXMLString += '</sections>'
                              popupXMLString += '</column>'
                           popupXMLString += '</columns>'
                        popupXMLString += '</basicfieldeditor>'
                     popupXMLString += '</components>'
                  popupXMLString += '</panel>'
               popupXMLString += '</panels>'
            popupXMLString += '</panelset>'
        popupXMLString += '</components>'
    popupXMLString += '</popup>';
var popupXML = $xml(popupXMLString);
// Launch the popup
var popup = skuid.utils.createPopupFromPopupXML(popupXML);
console.log(listOfWhoIds);
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Kathryn Castle

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Posted 3 years ago

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Kathryn Castle

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In the end, I didn't figure out how to do this entirely in Javascript but have got pretty far using a combination of inline snippets and the WYSIWYG editor. 

Here's what I did:

  • Implemented a standard "mass follow-up creation" mass action on a table, which creates the same number of new records are as selected in the table in a "TempTasks" model, populates a custom field with a specific value and opens a popup
  • Set the TempTasks model to only display records which have the custom field with the specific value
  • Added a table to the popup which display this subset of records
  • Added a mass action to create follow-ups for each record
  • Wipe out the custom value upon save
Hacky, but it works!
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Rob Hatch, Official Rep

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I'd say it looks beautiful...  Glad you got things worked out!