Hey, In our activity history list, it is important for us to be able to see whether the task was a call log, email, task, client review, or note. This is accomplished for our organization by using the standard “Type” picklist from Salesforce. However, when I add this to the table component, the column is just blank. There is a text field instead of a dropdown in each row, and there is no column header. Is there any way around this?
Greg, Which object is your Model on? Is it on the “Task” object, or some other object? The first thing I would check is the Field-Level Security on the “Type” field on the Task object. Is the field Visible for your users?
Yes, it is the task object. Also, I am an administrator with full permission rights, and Whoops. I forgot the field had to be on the Salesforce page layout for tasks for Skuid to pull in the field. Thanks!
Greg (and Zach) Correct me if I’m wrong, but I don’t think this is actually correct. You can define custom fields in SForce and Jump straight to Skuid without ever adding them to the page layout. You just have to make sure that the fields level security enables the user to see the field. I’m glad you got it working, but I don’t think your medicine was what cured the patient. I hate it when that happens.
I’ll correct myself a year later. In Group Edition and Professional Edition of Salesforce there is no concept of Profiles and therefore another mechanism has to provide field level security. The mechanism here is standard page layouts. If the field is not in a page layout it will not be visible to the user (even though you will be able to add it to your Skuid page). So Greg was indeed correct.