Template Fields

This tutorial shows how to use the Template Component to pull in multiple fields in one. In this example, we’re going to show how to consolidate the Created By ID and Created Date fields. You can do some really creative things with template fields, like conditionally displaying fields, including Chatter images, and incorporating Gmail into Salesforce links in your email fields.

For this tutorial, you need a Table or Field Editor and a Model.

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In this example, we’re going to be using a field editor set to an Opportunity model.

For more information see the Table, Field Editor, or Model topics.

Using Template Fields

Step 1: Drag the Template Component into your field editor as a new field

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We’re going to use the Template field to save space for our Created By and Modified By info.

Step 2: Click on your Template field

Label the template field Created By, and in the Template area, enter {{CreatedById}}, {{CreatedDate}}

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This template will pull in the fields you specify in {{curly brackets}}. You can click on the field picker icon to choose from the fields in your model - remember, you can only use fields you’ve already included in your Opportunities Model.

Step 3: Click Save and Preview

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If necessary, choose which record to use for the preview

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The page we’re working with is an Opportunity View page, so we have to choose an opportunity to use for the preview.

  1. Start typing the record’s name (from the name field).
  2. Choose the record from the lookup list.
  3. Click Go.

Success. Your page is displayed with the template field

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Click on a template field to open a popup in which you can see the fields it includes and edit them (if applicable).

Ready to do more with the template field? Try consolidating Address Fields in a template, or using html in a template to conditionally display fields, include Chatter images, or incorporate email to Salesforce links in your email fields.

Other features

Currency shortcuts

Skuid allows the user several shortcuts when entering amounts into a table’s currency fields. While in Edit mode, the user enters the base amount (for example, 30) and adds:

  • K: Skuid interprets the number entered in thousands, appending three zeroes ($30,000)
  • M: Skuid interprets the number entered in millions, appending six zeroes ($30,000,000)
  • B: Skuid interprets the number entered in billions, appending nine zeroes ($30,000,000,000)

Note

The number does not change in format until the user exits Edit mode or saves the update to that record.