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<skuidpage showsidebar="false" showheader="true" tabtooverride="Opportunity" unsavedchangeswarning="" theme="Classic"> | |
<resources> | |
<labels/> | |
<javascript> | |
<jsitem location="staticresource" name="OpportunityJS" cachelocation="false" url="" namespace="skuidcrm">var params = arguments[0], | |
$ = skuid.$; | |
</jsitem> | |
<jsitem location="inline" name="markCompleted" url="">skuid.snippet.registerSnippet('tasks.markCompleted',function(params){ | |
// Mark all selected items as closed, | |
// then save our 2 Tasks models | |
var model = params.model, | |
list = params.list, | |
selectedItems = params.item ? [params.item] : list.getSelectedItems(); | |
if (selectedItems.length === 1 && skuid.model.isNewId(selectedItems[0].row.Id)) { | |
alert('Please finish creating this Task before marking it as completed.'); | |
return; | |
} | |
$j.each(selectedItems,function(i,item){ | |
model.updateRow(item.row,'Status','Completed'); | |
}); | |
// Block the list from having updates | |
list.element.block({ | |
css: list.blockUICSS, overlayCSS: list.blockOverlayCSS, | |
message:'Marking Tasks as Completed...' | |
}); | |
var saveFinishes = model.save({callback: | |
function(){ | |
var updateFinishes = skuid.model.updateData([model,skuid.model.getModel('TaskHistory')]); | |
$j.when(updateFinishes).then( | |
function(){ list.element.unblock(); }, | |
function(){ list.element.unblock(); } | |
); | |
} | |
}); | |
});</jsitem> | |
<jsitem location="inlinesnippet" name="NewCompletedTask" cachelocation="false" url="">var TaskModel = skuid.model.getModel('TaskHistory'); | |
var self = arguments[0]; | |
var $ = skuid.$; | |
// Create a new Task in our Task Model | |
var NewTask = TaskModel.createRow({ | |
initiatorId : self.list._GUID, | |
additionalConditions : self.list.options.conditions | |
}); | |
var defaults = { | |
'Priority':'Normal', | |
'Status':'Completed', | |
'OwnerId': skuid.utils.userInfo.userId, | |
'Owner.Name': skuid.utils.userInfo.userName, | |
'ActivityDate': skuid.time.getSFDate(new Date()) | |
}; | |
if (self.defaults) { | |
$.extend(defaults,self.defaults); | |
} | |
TaskModel.updateRow(NewTask,defaults); | |
// Create a new Item in our Table (wrapper around the new Task row) | |
var newItem = self.list.newItem( | |
NewTask, | |
{ editModeForNewItems : true } | |
); | |
self.list.render({ | |
resetPagination : true | |
,refreshFields : false | |
}); | |
// Focus on the Subject field | |
$.each(newItem.fields,function(){ | |
if (this.id === 'Subject'){ | |
var inputElement = this.element.find(':input').first(); | |
inputElement && inputElement.focus(); | |
} | |
}); | |
</jsitem> | |
<jsitem location="inlinesnippet" name="PHC" cachelocation="false" url="">var params = arguments[0]; | |
// This is where you set the defaults you want | |
params.defaults = { | |
'Subject':'Phone Call: ' | |
}; | |
skuid.snippet.getSnippet('NewCompletedTask')(params);</jsitem> | |
<jsitem location="inlinesnippet" name="EML" cachelocation="false" url="">var params = arguments[0]; | |
// This is where you set the defaults you want | |
params.defaults = { | |
'Subject':'Email: ' | |
}; | |
skuid.snippet.getSnippet('NewCompletedTask')(params);</jsitem> | |
<jsitem location="inlinesnippet" name="WBC" cachelocation="false" url="">var params = arguments[0]; | |
// This is where you set the defaults you want | |
params.defaults = { | |
'Subject':'Web Conference: ' | |
}; | |
skuid.snippet.getSnippet('NewCompletedTask')(params);</jsitem> | |
<jsitem location="inlinesnippet" name="VML" cachelocation="false" url="">var params = arguments[0]; | |
// This is where you set the defaults you want | |
params.defaults = { | |
'Subject':'Voicemail: ' | |
}; | |
skuid.snippet.getSnippet('NewCompletedTask')(params);</jsitem> | |
<jsitem location="inlinesnippet" name="ViewFullConversation" url="">var params = arguments[0], | |
item = params.item, | |
row = item.row, | |
model = params.list.model; | |
var el = $j('<div>'); | |
var editor = new skuid.ui.Editor(el,{showHeader:false,showSaveCancel:false}); | |
var fields = [ | |
//new skuid.ui.Field(row,model,editor,{fieldId:"Subject"}), | |
new skuid.ui.Field(row,model,editor,{fieldId:"Description"}) | |
]; | |
fields[0].render(); | |
editor.contents.append(fields[0].element); | |
var dialogBox = $j('<div>').append(editor.element); | |
dialogBox.dialog({ | |
width: 600, | |
height: 400, | |
title: 'Conversation/Activity Details', | |
resizable: true, | |
modal: true, | |
close: function() { | |
$j(this).remove(); | |
}, | |
buttons: [ | |
{ | |
text : 'Close', | |
click : function() { | |
$j(this).remove(); | |
} | |
}] | |
});</jsitem> | |
<jsitem location="inline" name="SynchModels" cachelocation="false">skuid.$(function(){ | |
// When LineItems are updated, update the Opportunity, | |
// as long as it has not changed. | |
var listener1 = new skuid.ui.Editor(); | |
listener1.handleSave = function() { | |
var m = skuid.$M('Opportunity'); | |
if (m && !m.hasChanged) { | |
m.updateData(); | |
} | |
}; | |
listener1.registerModel(skuid.$M('LineItems')); | |
}); </jsitem> | |
<jsitem location="inlinecomponent" name="HideLineItemsTableIfNoPricebook" cachelocation="false" url="">var $ = skuid.$, | |
OppModel = skuid.model.getModel('Opportunity'), | |
PricebookEntriesModel = skuid.model.getModel('PricebookEntries'), | |
Opp = OppModel ? OppModel.getFirstRow() : null; | |
if (Opp) { | |
var onPricebookChange = function(){ | |
var LineItemsTable = $('#LineItemsTable'); | |
// 1. If we have a value, show our LineItemsTable, | |
// and Update our PricebookEntries model | |
// 2. Otherwise hide the Table. | |
var PricebookId = OppModel.getFieldValue(Opp,'Pricebook2Id',true); | |
if (PricebookId) { | |
LineItemsTable.show(); | |
PricebookEntriesModel.setCondition( | |
PricebookEntriesModel.getConditionByName('Pricebook2Id'), | |
PricebookId | |
); | |
PricebookEntriesModel.updateData(); | |
} else { | |
LineItemsTable.hide(); | |
} | |
}; | |
// Register a listener on the PricebookId field | |
// so that when it changes, | |
// we rerun our logic | |
var listener = new skuid.ui.Field(Opp,OppModel,null,{ | |
fieldId: 'Pricebook2Id', | |
register: true | |
}); | |
listener.handleChange = function(){ | |
onPricebookChange(); | |
}; | |
// Run the logic initially | |
setTimeout(function(){ | |
// If we do not have a Pricebook selected yet, | |
// check to see if there is only one Pricebook available. | |
// If there's only one Pricebook, | |
// then pick it. | |
// Otherwise, we will expect our users to choose the Pricebook. | |
var Pricebooks = skuid.model.getModel('Pricebooks'); | |
if ((!Opp.Pricebook2Id) && Pricebooks && Pricebooks.data && (Pricebooks.data.length===1)) { | |
OppModel.updateRow(Opp,{ | |
'Pricebook2Id': Pricebooks.data[0].Id, | |
'Pricebook2': Pricebooks.data[0] | |
}); | |
var fe = $('#SelectPricebook'); | |
if (fe) { | |
var list = fe.data('object').list; | |
list && list.render(); | |
} | |
} else { | |
onPricebookChange(); | |
} | |
},200); | |
}</jsitem> | |
<jsitem location="inlinesnippet" name="WhoIdJustContacts" cachelocation="false" url="">// | |
// CONFIGURATION | |
// | |
// Define the possible target objects | |
var targetObjects = ['Contact']; | |
// Render as a Picklist instead of an Autocomplete? | |
var renderAsPicklist = false; | |
var field = arguments[0], | |
value = skuid.utils.decodeHTML(arguments[1]), | |
metadata = field.metadata, | |
$ = skuid.$; | |
if (field.mode == 'edit') { | |
// Limit the set of target objects | |
var targets = [], | |
uniqueTargets = {}; | |
$.each(metadata.referenceTo,function(i,r){ | |
if (($.inArray(r.objectName,targetObjects) != -1) | |
&& (!uniqueTargets[r.objectName])) { | |
targets.push(r); | |
uniqueTargets[r.objectName] = 1; | |
if (targets.length == targetObjects.length) return false; | |
} | |
}); | |
if (targets.length) { | |
// Make this field render as a picklist? | |
if (renderAsPicklist) field.options.type = 'REFPICK'; | |
// Override the current referenceTo | |
metadata.referenceTo.length = 0; | |
var ref = []; | |
$.each(targets,function(){ | |
ref.push(this.objectName); | |
}); | |
metadata.ref = ref.join(); | |
metadata.referenceTo = targets; | |
} | |
} | |
// Run the standard renderer | |
skuid.ui.fieldRenderers[metadata.displaytype][field.mode](field,value);</jsitem> | |
<jsitem location="inlinesnippet" name="AddProducts" cachelocation="false">var params = arguments[0], | |
$ = skuid.$, | |
items = params.item ? [params.item] : params.list.getSelectedItems(), | |
TargetModel = skuid.model.getModel('LineItems'), | |
ProtoModel = skuid.model.getModel('ProtoLineItem'), | |
ProtoRow = ProtoModel.getFirstRow(); | |
var newRowIds = {}; | |
var protoConditions = []; | |
var protoUpdates = {}; | |
$.each(ProtoModel.changes,function(rowId,changes){ | |
$.each(changes,function(field,value){ | |
var fieldMetadata = ProtoModel.getField(field); | |
if (fieldMetadata && (typeof value !== 'undefined')) { | |
var c = { | |
field: field, | |
value: value | |
}; | |
if (fieldMetadata.displaytype === 'REFERENCE'){ | |
protoUpdates[fieldMetadata.rel]=ProtoRow[fieldMetadata.rel]; | |
} | |
protoConditions.push(c); | |
} | |
}); | |
}) | |
$.each(items,function(i,item){ | |
var conditions = []; | |
// Let Quantity get overriden by the user if desired, | |
// but always have at least a Quantity of 1 | |
conditions.push({ | |
field: 'Quantity', | |
value: 1 | |
}); | |
$.each(protoConditions,function(){conditions.push(this);}); | |
conditions.push( | |
{ | |
field: 'PricebookEntryId', | |
value:item.row.Id | |
}, | |
{ | |
field:'UnitPrice', | |
value:item.row.UnitPrice | |
} | |
); | |
var row = TargetModel.createRow({ | |
additionalConditions: conditions | |
}); | |
var updates = {}; | |
$.each(protoUpdates,function(field,value){ | |
updates[field]=value; | |
}); | |
updates.PricebookEntry = item.row; | |
TargetModel.updateRow(row,updates); | |
newRowIds[row.Id]=1; | |
}); | |
// Refresh the fields in the TargetModel | |
// so that they will show the related field data | |
$.each(TargetModel.registeredLists,function(i,list){ | |
$.each(list.renderedItems,function(rowId,item){ | |
if (rowId in newRowIds) { | |
item.refreshFields(); | |
} | |
}); | |
}); | |
</jsitem> | |
<jsitem location="inlinesnippet" name="ClosePopup" cachelocation="false">skuid.$('.ui-dialog-content').dialog('close');</jsitem> | |
<jsitem location="inlinesnippet" name="AddContactRoles" cachelocation="false">var params = arguments[0], | |
$ = skuid.$, | |
items = params.item ? [params.item] : params.list.getSelectedItems(), | |
TargetModel = skuid.model.getModel('OpportunityRoles'), | |
ProtoModel = skuid.model.getModel('ProtoContactRole'), | |
ProtoRow = ProtoModel.getFirstRow(); | |
var newRowIds = {}; | |
var protoConditions = []; | |
var protoUpdates = {}; | |
$.each(ProtoModel.changes,function(rowId,changes){ | |
$.each(changes,function(field,value){ | |
var fieldMetadata = ProtoModel.getField(field); | |
if (fieldMetadata && (typeof value !== 'undefined')) { | |
var c = { | |
field: field, | |
value: value | |
}; | |
if (fieldMetadata.displaytype === 'REFERENCE'){ | |
protoUpdates[fieldMetadata.rel]=ProtoRow[fieldMetadata.rel]; | |
} | |
protoConditions.push(c); | |
} | |
}); | |
}) | |
$.each(items,function(i,item){ | |
var conditions = []; | |
$.each(protoConditions,function(){conditions.push(this);}); | |
conditions.push( | |
{ | |
field: 'ContactId', | |
value:item.row.Id | |
} | |
); | |
var row = TargetModel.createRow({ | |
additionalConditions: conditions | |
}); | |
var updates = {}; | |
$.each(protoUpdates,function(field,value){ | |
updates[field]=value; | |
}); | |
updates.Contact = item.row; | |
TargetModel.updateRow(row,updates); | |
newRowIds[row.Id]=1; | |
}); | |
// Refresh the fields in the TargetModel | |
// so that they will show the related field data | |
$.each(TargetModel.registeredLists,function(i,list){ | |
$.each(list.renderedItems,function(rowId,item){ | |
if (rowId in newRowIds) { | |
item.refreshFields(); | |
} | |
}); | |
}); | |
</jsitem> | |
<jsitem location="inlinesnippet" name="GenerateOrder" cachelocation="false">var params = arguments[0]; | |
var url = 'https://www.appextremes.com/apps/Conga/Composer.aspx' | |
+ '?sessionId={{$Api.Session_Id}}' | |
+ '&serverUrl={{$Api.Partner_Server_Url}}' | |
+ '&id={{Id}}'; | |
var merges = skuid.$('<div>').html(params.model.mergeRow(params.row,url)); | |
window.open(merges.text(),'CongaComposer');</jsitem> | |
<jsitem location="inlinesnippet" name="quantityRenderer" cachelocation="false">var field = arguments[0], | |
value = arguments[1]; | |
if (field.mode == 'read') { | |
skuid.ui.fieldRenderers.DOUBLE.read(field,value); | |
} else { | |
skuid.ui.fieldRenderers.DOUBLE.edit(field,value); | |
skuid.utils.delayInputCallback( | |
field.element.find('input'), | |
function(newValue) { | |
// Force updates of the TotalPrice field | |
field.model.updateRow( | |
field.row, | |
'TotalPrice', | |
field.model.getFieldValue(field.row,'TotalPrice') | |
); | |
} | |
); | |
}</jsitem> | |
<jsitem location="inlinesnippet" name="totalprice" cachelocation="false">var params = arguments[0], | |
$ = skuid.$; | |
var field = arguments[0], | |
value = arguments[1], | |
$ = skuid.$, | |
dt = field.metadata.displaytype; | |
if (field.mode != 'edit') { | |
skuid.ui.fieldRenderers[dt][field.mode](field,value); | |
} else { | |
skuid.ui.fieldRenderers[dt].edit(field,value); | |
} | |
var calculateTotalPrice = function(){ | |
value = (field.model.getFieldValue(field.row,'Quantity__c',true) || 0) | |
* (field.model.getFieldValue(field.row,'Price__c',true) || 0); | |
value = Math.round(value * 100) / 100; | |
field.model.updateRow( | |
field.row, | |
'TotalPrice__c', | |
value | |
); | |
if (field.mode == 'edit') { | |
field.element.find('input').val(value); | |
} | |
}; | |
calculateTotalPrice(); | |
var listener = new skuid.ui.Field(field.row,field.model,null,{fieldId: 'Cost__c'}); | |
listener.handleChange = function(){ | |
calculateTotalPrice(); | |
}; | |
field.model.registerField(listener,'Price__c'); | |
field.model.registerField(listener,'Quantity__c'); | |
</jsitem> | |
</javascript> | |
<css/> | |
</resources> | |
<models> | |
<model id="Opportunity" limit="1" query="true" createrowifnonefound="false" sobject="Opportunity"> | |
<fields> | |
<field id="Name"/> | |
<field id="StageName"/> | |
<field id="CloseDate"/> | |
<field id="Amount"/> | |
<field id="AccountId"/> | |
<field id="Account.Name"/> | |
<field id="CreatedById"/> | |
<field id="CreatedDate"/> | |
<field id="CreatedBy.Name"/> | |
<field id="Description"/> | |
<field id="HasOpportunityLineItem"/> | |
<field id="LeadSource"/> | |
<field id="NextStep"/> | |
<field id="Type"/> | |
<field id="OwnerId"/> | |
<field id="Owner.Name"/> | |
<field id="Pricebook2Id"/> | |
<field id="Pricebook2.Name"/> | |
<field id="Probability"/> | |
<field id="TotalOpportunityQuantity"/> | |
<field id="LastModifiedById"/> | |
<field id="LastModifiedDate"/> | |
<field id="LastModifiedBy.Name"/> | |
<field id="CampaignId"/> | |
<field id="Campaign.Name"/> | |
<field id="IsPrivate"/> | |
<field id="ExpectedRevenue"/> | |
<field id="Company__c"/> | |
<field id="Ship_Via__c"/> | |
<field id="Shipping_Terms__c"/> | |
<field id="Total_Weight__c"/> | |
<field id="Total_Weight_Kg__c"/> | |
<field id="Pallet_Information__c"/> | |
<field id="Payment_Terms__c"/> | |
<field id="AVSFQB__Billing_Address__c"/> | |
<field id="AVSFQB__Billing_City__c"/> | |
<field id="AVSFQB__Billing_Country__c"/> | |
<field id="AVSFQB__Billing_State__c"/> | |
<field id="AVSFQB__Billing_Zip__c"/> | |
<field id="AVSFQB__Shipping_Address__c"/> | |
<field id="AVSFQB__Shipping_City__c"/> | |
<field id="AVSFQB__Shipping_Country__c"/> | |
<field id="AVSFQB__Shipping_State__c"/> | |
<field id="AVSFQB__Shipping_Zip__c"/> | |
<field id="Broker__c"/> | |
<field id="DISC_Documents_Received__c"/> | |
<field id="AVSFQB__Due_Date__c"/> | |
<field id="Final_Destination_Country__c"/> | |
<field id="AVSFQB__Generate_Object__c"/> | |
<field id="Internal_Comments__c"/> | |
<field id="Exernal_Comments__c"/> | |
<field id="AVSFQB__PO_Number__c"/> | |
<field id="AVSFQB__Sales_Rep__c"/> | |
<field id="AVSFQB__Quickbooks_Id__c"/> | |
<field id="AVSFQB__Ship_Date__c"/> | |
<field id="AVSFQB__Terms__c"/> | |
<field id="AVSFQB__Total_Amount__c"/> | |
<field id="AVSFQB__Transaction_Date__c"/> | |
<field id="AVSFQB__Transaction_Number__c"/> | |
<field id="SystemModstamp"/> | |
<field id="AVSFQB__Product_Name__c"/> | |
<field id="AVSFQB__Products_Count__c"/> | |
<field id="AVSFQB__QuickBooks_ItemType__c"/> | |
<field id="AVSFQB__QB_Error__c"/> | |
<field id="QB_Class_Name__c"/> | |
<field id="AVSFQB__Primary_Contact__c"/> | |
<field id="AVSFQB__Primary_Contact__r.Name"/> | |
<field id="Order_Shipped__c"/> | |
<field id="BillToAddress2__c"/> | |
<field id="ShipToAddress2__c"/> | |
<field id="Tracking_Number__c"/> | |
</fields> | |
<conditions> | |
<condition type="param" enclosevalueinquotes="true" operator="=" value="id" field="Id"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="Account" limit="1" query="true" createrowifnonefound="false" sobject="Account"> | |
<fields> | |
<field id="Name"/> | |
<field id="Company__c"/> | |
<field id="AVSFQB__Billing_Address__c"/> | |
<field id="AVSFQB__Billing_City__c"/> | |
<field id="AVSFQB__Billing_Country__c"/> | |
<field id="AVSFQB__Billing_State__c"/> | |
<field id="AVSFQB__Billing_Zip__c"/> | |
<field id="AVSFQB__Credit_Limit__c"/> | |
<field id="AVSFQB__Email__c"/> | |
<field id="AVSFQB__Fax__c"/> | |
<field id="AVSFQB__First_Name__c"/> | |
<field id="AVSFQB__Last_Name__c"/> | |
<field id="AVSFQB__Phone__c"/> | |
<field id="AVSFQB__QB_Error__c"/> | |
<field id="AVSFQB__Open_Balance__c"/> | |
<field id="AVSFQB__QuickBooks_Customer_Type__c"/> | |
<field id="AVSFQB__Quickbooks_Id__c"/> | |
<field id="AVSFQB__Sales_Rep__c"/> | |
<field id="AVSFQB__Shipping_Address__c"/> | |
<field id="AVSFQB__Shipping_City__c"/> | |
<field id="AVSFQB__Shipping_Country__c"/> | |
<field id="AVSFQB__Shipping_Zip__c"/> | |
<field id="AVSFQB__Terms__c"/> | |
<field id="AVSFQB__Shipping_State__c"/> | |
</fields> | |
<conditions> | |
<condition type="modelmerge" value="" field="Id" operator="=" model="Opportunity" enclosevalueinquotes="true" mergefield="AccountId" novaluebehavior="noquery"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="Pricebooks" limit="50" query="true" createrowifnonefound="false" sobject="Pricebook2" orderby="Name"> | |
<fields> | |
<field id="IsStandard"/> | |
<field id="Name"/> | |
</fields> | |
<conditions> | |
<condition type="fieldvalue" value="true" enclosevalueinquotes="false" field="IsActive"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="PricebookEntries" limit="100" query="true" createrowifnonefound="false" orderby="Product2.Name" sobject="PricebookEntry"> | |
<fields> | |
<field id="Id"/> | |
<field id="UnitPrice"/> | |
<field id="Product2Id"/> | |
<field id="Product2.Name"/> | |
<field id="Product2.ProductCode"/> | |
<field id="Product2.Family"/> | |
<field id="Product2.Description"/> | |
<field id="Product2.IsActive"/> | |
</fields> | |
<conditions> | |
<condition type="fieldvalue" value="true" enclosevalueinquotes="false" field="IsActive" state="filterableon" inactive="false" name="IsActive"/> | |
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Pricebook2Id" state="filterableoff" inactive="true" name="Pricebook2Id"/> | |
<condition type="fieldvalue" value="" enclosevalueinquotes="true" field="Product2.Family" state="filterableoff" inactive="true" name="Product2Family"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="OpportunityRoles" limit="50" query="true" createrowifnonefound="false" sobject="OpportunityContactRole" orderby=""> | |
<fields> | |
<field id="ContactId"/> | |
<field id="Contact.Name"/> | |
<field id="IsPrimary"/> | |
<field id="Role"/> | |
<field id="Contact.Phone"/> | |
<field id="Contact.Email"/> | |
<field id="Contact.AccountId"/> | |
<field id="Contact.Account.Name"/> | |
<field id="Contact.Title"/> | |
<field id="Contact.FirstName"/> | |
<field id="Contact.LastName"/> | |
</fields> | |
<conditions> | |
<condition type="param" enclosevalueinquotes="true" operator="=" value="id" field="OpportunityId"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="PotentialContacts" limit="10" query="true" createrowifnonefound="false" sobject="Contact" orderby="LastName, FirstName"> | |
<fields> | |
<field id="LastName"/> | |
<field id="FirstName"/> | |
<field id="Title"/> | |
<field id="Email"/> | |
<field id="AccountId"/> | |
<field id="Account.Name"/> | |
<field id="Name"/> | |
<field id="Phone"/> | |
</fields> | |
<conditions> | |
<condition type="modelmerge" value="" field="AccountId" operator="=" model="Account" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="noquery" state="filterableon" inactive="false" name="FromOppAccount"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="LineItems" limit="" query="true" createrowifnonefound="false" sobject="OpportunityLineItem" orderby="SortOrder, PricebookEntry.Product2.Name"> | |
<fields> | |
<field id="SortOrder"/> | |
<field id="UnitPrice"/> | |
<field id="Subtotal"/> | |
<field id="TotalPrice"/> | |
<field id="Quantity"/> | |
<field id="Description"/> | |
<field id="ListPrice"/> | |
<field id="ServiceDate"/> | |
<field id="PricebookEntry.Product2Id"/> | |
<field id="PricebookEntry.Product2.Name"/> | |
<field id="PricebookEntryId"/> | |
<field id="PricebookEntry.UnitPrice"/> | |
<field id="Discount"/> | |
</fields> | |
<conditions> | |
<condition type="param" enclosevalueinquotes="true" operator="=" value="id" field="OpportunityId"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="Attachments" limit="100" query="true" createrowifnonefound="false" sobject="Attachment" orderby="LastModifiedDate DESC"> | |
<fields> | |
<field id="Name"/> | |
<field id="LastModifiedById"/> | |
<field id="LastModifiedBy.Name" targetobjects="User"/> | |
<field id="CreatedById"/> | |
<field id="CreatedBy.Name" targetobjects="User"/> | |
<field id="LastModifiedDate"/> | |
<field id="ContentType"/> | |
<field id="Description"/> | |
<field id="CreatedDate"/> | |
</fields> | |
<conditions> | |
<condition type="param" enclosevalueinquotes="true" operator="=" value="id" field="ParentId"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="Notes" limit="10" query="true" createrowifnonefound="false" sobject="Note" orderby="LastModifiedDate DESC"> | |
<fields> | |
<field id="Body"/> | |
<field id="Title"/> | |
<field id="LastModifiedDate"/> | |
<field id="LastModifiedById"/> | |
<field id="LastModifiedBy.Name"/> | |
<field id="OwnerId"/> | |
<field id="Owner.Name"/> | |
</fields> | |
<conditions> | |
<condition type="param" enclosevalueinquotes="true" operator="=" value="id" field="ParentId"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="OpenTasks" limit="100" query="true" createrowifnonefound="false" sobject="Task" orderby="ActivityDate DESC"> | |
<fields> | |
<field id="OwnerId"/> | |
<field id="Owner.Name"/> | |
<field id="WhoId"/> | |
<field id="Who.Name" targetobjects="Contact"/> | |
<field id="ActivityDate"/> | |
<field id="Priority"/> | |
<field id="Status"/> | |
<field id="Subject"/> | |
<field id="Type"/> | |
<field id="Description"/> | |
<field id="IsClosed"/> | |
</fields> | |
<conditions logic=""> | |
<condition type="param" enclosevalueinquotes="true" operator="=" value="id" field="WhatId"/> | |
<condition type="fieldvalue" enclosevalueinquotes="false" operator="=" field="IsClosed" value="false"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="TaskHistory" limit="10" query="true" createrowifnonefound="false" sobject="Task" orderby="CreatedDate DESC"> | |
<fields> | |
<field id="Subject"/> | |
<field id="ActivityDate"/> | |
<field id="WhoId"/> | |
<field id="Who.Name" targetobjects="Contact"/> | |
<field id="LastModifiedById"/> | |
<field id="LastModifiedBy.Name"/> | |
<field id="LastModifiedDate"/> | |
<field id="Type"/> | |
<field id="OwnerId"/> | |
<field id="Owner.Name"/> | |
<field id="Description"/> | |
<field id="Priority"/> | |
<field id="Status"/> | |
</fields> | |
<conditions logic="(1 OR 2) AND 3"> | |
<condition type="modelmerge" operator="=" value="" field="AccountId" model="Opportunity" enclosevalueinquotes="true" mergefield="AccountId" novaluebehavior="deactivate"/> | |
<condition type="modelmerge" value="" field="WhatId" operator="=" model="Opportunity" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="noquery"/> | |
<condition type="fieldvalue" enclosevalueinquotes="false" operator="=" field="IsClosed" value="true"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="Event" limit="" query="false" createrowifnonefound="false" sobject="Event"> | |
<fields> | |
<field id="Subject"/> | |
<field id="OwnerId"/> | |
<field id="Owner.Name"/> | |
<field id="Description"/> | |
<field id="IsAllDayEvent"/> | |
<field id="ActivityDateTime"/> | |
<field id="DurationInMinutes"/> | |
<field id="EndDateTime"/> | |
<field id="StartDateTime"/> | |
<field id="RecurrenceStartDateTime"/> | |
</fields> | |
<conditions> | |
<condition type="modelmerge" value="" field="WhatId" operator="=" model="Opportunity" enclosevalueinquotes="true" mergefield="Id" state="" inactive="false"/> | |
<condition type="fieldvalue" value="false" enclosevalueinquotes="false" field="IsChild" state="" inactive="false"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="StageHistory" limit="10" query="true" createrowifnonefound="false" sobject="OpportunityHistory" orderby="CreatedDate DESC"> | |
<fields> | |
<field id="Amount"/> | |
<field id="StageName"/> | |
<field id="Probability"/> | |
<field id="ExpectedRevenue"/> | |
<field id="CloseDate"/> | |
<field id="CreatedDate"/> | |
<field id="CreatedById"/> | |
<field id="CreatedBy.Name"/> | |
</fields> | |
<conditions> | |
<condition type="param" enclosevalueinquotes="true" operator="=" field="OpportunityId" value="id"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="OtherOpportunities" limit="5" query="true" createrowifnonefound="false" sobject="Opportunity" orderby="CloseDate DESC"> | |
<fields> | |
<field id="Amount"/> | |
<field id="CloseDate"/> | |
<field id="Probability"/> | |
<field id="StageName"/> | |
<field id="OwnerId"/> | |
<field id="Owner.Name"/> | |
<field id="Name"/> | |
<field id="CreatedDate"/> | |
<field id="CreatedById"/> | |
<field id="CreatedBy.Name"/> | |
</fields> | |
<conditions> | |
<condition type="modelmerge" enclosevalueinquotes="true" operator="=" value="AccountId" model="Opportunity" field="AccountId"/> | |
<condition type="modelmerge" enclosevalueinquotes="true" operator="!=" value="Id" model="Opportunity" field="Id"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="ProtoLineItem" limit="" query="false" createrowifnonefound="true" sobject="OpportunityLineItem"> | |
<fields> | |
<field id="Discount"/> | |
<field id="Description"/> | |
<field id="Quantity"/> | |
<field id="ServiceDate"/> | |
</fields> | |
<conditions> | |
<condition type="fieldvalue" value="TODAY" enclosevalueinquotes="false" field="ServiceDate"/> | |
<condition type="fieldvalue" value="1" enclosevalueinquotes="false" field="Quantity"/> | |
</conditions> | |
<actions/> | |
</model> | |
<model id="ProtoContactRole" limit="" query="false" createrowifnonefound="true" sobject="OpportunityContactRole"> | |
<fields> | |
<field id="Role"/> | |
<field id="IsPrimary"/> | |
</fields> | |
<conditions/> | |
<actions/> | |
</model> | |
<model id="Receivables" limit="20" query="true" createrowifnonefound="false" sobject="AVSFQB__Invoices__c"> | |
<fields> | |
<field id="Account__c"/> | |
<field id="Account__r.Name"/> | |
<field id="CreatedById"/> | |
<field id="CreatedBy.Name"/> | |
<field id="CreatedDate"/> | |
<field id="IsDeleted"/> | |
<field id="AVSFQB__Days_Outstanding__c"/> | |
<field id="AVSFQB__Balance__c"/> | |
<field id="AVSFQB__Invoice_Detail__c"/> | |
<field id="AVSFQB__Invoice_Number__c"/> | |
<field id="LastModifiedById"/> | |
<field id="LastModifiedBy.Name"/> | |
<field id="LastModifiedDate"/> | |
<field id="LastReferencedDate"/> | |
<field id="LastViewedDate"/> | |
<field id="AVSFQB__Opportunity__c"/> | |
<field id="AVSFQB__Opportunity__r.Name"/> | |
<field id="OwnerId"/> | |
<field id="Owner.Name"/> | |
<field id="AVSFQB__Payments__c"/> | |
<field id="AVSFQB__PriceBook_Name__c"/> | |
<field id="AVSFQB__Quickbooks_Id__c"/> | |
<field id="Name"/> | |
<field id="ConnectionReceivedId"/> | |
<field id="ConnectionReceived.ConnectionName"/> | |
<field id="Id"/> | |
<field id="ConnectionSentId"/> | |
<field id="ConnectionSent.ConnectionName"/> | |
<field id="AVSFQB__Sync_Date__c"/> | |
<field id="AVSFQB__Sync_To_Opp__c"/> | |
<field id="SystemModstamp"/> | |
<field id="AVSFQB__Total_Invoice_Amount__c"/> | |
<field id="AVSFQB__TxnDate__c"/> | |
<field id="AVSFQB__Type__c"/> | |
</fields> | |
<conditions> | |
<condition type="modelmerge" value="" field="AVSFQB__Opportunity__c" operator="=" model="Opportunity" enclosevalueinquotes="true" mergefield="Id" novaluebehavior="deactivate"/> | |
</conditions> | |
<actions/> | |
</model> | |
</models> | |
<components> | |
<pagetitle model="Opportunity"> | |
<maintitle> | |
<template>{{Name}}</template> | |
</maintitle> | |
<subtitle> | |
<template>{{Model.Label}}</template> | |
</subtitle> | |
<actions> | |
<action type="popup" label="Edit" icon="ui-silk-application-edit" url="/{{Id}}/e" window="self"> | |
<popup title="Edit Opportunity Fields" width="80%"> | |
<components> | |
<pagetitle model="Opportunity"> | |
<actions> | |
<action type="savecancel" label="New Action" window="self" afterSave="/{{Id}}"/> | |
</actions> | |
</pagetitle> | |
<basicfieldeditor showheader="true" showsavecancel="false" model="Opportunity" mode="edit"> | |
<columns> | |
<column width="33.3%"> | |
<sections> | |
<section title="Information"> | |
<fields> | |
<field id="Name"/> | |
<field id="StageName"/> | |
<field id="IsPrivate"/> | |
<field id="AccountId"/> | |
<field id="Amount"/> | |
<field id="Type"/> | |
<field id="Description"/> | |
<field id="LeadSource"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
<column width="33.3%"> | |
<sections> | |
<section title="Forecast"> | |
<fields> | |
<field id="StageName"/> | |
<field id="Probability"/> | |
<field id="ExpectedRevenue"/> | |
<field id="NextStep"/> | |
<field id="CloseDate"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
<column width="33.3%"> | |
<sections> | |
<section title="System Info"> | |
<fields> | |
<field id="OwnerId"/> | |
<field type="COMBO"> | |
<label>Last Modified By</label> | |
<template>{{LastModifiedById}} on {{LastModifiedDate}}</template> | |
</field> | |
<field type="COMBO"> | |
<label>Created By</label> | |
<template>{{CreatedById}} on {{CreatedDate}}</template> | |
</field> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
</components> | |
</popup> | |
</action> | |
<action type="delete"/> | |
<action type="share"/> | |
<action type="redirect" label="Clone" url="/{{Id}}/e?clone=1&retURL=%2F{{Id}}" icon="ui-silk-arrow-branch"/> | |
<action type="savecancel" label="New Action"> | |
<models> | |
<model>OpportunityRoles</model> | |
<model>LineItems</model> | |
<model>Attachments</model> | |
<model>Notes</model> | |
<model>TaskHistory</model> | |
<model>OpenTasks</model> | |
<model>Event</model> | |
<model>OtherOpportunities</model> | |
<model>Campaigns</model> | |
</models> | |
</action> | |
<action type="sfdcweblink" window="self" weblinkname="Generate_Order" label="Generate Order" weblinkobject="Opportunity"> | |
<renderconditions logictype="and"/> | |
</action> | |
<action type="sfdcweblink" window="self" weblinkname="Send_Order_Ack" label="Send Order Ack" weblinkobject="Opportunity"> | |
<renderconditions logictype="and"/> | |
</action> | |
<action type="sfdcweblink" window="self" weblinkname="Send_Shipment_Conf" label="Send Shipment Conf." weblinkobject="Opportunity"> | |
<renderconditions logictype="and"/> | |
</action> | |
<action type="sfdcweblink" window="self" weblinkname="Credit_Memo" label="Credit Memo" weblinkobject="Opportunity"> | |
<renderconditions logictype="and"/> | |
</action> | |
<action type="sfdcweblink" window="self" weblinkname="Conga_Composer" label="Conga Composer" weblinkobject="Opportunity" icon="sk-icon-configure"/> | |
<action type="sfdcweblink" weblinkname="Pontoon_Quote" label="Pontoon Quote" weblinkobject="Opportunity"> | |
<renderconditions logictype="and"> | |
<rendercondition type="fieldvalue" operator="=" enclosevalueinquotes="true" fieldmodel="Account" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender" field="Company__c" value="Nautilus"/> | |
</renderconditions> | |
</action> | |
<action type="sfdcweblink" window="self" weblinkname="Send_Quote" label="Pipe Float Quote" weblinkobject="Opportunity"> | |
<renderconditions logictype="and"/> | |
</action> | |
<action type="sfdcweblink" weblinkname="Float_Ball_Quote" label="Float Ball Quote" weblinkobject="Opportunity"> | |
<hotkeys/> | |
<renderconditions logictype="and"> | |
<rendercondition type="fieldvalue" operator="=" enclosevalueinquotes="true" fieldmodel="Opportunity" sourcetype="fieldvalue" field="Company__c" value="Nautilus"/> | |
</renderconditions> | |
</action> | |
</actions> | |
<renderconditions logictype="and"/> | |
</pagetitle> | |
<tabset rememberlastusertab="false" renderas="" defertabrendering="true"> | |
<tabs> | |
<tab name="Overview" icon="ui-silk-coins"> | |
<components> | |
<basicfieldeditor showsavecancel="false" showheader="true" model="Opportunity" mode="read" buttonposition="" layout=""> | |
<columns> | |
<column width="50%"> | |
<sections> | |
<section title="Information" collapsible="no"> | |
<fields> | |
<field id="AccountId" valuehalign="" type=""> | |
<label>Account Name</label> | |
</field> | |
<field id="Company__c" valuehalign="" type=""> | |
<label>Internal Division</label> | |
</field> | |
<field id="Name" valuehalign="" type=""> | |
<label>Opportunity Name | |
</label> | |
</field> | |
<field id="Type" valuehalign="" type=""> | |
<label>New or Existing Business?</label> | |
</field> | |
</fields> | |
<renderconditions logictype="and"/> | |
</section> | |
<section title="Source" collapsible="no"> | |
<fields> | |
<field id="LeadSource"/> | |
<field id="CampaignId"> | |
<label>Primary Campaign Source</label> | |
</field> | |
</fields> | |
</section> | |
<section title="Comments " collapsible="no"> | |
<fields> | |
<field id="Description" maxdisplaycharacters="255" valuehalign="" type=""> | |
<label/> | |
</field> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
<column width="50%"> | |
<sections> | |
<section title="CONVERT TO SALES ORDER" collapsible="no"> | |
<fields> | |
<field id="AVSFQB__Generate_Object__c" valuehalign="" type=""/> | |
<field id="Order_Shipped__c"/> | |
</fields> | |
</section> | |
<section title=" Forecast" collapsible="no"> | |
<fields> | |
<field id="CloseDate" valuehalign="" type=""/> | |
<field id="Amount" decimalplaces="" valuehalign="" type=""/> | |
<field id="StageName"/> | |
<field id="Probability"/> | |
<field id="ExpectedRevenue"> | |
<label>Expected Revenue</label> | |
</field> | |
<field id="NextStep"/> | |
</fields> | |
</section> | |
<section title="System Information" collapsible="collapsed"> | |
<fields> | |
<field id="OwnerId"> | |
<label>Owner</label> | |
</field> | |
<field type="COMBO"> | |
<label>Last Modified By</label> | |
<template model="Opportunity" multiple="false">{{LastModifiedById}}, {{LastModifiedDate}}</template> | |
</field> | |
<field type="COMBO"> | |
<label>Created By</label> | |
<template model="Opportunity" multiple="false">{{CreatedById}}, {{CreatedDate}}</template> | |
</field> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="Opportunity" buttonposition="" mode="read" layout=""> | |
<columns> | |
<column width="100%"> | |
<sections> | |
<section title="System Info " collapsible="no"> | |
<fields> | |
<field id="LastModifiedDate"/> | |
<field id="SystemModstamp"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<template model="Opportunity" multiple="false" allowhtml="true"> | |
<contents><div class="nx-editor-header-title">Other Opportunities (Past/Present) with {{Account.Name}}</div></contents> | |
</template> | |
<skootable showconditions="true" showsavecancel="false" searchbox="true" searchmethod="server" showexportbuttons="false" pagesize="5" createrecords="false" model="OtherOpportunities" mode="read"> | |
<fields> | |
<field id="Name"/> | |
<field id="Amount" allowordering="true"/> | |
<field id="StageName" allowordering="true"/> | |
<field id="Probability"/> | |
<field id="CloseDate" allowordering="true"/> | |
<field id="OwnerId" allowordering="true"> | |
<label>Owner</label> | |
</field> | |
<field type="COMBO" readonly="true"> | |
<label>Created By</label> | |
<template model="OtherOpportunities" multiple="true">{{CreatedById}}, {{CreatedDate}}</template> | |
</field> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="redirect" label="Clone this Opportunity" url="/{{Id}}/e?clone=1&retURL=%2F{{$Param.id}}" icon="ui-silk-arrow-branch"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true"> | |
<action type="redirect" label="New Opportunity" url="/{{Model.KeyPrefix}}/e" icon="ui-silk-add" window="self"> | |
<drawer title="Drawer Area" width="800" closehandle="true"> | |
<components/> | |
</drawer> | |
</action> | |
<action type="redirect" label="Clone Opportunity "{{#$Model.Opportunity.data}}{{Name}}{{/$Model.Opportunity.data}}"" url="/{{$Param.id}}/e?clone=1&retURL=%2F{{$Param.id}}" icon="ui-silk-arrow-branch" window="self"> | |
<drawer title="Drawer Area" width="800" closehandle="true"> | |
<components/> | |
</drawer> | |
</action> | |
</actions> | |
</skootable> | |
</components> | |
</tab> | |
<tab name="Products" icon="ui-silk-cart"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="false" model="Opportunity" mode="read" uniqueid="SelectPricebook"> | |
<columns> | |
<column width="50%"> | |
<sections> | |
<section title="Opportunity Pricebook"> | |
<fields> | |
<field id="Pricebook2Id" required="false" type="REFPICK" optionsource="model" optionmodel="Pricebooks" displaytemplate="{{Name}}"> | |
<filters/> | |
</field> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<skootable showconditions="true" showsavecancel="false" searchbox="true" searchmethod="server" showexportbuttons="false" pagesize="all" createrecords="true" model="LineItems" mode="read" uniqueid="LineItemsTable" searchplaceholdertext="Search Line Items..." tokenizesearch="true"> | |
<fields> | |
<field id="PricebookEntryId" type="" optionsource="model" optionmodel="PricebookEntries" displaytemplate="{{Product2.Name}} (List: {{UnitPrice}})" snippet="pricebookEntryRenderer" required="true" valuehalign=""> | |
<label>Product</label> | |
<filters/> | |
</field> | |
<field id="ServiceDate" required="true"/> | |
<field id="Quantity" type="CUSTOM" snippet="quantityRenderer" allowordering="true" decimalplaces="" valuehalign=""/> | |
<field id="UnitPrice" required="true" decimalplaces="" valuehalign="" type="" snippet="quantityRenderer"/> | |
<field id="Description" valuehalign="" type=""/> | |
<field id="TotalPrice" readonly="false" type="" snippet="quantityRenderer" allowordering="true" decimalplaces="" valuehalign=""> | |
<summaries> | |
<summary>sum</summary> | |
</summaries> | |
</field> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
<action type="custom" snippet="cloneRecord" label="Clone Line Item" icon="ui-silk-arrow-divide"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massedit"/> | |
<action type="massdelete"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true"> | |
<!--<action type="redirect" label="Choose Pricebook" url="/oppitm/choosepricebook.jsp?id={{$Param.id}}&retURL=%2F{{$Param.id}}&sUrl=%2F{{$Param.id}}" icon="ui-silk-book-edit"/>--> | |
<!--<action type="redirect" label="Add Product" url="/p/opp/SelectSearch?addTo={{$Param.id}}&retURL=%2F{{$Param.id}}" icon="ui-silk-cart-put"/>--> | |
<action type="popup" label="Add Line Items" icon="ui-silk-basket-add"> | |
<popup title="Add Line Items" width="80%"> | |
<components> | |
<pagetitle model="ProtoLineItem"> | |
<maintitle>Add Line Items</maintitle> | |
<subtitle/> | |
<actions> | |
<action type="custom" label="Finish and Close" window="self" icon="ui-silk-arrow-in" snippet="ClosePopup"/> | |
</actions> | |
</pagetitle> | |
<basicfieldeditor showheader="true" showsavecancel="false" model="ProtoLineItem" buttonposition="" mode="edit"> | |
<columns> | |
<column width="50%"> | |
<sections> | |
<section title="With..."> | |
<fields> | |
<field id="Quantity"/> | |
<field id="Discount"/> | |
<field id="ServiceDate"/> | |
<field id="Description"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<pagetitle model="ProtoLineItem"> | |
<maintitle>Select Products...</maintitle> | |
<subtitle/> | |
<actions/> | |
</pagetitle> | |
<skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="5" createrecords="false" model="PricebookEntries" buttonposition="" mode="readonly" searchplaceholdertext="Search Products..." tokenizesearch="true"> | |
<fields> | |
<field id="Product2.Name"/> | |
<field id="UnitPrice"/> | |
<field id="Product2.ProductCode"/> | |
<field id="Product2.Family"/> | |
<field id="Product2.IsActive"/> | |
</fields> | |
<rowactions> | |
<action type="custom" label="Add Product" icon="ui-silk-basket-add" snippet="AddProducts"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="custom" label="Add Products" icon="ui-silk-basket-add" snippet="AddProducts"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<filters> | |
<filter type="select" filteroffoptionlabel="Any Product Family" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" condition="Product2Family"> | |
<sources> | |
<source type="metadata" effectsbehavior="justdefault"/> | |
</sources> | |
</filter> | |
<filter type="toggle" filteroffoptionlabel="New Filter" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" label="Only Active Products"> | |
<effects> | |
<effect action="activate" value="" condition="IsActive"/> | |
</effects> | |
</filter> | |
</filters> | |
</skootable> | |
</components> | |
</popup> | |
</action> | |
<action type="redirect" label="Generate Assets" url="/apex/skuid__ui?page=MassAssetCreation&oppid={{$Model.Opportunity.data.0.Id}}" icon="ui-silk-bricks" window="self"/> | |
</actions> | |
<searchfields/> | |
<renderconditions logictype="and"/> | |
</skootable> | |
<custom name="HideLineItemsTableIfNoPricebook"/> | |
<custom name="MakeLineItemsTableSortable"/> | |
</components> | |
</tab> | |
<tab name="Order Information" loadlazypanels="true" icon="sk-icon-account-profile"> | |
<components> | |
<pagetitle model="Opportunity"> | |
<actions> | |
<action type="multi" label="Copy Billing Address from Account"> | |
<renderconditions logictype="and"> | |
<rendercondition type="blank" operator="=" fieldmodel="Opportunity" sourcetype="fieldvalue" field="AVSFQB__Billing_Address__c" value="null" enclosevalueinquotes="false"/> | |
</renderconditions> | |
<hotkeys/> | |
<actions> | |
<action type="updateRow" fieldmodel="Opportunity" field="AVSFQB__Billing_Address__c" enclosevalueinquotes="true" value="{{$Model.Account.data.0.Name}} "/> | |
<action type="updateRow" model="Opportunity" appendorprepend="prepend" defaultmodefornewitems="edit" fieldmodel="Opportunity" field="BillToAddress2__c" enclosevalueinquotes="true" value="{{$Model.Account.data.0.AVSFQB__Billing_Address__c}} "/> | |
<action type="updateRow" fieldmodel="Opportunity" field="AVSFQB__Billing_City__c" enclosevalueinquotes="true" value="{{$Model.Account.data.0.AVSFQB__Billing_City__c}}"/> | |
<action type="updateRow" model="Opportunity" appendorprepend="prepend" defaultmodefornewitems="edit" fieldmodel="Opportunity" field="AVSFQB__Billing_State__c" enclosevalueinquotes="true" value="{{$Model.Account.data.0.AVSFQB__Billing_State__c}}"/> | |
<action type="updateRow" fieldmodel="Opportunity" field="AVSFQB__Billing_Country__c" enclosevalueinquotes="true" value="{{$Model.Account.data.0.AVSFQB__Billing_Country__c}}"/> | |
<action type="updateRow" model="Opportunity" appendorprepend="prepend" defaultmodefornewitems="edit" fieldmodel="Opportunity" field="AVSFQB__Billing_Zip__c" enclosevalueinquotes="true" value="{{$Model.Account.data.0.AVSFQB__Billing_Zip__c}}"/> | |
</actions> | |
</action> | |
</actions> | |
</pagetitle> | |
<tabset rememberlastusertab="true" defertabrendering="false" renderas="lefttabs"> | |
<tabs> | |
<tab name="Account / Order Info" loadlazypanels="true" icon="sk-icon-tasks-completed"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="Opportunity" buttonposition="" mode="read" layout=""> | |
<columns> | |
<column width="100%"> | |
<sections> | |
<section title="Order Information" collapsible="no"> | |
<fields> | |
<field id="AVSFQB__Generate_Object__c" valuehalign="" type=""/> | |
<field id="AVSFQB__Primary_Contact__c" valuehalign="" type="REFPICK" optionsource=""> | |
<filters> | |
<filter type="modelmerge" operator="=" field="AccountId" value="" model="Opportunity" enclosevalueinquotes="true" mergefield="AccountId" novaluebehavior="deactivate"/> | |
</filters> | |
<searchfields/> | |
</field> | |
<field id="AVSFQB__Transaction_Number__c" valuehalign="" type="" readonly="true"/> | |
<field id="CloseDate" valuehalign="" type=""/> | |
<field id="AVSFQB__Due_Date__c" valuehalign="" type=""/> | |
<field id="Internal_Comments__c" valuehalign="" type=""/> | |
<field id="Exernal_Comments__c"/> | |
<field id="Payment_Terms__c" valuehalign="" type=""/> | |
<field id="AVSFQB__PO_Number__c" valuehalign="" type=""/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
</components> | |
</tab> | |
<tab name="Bill To / Ship To" icon="sk-icon-tasks-completed"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="Opportunity" buttonposition="" mode="edit" layout=""> | |
<columns> | |
<column width="50%"> | |
<sections> | |
<section title="Order Billing Address" collapsible="no"> | |
<fields> | |
<field id="AVSFQB__Billing_Address__c" valuehalign="" type=""/> | |
<field id="BillToAddress2__c" valuehalign="" type=""> | |
<label>Billing Address Line 2 | |
</label> | |
</field> | |
<field id="AVSFQB__Billing_City__c"/> | |
<field id="AVSFQB__Billing_State__c"/> | |
<field id="AVSFQB__Billing_Zip__c"/> | |
<field id="AVSFQB__Billing_Country__c"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
<column width="50%"> | |
<sections> | |
<section title="Order Shipping Address" collapsible="no"> | |
<fields> | |
<field id="AVSFQB__Shipping_Address__c" valuehalign="" type=""/> | |
<field id="ShipToAddress2__c" valuehalign="" type=""> | |
<label>Shipping Address LIne 2</label> | |
</field> | |
<field id="AVSFQB__Shipping_City__c"/> | |
<field id="AVSFQB__Shipping_State__c"/> | |
<field id="AVSFQB__Shipping_Zip__c"/> | |
<field id="AVSFQB__Shipping_Country__c"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="Account" buttonposition="" mode="readonly" layout=""> | |
<columns> | |
<column width="50%"> | |
<sections> | |
<section title="Account Billing Address" collapsible="no"> | |
<fields> | |
<field id="AVSFQB__Billing_Address__c"/> | |
<field id="AVSFQB__Billing_City__c"/> | |
<field id="AVSFQB__Billing_State__c"/> | |
<field id="AVSFQB__Billing_Zip__c"/> | |
<field id="AVSFQB__Billing_Country__c"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
<column width="50%"> | |
<sections> | |
<section title="Account Shipping Address" collapsible="no"> | |
<fields> | |
<field id="AVSFQB__Shipping_Address__c"/> | |
<field id="AVSFQB__Shipping_City__c"/> | |
<field id="AVSFQB__Shipping_State__c"/> | |
<field id="AVSFQB__Shipping_Zip__c"/> | |
<field id="AVSFQB__Shipping_Country__c"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
</components> | |
</tab> | |
<tab name="Shipping Information" loadlazypanels="true" icon="sk-icon-tasks-completed"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="Opportunity" buttonposition="" mode="read" layout=""> | |
<columns> | |
<column width="50%"> | |
<sections> | |
<section title="Shipping Info Needed from Salesperson at time of Order" collapsible="no"> | |
<fields> | |
<field id="Shipping_Terms__c" valuehalign="" type=""/> | |
<field id="Ship_Via__c" valuehalign="" type=""/> | |
<field id="Final_Destination_Country__c" showhelp="true" valuehalign="" type=""/> | |
<field id="DISC_Documents_Received__c" valuehalign="" type=""/> | |
<field id="Broker__c" valuehalign="" type=""/> | |
<field id="AVSFQB__Due_Date__c"/> | |
<field id="AVSFQB__Ship_Date__c" valuehalign="" type=""/> | |
<field id="Tracking_Number__c"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
<column width="50%"> | |
<sections> | |
<section title="Shipping Dims & Weights " collapsible="no"> | |
<fields> | |
<field id="Pallet_Information__c" valuehalign="" type=""/> | |
<field id="Total_Weight__c" decimalplaces="" valuehalign="" type=""/> | |
<field id="Total_Weight_Kg__c" decimalplaces="" valuehalign="" type=""/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
</components> | |
</tab> | |
</tabs> | |
</tabset> | |
</components> | |
<renderconditions logictype="and"/> | |
</tab> | |
<tab name="Contacts" icon="ui-silk-group-key"> | |
<components> | |
<skootable showconditions="true" showsavecancel="false" searchbox="true" searchmethod="server" showexportbuttons="false" pagesize="10" createrecords="true" model="OpportunityRoles" mode="read"> | |
<fields> | |
<field id="ContactId"> | |
<label>Person</label> | |
</field> | |
<field id="Contact.AccountId"> | |
<label>Account</label> | |
</field> | |
<field id="Contact.Title"/> | |
<field id="Contact.Email"/> | |
<field id="Contact.Phone"/> | |
<field id="Role" required="true"/> | |
<field id="IsPrimary"/> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massdelete"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true"> | |
<action type="popup" label="Define Key People" icon="ui-silk-group-edit"> | |
<popup title="Define Key People for {{$Model.Opportunity.data.0.Name}}" width="80%"> | |
<components> | |
<pagetitle model="Opportunity"> | |
<maintitle>Add Key People to {{Name}}</maintitle> | |
<subtitle/> | |
<actions> | |
<action type="custom" label="Finish and Close" window="self" icon="ui-silk-arrow-in" snippet="ClosePopup"/> | |
</actions> | |
</pagetitle> | |
<basicfieldeditor showheader="true" showsavecancel="false" model="ProtoContactRole" buttonposition="" mode="edit"> | |
<columns> | |
<column width="50%"> | |
<sections> | |
<section title="With Role..."> | |
<fields> | |
<field id="Role" required="true"/> | |
<field id="IsPrimary"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<skootable showconditions="true" showsavecancel="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="true" model="PotentialContacts" buttonposition="" mode="read"> | |
<fields> | |
<field id="FirstName" allowordering="true" required="true"/> | |
<field id="LastName" allowordering="true"/> | |
<field id="AccountId" allowordering="true" required="true"> | |
<label>{{Model.fieldsMap.Account.Name.label}}</label> | |
</field> | |
<field id="Title"/> | |
<field id="Email"/> | |
<field id="Phone"/> | |
</fields> | |
<rowactions> | |
<action type="custom" label="Add {{FirstName}} as Key Person" icon="ui-silk-user-add" snippet="AddContactRoles"> | |
<renderconditions> | |
<rendercondition type="blank" operator="!=" field="Name" value="null" enclosevalueinquotes="false"/> | |
</renderconditions> | |
</action> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="custom" label="Add as Key People" icon="ui-silk-group-add" snippet="AddContactRoles"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<filters> | |
<filter type="toggle" filteroffoptionlabel="New Filter" createfilteroffoption="true" affectcookies="true" autocompthreshold="25" label="Just Contacts at {{$Model.Account.data.0.Name}}"/> | |
</filters> | |
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true"> | |
<action type="createrow" appendorprepend="prepend" label=""/> | |
</actions> | |
</skootable> | |
</components> | |
</popup> | |
</action> | |
</actions> | |
</skootable> | |
</components> | |
</tab> | |
<tab name="Chatter" icon="ui-silk-comments"> | |
<components> | |
<social model="Opportunity"/> | |
</components> | |
</tab> | |
<tab name="Activities" icon="ui-silk-telephone"> | |
<components> | |
<tabset rememberlastusertab="true"> | |
<tabs> | |
<tab name="Tasks" icon="ui-silk-tick"> | |
<components> | |
<template model="TaskData" multiple="true" allowhtml="true"> | |
<contents><div class="nx-editor-header-title">Open Tasks</div></contents> | |
</template> | |
<skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="true" model="OpenTasks" mode="read"> | |
<fields> | |
<field id="OwnerId" type="REFPICK"> | |
<label>Assigned To</label> | |
<filters> | |
<filter enclosevalueinquotes="false" type="fieldvalue" field="IsActive" value="true"/> | |
<filter enclosevalueinquotes="true" type="fieldvalue" field="Profile.UserLicense.LicenseDefinitionKey" value="SFDC"/> | |
</filters> | |
</field> | |
<field id="Subject"/> | |
<field id="WhoId" type="CUSTOM" snippet="WhoIdJustContacts"> | |
<label>Who</label> | |
</field> | |
<field id="Status"/> | |
<field id="Priority"/> | |
<field id="Description"> | |
<label>Comments</label> | |
</field> | |
<field id="ActivityDate"> | |
<label>Activity Date</label> | |
</field> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
<action type="custom" snippet="tasks.markCompleted" label="Mark Completed" icon="ui-silk-tick"/> | |
<action type="popup" window="self" icon="ui-silk-comments" label="Conversation Details"> | |
<popup title="Description of Open Task" width="800"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="OpenTasks" mode="edit" layout="above"> | |
<columns> | |
<column width="100%"> | |
<sections> | |
<section title=""> | |
<fields> | |
<field id="Description"> | |
<label>Comments</label> | |
</field> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
<conditions> | |
<condition type="contextrow" field="Id" autocreated="true"/> | |
</conditions> | |
</basicfieldeditor> | |
</components> | |
</popup> | |
</action> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massdelete"/> | |
<action type="custom" label="Mark Completed" icon="ui-silk-tick" snippet="tasks.markCompleted"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true"> | |
<action type="redirect" label="Send Email" url="/_ui/core/email/author/EmailAuthor?p3_lkid={{$Model.Opportunity.data.0.Id15}}&retURL=%2F{{$Param.id}}" icon="ui-silk-email-go" window="self"/> | |
</actions> | |
</skootable> | |
<template model="TaskHistory" multiple="true" allowhtml="true"> | |
<contents><div class="nx-editor-header-title">Completed Tasks</div></contents> | |
</template> | |
<skootable showconditions="true" showsavecancel="false" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="true" model="TaskHistory" mode="read"> | |
<fields> | |
<field id="OwnerId" type="REFPICK" required="true"> | |
<label>Assigned To</label> | |
<filters> | |
<filter enclosevalueinquotes="false" type="fieldvalue" field="IsActive" value="true"/> | |
<filter enclosevalueinquotes="true" type="fieldvalue" field="Profile.UserLicense.LicenseDefinitionKey" value="SFDC"/> | |
</filters> | |
</field> | |
<field id="Subject"/> | |
<field id="WhoId" type="CUSTOM" snippet="WhoIdJustContacts"> | |
<label>Who</label> | |
</field> | |
<field id="Status"/> | |
<field id="Priority"/> | |
<field id="ActivityDate" allowordering="true"> | |
<label>Activity Date</label> | |
</field> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
<action type="popup" snippet="ViewFullConversation" label="View Full Conversation" icon="ui-silk-comments"> | |
<popup title="{{Subject}}" width="800"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="TaskHistory" mode="read" layout="above"> | |
<columns> | |
<column width="100%"> | |
<sections> | |
<section title="Details / Description"> | |
<fields> | |
<field id="Description"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
<conditions> | |
<condition type="contextrow" field="Id" autocreated="true"/> | |
</conditions> | |
</basicfieldeditor> | |
</components> | |
</popup> | |
</action> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massdelete"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true"> | |
<action type="custom" window="self" snippet="PHC" appendorprepend="prepend" label="Phone Call" icon="ui-silk-phone-sound"/> | |
<action type="custom" window="self" label="Email " snippet="EML" icon="ui-silk-email"/> | |
<action type="custom" window="self" label="Web Conference" snippet="WBC" icon="ui-silk-computer-link"/> | |
<action type="custom" window="self" label="Voice Mail" snippet="VML" icon="ui-silk-telephone-edit"/> | |
</actions> | |
</skootable> | |
</components> | |
</tab> | |
<tab name="Stage History" icon="ui-silk-hourglass"> | |
<components> | |
<template model="Opportunity" multiple="true" allowhtml="true"> | |
<contents><div class="nx-editor-header-title">Stage History</div></contents> | |
</template> | |
<skootable showconditions="true" showsavecancel="false" searchbox="false" searchmethod="server" showexportbuttons="false" pagesize="10" createrecords="false" model="StageHistory" mode="read"> | |
<fields> | |
<field id="StageName" allowordering="true" readonly="true"/> | |
<field id="Amount" readonly="true"/> | |
<field id="Probability" readonly="true"/> | |
<field id="ExpectedRevenue" readonly="true"/> | |
<field id="CloseDate"/> | |
<field type="COMBO" readonly="true"> | |
<label>Last Modified</label> | |
<template model="StageHistory" multiple="true">{{CreatedById}}, {{CreatedDate}}</template> | |
</field> | |
</fields> | |
<rowactions/> | |
<massactions usefirstitemasdefault="true"/> | |
<views> | |
<view type="standard"/> | |
</views> | |
</skootable> | |
</components> | |
</tab> | |
</tabs> | |
</tabset> | |
</components> | |
</tab> | |
<tab name="Calendar" icon="ui-silk-calendar"> | |
<components> | |
<skoocal rememberdate="true" rememberview="true"> | |
<sources> | |
<eventsource name="Events" model="Event" color="" createable="true" updateable="true" deleteable="true" eventclickhandler="autopopup" namefield="Subject" startfield="StartDateTime" endfield="EndDateTime"/> | |
</sources> | |
<views> | |
<eventview type="month"/> | |
<eventview type="week"/> | |
</views> | |
</skoocal> | |
</components> | |
</tab> | |
<tab name="Documents/Attachments" icon="ui-silk-book-open"> | |
<components> | |
<tabset> | |
<tabs> | |
<tab name="Attachments" icon="ui-silk-attach"> | |
<components> | |
<file storeas="record" displayas="filename" model="Opportunity" label="Attach new Files..."/> | |
<skootable showconditions="true" showsavecancel="false" searchbox="true" searchmethod="server" showexportbuttons="false" pagesize="10" createrecords="false" model="Attachments" mode="read"> | |
<fields> | |
<field id="Name"/> | |
<field id="ContentType"/> | |
<field id="Description"/> | |
<field type="COMBO" readonly="true" allowordering="true" orderfield="LastModifiedDate"> | |
<label>Last Modified By</label> | |
<template model="Attachments" multiple="true">{{LastModifiedById}}, {{LastModifiedDate}}</template> | |
</field> | |
<field type="COMBO" allowordering="true" orderfield="CreatedDate"> | |
<label>Created By</label> | |
<template>{{CreatedById}}, {{CreatedDate}}</template> | |
</field> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
<action type="redirect" label="View File" url="/servlet/servlet.FileDownload?file={{Id}}" icon="ui-silk-report-go"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massdelete"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
<actions defaultlabel="Global Actions" defaulticon="ui-silk-wand" usefirstitemasdefault="true"/> | |
</skootable> | |
</components> | |
</tab> | |
<tab name="Notes" icon="ui-silk-note"> | |
<components> | |
<skootable showconditions="true" showsavecancel="false" searchbox="true" searchmethod="server" showexportbuttons="false" pagesize="10" createrecords="true" model="Notes"> | |
<fields> | |
<field id="Title"/> | |
<field id="Body"/> | |
<field id="OwnerId"> | |
<label>Owner</label> | |
</field> | |
<field type="COMBO" readonly="true"> | |
<label>Last Modified By</label> | |
<template model="Notes" multiple="true">{{LastModifiedById}}, {{LastModifiedDate}}</template> | |
</field> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massdelete"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
</skootable> | |
</components> | |
</tab> | |
</tabs> | |
</tabset> | |
</components> | |
</tab> | |
<tab name="DB SYNC " loadlazypanels="true"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="Opportunity" buttonposition="" mode="read" layout=""> | |
<columns> | |
<column width="100%"> | |
<sections> | |
<section title="Section A" collapsible="no"> | |
<fields> | |
<field id="AVSFQB__Billing_Address__c"/> | |
<field id="AVSFQB__Billing_City__c"/> | |
<field id="AVSFQB__Billing_Country__c"/> | |
<field id="AVSFQB__Billing_State__c"/> | |
<field id="AVSFQB__Billing_Zip__c"/> | |
<field id="AVSFQB__Due_Date__c"/> | |
<field id="AVSFQB__Generate_Object__c"/> | |
<field id="AVSFQB__PO_Number__c"/> | |
<field id="AVSFQB__Product_Name__c"/> | |
<field id="QB_Class_Name__c" valuehalign="" type=""/> | |
<field id="AVSFQB__QB_Error__c"/> | |
<field id="AVSFQB__QuickBooks_ItemType__c"/> | |
<field id="AVSFQB__Products_Count__c"/> | |
<field id="AVSFQB__Sales_Rep__c"/> | |
<field id="AVSFQB__Quickbooks_Id__c"/> | |
<field id="AVSFQB__Ship_Date__c"/> | |
<field id="AVSFQB__Shipping_Address__c"/> | |
<field id="AVSFQB__Shipping_City__c"/> | |
<field id="AVSFQB__Shipping_Country__c"/> | |
<field id="AVSFQB__Shipping_State__c"/> | |
<field id="AVSFQB__Shipping_Zip__c"/> | |
<field id="AVSFQB__Terms__c"/> | |
<field id="AVSFQB__Total_Amount__c"/> | |
<field id="AVSFQB__Transaction_Date__c"/> | |
<field id="AVSFQB__Transaction_Number__c"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
</components> | |
</tab> | |
<tab name="Receivables" loadlazypanels="true"> | |
<components> | |
<skootable showconditions="true" showsavecancel="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="true" model="Receivables" buttonposition="" mode="read"> | |
<fields> | |
<field id="Account__c"/> | |
<field id="AVSFQB__Balance__c"/> | |
<field id="CreatedById"/> | |
<field id="CreatedDate"/> | |
<field id="AVSFQB__Days_Outstanding__c"/> | |
<field id="IsDeleted"/> | |
<field id="AVSFQB__Invoice_Detail__c"/> | |
<field id="AVSFQB__Invoice_Number__c"/> | |
<field id="LastModifiedById"/> | |
<field id="LastModifiedDate"/> | |
<field id="LastReferencedDate"/> | |
<field id="LastViewedDate"/> | |
<field id="AVSFQB__Opportunity__c" valuehalign="" type=""/> | |
<field id="OwnerId"/> | |
<field id="AVSFQB__Payments__c"/> | |
<field id="AVSFQB__PriceBook_Name__c"/> | |
<field id="AVSFQB__Quickbooks_Id__c"/> | |
<field id="Name"/> | |
<field id="ConnectionReceivedId"/> | |
<field id="Id"/> | |
<field id="AVSFQB__Sync_Date__c"/> | |
<field id="ConnectionSentId"/> | |
<field id="AVSFQB__Sync_To_Opp__c"/> | |
<field id="SystemModstamp"/> | |
<field id="AVSFQB__Total_Invoice_Amount__c"/> | |
<field id="AVSFQB__TxnDate__c"/> | |
<field id="AVSFQB__Type__c"/> | |
</fields> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massdelete"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
</skootable> | |
</components> | |
<renderconditions logictype="and"> | |
<rendercondition type="fieldvalue" operator="=" enclosevalueinquotes="true" fieldmodel="Receivables" sourcetype="fieldvalue" nosourcerowbehavior="skipandnorender"/> | |
</renderconditions> | |
</tab> | |
<tab name="Quote" loadlazypanels="true"> | |
<components> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="OpportunityRoles" buttonposition="" mode="read" layout=""> | |
<columns> | |
<column width="100%"> | |
<sections> | |
<section title="Contact Info" collapsible="no"> | |
<fields> | |
<field id="Contact.FirstName" valuehalign="" type=""/> | |
<field id="Contact.LastName" valuehalign="" type=""/> | |
<field id="Contact.Account.Name"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<basicfieldeditor showheader="true" showsavecancel="true" model="Opportunity" buttonposition="" mode="read" layout=""> | |
<columns> | |
<column width="100%"> | |
<sections> | |
<section title="Quote Info" collapsible="no"> | |
<fields> | |
<field id="Payment_Terms__c"/> | |
<field id="Shipping_Terms__c"/> | |
</fields> | |
</section> | |
</sections> | |
</column> | |
</columns> | |
</basicfieldeditor> | |
<skootable showconditions="true" showsavecancel="true" searchmethod="server" searchbox="true" showexportbuttons="false" pagesize="10" createrecords="true" model="LineItems" buttonposition="" mode="read"> | |
<fields/> | |
<rowactions> | |
<action type="edit"/> | |
<action type="delete"/> | |
</rowactions> | |
<massactions usefirstitemasdefault="true"> | |
<action type="massupdate"/> | |
<action type="massdelete"/> | |
</massactions> | |
<views> | |
<view type="standard"/> | |
</views> | |
</skootable> | |
</components> | |
</tab> | |
</tabs> | |
</tabset> | |
</components> | |
</skuidpage> |
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