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  • To Fetch Records:

    • Create a New layout

    • Table Setup:

      • Drag and drop a Table component onto layout Designer

      • Add Table action as New and Refresh

      • Add row action on Table as Edit and Delete

    • Assign Model to Table Component:

      • Assign a model to the Table with the following details:

        • Type: API

        • Connection: Choose a connection e.g. Sales Connect

        • Label gets Auto-populates e.g. Sales Connect

        • Name gets Auto-populates e.g. Sales Connect

    • Request:

      • Method: GET

      • URL: /services/data/v56.0/query?q=select id,name,site from account

      • Record Count: Multirecord

    • Response:

      • Define or create a schema to fetch the response. This schema will structure the data received from the API call

        Code Block
        {
            "data": {
                "records": {
                    "Name": "Test ",
                    "Id": "123456789 ",
                    "Site": "Pune "
                }
            }
        }
    • In Component Attributes:

      • Basic:

        • Model: Select the model e.g. Sales Connect

        • Schema Source: Select "Response" as the source

        • Response code: Set the response code to 200

        • In Fields:

          • Select data > record

        • Click on the Table component, and the Model fields will be displayed on the left side

        • Drag drop the fields on the Table component

    • Create a new workflow (defining Label and Name)

      • Show Spinner Action:

        • Drag and drop the "Show Spinner Action"

        • Define layout item (e.g., Table), variant, and size

      • Rest API Action:

        • Drag and drop the "Rest API Action"

        • Set the Source API Type to Model

        • Choose the Model (e.g., Sales Connect) assigned to the Table

      • Hide Spinner Action:

        • Drag and drop the "Hide Spinner Action"

        • Define the layout item

      • Connect Actions:

        • Connect the actions in the workflow

      • Add Condition on Connector Mapping:

        • After the Rest API Action, set a condition on connector mapping

        • Condition: Model: Sales Connect, Set Output > Response: data

      • Save the workflow

    • Call the workflow on component events

      • Refresh : tableAction

        • Select Action as Workflow

        • Select Config and define Select Workflow: (Select the workflow create for Get e.g. Get and Save

      • Save & Run the Layout

      • Preview:

        • On preview, click on the Refresh Button.

        • The Get workflow will be executed, fetching the records.

  • To Create Records: POST

    • Create a New Layout

    • Form Setup:

      • Drag and drop a Form component onto layout Designer

      • Add Form Action as Cancel and Save

    • Assign Model to Form Component:

      • Assign a model to the Form with the following details:

        • Type: API

        • Connection: Choose a connection e.g. Sales Connect

        • Label gets Auto-populates e.g. Sales Connect

        • Name gets Auto-populates e.g. Sales Connect

    • Request:

      • Method:

      POST
      • Post

      • URL:

      Provide the endpoint for creating records.Body: Define the data to be created using the Model and Schema.
      • /services/data/v56.0/sobjects/Account

      • Record Count: Single

      • Body > Schema Designer

        • Define or create a schema to fetch the response. This schema will structure the data received from the API call

          Code Block
          {
            "Name": " ",
            "Site": " "   
          }
    • Response: No need to define response for POST

    • In Component Attributes:

  • To Update Records:

    • Method: PUT or PATCH (depending on your API)

    • URL: Set the endpoint for updating records.

    • Body: Specify the data to be updated using the Model and Schema.

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