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Info

Reference: How to create a Record Type Model?

Details

In this tab, user can specify the object and its details, on whose basis model is to be created.

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Attributes

Description

Type

Allows to specify the type of model, such as:

  • API: For integrating with external applications via REST APIs.

  • Record: For managing Salesforce & few other CRM object data.

Note: By default, Type is set as Record.

Connection

Provides the ability to select records specify the source (i.e., from various connected CRMs with an object structure similar to Salesforce. This feature enables seamless data integration by specifying the desired CRM connection) to select records .

Note: Currently, noKodr supports Connection only for Zoho CRM & Monday CRM.

Record Count

Select the record count type for the model:

  • single: For storing a single record of a specific object.

  • multirecord: For storing multiple records of a specified object.

Note: By default, Record count is set as multirecord.

Object

  • Allows to specify the object for which you want to create the model and display data.

  • Includes two radio buttons, allowing the user to either select the object from a list or manually enter the API name. The Select option lets users choose the object for the model, while the Enter Name option enables manual entry of the API name, avoiding the need to scroll through the picklist and specifying the exact object efficiently.

Note: By default, radio button is set as Select.

Label

Allows to specify the name of the model.

Name

Allows to provide unique API name for the model.

Offset

Allows to specify desired records from bunch of records.

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For example, supposefor Contact object, where a user has 100 records but wants to create a model starting from the 51st record, the Offset can be set to 50. This allows the model to begin from the specified point, skipping the first 50 records.

Limit

Allows to define the maximum number of records to retrieve from the selected object.

Order By

Allows to choose the field by which to sort the records retrieved from the selected object.

Info

Reference: Order By

Do Not Auto Query

If checked, the model will not automatically query or retrieve data from the selected object.

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Order By Attribute

Description

Field Name

Allows to specify field name which determines the sorting order of the query results.

Sort As

Allows to specify whether the results are ordered in Ascending or Descending order.

Note: By default, Sort As is set as Ascending.

Fields

In this sectiontab, you user can view the fields for your selected object. You The user can select and add these fields for use in various areas, such as in:

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Note: If you use any model fields in the components mentioned above, in workflow actions, or in criteria such as conditional visibility, disability & read-only settings, or required fields, ensure that the field is added to the highlighted selection panel below.

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UI Fields

Note: This tab is only visible when Object for the model is specified.

In this sectiontab, whenever you want to display a value in a field based on certain values entered in other fields, and you desire to exhibit this on the UI in real-time without saving the record in objects, UI Fields helps you with achieving the requirement.

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Info

For more information, you can click on this link to configure UI Fields.

Criteria

In this sectiontab, you can specify the filter criteria to retrieve the specific records from selected objects

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