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Overview

In this section, you can see various option while creation model for record types let’s understand each:

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Details:

  • Record Type Model solely focuses on storing and managing data from Salesforce as well as few other CRM objects. Basically, it handles data retrieval and storage for objects.

  • The model further can be bound to various components like Form, Table, or Repeater, allowing efficient data display and interaction across different layouts.

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  • Let’s explore the screens that follow, after clicking on Model Creation + button.

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

Specify 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.

Object

Specify the object for which you want to create the model and display data.

Label

Assign a unique name to the model.

Name

Provide unique API name for the model

Note: By default, Type is set as Record.

Connection

Provides the ability to specify the source (i.e., from various connected CRMs with an object structure similar to Salesforce) 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 Recordsingle: For storing a single record of a specific object.

  • Multi Recordmultirecord: For storing multiple records of a specified object.

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

Object

  • Allows to specify the object .

Info

Reference: Model

Limit

Define

  • 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

Choose 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.

Order By

In Salesforce, there’s no guarantee of the order of results unless you use an Order By clause in a query. Thus, we need to specify Order By to have specific records under consideration.

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Fields:

In this section, you Specifies whether the results are ordered in ascending (ASC) or descending (DESC) order. Default order is ascending.

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 tab, 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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  • Form Component

  • Table Component

  • Repeater Component

  • Workflow Actions

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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 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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For example, Upon entering the first name and last name, if you desire to display the full name on the UI by concatenating these two fields without saving the record first to preview the appearance, you can utilize the UI field for this purpose.

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Note: You can source merge text not only from model fields but also from various other sources, such as:

  • Models

  • Various

  • Local Storage Key

  • Cookie Key, etc.

Attribute

Description

Label

Provide a label or name for Allows to specify the name of the field.

Name

Assign a Allows to provide unique API name to for the field.

Merge Text

Specify Allows to specify the fields whose values you want to display. You can include multiple fields and perform operations such as concatenating field values or performing mathematical operations like addition and subtraction.

Info
Include Page
Merge Text Config
Merge Text Config
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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For example, If you want to display contact records that do not have an assigned account, you can set a filter where AccountId equals NULL. This filter will query all contacts where the account field has a null value.

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Above images image shows various attributes such as:

Attribute

Description

Field

This option allows Allows you to select a field from a model based on the chosen object, helping you to define criteria using model fields.

Operators

The available operators will depend on the type of field selected, allowing you to set the criteria accordingly.

Info

Reference: Filter operator

Source Type

You can Allows to choose from several options to compare values with the selected field. The available options include:

  • Static

  • Model

  • Variable

  • User

  • Null

  • Blank

Filters Attributes

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Filter Operators

Operator

Supported Field Types

Description

Equal

Number, Currency, Date, Text, Boolean, Picklist

The equal operator is used to compare two values or expressions. It is used to compare numbers, strings, Boolean values, variables, objects, etc. The result is TRUE if the expressions are equal otherwise it’s FALSE

Contains

Text, Picklist

The contains operator returns TRUE if the value on the left contains the value on the right, and otherwise FALSE

Starts With

Text, Picklist

It returns TRUE if a string or number starts with the specified character otherwise it returns FALSE.

Ends With

Text, Picklist

It returns TRUE if a string or number ends with the specified character otherwise it returns FALSE

In

Text, Picklist

IN operator allows you to easily test if the expression matches any value in the list of values. Determines whether the value of an expression is equal to any of several values in a specified list.

Source types

Source Type

Description

Static

Use this option to provide a fixed static value.

Model

Choose the field from other models whose value you want to compare.

Variable

Select from the variables created in the layout whose value you want to compare.

User

You can also select fields from the current logged-in user in your organization to compare with model field

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Note: The "User" source refers to the currently logged-in user in your organization. For example, if you compare the contact's First Name field with the logged-in user's First Name, the system will compare the names every time a user logs in. If a match is found, the corresponding contact record will be retrieved; otherwise, no record will be returned.

Null

The Null option will check if the selected model field has no value at all, meaning the field is completely empty and hasn't been populated with any data.

Blank

The Blank option will check if the selected model field has been populated with a blank or empty value, such as an empty string.

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For example, when a text field contains no characters but is still considered "filled" with an empty value or empty string.