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  • 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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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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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.

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.

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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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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

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