Overview

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

Details:

Attributes	Description
Type	Specify the type of model, such as: API: For integrating with external applications via REST APIs. Record: For managing Salesforce 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.
Record Count	Select the record count type for the model: Single Record: For storing a single record of a specific object. Multi Record: For storing multiple records of a specified object. Reference: Model
Limit	Define the maximum number of records to retrieve from the selected object
Order By	Choose the field by which to sort the records retrieved from the selected object.
Do Not Auto Query	If checked, the model will not automatically query or retrieve data from the selected object.

Fields:

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

Form Component
Table Component
Repeater Component
Workflow Actions

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.

UI Fields:

In this section, 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.

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.

When creating a UI Merge field, you need to provide the following details:

Attribute	Description
Label	Provide a label or name for the field.
Name	Assign a unique API name to the field.
Merge Text	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.

Merge Text

Merge text is a key feature of the noKodr application, allowing users to display field values on the UI. Depending on the data type, users can perform mathematical operations on these fields.

For example, if you want to display a calculated total price based on the quantity and unit price entered by the user on a sales order form, and you wish to dynamically showcase this on the UI without saving the record in the database, you can achieve this using the UI fields in noKodr.

After selecting merge text you can you can see several options such as:

Attribute Name	Description
Source Type	In this option, you can select various sources from which you want to display values.
Value	The available options will change depending on the selected source type. For example, if you choose "Static" as the source, you can provide a fixed static value.
Merge Field Expression	The selected field from the source will be displayed in a merge format. For instance, the first name field from the contact model will appear as: {model:contact.FirstName}.
Message Body	In this option, You can add multiple values to form your final UI merge text. For example, merge fields include {model:contact.FirstName},{model:contact.LastName} will eventually display the contact's first name and last name next to each other.

Available Sources

After clicking on the Gear Icon, you can select various sources to include fields or values, such as variables, other models, static values, etc.

Source Type	Description
Static	Use this option to provide a fixed static value.
Field	Select the field from the chosen object in the model whose value you want to include.
Model	Choose the field from other models whose value you want to include.
Variable	Select from the variables created in the layout whose value you want to use.
Cookie Key	Choose the available cookie key whose value you want to include from your browser.
Local Storage Key	Select the available Local Storage Key whose value you want to include from your browser.
User	You can also select fields from the current logged-in user in your organization to include in the merge. Note: The User source refers to the currently logged-in user in your organization. This means that if you include the First Name field from the user, each time a different user logs in, they will see their own First Name displayed.

After selecting the source type, you need to choose the available options based on the selected type. For example, if you have selected "Model" as the source type, you will need to select one model from the available models.

Note: Only single record models are visible here and can be used in the merge text. Multi-record models are not supported here.

Once you select a model, the field options will become available. You can then choose the fields you want to include in your merge field expression and combine multiple fields to form your final expression in the message body.

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

Criteria

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

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.

Above images shows various attributes such as:

Attribute

Description

Field

This option 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.

Source Type

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

Static
Model
Variable
User
Null
Blank

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

Record Type Model