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SkyVisualEditor User Manual

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1. A m A Target table Component2 Contact Contact Show page Target table Component6 Account Account Show page Select pages to show when Show in Detail button of the target table ID and object name is clicked Pages can be selected from list of Visualforce page A button Show Details will appear on corresponding table Add RowCount Hide Cancel Delete button Hide Cancel Delete button in the Detail Panel page Default setting is Hide check is turned on Screen transition from Detail Panel page must follow certain regulations Please check lt d Note of caution gt for more information Page 140 of 333 SU SkyVisualEditor c View on Salesforce Pages set under Detail Panel will appear when the Show in Detail button in table record is clicked Search TE mI GiftOder No contains a Name firstContact None Address FirstContact None a Name SecondContact None Address SecondContact None Search Clear RowCount 2 GiftOder fo Name FirstConta t Address firstConta t Name SecondConta t Address SecondConta t ILChicago2334 ILChicago2334 Michigan Avenue Michigan Avenue Suite SO tm Suite 1500 Chicago i Bond John 1500 Chicago IL 60601 60601 USA USA 4 ILChicago2334 ILChicago2334 N Mic
2. a Save Local File 3k Account Description BE 25 Account Name ak Account Number save which you made with SkyVisualEditor to your local click Save Local File Note SkyVisualEditor does not support exporting a page from the pre release 2 AppComponent Details Logout environment as well as importing the page created in the pre release environment to the released environment TerraSky Page 52 of 333 SU SkyVisualEditor k AppComponent details Show the details of the AppComponents installed to the connected salesforce org Object Component 5 w Component Save As Input Output Label 4 Deploy Object Reload at Batch Deploy Main Object Relative Object Se Batch delete pages and classes Load Page Layout a Et A4 Load Local File Save Local File zz Account Description 2 Account Name 55 Account Number BEER RBBB RRR Ree eee eee AppComponent Details 1 Logout lu Click the AppComponent details menu item to display the AppComponent details dialog This dialog will show details about every installed AppComponent in the connected salesforce org Detalls AppComponen list that is installed in connected Salesforce organization SkyVisualEditor Standard AppComponent packade isti
3. 219 E 220 4 5 Create page with the Search Screen 221 DY PPS 222 2 About the search conditions tn irren eerie 223 8 Set Search Criteria Fields eseeeeseeeeeeneene terne nnt 224 amp Setting Search Criteria Blocks 230 Set Results Table serbe etse tn etn essen 232 Set Search Results Fields 235 Wizard RTI 238 c toe 241 Page 4 of 333 SkyVisualEditor O Deploy RENTEN u 242 Display Search Conditions after Deploy 244 4 6 Create page with the Relational Object Template eese ener 245 DES 246 Select Relative eR OT 247 3 Select Relative Object Fields 248 OM 248 5 Set Layout Properties cece 254 QE 255 7 256 4 7 Create a page with the Custom Lookup Template eeseeeeeeee een
4. ID Component20 Display Settings Label CustomLink Left X 469 Top Y 196 Color 000000 m Font Size 1 0 Font Weight Bold Click Action PageTransfer PageTransition EN Open new window _ Style Class Property name ID Component ID defined in SkyVisualEditor Display Settings URL setting Show Hide can be dynamically controlled Click the L button to show Display Setting screen Please refer to ii b i Display Settings for more information Left X oet the horizontal placement on the screen for the Free Layout Top Y Set the vertical placement on the screen for the Free Layout Font size Select the Font size of the text from the list below 1 0em 6pt 8 pt 10 pt 11 pt 12 pt 14 pt 16 pt 18 pt 20 pt 22 pt 24 pt 26 pt 28 pt 36 pt 48 pt Font weight Choose between Normal and Bold OnClick Define the function to call when the user clicks the custom link by clicking the button to bring up the JavaScript editor For details refer to lt xix b Properties gt OnComplete Define function to run when button press html post is complete For details refer to lt xix b Properties gt Page 168 of 333 SkyVisualEditor xxviii Date Stamp a Overview Data Stamp field to show the Date Stamp b Properties dateStamp ID 15 Left X 10 10 Color 000000 Font Size 1 0 em hi Date Forma
5. Search Page p t aT SVE 2013121816 Name 2312 Close Date Only Blanks _ B Label _ Editable Probability Description Name Account ID Apex Class _ Editable With Sharing Opportunity Page Size px Resolution Width 1024 Height 768 Show Header Show Sidebar Save Tab Style Search Clear Im Unsaved changes made to search results will be 4 1 5 RowCount Page Title Stage Close Date Account ID Quan Extension Property e 4 Mask Setting Extended Apex Class PageStyle amp PageScript Formula Focus Color You can change the settings in the component properties as required Page 226 of 333 Sas SkyVisualEditor Change the title from Search to Opportunity Search 4 Page Component VW Search Criteria Load Criteria pageBlock Close Date to Only Blanks Component36 Probability to i Search AcoutID JC Show Mode Buttons Position Bottom Opportunity Ty Search Clear Unsaved changes made to search results will be Add 44 1 5 RowCount Stage Close Date Account ID gt Qua C M The title has been changed Opportunity Search WW Search Critena Load Cri
6. P M Object Name Product2 W Search Condition Visualforce Page SkyEditorPage_2 Product Code a Product Family i 0120101174032 SkyEditorClass 2 Apex Cl pia 0120101174032 Eas With Sharing Comment Page Size px Resolution H GD 1 5 RowCount Header Mode Width 1024 Height 768 Show Header LJ Product Code Product Name Active Created Created Deleted LastMod LastMod Product Product gt Header Show Sidebar m Select Created By IC Created Date Last Modified Last Modified Product Code Product Descr Color Tab Style Select cec Header TextAlign Select Focus Color TextAlign J VerticalAlign Visualforce Screen upon clicking lookup button Search All Search SkyDditor2 Relea Help amp Training Sales Options Home Chatter Files Campaigns Leads Accounts Contacts Solutions Products Reports Opportunity Save Cancel v Opportunity Information Owner ID Amount Stage gt E js Private FI Clos https c na7 visual force com apex ProductLookup02 Google Chrome https c na7 visual force com apex ProductLookup02 major intermediate minor Product Name Product Code Name Account ID RowCount2
7. Object Component w Component Type n ane B Input Output Label Object x Reload Component3 Main Object Relative Object a example screenshot below shows 10 fields from Account object spread across two Componenti Component2 Account Name block sections Object Component w Component r ZB Input Output Label Main Object Relative Object Lt Account Description Fields that are already on the layout are marked in the Object menu list with an icon For example Component2 Account Name Website Parent Account ID Industry Employees Account Type Object Component3 Account Phone Annual Revenue OwnertD 18 Account Fax editable fields on the layout are shown with an 1 icon Page 211 of 333 Sas SkyVisualEditor 3 Set Buttons After arranging the fields on the layout we must add buttons Switch to the Component tab and drag the necessary buttons to the layout from the Button heading Note In the Salesforce layout buttons should be placed at the top or bottom of the layout in red below omponen omponen 5 Object Component A Layout 1 A AppComponent Component2 w Button
8. Componenti Input Output Label ml Jug E Account Description abel Account Name fields can not be used on PDF pages 3 Object Panel Page 58 of 333 Sas SkyVisualEditor Object Object Main Object Relative Object Lt Lt Account Description Q Account ID Main Object Relative Object Account Billing State Province Customer Priority ak Data com Key Birthdate e Email Bounced Date ab First Name abc Languages Lead Source Jis Level 123 Employees ab Mailing City Industry a Mailing Country 122 Number of Locations ab Mailing State Province b b Shows information of the Main object Parent Object or Relative object Child object Relational object i Show Object Name Main Object Relative Object 3 o Lt A abe Account Description Update object information Main Object Relative Object _ The update button here functions the same as the Reload menu item to refresh the SkyVisualEditor page with the current items in your connected Salesforce organization Page 59 of 333 EE SkyVisualEditor iii Main object Text Input Main Object Relative Object et 4 E Account D
9. Page menu To edit a page click the editing button 2 Create a page To create a page please refer to the appropriate cases for the Salesforce Layout and the Free Layout Sky 7 3 E 8 File v Third Party v Wizard Tools v Help v Back Next 19 Object Component 8 w Component Type Account Name Input Output Label mm Account Type Account Fax Account Phone gum Main Object i j j Relative Object Cancel Back Next a Et A4 Account Description Account Number Account Rating Account Site 0 i 5 eRe ee Account Source 9 pe a Current User testUser sve z 8 Wizard Page Component Object Name Account Name SVE_2013121918175 Description Apex Class _ Editable With Sharing Show Header Show Sidebar URL Parameter setting Config LE rs Oe 2 SVE 20131219181751 2 A 3 ejm Most components in the Salesforce Layout as well as the Free Layout are available except for several limitations Below is the list of components features that cannot be used in a wizard Component Property Menu ToDo Merge Table Data Table Read only Advanced Search Multiple Row Data Table Read only Advanced Search Delete button Copy b
10. 36 Wy 06 58 C Object 58 CUM Component panel Sai 76 177 SkyVisualEditor POA 179 182 Component 201 201 2 ade 202 AOpen 202 QE 202 203 4 2 Sky Visual LAY OWS 204 D Salesforce 204 CM ai c Eciam 204 3 Template Search Screen men 205 Template Relational Object Entry cece 205 5 Template Custom Lookup 206 Template Page ASSIGNS 206 Wizard 207 207 4 3 Create page with the Salesforce 208 D Set Page Block Sections 209 210 E A E E E 212 K O 213 214 4 4 Create a page with the Free 215 BAC e 215 Set Fields Grids and 217 ERR 219 Ox
11. RowCount ae oe o Sees Delete Delete Blanks Search Label Only Blanks Custom Lookup Settings The custom lookup feature 15 available in a lookup field in the search condition To enable select the page created with the custom lookup template lt 4 7Create a page with the Custom Lookup Template gt in the lookup properties called Select a Custom Lookup inputField Search W search Criteria Load Criteria Close Date to Only Blanks Common Probability Enn i Lookup features Account ID Custom Lookup Search Clear Save Development Style Class 44 1 5 RowCount Stage _ Page 228 of 333 88 SkyVisualEditor Displaying Choices Setting for a Picklist Field The display choices of a picklist field vary depending on the record type settings You can choose from the below two options for a picklist field in a search condition field All Display all choices Default Record Type Display choices set in the default record type of the user of the screen Search W Search Criteria Load Criteria Close Date o Jef _ Only Blanks Probability Opportunity Ty o7 AccountID Component25 Object Opportunity Field Label Opportunit
12. ah all Color 000000 Y Opportunity n Le eee Account ID M COE 000000 Header TextAlign Left z Header TextAlign Left TextAlign Left Y TextAlign Left VerticalAlign Center M VerticalAlign Center RowCount E E 236 333 SU SkyVisualEditor b Selecting the Search Results Maintenance Method When displaying a page with a lot of search results counts or heavy records sometimes page display restriction of Salesforce view state happens and the page does not appear on the screen FAQ lt 7 5 view state size limit exceeded gt To avoid view state you can select a way to display search result Search Results Maintenance Method in data table properties 3 To set the Search Result Maintenance Method Paging must be checked Advanced table features Ignore Required Filter Retain search result Server Side Render Section Full Page To avoid errors you can control the data counts to display in one screen Page 237 of 333 268 SkyVisualEditor The below chart compares features of different Search Result Maintenance Method Search Result Searching Process Maintenance Method Client Side Process speed is Process speed is Mass amount of display Default fast as processed fast as processed data fields and records in the client screen the client screen may cause View State error
13. pecu m E II Ce ee JJ St BE HE na rom 42Ll NEM p Se gt St FE EERE OO l gt Suar ewm Free Layout cares uem owen Page 311 of 333 182 SkyVisualEditor B n HH X c Man gt aol Ee E pee mo V p See OM EE m ucc ewe ee EG a gt coy roms gt EE wowma Z x Hit Hh uu I Li Page 312 of 333 3 SkyVisualEditor Page 818 of 888 Sas SkyVisualEditor 6 2 List of Salesforce1 Screen Transition This list shows correspondence with Screen Transition in Salesforce1 Applications Browsers for buttons and links Note Please be aware that salesforce com does not officially support overwriting of the following actions on Visualforce Page Create New Edit Display Delete Copy Standard Buttons Standard Lists and Tab Control This section is ci
14. Detail gt http www terrasky co j The latest SkyVisualEditor package version number is 1 33 0 20 gt User Settings AppExchange URL AppExchange SkyVisualEditor Welcome Welcome to SkyVisualEditor 3 2 User Settings View and edit your user settings User Settings un First Name Last VisualEd tor Password Password must be at least 8 alphanumeric characters with at least 1 letter and 1 number Confirm Password 5 v Inc info terrasky com Email 4 Ermail must be a valid email address Phone Number Language English User ID Update Group Users Manage amp Advanced User Setting 5581 Secured GlobalSign POLICE TO VERITY Required field Page 28 of 333 username company c Sas SkyVisualEditor 3 3 Group Users With the Group Users function you can add up to 10 users to a single Studio user to share edit and deploy pages made with SkyVisualEditor Studio Administrator 2 Regular registered user in Studio ERU ii Regular registered user in Studio Group User 1 Group User 1 Group User 2 Group User 10 User Settings On the User Settings screen click the Manage Group Users link User Settings First Mame Sky Last Mame VisualEditor Password Password must at least 8 alphanumeric characters with at least 1 let
15. If a new profile is created after you create this page you need to edit the page again with SkyVisualEditor Otherwise if a user with the new profile tries to display the page it will automatically bring to the standard screen Page 276 of 333 Sas SkyVisualEditor Q Deploy Finally click the deploy icon or select Deploy under the File menu to deploy the page to your Salesforce organization Third Party New Open Save 9 Save As BERBER eee eee a 5 Batch Deploy c Batch delete pages and classes Load Page Layout Load Local File zz Save Local File 45 AppComponent Details Logout During deployment the following window is displayed Processing Deployment After completion the Deployment Completed window is displayed Click the Open button to view the page directly in your Salesforce organization Deployment finished successfully Salesforce User Name Visualforce SVE_20131219100133 0pen SVE 20131219100133 Close Page 277 of 333 Sas SkyVisualEditor 4 9 Create a Page with the Wizard Template You can create a wizard style input page with this template The Wizard Template You can create a wizard to guide you through a complicated data input and to provide helpful information along the way You can also create a confirmation page to check all the input information in
16. mS m NND NND NND GER GN GN NN GN DN GN NN M NN GN GN GN GN GR GE GN GE GN GE E GE GE GN E E E I IE GN GN GN NN NND GNE GN GN GN RR 1 Copes Contr Not snapped to grid rab ish aber EEEE me O OSO eet Snapped to grid AASTAT TerraSky GiftShop OrderSheet ee 54 z f BE y ia i il ea cl ll ell ll te A KOK K K K K K X X OK OK OK OK OK K K OK OK OK AKAK OK K OK K K OK OK OK OK OK K Page 218 of 333 88 SkyVisualEditor 3 Button From the component tab drag the buttons to where you wish to place them on the layout TerraSky GiftShop OrderSheet cancel Name Address Telehone Address2 4 Save After completing your settings click the save icon or select Save under the File menu to save the page SkyVisualEditor page will be saved on TerraSky s server Third Party Wizard Tools Help 5 Mew Open 4 A E hop OrderSheet Deploy Batch Deploy Batch delete pages and classes Load Page Layout Save Local File AppComponent Details Logout t 5 EE Load Local File H 9 message like below is shown Page saved SVE 20131218153725 Page 219 of 333 SU SkyVisualEditor 5 Deploy Finally click the deploy icon or select Deploy under the File menu to deploy t
17. 323 4 Is it necessary to give a SkyVisualEditor license to administrative 324 Warning messages are shown during 325 Message saying at least 75 test coverage is required is shown e 326 7 Test error is shown during nrnenrennr erret enne 327 System error occurred on Deploy 328 Page 6 of 333 SU SkyVisualEditor EM eU Eure OCC ICE 328 Oy 329 4D Where My pages after deploy sicssszic sssonasirsssssverssaserasenssedevavonesanassioversaivnsasenedsdovivonasanayiseveasaaensacinnene 330 7 5 Salesforce error messages after deploying 391 D Maximum View state size limit exceeded scene era to 331 2 License required insufficient permissions mnn ener 332 3 Input fields for search conditions ToDo object are not displayed 333 4 When browsing data the Input Error when saving message is 333 Page 7 of 333 SkyVisualEditor Revision History Version V3 3 V3 4 Detail 4 5 i b 2 10 4 5 i d Display mass data in the Search Template Create a page in Chinese Custom Lookup is available in the sea
18. Add Clone Bulk Edit Selection Delete GetMaster Product Select Sample01 01t400000035XWZ S Select Sample02 01t400000035XWe Page 257 of 333 Sas SkyVisualEditor The charts below show the basic workflow to make a Product Lookup from the Product Lookup Template Note that unlike the other templates and pages the Product Lookup Template has a two stage process Workflow 1 Making product lookup screen Set Results Set Search Set Search Table Results Set Legen Deploy Criteria Fields Properties Properties Fields 2 Setting requesting lookup screen Set Calling Screen Pre conditions Search criteria field in text format lt 2Set Search Criteria Fields described below uses the same Custom Object SkyEditorDummy SearchCondition found in SkyVisualEditor Package Please refer to lt 4 5 Pre conditions gt for more information on setting 2 Set Search Criteria Fields Layout Manager 1 L T i ili E Template Custom LookUp 5 8 gt The Custom Lookup Template utilizes a wizard to guide you through making in which users can dynamically narrow down search results to quickly select primary data to add to an object Object Show All Visualforce SVE 20131219131113 Apex Class Editable
19. Page Lavo Page Lavo Page Layo Page Layo Page Lavo Page Lavo age Lavo age Layo Page Upon selecting the Page Assignment template a wizard will appear to select pages to show for user profiles and record types a You can assign View Edit New pages separately 6 Click on the intersection of the record type and profile that you would like to assign page All available user profiles and record types are acquired automatically from your Salesforce org Page 275 of 333 SU SkyVisualEditor c To assign a Visualforce page click on the Select Visualforce page Button Show all Namespace Prefix Last Modified Date SkyEditorPage_201206081252 2012 06 08 12 56 12 SkyEditorPage_201206081549 2012 06 08 17 08 43 SkyEditorPage_201206081737 2012 06 08 17 42 05 SkyEditorPage_201206081306 2012 06 08 13 14 33 SkyEditorPage_201206271538 2012 06 27 15 50 16 SkyEditorPage_201206081729 2012 06 08 17 29 55 SkyEditorPage_201206081722 2012 06 08 17 24 34 SkyEditorPage_201206081409 2012 06 08 14 14 48 SkyEditorPage_201206081725 2012 06 08 17 28 43 SkyEditorPage_201206081316 2012 06 08 18 05 21 A list of Visualforce pages that use the main object selected for the Page Assignment Template is shown Select one and click the OK button d If you would like to have some user profiles or record types use the Salesforce default page layout click on the Page Layout button
20. Detail After selecting the Product Lookup Template you can begin to select the pick list and text fields by which you would like to allow users to search _TerraSky_ Page 258 of 333 Sas SkyVisualEditor Criteria Selection Picklist format mu Not Selected Selected intermediate o T DE Product Code _ Product Family n Product ty y F Selected mam amm Product Name ie amp Selected items are arranged from left Upper section of the screen displays picklist Criteria Lower section of the screen displays text Criteria The list will be in text format or in PickList for upper section of the screen only The selected search criteria field will not display to Salesforce users who are not authorized to view the page because the security setting is related to Salesforce user s Field Level Security Double click on the field name or select it from the list and click the Lej button to move the field to the selected list Criteria Selection Picklist format Criteria Selection Picklist format intermediate Product Name intermediate maj maj minor 1j minor gt ty Product Code EI Product Code 4 Product Family Product Family Product Name You can select and move several fields as once by holding down the Ctrl or Shift key Criteria Selection Pi
21. Image Overview mas Add an image from your Salesforce static resources from a public URL to your Visualforce page Upon placing the icon on the canvas the following dialog is shown Choose a static resource image or input a public URL Image Source Select Select an image of the Static Resource J Select an image of the Outside Website Choose a static image by clicking the ej button to bring up a list of available static resources Namespace Prefix Comment bg exemptionDeclaration SE2Template01 bg HotelReservationForm SE2Template01 bg ordersheet SE2Template01 bg submarine cable map 2009 SE2Template01 bg TerraSkyAutomobile SE2Template01 bg TerraskyGiftShop SE2Template01 gazotest MIME Type image jpeg image jpeg image jpeg image jpeg image jpeg image jpeg image jpeg Size 626 173 782 527 797 187 1 319 541 146 466 227 692 3 447 021 When using an external image input the URL to that image Select an image of the Outside Website Last modified Date 2012 05 25 17 41 02 2012 05 25 17 41 02 2012 05 25 17 41 02 2012 05 25 17 41 02 2012 05 25 17 41 02 2012 05 25 17 41 02 2012 07 05 17 55 53 https www image com imagefiles soraimage sora Click the Open button to place the image on the canvas Page 175 of 333 SkyVisualEditor b Properties ID Componenti4 Image Source http k yimg ID Component4 W
22. Note that the text value searches will perform a partial match search Input some text in a text search field and click the search button to return all results that partially match the entered string Search Condition major intermediate minor Search RowCount Product ProductCode gt Product Family major intermediate minor 5 04 1 2 3 Sample03 1 2 3 From the search results press the select button next to the desired result for Single record selection or check boxes next to the desired results and click the select button from Multiple record selection Single Record Selection Multiple Records Selection Search Search Select RowCount Product Product Code Product Family RowCount Product Name Product Code Sample04 5 04 Sample04 5 04 Sample03 Page 270 of 333 Sas SkyVisualEditor ii Calling Screen a In single record selection screen From your deployed calling screen from step 7 click the lookup button next to the product entry in the data table The lookup screen appears Search for a specific product and bring it to the calling screen table by clicking the select button next to it Search All Search SkyDditor2 Relea Help amp Training Options Home Chatter Files Campaigns Leads Accounts Contacts Opportunities Solutions Products Reports
23. Page 291 of 333 SU SkyVisualEditor iii Override default Salesforce buttons Opportunity munities add custom inks to the links section of the Opportunities detail page edit the page layout elated lists and list views ns on detail pages edit the Opportunities page layou d lists edit the related list properties on the page layout where the Op Opportunities list layout in Search Layout Standard Buttons and Links Acton Label Display amp Opportunities Tab Standard Salestforce com Page Standard Salesforce com Page Standard Salesforce com Page Standard Salesforce com Page lt For Standard Objects gt In Salesforce click Setup Customize Target Object 5 Buttons and Links lt For Custom Objects gt In Salesforce click Setup Create Objects Target object 5 Standard Buttons and Links section Standard Buttons and Links Action Label Display Standard Salesforce com Page Edit Opportunities Tab Edit List List Standard Salesforce com Page Edit Edit Edit Delete Standard Salesforce com Page Standard Salesforce com Page Delete Standard Salesforce com Page Clone Clone Add to Campaign Addinfluence New Standard Salesforce com Page Standard Salesforce com Page New Standard Salesforce com Page Click the Edit link from section Standard Buttons and Links to override the destination of that button Override Properties Save Cancel Label Edit Name Edit De
24. amp i retUrl url headerId setMethod GET Blob headerValue Blob valueOf username password String authHeader BASIC EncodingUti base64Encode header Value req setHeader Authorization authHeader req setTimeout 60000 try Http http new HttpO HttpResponse res http send req message res getBody catch Cal loutException ce system debug Cal loutException ce catch Exception e system debug Exception e return null Page 307 of 333 SU SkyVisualEditor ix Page Property Value Settings Page Property settings that can be configured by StudioScreen and URL Parameter can be set within Apex Class Extension feature Objective extension page of Apex Class SkyEditorClass global class paramExtenderSample extends Extender public SkyEditorClass extension get set public paramExtenderSample SkyEditorClass ext extension ext Show Sidebar extension p sidebar false global override void init super init With chache extension p cache true Hide header extension p showHeader false The above sample shows that the False cache setting in Studio Screen will be overwritten as True because priority of the Apex Class Extension s init is higher than the Studio Screen Setting Page 308 of 333 Sas SkyVisualEditor 5 2 JavaScript functions JavaScript function
25. Button Style Color 000000 i Font Weight Bold Style Class ma Resizable Overwrite the width of the custom button Width px Width of the custom button Button style Overwrite the style of the custom button Color Choose a color from the selector or input it directly in hexadecimal 7 Button style needs to be select to use this property Font weight Choose between Normal and Bold Button style needs to be select to use this property Tablndex Set the cursor move order when pressing the Tab key Style Class Set Style Sheet Page 160 of 333 Sas SkyVisualEditor Property name Setting detail SkyOnDemand Show dialog for button placement Integration Settings SkyOnDemand Script Edit Add JavaScript function to run when SkyOnDemand integration completes url https api skyondemand net yyyyy requestHeaders Content Type application x www form urlencoded charset UTF 8 Authorization yyyy method POST onSuccess function response 1 alert response return onFailure function response alert response return cache true async true Page 161 of 333 SU SkyVisualEditor xxiii Next a Overview Button Name Next Next Used for moving to the next page in the Wizard template This button is only available in the Wizard template b Properties nextButton ID Component2 Edit Label Label Next
26. Fiscal Year jore Forecast Category None None Has Line Item None Lead Source Njors hNone Main Competitors J 4 Search If you edit data must be saved Save ancel T Edit Selection Delete a mom 5 RowCount 0 Name Stage Campaign ID Current Generator s Dellvery Installation Status Description A new row was added to the search results v Search Condition Regist Criteria Load Criteria Close Date Created Date AccountID ljone Fiscal Year None Forecast Category None Has Line ltem None Lead Source Nons None Competitor s None Search If you data must be saved Save Cancel Add Selection Delete H 1 1 5 RowCount 2 Name Stage Close Date AccountiD Amount Campaign ID Current Generatorgs Delete Test Prospecting 2011 08 36 Delete None The editable table lets you correct data anomalies and input missing records with ease iii Complex Table X3 Save Cancel Add BulkEdit Selection Delete 1 1 uM 5 RowCount 2 Close Date Current Generator s Description Page 234 of 333 SkyVisualEditor 6 Set Search Results Fields The
27. Mone Product Product Code Search 1 1 H5 RowCounti Product Name Product Code Product Family Product ID GenWat Diesel 10KW GC1020 1tiDODODOT0bPL With a Single Record Selection type lookup window each result will have a Select button aA next to it Clicking this button will choose exactly that one product ii Multiple Record Selection Search Criteria Product Code None ProductFamily Mone ProductName Mone w Product Name Product Code 1 4 5 RowCount17 F Product Name Product Code Product Family Product ID GenWatt Diesel 200kW GC1040 01ti00000010bPK v GenWatt Diesel 10kW GC1020 01ti00000010bPL Installation Industrial High 137080 01ti00000010bPM SLA Silver 519040 01ti00000010bPN GenWatt Propane 500kW GC3040 01ti00000010bPO With a Multiple Record Selection type lookup window each result will have a Checkbox next to it Check the products you would like to add and click the Select button to choose all of these products Page 262 of 333 88 SkyVisualEditor Set Search Results Fields Select which fields you would like to display in your search results and their order Similar 4 7 select fields to display by moving them to the Selected list Fields are displayed in the order shown in the list 2 Output Field Products Lookup Template Wizard Search Result Configuration X
28. Page 61 of 333 Sas SkyVisualEditor v Field Search Filter A Field Search and Sort Setting message box will appear when you click the IN button You can choose the method of filtering either from 1 automatically filtering when you input a sting or 2 clicking a search button displayed as magnifying glass NJ Field filter sorter setting X Auto filter ON 2 O Sort target Field label Name Partial match filtering can be used for Object Field Label and API Referral Name Main Object Relative Object E ibe Account Fax _ anao Type a string into the text box above the list of fields to filter by field or API name Page 62 of 333 182 SkyVisualEditor vi Field Sort A Field Search and Sort Setting message box will appear when you click the IN button The items can be selected from Field label and API referral name Field filter sorter setting X Auto filter OFF sort target Field label _ API Name s You can sort by Ascending and Descending order Likewise you can sort by API name by clicking the A button Click again to alternate between Ascending and Descending order i E is 85 E Account Descri ption Account Fax Account Name Account Number Account Phone Account Rating Account Site Account Source Account Type
29. Visualforce pages and Apex classes can be deleted To do this API Enabled Customize Application permission is required 2 Type VisualforcePage LJ VisualforcePage VisualforcePage VisualforcePage VisualforcePage VisualforcePage VisualforcePage VisualforcePage VisualforcePage VisualforcePage Name aaaatest AccountTest ACHTesti akawa0518 aKawatest415 apdf apdftest apdftestPDF atest0426 atest0517 Namespace Prefix SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev SkyEditor2Dev Last Modified Date 2012 01 31 13 58 23 2012 01 20 14 17 48 2011 07 27 17 36 20 2011 05 18 14 36 29 2011 04 18 11 24 27 2011 12 06 14 11 35 2012 01 18 16 04 27 2012 01 18 16 05 46 2011 04 26 15 10 56 2011 05 17 19 05 17 Studio Page s existe VisualforcePage atest20426 SkyEditor2Dev 2011 04 26 15 53 03 VisualforcePage atest2kawa0428 SkyEditor2Dev 2011 04 28 15 29 39 j 3 E e EJ E EJ m sa ee ee c Page 49 of 333 SU SkyVisualEditor Search filter Restrict listed pages and classes by applying a filter to the page or class names Visualforce page list The Visualforce pages matching the criteria of any filter applied are shown in a list Click on any of the column headers to sort the list by that attribute Select check box Select pages and classes to
30. Account Name ak Account Number To open a previously created page click the Open button to bring up the list of existing 3 Save As Deploy Batch Deploy Batch delete pages and classes Load Page Layout Load Local File Save Local File AppComponent Details Logout ages Select page to edit Visualforce Page Created Date Last modified Date Comment SkyEditorPage_20120627153812 2012 06 27 15 50 09 2012 06 27 15 50 09 SkyEditorPage_20120608131623 2012 06 08 13 16 49 2012 06 08 18 05 17 SkyEditorPage_20120608173758 2012 06 08 17 41 03 2012 06 08 17 41 03 SkyEditorPage_20120608172928 2012 06 08 17 29 51 2012 06 08 17 29 51 SkyEditorPage_20120608172500 2012 06 08 17 25 22 2012 06 08 17 28 41 SkyEditorPage_20120608172223 2012 06 08 17 23 12 2012 06 08 17 23 12 SkyFditorPana 20120608154934 2017 06 08 15 50 43 2012 06 08 17 18 20 Open Delete Cancel Page 41 of 333 SU SkyVisualEditor Search filter Restrict listed pages by applying a filter to the page names Visualforce page list The Visualforce pages matching the criteria of any filter applied are shown in a list Click on any of the column headers to sort the list by that attribute Visualforce Page The Visualforce page name is shown A list of pages the SkyVisualEditor user created previously is shown not a list of Visualforce pages in the destination Salesforce org Created Date The l
31. Active Annual Revenue Billing City Billing Country Billing State Province Billing Street Billing Zip Postal Cod CAPEX Checkbox Customer Portal Acco Customer Priority Data com Key DefaultValue Employees Industry Number of Locations Owner ID Cv archin field label by clicking the L button Click again to alternate between ak Account Number 152 Account Source i Active 123 Annual Revenue ak Billing City a Billing Zip Postal Cod abc Billing State Province Billing Street ak CAPEX Checkbox Customer Priority ak DefaultValue 3 Account Description ak Account Fax ak Ab E Industry Customer Portal Acco cci n Account 13 Employees 13 Number of Locations e Y Owner ID Ownership Parent Account ID Arran Dhana v Page 68 of 333 SU SkyVisualEditor vii Field Icons abe Account Fax abc Account Fax abe abc abe Account Number abc Account Number If the field is already placed on the page layout the icon next to the field will become colored Fields which are not able to be placed on the layout will be grayed out Rule about using object field gt Only one instance of a field can be shown in one layout Note However if the check box switcher compo
32. Bottom J Show All Visualforce Page Last modified Date SVE_20131218162812 2013 12 18 18 25 2 SVE_20131219134201 2013 12 19 17 55 4 444 444 444 Back Done 188 333 SkyVisualEditor b Property detailPanel ID Componenti Left X 54 Top Y 150 Width px 640 Height px 480 iframe setting s I Hidden Cancel and ID Component ID defined within SkyVisualEditor Position Coordinates X Set position coordinates in lateral Available in Free Layout mode Position Coordinates Y Set position coordinates in longitude Available in Free Layout mode Width px Set default width size of Detail Panel It is unmodifiable on Salesforce screen in Free Layout mode Note In Salesforce Layout and Search Template mode the width can be selected if it is arranged on the right side of the screen Height px Set default height size of Detail Panel It is unmodifiable on Salesforce screen in Free Layout mode Note In Salesforce Layout and Search template mode the height can be selected if it is arranged on the lower part of the screen Page 139 of 333 Sas SkyVisualEditor Setting Detail Panel Select pages to display on the Detail Panel You can choose table objects from Visualforce pages L S
33. Currency Page 73 of 333 Sas SkyVisualEditor Lookup setting screen in Studio to use test ID For lookup function object data is needed to prepare in advance Object data means related data of Master Detail relation or Lookup relation Object data ID is gotten from URL x In salesforce Apex class te Test 10 Refelence To Field Placed Field Account Name Name 2 Account Name Name Account Pho Phone Account Phone Phone Link fields by drag and drop Fields shown on the layout Test ID Record ID of test data i e a02U0000000zNck X Required field Lookup field Link lookup field from the looked up Object and Field shown in screen input fields shown on the layout by dragging the looked up fields to the fields shown Only same field type is able to be linked 1 text and text number and number Read only Lookup Field By marking the checkbox for Read only in the lookup field you can make the lookup field read only Read only lookup fields are recognized with the icon Read only Custom Lookup Page Page 74 of 333 SU SkyVisualEditor Visualforce Screen No editing can be made to lookup fields To delete a value click the icon In that case not only the lookup value but also the value obtained by the lookup function is also deleted Products Opportunity Add Clone Bulk Edit Delete Selected Add M
34. LookUp Field Label name in security setting which is LookUp is check on and LookUp Only turned off Edit Clone Button Overwrite the Clone Button label Page 103 of 333 SU SkyVisualEditor Clone Button Value The Clone Button label Default value is Clone Edit value for show in Select availability to edit the value of show in detail button detail button Available when table is selected for detail panel Detail button value Button value for Show in Detail can be changed when Edit the button value of Show in Detail is checked on Default value is Show in Detail Show check box Shows check box on the left side of each record column Available when JavaScript or Extended Apex Class is in use uum less when Bulk Edit Erase is not active BEEN Setting Set the content of the table feature Remove Required making the required fields optional at input time you can copy multiple rows and input data afterwards whereas if required fields are required at input time you must fill out an entire record before copying it han Condition Set the filter criteria for the records in the table details see lt 1 Table Condition Setting gt Search Result In the search template select where to store and process result Maintenance Method data For details refer to lt 4 5 i b Select Search Results Maintenance
35. Method gt Client side Server side query Default value Client side X Displayed only on the table in the search template Confirm Save Show confirm dialogue box when paging or sort function is executed User designated Users can choose to show its availability by checking Do not show this message again Default is set on dialogue ON Always show Confirm dialogue OFF Do not show Available when Run query is selected in Search Result Page 104 of 333 SU SkyVisualEditor Preservation Method Re rendering Range If the choice for Search Result Maintenance Method is server side update the screen and display the specified data for searching aging and sorting out process Choose the range of the screen you update from below page Data table Default value Full page X Displayed only when the Search Results Maintenance Method is on the server side Custom Lookup Page Select a page made from the custom lookup template When this field is set you will be shown the custom lookup dialog upon clicking the add button Please indicate in the template if the select should be single or multiple Target Lookup Field Choose the field that ties the object of the custom lookup page to this page This field is displayed when the custom lookup page is set and there are multiple fields that relate between the target object and the page object This feature i
36. New Same Window Separate Window Edit Same Window Separate Window Same Window Separate Window Page 315 of 333 SkyVisualEditor Custom URL Same Window Separate Window Custom Button Specify Destination LookUp Separate Window O O O O O O O O O O Separate Window AXI AXI AXI AXI AXI AXI Custom URL Name Field Show as Link Separate Window Separate Window 1 Record will be saved However an error message Page you are trying to access is not supported on Mobile Device will appear ASK A7 7 AX lt 5 9 7X9 AX 4X8 A XO A 8 7X9 2 Record will be saved However the screen will slide to Lookup Page not Salesforce1 Standard Edit Page 3 Record will be deleted However an error message Page you are trying to access is not supported on Mobile Device will appear 4 Screen will slide to Lookup Page not Salesforce1 Standard Edit Page Page 316 of 333 Sas SkyVisualEditor 5 Page cannot go back to user s landing page when cancel button on a Visualforce page tab found in Navigation Menu is clicked 6 A new screen separate window data will be copied will open in Browser s full site mode 7 Screen transition to Salesforce1 standard screen not Visualforce page which is overwritten 8 Screen transition will occur on the second click not on the first click 9 Screen transition to Browser s Full site Page 317 of 333
37. Organization Production Developer Edition M 4 Login Select the Application Storage tab Microsoft Silverlight Configuration nT About Updates Playback Webcam Mic Permissions Application Storage The Following Web sites are currently using application storage your computer More information Web site Current Quota http 192 168 0 116 0 0 1 0 http 192 168 0 237 8080 0 0 1 0 https ec2 50 18 33 120 us west 1 compute amazonaw 0 0 1 0 https www skyeditor net 0 0 1 0 Verify the SkyVisualEditor URL is listed and then check the Enable application storage checkbox amp Microsoft Silverlight Configuration About Updates Playback Webcam Mic Permissions Application Storage The Following Web sites are currently using application storage en your computer More information Web site Current Quota ME http 192 163 0 116 0 0 1 0 http 192 168 0 237 8080 0 0 1 0 pu JU eg ee ETE Atos Pann skyedibor net 0 BEB BBR RRR RR RRR Ree eee eee T Ei Enable application storage Delete Delete all E X KK K GR OK KK OK Ok ok ok OK OK OK OK OK GR OK GRO OK Ok XK GR GR OK GR GR OK GRO GRO Ok Ok GR OK OK OK OK GR GR GR K you do not have Silverlight or are using a ve
38. Page to a Reference Page 288 4 12 Salesforce Settings after 4 nnne rne 289 Bele Visuallorce 289 Settings for opening pages 290 Page 5 of 333 SkyVisualEditor 298 S m 293 OS 0 294 2 Setting 294 CMM Implementation RENE 295 4 300 EORR 809 Setting PERES ESEESE 309 Sample EOS ERR 309 6 Reference Component Compatibility Matrix 310 6 1 histor Component Layout Control aont ta 310 6 2 List of Salesforcel Screen Transition 314 e ASkeg CUS SIONS aee 318 7 1 Logging in SkyVisualEditor User Registration nne hee hene eene nnns 318 D Message Incorrect code Please enter the corresponding code for the security image is shown upon new user registration but no capture image was displayed
39. Select field order of Ascending or Descending Nulls Position Mark if Null value fields should appear at the top or end of the list Change sort condition order Filter Logic Set condition to show record by using added search condition number and separation of AND and OR operators and parentheses Date DateTime condition selection Criteria Setting Date Time oT oT TimeZone 00 00 UTC 2 Literal Setting Literal Period Field name tall O Criteria setting Set Date or DateTime Date Select from calendar or input directly in field n Input with yyyy MM dd format Page 109 of 333 Sas SkyVisualEditor _ Literal Setting Set literal value of Date field to select as search condition prepared by Salesforce Literal Select from the list below YESTERDAY TODAY TOMORROW LAST WEEK THIS WEEK NEXT WEEK LAST MONTH THIS MONTH NEXT MONTH LAST 90 DAYS NEXT 90 DAYS LAST n DAYS NEXT n DAYS LAST QUARTER THIS QUARTER NEXT QUARTER LAST n QUARTERS NEXT n QUARTERS LAST YEAR THIS YEAR NEXT YEAR LAST n YEARS NEXT n YEARS LAST FISCAL QUARTER THIS FISCAL QUARTER NEXT FISCAL QUARTER LAST n FISCAL QUARTERS NEXT n FISCAL QUARTERS LAST FISCAL YEAR THIS FISCAL YEAR NEXT FISCAL YEAR LAST n FISCAL YEARS NEXT n FISCAL YEARS If is included in Literal set value in Table Default Requirement setting SOQL Input This allows user to defin
40. SkyVisualEditor Japanese 1 44 SkyEditor2 TerraSky Co Ltd Active 8 10 2014 Version Number 1 44 1 44 Managed Allowed Licenses 2 First Installed Version Number Package Type Used Licenses 1 Unrestricted Enable Restrictions WEL 7 11 2014 9 48 Access Modified By SkyVisualEditor allows anyone to create pages as rich as Visualforce pages using only the mouse Studio to design the Visualforce pages URL is https www skyvisualeditor com 2885 1 7 11 2014 9 48 AM Page 21 of 333 182 SkyVisualEditor 2 8 Salesforce Setup D License Management Hegister users to use SkyVisualEditor Please refer to chapter 2 6 Permission Setting on Salesforce gt for permission settings i Production Developer environments 1 Click on Setup Installed Packages 2 Check the remaining number of licenses available by comparing the Allowed Licenses field to the Used Licenses field and verifying the Status is set as Active Heip amp Training Force com v Bamsa Installed Packages for tha Page X On Force com AppExchange you can browse test drive download and install pre built apps and components nght into your salesforce com Leam staing Packages More about ckag appext hange Personal Setup I the doud computing marketplace Apps and components are installed in packages Any custom apps tabs and custom objects are initially marked as
41. 1 0em 8 pt 9pt 10 pt 11 pt 12 pt 14 pt 16 pt 18 pt 20 pt 22 pt 24 pt 26 pt 28 pt 36 pt 48 pt Suffix Font Weight Select the width of the suffix font from below Normal Bold Page 69 of 333 SU SkyVisualEditor Look Up Look up a relative object from something other than the name field Note that you must prepare your object data in advance and your object must be of type parent child or lookup data Press the button to show the lookup setting For additional details refer to b Custom Look Up gt Read only oet the Input field section to read only Available when Look is selected Custom Look Up Select a page created by Custom Look Up template Click Acquire Master Page selection button to show the selected page where the selected records will fill the table Set the template s Select Record as single record Use this as the Custom w Up Page E mode oelect the current help mode from below Choose from Non Display hidden Salesforce use the string defined in Salesforce or Studio define your own string here Help text This property shows the information icon and sets the displayed help text This property is active if Salesforce or Studio is selected in the Help Mode property Salesforce Help Mode shows the help String from Salesforce and otudio Help Mode shows the text defined in this attribute When placed in a page block section will only be displayed when the pa
42. 4 is referring to multiple objects x To the Add New Row option is turned on set in lt 6 Set Results Table Properties Please note that all required fields must be added to the search result otherwise you will not be able to create new records from the results page Text Area Rich cannot be used for search result After you have completed selecting your fields click the Done button Page 235 of 333 SU SkyVisualEditor i Settings after a Wizard a Moving fields To change the order of the fields order drag and drop to organize them as you like Add Save Cancel Add Bulk Edit Delete 99 1 5 be HM r RowCount Name Stage Close Date ose Delete Save Bulk Edit Delete Selection H 9 W t RowCount Stage gt Name lose Date Delete Delete You can change the header name of the display fields by selecting custom setting for the header mode in the component properties Page Component Search TC Search Criteria n Close Date Component27 W Search Criteria ave Criteria FEE Probability Header Mode Custom setting Close Date n Bam mmm zi Oppotunity Probability Meader Mode Set Label n
43. Lt Load Local File a Save Local File zx Account Description 25 Account Name AppComponent Details Logout Upon clicking the Save As menu entry a box like the below will be shown where you can define the new Visualforce page name and Apex class name under which to save the current page Gave As Visualforce Page 5SVE 20131216154433 Apex Class 1 Editable OK Cancel Page 43 of 333 182 SkyVisualEditor Deploy Make the page available in your Salesforce organization amp Bc Object Component New w Component D nen iM Save As Input Output Label SEPP 4 Deploy Object Reload m Batch Deploy Main Object Relative Object 3 Batch delete pages and classes a Lt Fi Load Local File 4 Save Local File Account Description ak Account Fax g AppComponent Details 25 Account Name ab Account Number Click the deploy button to bring up the Deploy Confirmation dialog cm To which type of environment are you connecting Test Environment Sandbox Developer Edition Run Apex tests only for the page to be deployed A warning may be shown if a trigger with low code coverage exists your Salesforce org An error will be thrown if you select this option to deploy to a production org Production Environment All Apex test
44. Position required v v right X Shown only in the free layout Page 68 of 333 SU SkyVisualEditor Add Figure Select if a delimiter comma is used for a value For setup refer to lt vii Formula gt Choices on Display You can choose the type of choices for the record type set in the user profile section from below All Default Record Type Only available for search conditions in a picklist in the search template Prefix Prefix Font Color Prefix Font Size Suffix Suffix Font Color Suffix Font Size oet a prefix string to show up in front of an input field X Available only with input fields or when a panel grid data table or multiple table is placed on screen oet the color of the prefix either from the palate or by inputting the hex code directly BSEBENBEN BLUUBUAELU EMO OMAL Select the font size for the prefix The below values are valid 1 0em 8 pt 9pt 10 pt 11 pt 12 pt 14 pt 16 pt 18 pt 20 pt 22 pt 24 pt 26 pt 28 pt 36 pt 48 pt oet a prefix string to show up in behind an input field X Available only with input fields or when a panel grid data table or multiple table is placed on screen oet the color of the suffix either from the palate or by inputting the hex code directly B EBEN B ES ESL ERE ILES ETE E ED EONA E Select the font size for the suffix The below values are valid
45. Tooltip Left X 487 Top Y 20 Width Setting Width px 50 Button Style Color 000000 Font Weight Bold TabIndex Style Class Left X Set the horizontal location in the screen Only available in the Free Layout Top Y Set the vertical location in the screen Only available in the Free Layout Width Setting Edit the width manually in the Studio Width px Set the button width in pixel Displayed when Width Setting is checked lerraSky Page 165 of 333 SU SkyVisualEditor Property name Setting detail Button Style Set button color and font weight Color Select font color from the below color picker You can also select other colors in hexadecimal Enabled when Button Style is checked Font Weight Select font style from the below Bold Make the button letter bold Normal Make the button letter normal Enabled when Button Style is checked Specify the order of the cursor transition when pressing Tab Style Class Set Style Sheet xxv Free text a Overview Free text Add a static string to the layout FreeText Up to 10 000 characters can be entered Free text can be edited directly on the design canvas after being placed by double clicking Sky Object Component Ape File v Third Party Wizard Tools sve oe 8 t 8 Page Component freeText Componenti Component2 1 Componenti
46. Tooltip Detail Panel 3 6 xii e Picklist Multi Select 3 6 ix Related List 3 6 x Page Assignment Template 4 8 Page Script 3 60 1 Destination for Page Transition 3 6 ix See the following URL SkyVisualEditor Salesforce1 Support Guide https s3 amazonaws com www skyvisualeditor com doc skyvisualedit or salesforce1 guide en pdf Apex Class Extension for Apex classes can be written from Studio 3 6 iii b Page Conditionally show hide items on a page 3 6 ix Availability of Campaign Object 3 600 a Fix Header Location of Data Table 3 6 vii b 1 Search Operators can be used in Custom Lookup Page Search 4 70 Specify the order of alignment sequence in Custom Lookup search 4 70 The number of allowed Data Table Components on a pages has 3 6 xiii increased from 10 to 30 idi Automatic page size adjustment for PDF Pages in Studio 3 6 x Bulk Edit and Bulk Delete buttons can be placed separately 3 6 vii b 1 3 6 viii b Western date format is available in Today s date component 3 600xxviii b Page 9 of 333 268 SkyVisualEditor 1 Introduction 1 1 Introduction Thank you for choosing SkyVisualEditor After reading this user manual you will understand how to use SkyVisualEditor to create Salesforce com Visualforce pages SkyVisualEditor Overview Visualforce pages in Salesforce are extremely flexible However you need skilled tech
47. Available for Text output type fields Lookup features Add Multiple RowCount Select a Products Lookup Template page Visualforce Last modified Date PO estimate 2011 11 08 17 00 46 kawa1114 2011 11 14 15 48 51 leeTest062 2011 11 07 17 56 13 leeTest063 2011 11 07 18 09 18 leeTest068 2011 11 07 16 59 25 leeTest070 2011 11 09 15 01 05 leeTest071 2011 11 09 15 05 10 leeTest072 2011 11 09 18 02 07 leeTest51 2011 11 07 18 49 24 minowa 2011 11 08 18 03 14 Select a Single record selection page that was made by Steps above to set Single Record Selection table Page 267 of 333 Sas SkyVisualEditor ii Multiple Record Selection Screen Select a target lookup field Componenti Component Add RowCount Custom Lookup product product c JavaScript Additional Object Fie Componenti Component JavaScript Additional Object Fie A list of Visualforce pages in your Salesforce org is displayed Custom Lookup page Selection Select a Custom Lookup Template page Visualforce Page Last modified Date ProductLookup 2011 11 14 16 02 30 2011 12 27 20 08 05 shohinLookup2 2011 11 15 19 57 54 Select the Custom Lookup Screen in Multiple Record Selection created in lt Deploy gt Page 268 of 333 182 SkyVisualEditor 9 Usage Salesforce This section expl
48. Find the SkyVisualEditor on the AppExchange or install directly from http www skyvisualeditor com After installing SkyVisualEditor into your Salesforce organization follow the on screen instructions to deploy the package Click the Continue button Package Upgrade Details Package Name Sky VisualEditor Version Name 1 18 Version Number 1 18 Publisher TerraSky Co Ltd Description Installed Version Information Package Name SkyVisualE ditor VersionName 1 Version Number 1 18 Description Package Components Code 1 Action Remote Access No records to display Page 20 of 333 SkyVisualEditor b Review the object permissions required and click the Next button Help fe this Page Package installer SkyVisualEditor These settings control the access that s controis and other components in this package to standard objects via the API The access will shill be constrained by the user s profile You can and edit the package access to standard objects after package is installed from the package detal me more Package Custom Objects This Package wil have the user s access the to all Custom Objects in your Organization Extended Object Permissions Read Create Edit Delete Accounts WX Assets Voy Joy ow vy Documents General User Permissions This Package be to use of the Gene
49. In Development and are not deployed to your My Personal information users This allows you to test and customize before deploying You can deploy components individually using the other features in setup or as a group by Email diiciang Deploy import Depending on the links next to an installed package you can take different actions from this page Desktop Integration To remove a package click Uninstall To manage your package licenses click Manage Licenses App Setup Installed Packages Action Package Name Publisher Version Number Namespace Status ABowed Licenses Used Licenses Expif ition Date install Date Create zin Uninstall Manage Licenses g SkyVisualEdMor TeraSkyCo Lid 1 18 SkyEditor2 2 1 2019901 2011 08 02 9 40 Deploy Data from Uninstalled Packages installed Packages AppExchange Marketplace New No uninstalled package data archives Critical Updates Administration Setup Manage Users Company Profile 3 Click Manage licenses next to the SkyVisualEditor package in the Installed Packages list Installed Packages On Force com AppExchange you can browse test drive download and install pre buit apps and components right into your Salesforce com emaronment Leam More shred Inctalima Pacranac More about installing Packages ao TAY Apps and components are installed in packages Any custom apps tabs and custom objects are initially marked as I
50. Label Selected Filter Set the filter criteria for the records in the table For details see 1 Table Condition gt JavaScript Call a Javascript function from the table For details see vii b 2 Table Script gt Display Settings PageBlock s display setting Show Hide can be dynamically controlled Click the button to show Display Setting screen Please refer to ii b i Display Settings for more information otyle Class Set Style Sheet Click to show Style Class Editor Please refer to S ix c Style Class for more information Page 132 of 333 Sas SkyVisualEditor x Related Lists a Overview Layout Name Related List Component to place Salesforce related lists You cannot change the layout of the related list from the Studio Salesforce defined related lists will be shown as is This component can be placed at either the very top or the very bottom of the page Pages may have lose some formatting Third Party Object Component Componenti Component2 _ soe sore sses Drag the related list to the area to be displayed and drop it in the canvas After dropping the component you will be prompted for the related list that you would like to display Basic Configuration Related list Note and Attachment Notes4ndAttachments Page Count 5 records OF or Salesforce1 screens the related lists
51. Possible to sort display speed may be out multiple fields impacted to client s performance Server Side Transmit to the Transmit to the The speed of displaying server side server side search results is fast as only display the page display the the record on display is partially again partially again obtained from the server Possible to sort single field Run Query Access to server Access to server Query is limited to search and run query to and run query to only the necessary data to acquire new data acquire new data display on the page The process The process Unlikely for ViewState error speed is slow speed is slow to occur Changed data Single items can must be saved be sorted before paging Changed data must be saved before sorting For more information on property setting values and show hide property refer to 3 6 4 ii D i Display Settings 7 Settings after a Wizard Selecting a re render range for search If you add a custom button in the wizard it will appear on the screen like above Click on it to configure the properties associated with it For further details on using the Custom button please see xix Custom Page 238 of 333 Sas SkyVisualEditor You can define the behavior after clicking the Search button from within Salesforce on the deployed page By default the entire page will be refreshed but it is possible to on
52. Relation Field Accountid Layout Left X 15 Top Y 15 Width px 428 Height Setting Height px 142 Row Height Adjustm Header height px 22 Row height px 22 Appearance Row Count 2 Column Count 3 Max Records Count 500 Fixed header Theme Custom Custom header color FFFFFF Table features a Show RowCount Paging Show Rows 5 Add Row iV Edit Add Button Labi Add Button Label Add Specify the number v Default additional lin 0 Delete Row Edit Delete Button Delete Button Label Delete Selective deletion Edit Delete Selected _ Delete Selected Butt Delete Selected Clone Row Edit Clone Button Clone Button Value Clone Table Message Table Message em Advanced table features Custom lookup Ignore Required Filter Target Lookup Field TabIndex Tab index Development JavaScript ss Additional Object Fie Ld Display Settings Ld JB Style Class Component Component ID defined in SkyVisualEditor Show label Name name of object Relation Field Label Show the label name of the parent child object lookup relation field Relation Field Show the API name of the parent child object lookup relation field Read only table Do not write any changes to the table during a save Max record count Show maximum record number Input range
53. Rows The number of records to display in the related list Can be set between 5 and 15 Edit Title Label Check this option to override the default title Title Title string of the related list Page 135 of 333 SU SkyVisualEditor xi Chatter Feed a Overview Chatter Feed Component to display the objects Chatter Feed The Chatter Feed will not be displayed when creating new objects because there is no object yet Cannot be used on PDF pages The Chatter Feed component can be placed on the Salesforce layout and the Free layout When using the Chatter Feed component on the Salesforce layout it can be placed on the top or button of the screen Chatter Feed placed on the top of the Chatter Feed placed on the bottom of the screen screen The Chatter Feed component can be placed anywhere on the Free layout b Properties chatterFeed ID Components 9 Jy Hide Feed Following Height Setting Height px 194 Show Followers Sort by Post Date Show Header Check to set the height of the Chatter Feed in pixels Set the Chatter Feeds height in pixels Minimum value of 194px The Height Setting option must be selected to use this property Check to display the Followers portionz D Check to display the Header portion 2 lerraSky Page 136 of 333 SU SkyVisualEditor xii Detail Panel a Layout Detail Panel This component shows the Child objec
54. Selected items are arranged After you finish arranging the fields as you like click the next button 2 Select Relative Objects Next select all of the relative objects that you would like to include in the template Relative Object Section Title Opportunity Opportunity L Show All Relative Opportunity Config Delete i Contact Contact Show All Relative Object Contact Config Delete JA las wl cue z Case Case Show All Relative Object3 Case Config Delete TOPE Task 10 _ Bshow All Relative Object4 Task Config i Delete MER RRR RRR RRR RRR ee eee eee eee ee Cancel Back Done Done amp Edit Formula Click the Add button to insert another relative object Choose which relative object you would like to add and then click the Config button to select which fields you would like to include from the relative object Page 247 of 333 Sas SkyVisualEditor 3 Select Relative Object Fields Next similar to selecting the fields for the main object choose which fields should be shown for each relative object and click the Done button Content Selection Lt A4 Amount a Campaign ID Stage Current Generator s gt Close Date Delivery Installation Status Description Forecast Catego
55. Single select mode Add Hja 1 5 RowCount Delete Range select mode 44 1 5 RowCount Combine Cells Upon selecting several cells with the Range Select Mode you will be prompted if you would like to join the selected cells Confirmation Join cells Yes Page 120 of 333 182 SkyVisualEditor Cell Join Release Select a joined cell and click the release button to bring it back to how it was previously You can change the number of columns and rows on the table even after it has been placed on the layout Click on the show header button to bring up the table headers 44 1 5 gt gt RowCount Click on a specific column or row to enable the insert column insert row add column add row and delete column and delete row buttons 44 1 5 RowCount BB ae E If any components or fields exist within the column to be deleted a confirmation dialog warning will appear Page 121 of 333 SU SkyVisualEditor b Properties The MultipleRow DataTable component has 2 sets of properties one for the DataTable as a whole and the other for specific columns i MultipleRow DataTable Common ID Componenti Object Label Contact Relation Field Label Account ID
56. each action Install AppExchange Grant permission to package Modify all data Download AppExchange package Salesforce Help Managing Package Installations https help salesforce com apex HT ViewHelpDoc id distribution managing packages htm amp language en To use SkyVisualEditor Grant permission to Grant license to User Administration okyVisualEditor Package License Administration Download AppExchange package As of 2013 12 25 users in English language setting does not require permission to Download AppExchange package Salesforce Help Managing Licenses for Installed Packages https help salesforce com apex HT ViewHelpDoc id distribution managing licenses htm amp language en Connect SkyVisualEditor to Grant permission to Salesforce API Enabled View setup and Configuration Deploy page from Grant permission to SkyVisualEditor Same permission setting as above 3 Connect SkyVisualEditor to Salesforce Author Apex Customize application Page 19 of 333 Sas SkyVisualEditor 2 7 Installation Here are the steps to grant permission Setting gt Administrator gt User Administration gt Profile gt Profile for Developers System gt System permission Profile Help for this Page o System Administrator Test Find Settings Clone Delete Edit Properties Profile Overview gt System Permissions System Permissions v System Permission Name Allow e
57. 1 1000 Defaulted to 500 Page 122 of 333 SU SkyVisualEditor Peeymme ata _ Left X oet the horizontal placement on the screen for the free Top Y oet the vertical placement on the screen for the free mem Set the columns in the table between 1 and 5 Set the columns in the table between 1 and 40 Wiath px oet the width of the DataTable in pixels cannot be used EUN ee Height px oet the height of the DataTable in pixels cannot be used RUNE RR Adjust Page oet the table width to be the page width for the Salesforce omm m How Addable Allow users to add records directly from the table This feature is available when check is turned on and Salesforce User is authorized to edit LookUp Field Label name in security setting which is LookUp is check on and LookUp Only turned off A button will appear which indicates that this feature is active Default additional lines Number of new blank records to show in the table by default Specify the number of set the number of rows to be added at a time Select rows between adding 1 to 5 rows This is active when the Row Addable property is set This feature is available when check is turned on and Salesforce User is authorized to edit LookUp Field Label name in security setting which is LookUp is check on and LookUp Only turned off Added rows will appear when this feature 1 active Row Deletable Set if records can be deleted
58. 333 SU SkyVisualEditor ii Table column Common ID Component2 Layout Adjust Width m Width px 112 Text Header Mode Custom setting Header Color 000000 Header TextAlign Left TextAlign Left VerticalAlign Center Property name Header Mode Select way of showing the header Set label Show the Salesforce label text Custom setting Show text inputted into SkyVisualEditor Studio Header Text to be shown as the header Adjust Width Automatically set the width of the header based on field name Width px Set the width of the columns in pixels Settable only if Adjust Color Select the color from the selector or input directly in Header TextAlign Select header text alignment Left Center Right TextAlign Select text alignment of fields Left Center Right VerticalAlign Select vertical alignment of fields Top Center Bottom Page 112 of 333 SU SkyVisualEditor c Show on Salesforce 1 Hover function of paging use Salesforce standard hover action is shown when the mouse cursor is on an active hover field ipaigns Leads Contacts Opportunities Solutions Products Reports Account Edit Delete Cancel v Account Information OwnerIlD SkyDditor2 gesmmmm nm AccountName Burlington EN SkyDditor2 ReleaseTest Parent Account ID Title Account Number 0656092 Email Xolololokolokolok Phone Man
59. 69 in x 16 54 in letter 8 5 in x 11 in legal 8 5 in x 14 in Orientation oelect orientation of pdf e Vertical Set vertical location Horizontal Set horizontal location Set margin space of pdf Auto 0 0cm 0 5cm 1 0cm Output Page Size A guide in width and height to fit the page into one page will appear for settings conducted above Adjust Page Size Click the button to self adjust the Output Page Size width and height to the size width and height set in the i Page property gt In addition through the use of URL parameters you can set values dynamically For more details please refer to i c Dynamic URL Parameter settings gt you make a page into a PDF the following functionality will no longer be usable They will not be displayed on the PDF Let Fa Sky i Page 195 of 333 8 SkyVisualEditor Input fields Input fields shown as Radio Button Check Boxes Tabs Chatter Feeds Related Lists Buttons Details Panel VV VV ON WV AppComponent xi Background image Set a background image on the Free Layout over the top of which you can place fields and components Image settings before Image settings after W Background test Clear Image Size px Keep aspect ratio Width 500 Height 1 500 to size W Background Start position Clear 0 Terrasky Page 196 of 333 SU SkyVisualEditor Butt
60. Billing Country Shipping Street ifs Shipping City Shipping State Province Lis Shipping Zip Postal Code Hoj Shipping Country Jf 9 Account Phone 8 Account Fax Account Number Website 9 SIC Code __ Industry Retrieve Field list Close Click the Retrieve field list button for a list of all fields that will be obtained from the controllers SOQL Fields that are deployed to the canvas are again grayed out i Account Name Ivi EIE Account Type ivi ad ad Billing City i Billing Street Page 190 of 333 SU SkyVisualEditor iv Meta Tag You can define Meta Tags for the Visualforce page 1 h Page meta tag Edit meta tag Meta tag editor Edit the meta tag Example lt meta name descrption content This 15 Descnption gt Use Meta Tag at your own risk paul OK IN Cancel v Page Style You can define the CSS style sheet for the Visualforce pages here This functionality is targeted to a more technical audience and allows users to directly input CSS code to finely tune the appearance of the pages Please note errors caused by incorrect CSS are not supported YF PageStyle Edit PageStyle Stylesheeet include setting a PageStyle Editor Click the Edit Page Style button to bring up a text box to directly input CSS code Define a
61. CSS stylesheet that can use from the Styleclass property red color red background color red blue color blue background color blue table tableDotted border 2px dotted 778899 table tableDashed border 2px dashed 778899 table tableDouble 4 border 3px double 778899 zr OK Cancel Page 191 of 333 SU SkyVisualEditor b Setting to include Style Sheet You can also import a defined CSS style sheet To import define as below A link to an External Stylesheets that can be used in the page External Stylesheets that you set is inserted into a reference to the head element of the generated HTML page Ex URLFOR SResource resourceName Add Delete OK import a file in the static resource import url Resource SAMPLE To import a zip file in the static resource import url t Resource ZIPFILE ess SAMPLE css To import a file at the public URL import url http www example com css SAMPLE css Page 192 of 333 Sas SkyVisualEditor vi Page Script Define JavaScript functions used in the Visualforce page The functions defined here can be called from sections lt xix Custom gt and 4 xxvi i Custom link gt F PageScript Edit PageScript Script Include Setting a Edit PageScript Click the Edit PageScript button to popup the PageScript editor In the PageSc
62. Component Componenti w Component Input Output Label mm Main Object Relative Object a et As Account Description Account Name Account Phone Account Fax Page 65 of 333 Sas SkyVisualEditor d Delete field Right click on input field and select Delete from the popup menu to remove the field from the canvas pageBlockSection1 Account Name Account Number You can also remove unwanted fields by Y Dragging the field from the canvas to the object pane on the left of the screen v Selecting the field and pressing the Delete key on the keyboard ix Property Use properties to finely tune your layout s functionality and look and feel Componenti Object Account Field Label Account Name Page Component Left X 60 128 Width px 113 _ _ Height px 19 ID Component2 Account Text Object Account Field Label Shipping City Field Label Billing City ShippingCity Font Size Field BillingCity Layout Layout Left X Left X 123 Top Y Text Font Weight Required Top Y i96 Error Message Positi bottom Edit Label Width Setting Help Text HTML Escape Help Mode Salesforce HTML Escape Help Text Font Size Tab index Font Size Font Weight 1 TabIndex Font Weight Developmen
63. Default is set on Width px set the width of component Set Layout Set column layout See lt 1 Set Layout gt for detail Page 145 of 338 SU SkyVisualEditor 1 Set Layout You can set the column layout of the Flexible Panel Go to Property and click LJ button on Set layout to proceed with the setting x v Cancel OK Present setting of the column layout is shown in blue line Column s width can be changed by multiples of 1 12 units by splitting or erasing the corresponding column by mouse movement Divide the corresponding column in to two The width will be divided evenly if possible if not the left hand side of the divided column will be larger Since the Flexible Panel s minimum width is 1 12 of the size column already with 1 12 of the size cannot be divided any further Erase the selected column Single column on the screen cannot be erased Page 146 of 333 SU SkyVisualEditor ii Flexible Panel Column DO Component ID defined in SkyVisualEditor Location Alignment Shows the component s alignment horizontal Set horizontally When the width is full it will fold back vertical Set vertically regardless of the width size of the component Default is set as Vertical Set Layout Set Column Layout See i 1 Set Layout for detail xiv AppComponent An AppComponent is an add on AppExchange package that can be used by SkyVisualEditor You will be abl
64. Deleted Master Record 10 ie JAccount Name Account Type IM jj Parent Account ID aM Billing Street Billing City Billing State Province Mj Billing Zip Postal Code M gj Siling Country ie Shipping Street io Shipping City io Shipping State Province bes Ls i 0 ccount Name I gt in u 2 8 iB Account Phone a 0 Account Type Accoun t Fax Account Number Billing City WW Website WE SIC Code Billing Street WB Industry PageBlock s display setting Show Hide can be dynamically controlled Click the button to show Display Setting screen Please refer to ii b i Display Settings for more information Set Style Sheet Click the to show Style Class Editor Please refer to lt ix c Style Class for more information Page 106 of 333 Sas SkyVisualEditor 1 Table Condition Setting Set search and sort conditions for the table Press the Search condition EN button to bring up the below dialog Table Default Requirement Setting Wizard Filter Requirement Setting Mode Select Set the filter criteria 2 moxTHEAG Specify Filter SOQL Not Supported You can edit the WHERE clause and ORDER BY clause in the SOQL ex Name like Smith and BillingState ORDER BY Name asc nulls Last Because writing a query Deployment and screen dis
65. Environment Sandbox Developer Edition Run Apex tests only for the page to be deployed A warning may be shown if a trigger with low code coverage exists in Wizard Visualforce Update Date 2013 06 12 13 26 48 2013 06 12 15 47 43 2013 06 12 15 46 25 2013 06 10 17 49 38 2013 06 11 17 45 54 2013 06 11 15 17 12 your Salesforce org An error will be thrown if you select this option to deploy to a production org Production Environment Production Environment All Apex tests that exist in your Salesforce org outside of Managed packaged will be run Tests will not be run at all if you choose this option when deploying to a Test Environment _ With Rollback If any errors or warnings are found the system will be returned its previous state Batch Deploy Page 47 of 333 Cancel 268 SkyVisualEditor Visualforce page list The Visualforce pages matching the criteria of any filter applied are shown in a list Click on any of the column headers to sort the list by that attribute Check box Select pages to deploy Show pages made with SkyVisualEditor Studio Page Update Date Show last modified date for each page Visualforce list Show all Visualforce pages of the connected Salesforce organization Visualforce Update Date Show last modified date for each Visualforce page Deploy Result After running the batch deploy the result is shown for each page Completed Fail Test type For detail refer to section
66. Greater than or Equal 100 Delete Delete The Transition 1 AND 2 condition logic is incorrect Transition Page SVE 20130626193853 1 v Field Operator Value Transition condition t Add Delete The Transition condition logic is incorrect a OK 168 333 268 SkyVisualEditor Setting details of transition conditions are as follows Property name Setting detail Delete button Delete a transition condition block Add button Add a transition condition block Transition Condition Set a transition condition block by giving multiple conditions You can set up to 20 transition condition blocks Select a main object for conditions Operator opecify an operator for the selected field Available operators vary depending on the data type of the field opecify the value used for a condition Delete button Delete a transition condition Transition Condition Specify the combination of conditions when several transition Logic conditions are selected AND OR and are available for use Destination Page oet the destination page name Page 164 of 333 SkyVisualEditor xxiv Back a Overview Button Description name Used for moving to the previous page in the Wizard template This button is only available in the Wizard template b Properties backButton ID Componenti Edit Label _ Label Back
67. Internet Information sent over the Internet without encryption can be seen by other people while it is in transit Our 256bit encryption security certification is through VeriSign and GlobalSign worldwide leaders in security certification Rest assured that the website is secure 3 I cannot log into SkyVisualEditor If you fail to login 5 consecutive times your account will be locked Reset your password to login 4 Is it possible to change a regular user to a Group User No Studio users added are administrators who can make their own Group Users They cannot be converted to Group Users Page 319 of 333 268 SkyVisualEditor 7 2 SkyVisualEditor Studio Which web browsers and versions are supported Please refer to lt 2 1 System Requirements gt 2 SkyVisualEditor Studio runs slowly Please confirm that you meet the recommended system requirements Refer to lt 2 1 System Requirement gt message about a new version of Studio was shown but the version has not changed The version of SkyVisualEditor Studio can be found by clicking on the version number icon in the upper right of the studio Occasionally browser caching may prevent SkyVisualEditor Studio from being updated Please try clearing your browser cache and closing your browser before returning to the studio For more details on clearing your web browser cache please refer to the following document http www terrasky co jp support
68. Name Deployed Visualforce page name Apex Class Name Deployed Apex class name Page 282 of 333 Sas SkyVisualEditor 4 10 Create a Page with the DashBoard Layout This feature helps users create homepage and portal sites by setting Columns tables and various AppComponents Basic steps to set the Dashboard layout are as below Setting flow Set Layout Column Set component D Set Layout column When you create Dashboard layout or Flexible Panel Component a message box will guide you to select column template Select a Dashboard layout template Please select a starting poin one of the below templates You will still be able to started If you cancel you can re open this dialog by adding the Flexible Panel component to the canvas Select the preferred layout from the template and click x OK This setting can be changed afterwards Selected template layout for Flexible Panel will appear on the screen Page 283 of 333 SU SkyVisualEditor E Page Component V Page Property Object Name Visualforce SVE_201402281816 ame Label Editable Page Size px lt Datum gt Resolution Width 1024 Height 768 01 T If you clicked Cancel before selecting the template you can choose Flexible Panel from the Component Pane to create the page layout Flexible Panels can be nest positioned Layout can be changed
69. Salesforce s standard layout editor In addition you can define multiple columns and advanced components like tables and detailed fields Free Layout The Free Layout allows users to drag and drop elements freely on the layout arranging them however they wish You can set a background image to simulate any existing system or form to which users are already accustomed Template Search Screen The Search Screen template utilizes a wizard to guide you through making an object search page in Salesforce You can set fields to be used as search criteria and allow users to edit search results and add new objects directly from the search results table Page 38 of 333 SU SkyVisualEditor Template Relational Object Entry The Relational Object Entry template utilizes a wizard to guide you through making a page in which users can simultaneously enter parent child relationship objects For example allow users to input an Account and related Contacts and Opportunities all on one page Template Custom Lookup The Custom Lookup Template utilizes a wizard to guide you through making a page in which users can dynamically narrow down search results to quickly select objects to add to another object Template Page Assignment The Page Assignment template allows you to define which users see which pages Define a Visualforce page or standard Salesforce page layout per Profile pair When the page made from the Pa
70. Stage Delivery Inst D It w 9999 99 99 Y Campaign ID Page Title URL Parameter setting Config Extension Property Mask Setting PageStyle PageScript Formula Focus Color Screen Transition Visualforce Screen in Salesforce Home Chatter Campaigns Leads 7100 30 Contacts Opportunities Forecasts Contracts Cases Solutions Products Reports Dashboards Main Object Save Cancel Main Competitor s Amount Campaign ID Current Generator Delivery Installation Statug Description 2012 04 24 2012 04 24 ja Forecast Category Lead Source Nene Nene w The chart below shows the basic workflow to make page with the Relational Object Template Workflow Select Set Main Object Relative p d P cS Deploy Objects ject Fields roperties Page 245 of 333 lerraSky SU SkyVisualEditor D Set Main Object Choose the object for which you would like to create a relational object template and click OK E Template Relational Object Entry 4 8 gt The Relational Object Entry template utilizes wizard to guide you through making in which users can simultaneously enter parent child relationship o
71. Tab key Style Class Set Style Sheet Page 151 of 333 SkyVisualEditor xviii Delete a Overview Button name Picture Delete Delete The delete button will remove to the main record Note that for Salesforce Layouts buttons must be placed only on button show areas in a pageblock button will not be displayed on PDF pages b Properties ID Component Edit Label _ Label Delete Tooltip Left X 10 Top Y 170 Width Setting Width px 50 Button Style Color 000000 i Font Weight Bold M TabIndex Style Class o Property name Component ID defined in SkyVisualEditor Edit Value Overwrite the button label Value The button Label Tooltip Message to show on mouseover event Action Set the action to perform on clicking the button IdeleteRecord is the standard delete operation in Salesforce nx M Color Choose a color from the selector or input it directly in hexadecimal Button style needs to be select to use this property Font weight Choose between Normal and Bold Button style needs to be select to use this property Tablndex Set the cursor move order when pressing the Tab key Style Class Set Style Sheet Page 152 of 333 SU SkyVisualEditor xix Custom a Overview Button name Picture O Custom __Custom A custom button that can JavaScript function the OnClick o
72. Tooltip Left X 547 Top 20 Width Setting Fi Width px 50 Button Style Color 000000 E Font Weight Bold TabIndex Destination Page Style Class Set the vertical location in the screen Left X Set the horizontal location in the screen Used for the Free layout Y Top Used for the Free layout Width Setting Enable to edit the width manually in the Studio Page 162 of 333 SU SkyVisualEditor Property name Setting detail Width px Set the button width in pixel Displayed when Width Setting is checked Button Style Set button color and font weight Color Select font color from the below color picker You can also select other colors in hexadecimal Enabled when Button Style is checked Font Weight Select font style from the below Bold Make the button letter bold Normal Make the button letter normal Enabled when Button Style is checked Specify the order of the cursor transition when pressing Tab Destination Page Specify the destination page Style Class Set Style Sheet 1 Destination Page You can set the destination page XIf not specified pages are transited in the order of the page list If you click Add Transition condition you can add transition conditions Add Transition condition Field Operator Value 3 Transition 1 Account Type v Equals v Customer Direct v Delete condition Add 2 Employees
73. Version The latest SkyVisualEditor package version number is 1 36 0 AppExchange URL AppExchange SkyVisualEditor Page 31 of 333 SkyVisualEditor Set Update Method of Payment On the Set Update Method of Payment screen click the Register New Payment Information link Set Update Method of Payment Current Settings Mo registered Credit Gard After registering or changing your Credit Card information the system may take a moment to reflect the changes If you have already registered a card please check again in a little while Register Mew Payment Information Back SSL 5erured GlobalSign To VERITY The credit card information registration screen is shown Input the required fields and click the Register button Set Update Method of Payment Current Settings registered Credit Card After registering or changing your Credit Card information the system may take a moment to reflect the changes If you have already registered a card please check again in a little while Reeister Mew Payment Information Please register your card below to enable your account to pay by credit card Credit Gard Number Plesse only input numbers without separating characters such az spaces or hyphens Expiration Date baa yy Verification E 2 Number CVV2 6VO02 Usually the 3 digits an the back of your card Register ESL Secured GlobalSign E Felice To VERIFY The registration complete
74. Visualforce Page SVE 2014070814 Pink Blue Name 4846 WY Screen Transition Label _ Editable URL after registering a new entry Description Apex Class Editable 2110 mc URL after editing an entry Page Size px Resolution 2 10 Width 1024 Height 768 Show Header vj URL after deleting an entry Show Sidebar u Tab Style page Title Lin URL Parameter setting Config _ Rendered as PDF Extension Property Page size WY Mask Setting A4 8 27 in 11 69 ir Orientation Mask setting of the page Input fields buttons Portrait Landscape Margin D a m WY Extended Apex Class Followings are samples of page size Apex Class width 696px height 999px Clear Adjust page size Select deployed class e w WY Background Edit class Additional Main Object Field Show Grid Snap to Grid Edit meta tag uet Size px Line Color v V meta tag SectionHeader 0 1 Stylesheeet include setting TabPanel 3 PanelGrid 0 5 DataTable 0 5 Related List 10 Button 0 20 Edit PageScript Item 0 100 Free hand input item 0 3 Script Include Setting Chatter Feed 0 1 Detail panel count 0 5 Increase component limits Performance degradation may occur Formula Enabled upon going beyond t
75. accustomed The chart below shows the basic workflow to make a page with the Free Layout Workflow set Fields Grids Set D Set Background You can add a background image to your Free Layout and overlay fields and layout elements over the top To set the background image find the Background section at the left side of screen and click the browse button Background SVE_bg_TerraskyGifts Clear Image Size px Keep aspect ratio x Width 1024 Height 724 to size start position Note Background images are read from static resources your Salesforce organization To use an image as a background on the Free Layout please upload that image into your Salesforce organizations static resources area Location of static resources In Salesforce select Setup Develop Static Resources Page 215 of 333 SU SkyVisualEditor Name Background Select a background image Delete the name for the background image Image Size px Set the width of the background Height Set the height of the background Fit to page size Make the page display size px in lt 3 6 i Page property gt same as the screen Start position Specify the horizontal point to lay a background image Specify the vertical point to lay a background image For the below example we have prepared a background image order she
76. and LookUp Only turned off Filter Set the filter criteria for the records in the table _ For details see lt 1 Table Condition Setting gt JavaScript Call a Javascript function from the table em For details see vii b 2 Table Script gt Additional Object Field Add fields that you will not display but would like to add to the Apex class query This functionality would be used for example if you write an Apex extendor that would make use of some fields that are not displayed on the screen A dialog prompt asks to select additional fields Fields that are already placed on the screen are grayed out Click the Retrieve Field List button to show all the fields that are already placed on the screen Note Lookup Object will not appear when the Owner ID 5 referring to multiple objects in ToDo Object Page 125 of 338 8 SkyVisualEditor Select additional Object Filelds Only the data of fields placed on the screen will be obtained 1f you would like to use undeployed fields in an Extended Apex Class please add them below i as 10 io Deleted Master Record ID i Account Name 4 Account Parent Account ID Billing Street IV gj Billing City Lm Billing State Province Lm lino Zip Postal Code Liga Billing Country Shipping Street Lm Shipping City m aj o Shipping State Province is Shipping Zip Postal Code Shipping Country Account
77. can be used to extend functionality for Visualforce page made with SkyVisualEditor Make a common function in the Page Script to be able to call it from custom buttons links and input fields You can create functions for each action independently If you write raw JavaScript not inside of a function it will run as the Visualforce page loads You can also include external JavaScript files and invoke methods defined within To run JavaScript when the screen is shown there is no need to use a function D Setting procedure To add JavaScript to your page please follow the procedure shown below tow Width px 66 a UM AA You can set the functors defined n Page Sogt Editor ie scri t Code 5 And problem screen deii ted nth Aso you can wrte a directly 0 IweaScrgt tor oct epparted etur Button Style n PageScrpt eee Click Action Javascript Ape v umge quta m OnClick 23 perse re 0 x Edit PageScript SN Write common function from Javascript property of from page script pose isle Press property from custom button or link or add event Select common process or write additional code Q Sample code Click the Edit PageScript button to view the JavaS
78. checked all objects are shown in the list For more details refer to Di aJNew Columns Set the number of columns in table Selectable from 1 to 40 Page 98 of 333 SU SkyVisualEditor Viewing Add Row oet to show or hide the button to add new records Configuration Delete Row Set to show or hide the button to delete records Bulk Clone Copy record data from within the table Bulk Edit Delete Allow user to edit and delete multiple records at once from the table Remove Required By making the required fields optional at input time you can copy multiple rows and input data afterwards whereas if required fields are required at input time you must fill out an entire record before copying it Paging Allow the user to page through many results We recommend to use paging for DataTables with very large numbers of records Paging Count When paging is active select the number of records to show in one page from below 5 10 25 50 100 This property is only available when paging is active It is also possible to change the number of columns after the table is placed on the layout Click on the DataTable to bring up the dialog to change the columns pageBlock5 x i Insert a new column to the left of the currently selected column Insert a new column to the right the currently selected column Delete the selected column and all fields placed within If any components or fields exist
79. d above Rollback Check If the deployment of any select pages fails or there are any warnings all pages are returned to their state from before the deployment Check off Even if a selected page s deployment fails or there is a warning pages which succeed will remain deployed and updated The bulk deploy will stop after a failure and any pages below yet to be deployed will remain unchanged This functionality is only available for partial test deployments This function is for partial test only Batch Deploy button Batch deploys the selected pages Cancel button Closes the deploy screen without deploying 2 Click a Column header to sort the list information by that column attribute Page 48 of 333 SU SkyVisualEditor g Batch delete pages and classes Delete multiple Visualforce pages and Apex classes in your Salesforce organization by single quick action Wizard Third Party Object Component w Component Type S Save As Input Output Label lt e Deploy Object Batch Deploy Main Object Relative Object Batch delete pages and classes S S E Load Local File Save Local File Account Description ak Account Fax ak Account Name ak Account Number E AppComponent Details Logout Click the Batch delete pages and classes menu to bring up a dialog like the below
80. error occured ALREADY IN PROCESS msg null The changes you requested require salesforce com to temporarily lock your organization s administration setup However the administration setup has already been locked by another change Please wait for the previous action to finish then try again later When Full test is selected as the deploy option all tests will run in Salesforce even those of existing Apex Classes and Apex Triggers unrelated to SkyVisualEditor The above message could be caused by unrelated existing Apex code If another administrator is actively working on your environment please try again later or deploy to a sandbox environment first and migrate to the production environment as a change set 9 Timeout error occurs If deployment takes certain amount of time timeout error may occur If deployment takes more than 900 seconds 15 minutes SkyVisualEditor automatically alerts timeout Even if a message is shown in the Studio saying timeout error is occurring processes such as Apex test execution should be running in Salesforce Please check if deployment was successfully done a little later You can check the status of deployment in Monitor Release Setup Application Release Monitor Release Page 328 of 333 SUO SkyVisualEditor 9 Deploy failed If deployment has failed but none of the reasons listed in this chapter are the cause please also check the following The SkyVisualEditor AppE
81. formulas of fields on the main object YW object formulas Up to 20 formulas can be defined Object Formula S o After the decimal point 2 Figure round off v ii Main Object Formula Editor Click the field names and arithmetic operators to add them to the formula editor Once in the editor you can rearrange them by dragging and dropping them to the appropriate location You can also remove or change a field by right clicking on it Formula Editor Field List Amount c Amount Price with consumption tax Consumption tax a ran Fixed Value Page 249 of 333 SU SkyVisualEditor a Select Fields Unitprice c Amount Unitprice Quantity Click on a field in the field list to insert it into the formula editor b Insert fields Click the space between fields or operators The selected area will become the mark This mark represents the cursor location and additional insertions will be placed to this mark If no cursor location is selected fields and operators will be added to the end of the formula UnitPrice c Quantity c fi LogisticCost__c c Edit Delete fields and operators Unitpnce__c LogisticCost__c Right click on a formula element to reveal a drop down menu Select edit to change the element to a drop down list of other selectable elements and select delete to remove the element completely iii Ma
82. from Flexible panel property setting set Layout The number of columns and their width can be changed Width can be split multiples of 1 12 size of the full screen e g 3 columns can be set 2 12 8 12 2 12 Layout settings Delete or split the column to change the number of columns The column width can be changed by dragging the blue colored border of the column Component placed in the column area is displayed as gray colored square You can check its location and the number of components within the column Page 284 of 333 Sas SkyVisualEditor 2 Component Layout Let s place the components Since this layout is designed for reference data relevant components reference data etc can be placed RowCount Account Desi Account Account Descripti Account Number Expected Am _Description Close Date Expected Amount Description Desci Close Date Close Each component has a Rendered property The True False setting will control the components Show Hide settings The Custom Setting of Salesforce s default feature can control Show Hide ability by profile or by users Setting gt Application Setting gt Implementation gt Custom Setting Note1 Select Hierarchy on Custom Setting to use this feature Note2 Select Check Box as data type for Custom Field to use this feature Custom Setting Definition Help for this Page SVEDashboard Create t
83. from the table If Row Addable is selected Row Deletable must also be selected Clone Row Allow the user to clone records from within the table This feature is available when check is turned on and Salesforce User is authorized to edit LookUp Field Label name in security setting which is LookUp is check on and LookUp Only turned off A button will appear which Page 123 of 333 268 SkyVisualEditor MEM indicates that this feature is active Bulk Delete Allow the user to edit or delete multiple records at once directly from the table Remove Required By making the required fields optional at input time you can copy multiple rows and input data afterwards whereas if required fields are required at input time you must fill out an entire record before copying it Paging Allow the user to page through many results We recommend to use paging for DataTables with very large numbers of records Show Rows When paging is active select the number of records to show in one page from below 5 10 25 50 100 This property is only available when paging is active Show RowCount Set to show or hide a number of records in the table Theme Select the style of the DataTable color Salesforce blue Salesforce blue Green Green Gray Gray Custom This is selectable only if Output Tag is set to DataTable Border Width Set the entire table width This is editable only if Output NN able Me
84. messages name SkyEditorClass 20110810105920 System AssertException mdi Failed Expected null Actual false Close When Full test is selected as the deploy option all tests will run in Salesforce even those of existing Apex Classes and Apex Triggers unrelated to SkyVisualEditor The above message could be caused by unrelated existing Apex code If the above error occurs try deploying with Partial Test or correcting any problems with the existing Apex code and test cases Other deploy error massage examples Apex class SkyEditorClass 20101003093001 does not exist gt AppExchange SkyVisualEditor package may not be installed Please verify that it is installed in the destination organization and a license is correctly provided for the deploying user The Apex page name is already in use gt This error will appear if a class of name identical to the current class already exists on the destination Salesforce organization Please saving the page as a unique name and try to deploying again Page 327 of 333 SU SkyVisualEditor System error occurred on Deploy Deployment failure Please confirm the following points Confirm APEX development authority and Application Customizing authority AppExchange Version 1 22 or later is installed Is the license to the SkyVisualEditor package given Is Your browser supported refer to help Response had the following error messages System
85. nennen 318 2 When checking the Web Site Identity the owner is listed as This web site does not supply ownership information 5 THiS wapsite 6 i r Em 319 3 cannot log into SkyVisualEditor cesses enne ener een 319 4 Is it possible to change a regular user to a Group User sssssesee ennemis 319 T2 ol UT PULO 320 D Which web browsers and versions are supported eee 320 2 SkyVisualEditor Studio runs SIOWIY 320 3 A message about a new version of Studio was shown but the version has not changed 320 4 SkyVisualEditor Studio does not launch 320 System error occurs when saving a nennen 321 To Connection to NORTE 321 D Cannot log in to Salesforce 321 7 4 Deploy to Salesforce organization 322 D Can any user deploy 322 2 Is it possible to deploy into a Salesforce organization in which the SkyVisualEditor AppExchange Package IS MOP E m 322 3 Is any SkyVisualEditor AppExchange Package version
86. others on source page And value user wants to set needs to be replaced in 1 http xx salesforce com apex SkyEditorPage Active__c Active__c amp SLA__c SLA__c Copy OK Cancel CSS ating deta Copy button Copies the URL with parameter to call this screen Same as Ctrl Page 185 of 333 268 SkyVisualEditor Dynamic URL Parameter settings URL Parameter can be used to activate deactivate features and control visibility The list below notes the valid values that can set in the Studio Screen includes list of URL Parameter that can be set dynamically Page Property PDF menu etc Please refer to the Visualforce Developer s Guide for more information on specific values for each Parameter settings Visualforce Developer s Guide http www salesforce com us developer docs pages index htm Studio Refer to Visualforce Display Developer s Guide setting showChat Chat widget indication standardStylesheets Add Salesforce CSS Wizard Salesforce Wizard page CSS Show Hide Header URL Show Hide Sidebar Parameter Input example pdfPageSize Page size A4 B4 A3 Letter portrait pdfOrientation Page orientation landscape mE input example pdfMargin Page Margin size 0 0cm 0 5cm 1 0cm X Fonts of a PDF page will be Arial Unicode MS Page 186 of 333 SU SkyVisualEditor ii Mask Setting The mask setting prevents users from altering fields or inputting data w
87. screen displaying caused with JavaScript added for this function is not supported either Add Event Delete Event Event Name JavaScript onblur onchange onclick ondblclick onfocus onkeydown onkeypress onkeyup onmousedown onmousemove onmouseout onmouseover onmouseup onselect Page 72 of 333 268 SkyVisualEditor Add Event Add event Delete Event Delete event selected Event Name Selectable events below onchange onclick ondbclick onforcus onkeydown onkeyup onmousedown onmousemove onmouseout onmouseorver onmouseup onselect Javascript select procedure with event set in event name or write code in the JavaScript editor For more details about the JavaScript editor please refer to section lt i i b Properties gt b Custom Look Up By Salesforce s standard functionality a Lookup field sets an Object ID Name from the looked up object With SkyVisualEditor s Custom lookup you can set the value of other fields based on the looked up value as well After capturing the lookup value SkyVisualEditor will automatically require the other fields which are set to be looked up This functionality can be used with both input and output fields While obtaining the value it automatically sets a condition where you cannot press any buttons such as the Save button Before Visualforce screen Lookup TEST Number Text Currency Number
88. screen will be shown upon successful registration Page 32 of 333 Sas SkyVisualEditor 3 5 Studio Screen Connect to Salesforce Upon opening the SkyVisualEditor Studio you will be prompted to log into your Salesforce account Note For additional Security SkyVisualEditor does not store your password The only data accessed from your Salesforce account is metadata needed to infer object structure and fields SkyVisualEditor does not access any customer data 8 Please login with your Salesforce account User Name Password Save User Name and Organization Organization Production Developer Edition Please input your user name and password and if necessary your security token select your organization type and click the Login button Page 33 of 333 109 Sas SkyVisualEditor mmmilP mum OK OK OK OK OK OK KKK X OK OK OK OK OK OK OK OK OK OK KK OK OK OK OK OK OK OK OK OK OK OK OK OK OX OK OK OK OK OK Note the Save User Name and Organization function requires access from Silverlight to save data on the user s local machine If you experience trouble saving your user name and organization please enable application storage in Silverlight Active by default Right click on the black part of the SkyVisualEditor login screen and select Silverlight S Please login with your Salesforce account Password Silverlight Save User Name and Organization
89. that the Apex class test will not resume even if an error occurs So deployment should be done without any problem You can check if the page is deployed in your Salesforce org even if the timeout error is seen in the Studio Page 46 of 333 Sas SkyVisualEditor f Batch deploy Deploy several pages created with SkyVisualEditor to your Salesforce organization with one action Object Component w Component Type rr 2 Input Output Label Main Object Relative Object me Object Click the Batch Deploy menu entry to bring up a dialog like the below Deploy Selector Select pages to deploy Page List E yatest minowa2 minowa ta SVE 20130612111032 SVE 20130611171530 SVE 20130611174049 SVE_20130611170526 SVE 20130611165806 SVE 20130611150511 kogi4 Third Party 5 New Open i Save Save As fa Depl Batch delete pages and classes Load Page Layout Load Local File Save Local File AppComponent Details Logout Page Update Date 2013 06 12 15 47 47 2013 06 12 15 47 31 2013 06 12 15 46 22 2013 06 12 14 06 05 2013 06 12 11 11 24 2013 06 11 17 45 52 2013 06 11 17 41 16 2013 06 11 17 07 15 2013 06 11 17 02 49 2013 06 11 15 52 04 2013 06 11 14 19 39 Visualforce List yatest minowa2 minowa ta SVE_20130611171530 SVE_20130611150511 Test Environment Sandbox Developer Edition Test
90. warnings appear they are independent of the deployed class and should not cause any problems Page 325 of 333 Sas SkyVisualEditor 6 Message saying at least 75 test coverage is required is shown Deployment failure Deployment failure Please confirm the following points Confirm APEX development authority and Application Customizing authority AppExchange Version 1 18 0 or later is installed Is the license to the SkyEditor package given Is Your browser supported refer to help Response had the following warning messages name Average test coverage across all Apex Classes and Triggers is 71 at least 75 test coverage is required Close When Full test is selected as the deploy option all tests will run in Salesforce even those of existing Apex Classes and Apex Triggers unrelated to SkyVisualEditor Salesforce requires at least 7596 code coverage in its tests If the above error occurs try deploying with Partial Test or adding more test coverage to the existing Apex code Page 326 of 333 Sas SkyVisualEditor Test error is shown during deploy Deployment failure Deployment failure Please confirm the following points Confirm APEX development authority and Application Customizing authority AppExchange Version 1 18 0 or later is installed Is the license to the SkyEditor package given Is Your browser supported refer to help Response had the following error
91. we recommend you test your current code base before getting started with SkyVisualEditor In Salesforce click Setup Develop Apex Classes Then click the Run all tests button to run tests on all existing code i Al Apex Test Result ing Personal Setup Personal Informatica Emal e Dasktep integration App Setup e Dusbomine Test Coverage Warnings Message Average test coverage across all Apex Classes and Triggers is 096 at least 7596 test coverage is required If there are any error messages in the test Coverage Warnings section of the Apex test result page you may experience difficulties in deploying pages created from SkyVisualEditor 2 9 Release by changeset Rather than deploying pages from SkyVisualEditor directly to a production environment we recommend you to deploy to a sandbox environment and migrate to your production environment as part of a changeset Page 27 of 333 SkyVisualEditor 3 SkyVisualEditor Studio 3 1 Portal Screen Home After logging in the user will see the following landing page SkyVisualEditor Studio Open Design Page News Version Up 2012 7 1 To begin providing SkyVisualEditor V2 4 on July 1 2012 Such as Assignment page Tab Chatter a lot of features will be added skyvisualeditor releasenote english skyvisualeditor releasenote v240 pdf
92. within the column to be deleted a confirmation dialog warning will appear Page 99 of 333 Sas SkyVisualEditor b Properties The DataTable component has 2 sets of properties one for the DataTable as a whole and the other for specific columns Data Table dataTable ID Componenti Object Label Contact Relation Field Label Account ID Relation Field Accountid Layout Left X 27 Top Y 38 Width px 428 Height Setting Height px 142 Row Height Adjustm Header height px 22 Row height px 22 Appearance Column Count Max Records Count Output Tag DataTable Fixed header Theme Table features Show RowCount Paging Show Rows Add Row Edit Add Button Lab Add Button Label Add Specify the number Default additional lin 0 Delete Row Edit Delete Button Li Delete Button Label Delete Bulk Edit Edit Bulk Edit Buttor Bulk Edit Button Lab Bulk Edit Selective deletion Edit Delete Selected Delete Selected Butt Delete Selected Clone Row Edit Clone Button Va Clone Button Value Clone Table Message Table Message Settii Advanced table features Ignore Required Custom lookup Target Lookup Field s Tab index E TabIndex Development JavaScript Additional Object Fie Displa
93. 2 pt 14 pt 16 pt 18 pt 20 pt 22 pt 24 pt 26 pt 28 pt 36 pt 48 pt Font weight Choose between Normal and Bold TextAlign Set the text alignment from the following None Center e Right Add Figure Select whether a delimiter comma is used for a value or not For setting refer to lt Q i i Formula gt Style Class Set Style Sheet Page 170 of 333 lerraSky Sas SkyVisualEditor xxx Free hand input item a Overview wodmme Dem O Free hand input item Place component for hand input IN Only for iPad Fd Sky Object Component File Third Party Wizard Componenti Component Drag and drop the component directly onto the highest container of the Salesforce Layout or the Free Layout Page 171 of 333 SkyVisualEditor After deploying to your Salesforce organization the hand input field is active when the screen is shown After inputting value in hand input field the user must press the Set button to save the image Hand input field Before Set Hand input field After Set Hello Rewrite Saves the captured image to the field Set Clear Reset the drawing canvas Clear Font Setting Show dialog for changing the font of the drawing brush Rewrite Delete a fixed picture to redo the hand input Rewrite confirmation dialog will be shown TerraSky Page 172 of 333 SU SkyV
94. 6 Width px 53 Height px 20 gt Text Componenti2 Link Accou Label freeText Color 000000 Font Size 1 0 Font Weight Underline Development f see Class Both are editable Page 166 of 333 SU SkyVisualEditor b Properties Common E Componenti6 Layout Width px 53 Height px 20 Text Label freeText s Color 2000000 BMI Font Size 1 0 v Font Weight Underline Development Style Class Common _______ Component ID defined in SkyVisualEditor ___ Left X set the horizontal placement on the screen for the Free Layout Color Choose a color from the selector or input it directly in hexadecimal Font size Select the Font size of the text from the list below 1 0em 6pt 8 pt 10 pt 11 pt 12 pt 14 pt 16 pt 18 pt 20 pt 22 pt 24 pt 26 pt 28 pt 36 pt 48 pt sweces sasse SSS xxvi Blank space a Overview Blank space Blank Space Add a blank space to a page block in the Salesforce Blank Space layout Page 167 of 333 SU SkyVisualEditor xxvii Custom link a Overview Link Custom link Add a custom link to call a JavaScript function b Properties
95. Allow the user to clone records directly from the table Bulk Delete Allow the user to delete multiple records at once from the table By making the required fields optional at input time Viewing Configuration Remove Required you can copy multiple rows and input data afterwards whereas if required fields are required at input time you must fill out an entire record before copying it Paging Allow the user to page through many results We recommend to use paging for DataTables with very large numbers of records Paging Count When paging is active select the number of records to show in one page from below 5 10 25 50 100 This property is only available when paging is active Click on the component to bring up the MultiRow DataTable popup dialog There are two modes of editing the MultipleRow DataTable By default the component is set to be in single select mode Single Select Mode restricts a user to moving or adjusting a single cell at a time The other mode Range Select Mode is used to combine columns and cells iet Fa Sky i Page 119 of 333 SU SkyVisualEditor MultiRow DataTable popup dialog X Insert a new column to the left of the selected column 3 Inserta new column to the right of the selected column Delete the selected column and its contents 2E X Insert a new row above the selected row Insert new row below the selected row Delete the selected row and its contents
96. Condition for Selecting and Displaying Search Results Fields gt Search results fields that are set as relative fields are not displayed as radio buttons Select which fields you would like to display in your search results and their order Similar to lt Set Search Criteria Fields select fields you want to display by moving them to the selected list Fields are displayed in the order shown in the list Required fields are shown with a mark and added by default If you have made required fields optional at input time will not be shown but the fields will still be required before you can save new records You can use up to 5 layers of parent object Note Lookup Object will not show when the in ToDo Object 9 Output field Input field S NP NF NF Items arranged from left Ed i InputField OutputField A Custom Button a JCustom Link Owner ID i D a Letar Not Selected Account ID Account ID i Amount Amount i Campaign ID Campaign ID ij ciose Date o ciose Date Closed 0 Created By ID 0 Created Date Current Generator s 0 Current Generator s 0 Deleted IRR ARPR AHS Custom Button Custom Link Cancel Next Done Content Selection d Name ill Stage ij Close Date 1 Account ID 1 Quantity 1 Amount 1 Description
97. File Third Party Help Z Connection Object Component Componenti Component Type us 2 q Convert h a Fri Unt p Input Output Label After clicking the Convert menu entry a dialog will prompt you for the Visualforce page name and Apex class name of the new read only page Confirm Converting Reference page x The current page will be converted to a reference read only page with all input fields being changed to text fields This cannot be undone In addition if an existing Visualforce Page has the same name as input here it will be overwritten without warning Are you sure you would like to continue Visualforce Page SVE 20131216162305 view Apex Class Editable OK Input the Visualforce page name and Apex class name and click OK to generate the new read only page d Form Link The Form Link function is specifically used for integrating with Canon s imageWARE Form Manager Application Click the Form Link menu item to export the object information and field information as an XML file File Third Party Z Connection Reload q Convert x Form Link Object Component Y Component p Component Input Output Label Page 56 of 333 Sas SkyVisualEditor v Help a Help Click the Help menu item to open this
98. Name SVE_2013121816281 Apex Class name 20131218162812 242 of 333 S SkyVisualEditor Visualforce screen Search reet tees PETITES Term Criteria quem de s eee ee Search Criteria oleae AMENS None i None Account starts with Edge Billing Country _pjone Search Clear Row Count 1 Account Name Account Description Account Humber t Edge founded in 1998 is a start up based in Austin TX The company designs and Bdge Communications manufactures a device to convert music from one digital format to another Edge sells its product through retailers and its own website CD451796 Page 243 of 333 SU SkyVisualEditor Display Search Conditions after Deploy A search condition without value is displayed in gray Once the value is entered and set as a search condition the label turns into black Search ICI Save Criteria Load Criteria Close Date 2213 06 02 2013 06 20 Only Blanks L Account Type equals Installation Partner Opportunity Type y z Probability a None ty Also in cases where you select default condition other than not use the field is displayed black as it is set as a Search condition rega
99. O 1 global virtual void initQ 0 global virtual void preSaveO doSaveO 1 global virtual void afterSaveO 1 ZN Extend Extend Visualforce page made in SkyVisualEditor Apex class made in init SkyVisualEditor Extended Apex class Extention The Apex class extension functionality is used to enhance the server side processing with classes made by the customer Extended Apex class in the diagram referenced by pages made with SkyVisualEditor For developing Apex make Apex class directly on browser in Salesforce Setup gt App setup gt Develop gt Apex classes or use a development toolkit such as eclipse and deploy to Salesforce Page 293 of 333 182 SkyVisualEditor D Customizable Scope Following functions are added to pages made with SkyVisualEditor No _ Aetionprocess _ Show screen Load constructer First screen showing function Before Main Apex class init process Show screen Load init Last screen showing function After Main Apex class init process Show screen Load pageAction Calls the action attribute defined in the lt gt tag afterSave After saving Pressing add column in table Pressing Custom button or You will need to prepare your own functions The following custom link conditions must be met ccess modifier has to be global or public private and none are selectable but will give errors during deployment v There
100. PageScrip _ B A Formula 1 m M Focus Color a ak Billing Zip Postal Cod B m aid CAPEX m Screen Transition E E M Checkbox PDF ig Customer Portal A Component Counter 5 B Customer Priority Kev H 4 ma h BH Em a a a a eee eee s 8 m ata 2 5 Design the page by arranging fields and design components Wizard Properties Set properties of the page or the wizard itself if the wizard template is Page Properties used 7 Component Properties Set properties related to the look and feel of a specific field or component 8 Display error if needed Page 35 of 333 SU SkyVisualEditor D Header Menu Filey Third Party Wizard Tools Help Current User Linkage File Import T za 7 i Hel Open E Back to wizard Connection i P 3 Save xJ Reload Version 2s Convert Deploy Form Link t 4 Batch Deploy e Batch delete pages and classes Load Page Layout Load Local File H Save Local File E AppComponent Details Logout Following menus are available in the header Deploy Generate a Visualforce page and Apex class for your page and make the Visualforce page available in your connected Salesforce organization Batc
101. Panel Number of Detail Panel items on the page Normally 5 After Limit increased 10 Limit increase Increase the limit of items that can be shown on the page However note that hardware restrictions may prevent some users from viewing pages with element counts above the original limits Page 200 of 333 SU SkyVisualEditor Component properties Set properties for each component For details refer to the section lt Component panel gt 9 Footer area Error messages can be shown in the footer Errors could occur if you open or reload a page that uses fields that have since been removed from the connected Salesforce organization No error Copyright 2010 TerraSky Co Ltd With error ows Data Binding System Windows Data Binding outputLabel3 Field TickerSymbol is not found in Object Account inputField2 Field TickerSymbol is not found in Object Account outputLabel4 Field Field c is not found in Object Account inputField3 Field c is not found in Object Account outputLabelS Field Field cis not found in Object Account inputFielda Field Field is not found in Object Account If an error occurs view the error details to find and remove the missing elements Page 201 of 333 Sas SkyVisualEditor 4 Page Design This section will detail the procedure for making pages with SkyVisualEditor Studio 4 1 Open Page D New To make a new page either cl
102. Phone Account Fax Account Number Website 809 SIC Code Log Industry Retrieve Field list Placed or Selected Fields lt Name vam Account Type Billing City Billing Street Page 126 of 333 SkyVisualEditor Multiple Row DataTable Column multiRowTableHeader Common Component2 Layout Width px 134 Text Header Mode Set Label M Header Account ID Color 000000 Header TextAlign Left Header VerticalAlign Center TextAlign Left VerticalAlign Center Header Mode Select way of showing the header Set label Show the Salesforce label text Custom setting Show text inputted into SkyVisualEditor Studio Text to be shown as the header Adjust Width Automatically set the width of the header based on field name Width px Set the width of the columns in pixels Settable only if MM Mna SE Color Select the color from the selector or input directly in Header TextAlign Select header text alignment Left Center Right TextAlign Select text alignment of fields Left Center Right VerticalAlign Select vertical alignment of fields Top Center Bottom c Show on Salesforce Same as lt vii c i Hover function of paging use gt lerraSky Page 127 of 333 Sas SkyVisualEditor ix Events join table a Overview mae _ Events join table n A component to group an
103. SUO SkyVisualEditor 7 Frequently Asked Questions 7 1 Logging in SkyVisualEditor User Registration D Message Incorrect code Please enter the corresponding code for the security image is shown upon new user registration but no capture image was displayed If you are using Internet Explorer and the below security dialog appears be sure to click No to show all portions of the capture external certification Security Warning B Do want to view only the webpage content that was delivered securely Thiz webpage contains content that will nat be delivered using a secure HTTPS connection which could compromise the security of the entire webpage 3 Note the only content not sent by HTTPS is for the external Captcha verification Japanese Page 318 of 333 SU SkyVisualEditor 2 When checking the Web Site Identity the owner is listed as This web site does not supply ownership information Is this website secure Web Site Identity Web site www skyeditor net ner This web site does not supply ownership information Verified by specified Privacy amp History Have I visited this web site prior to today Yes 24 times Is this web site storing information cookies on my computer Yes Have I saved any passwords this web site Yes Technical Details Connection Partially Encrypted Parts of the page you are viewing were not encrypted before being transmitted over the
104. Save Button Component3 Delete SkyOnDemand Parent Account ID AccountType v ID Further modifications be made to the layout elements if necessary The user can customize page block sections fields and buttons by selecting the element and changing the properties in the property window Componenti Save Component2 Account Name Website Parent Account 1D Industry _ v Employees Account Type v Component3 Page 212 of 333 1D Component34 Edit Label LJ Label Save Tooltip Width Setting width px 50 Button Style 02 Style Class Sas SkyVisualEditor 4 Save After completing your settings click the save icon or select Save under the File menu to save the Wizard Tools Help Object Component Save Layout mee amp Save AppComponent roncomoonent rens Ce Deploy sry M Employees sae at Batch Deploy 3 Batch delete pages and classes Load Page Layout Annual Revenue Load Local File Save Local File AppComponent Details Save SkyOnDemand A message like below is shown Page saved Page Name SVE 20131218140859 Page 213 of 333 Sas SkyVisualEditor 5 Deploy Finally click the deploy icon or select Deploy under the File menu to deploy t
105. Set URL parameter as a default value 1 Add a Page Select a layout you want to use for the page By clicking the icon you can start creating a page You can create up to 20 pages Page 180 of 333 SU SkyVisualEditor Free Layout Add a free layout page Summary Page Convert all the input fields placed in the wizard into Salesforce Layout reference fields and create a Salesforce layout The Summary Page Salesforce Layout is intended to be used as a last page in a wizard for showing all the input fields exist in the wizard for the final confirmation for the user Therefore the summary page cannot be created if you have not started creating a page When creating a summary page all the input fields are automatically converted into reference fields lii Page List Display a list of page you created By clicking each button on the listed pages you can edit and delete a page and even set the transition order If the transition order is not specified pages are shifted from the top when you click Next SVE_20131218113848 1 S wg 4 Copy a page Delete a page SVE 20131218113848 2 Move a page down Move a page up iv Apex Class Expansion Refer to ii i Extended Apex gt v Destination Page Refer to Dix Screen Transition lerraSky Page 181 of 333 SU SkyVisualEditor 7 Page property IT Object Name Account __ Focus Color Enabled
106. Shipping Zip Postal Ct Shipping State Provin Shipping City Shipping Street Oma Current User TestUser 8 Page Component pageBlockSection 5 Title Account Informatior Appearance HTML Escape Columns Show Header Collapsible Color Setting BorderType Advanced Settings Display Settings Sas SkyVisualEditor 1 Load Local File Third Party Wizard Object Component w Component Type Save Save As Input Output Label Deploy Object Reload Batch Deploy Main Object Relative Object Batch delete pages and classes ac a Lt Load Local File d Save Local File 3k Account Description ab Account Fax 25 Account Number You can open the page saved your local with SkyVisualEditor you click Load Local File the below dialog appears Drop a SVE file or click Select them from your computer and select the file you want to use for the page Select Design You can only select SVE files sve created in SkyVisualEditor in prior j Save Local File Object Component Component el En 9 Save 3 Save Input Output Label Deploy Object D Reload 5 Batch Deploy Main Object Relative Object c Batch delete pages and classes s odio
107. Studio Create portal pages or home pages with the Dashboard Layout Show details of a child record with the Details gt Open Design Page panel and more Check it out after the upcoming release Details gt SkyVisualEditor V3 4 New Functionlaity 4 gt User Setting AppComponent AppComponent of SkyVisualEditor s standard function release We have been provided with the function of some AppComponent V3 1 Please try to install the AppComponent package Latest Ver 1 3 Install URL Production https login salesforce com packaging installPackage apexp p0 04ti00000002dQ J Install URL Sandbox https test salesforce com packaging installPackage apexp p0 04ti00000002d0Q J With the update of SkyVisualEditor to V3 1 the global IP address of the application has been changed Please be sure to update your Salesforce connection settings Previous global IP 176 34 55 86 alob 811 gt Credit card payment Information The latest SkyVisualEditor package version number is 1 44 0 AppExchange URL AppExchange SkyVisualEditor The version number of installed packages can be checked in Salesforce screen below In Salesforce click Setup App Setup Installed Packages Installed Packages Action Package Publisher Version Number Namespace Prefix Uninstall Manage Licenses SkyVisualEditar TerraSky Co Ltd 1 40 SkyEditor2 Description SkyVisualEditor allows anyone to create pages as rich as Visual
108. User is authorized to edit LookUp Field Label name in security setting which is LookUp is check on and LookUp Only turned off Default additional lines The number of new records to be added by default as blank rows opecify the number of Set the number of rows to be added at a time Select between rows adding 1 to 5 rows This is active when the Row Addable property is set Delete button Button will show when the box is checked This feature becomes unmodifiable when add row is checked on You must click save button to fully erase the row clicking erase row button will not erase the data immediately Edit Delete Button Overwrite the Delete Button label Value The Delete Button label Default value is Delete Bulk Edit oet Bulk Edit feature for Table Edit Bulk Edit Button Overwrite the Bulk Edit Button label tte fn Bulk Edit Button value The Bulk Edit Button label Default value is Bulk Edit Delete Selected Button The Deleted Selected Button label Default value is Delete Selected Value Edit Select Delete Select to edit Select Delete Button Value Value Button Select Delete Button Value for Select Delete Button can be edited when check box is Show row copy button Value turned on Default setting is Select Delete Copy record data within the table This feature is available when check is turned on and Salesforce User is authorized to edit
109. Visualforce Page Selection Page 156 of 333 SU SkyVisualEditor b Properties cloneCommandButton ID Component11 Edit Label mi Label Clone Tooltip Left X 10 ToptY 250 Width Setting Width px 56 Button Style Color 000000 Font Weight Bold TabIndex Target Page senitest Style Class meewmm Ct b CampoenrlDdeednSYEdo _ Resizable Overwrite the width of the clone button Width px Width of the clone button Button style Overwrite the style of the clone button Color Choose a color from the selector or input it directly in hexadecimal 7 Button style needs to be select to use this property Font weight Choose between Normal and Bold 7 Button style needs to be select to use this property Tablndex Set the cursor move order when pressing the Tab key Target Page Destination Visualforce page after the user clicks on the button Style Class Set Style Sheet Page 157 of 333 Sas SkyVisualEditor xxi Form a Overview Button name Form Form Call Canon s form making tool lt Canon Business Imaging Online gt Additional license is required to use Form making tool of Canon The button will not be displayed on PDF pages b Properties ID Component12 Edit Label Label Form Tooltip Left X 10 Top Y 290 Width Setting Width px 66 Button Style Color 000000 Font Weight Bold TabIndex Form Keyword Style Cl
110. a and it will hide if it does not meet the criteria Specify a field to determine components Show Hide setting This setting is unavailable if the field is used for other Display Criteria setting Operator Operator can be selected from below Picklist will change depending on the style of the item Equals to strings Not equal to strings Contains strings Does not contain strings Contains value Does not contain value Page 80 of 333 SkyVisualEditor Input Display Criteria Value Input style will change depending on the style of the Field or LookUp Field Manual Setting This is used in settings such as Merge Field The input value will Show when the value is true and Hide when the value is false A message box like below will appear when the input field is not located on the screen Please refer to Manual Setting listed above for description Use Manual Setting at your own risk Use merge fields to directly set the value of the Rendered attribute Example 1 1 pt Page 81 of 333 Sas SkyVisualEditor iii PageBlockSection A section within a PageBlock used only with the Salesforce layout a Overview va PageBlockSection A standard layout container for the Salesforce layout the PageBlockSection houses fields inside of a PageBlock Page Block Section can be located directly u
111. a single page Wizard pages allow you to display different pages based on the user s choices as well As you can set different pages depending on the value you can minimize the data amount to show in one page This helps users especially beginners to create an input page without any hassle Screen 3 uM Screen 4 Screen 1 Screen 2 Click Next to go to the next page Screen 3 Change the destination based on the value Process Flow Create a Select Page Destination Choose Layout Page 2778 of 333 Sas SkyVisualEditor This is the start page in the wizard template Object Name Name Description Apex Class With Sharing Show Header v Show Sidebar Extended Apex Class Screen Transition Wizard tab The wizard tab appears only when you 1 Page Component Y Wizard setting Object Name Account SVE 2013121518175 choose the wizard template From here you can make wizard settings Add Page menu Click the layout button to add a page Description Apex Class Editable List menu This is the list of pages you created for With Sharing Show Header the wizard lf you don t specify Show Sidebar URL Parameter setting Config destinations pages are displayed from 2 Add Page the top 3 Page 279 of 333 SU SkyVisualEditor D Choose Layout Choose page layout from the
112. ad search individual conditions SkyVisualEditor Studio Screen Search W Search Criteria Load Criteria Employees to Account Name wwe M EXE T Search Clear RowCount Account Name Account Description Account Number Account Account Description Description Account Number AccountNumber Visualforce screen Search ee Save Criteria Load Criteria Employees to Account None El _AccountType None Account starts with Edge Billing Country _hNone Search Clear RowCount 1 Account Name Account Description Account Number Edge founded 1998 is a start up based Austin TX The company designs and manufactures a device to convert music from one digital format to another Edge sells its product through retailers and its own website Edge Communications CD451796 Page 221 of 333 268 SkyVisualEditor Pre conditions The search template pages make use of the custom objects that are installed with the SkyVisualEditor package SkyEditorDummy SearchCondition Thus it is necessary for the user to have access to these custom objects i Search criteria fields When setting a search criteria the below object fields are used User Profiles require the access writes listed below to make use of this functionality If the user profile does n
113. ager Contact RowCount Full Name Title Email Business Phone Li Rogers Jack VP Facilities jrogers burlington com 336 222 7000 But if there is a table DataTable or Multirow DataTable on the screen or when paging 15 used then the look up hover function is inactive Home Files Training Opportunities Search Opportunities Parent amp child JobDescription FormW4 Purchase Orders Account Edit Delete Cancel v Account Information Owner ID i i Account Name Account Phone 212 842 5500 Parent Account ID Account Fax 212 842 5501 Account Number http www uos cor Delete Cancel M 6 1 1 Ww M 5 RowCount 4 Full Name Title Email Pavlova Stella SVP Production spaviova uog com Boyle Lauren SVP Technology Iboyle uog com Song Arthur CEO asong uog com 212 842 5500 Green Avi CFO agreen uog com 212 842 5500 Page 113 of 333 SU SkyVisualEditor d Save relational object data If you save a page in the editing screen only the record information modified are updated in a data table or in a multiple row data table except for a read only table Please refer to the below if you are using a workflow rule or Apex Trigger Up until V3 1 all record information was subject to be updated Parent Data record was updated when clicking Same as left the save button Workflow rules or Apex Triggers used to be applied Child Data If you click the save button all If you click the save
114. ains how to make use of your new product lookup Salesforce i Product lookup screen In the product lookup window itself Search criteria are shown at the top of the screen and search results are shown at the bottom of the screen https c na7 visual force com apex ProductLoakupO2 Google Chrome https c na7 visual force com apex Productl 2 Search Condition major intermediate minor Product Name Sample Product Code RowCount Product Product Code Product major intermediates Sample 4 5 04 Sample u3 Sampleu2 Sample 6 Sampled Sample 1 The picklist of Search Criteria Field in select list format will display in ascending order The list will show up to 1000 records including null record Values of the picklist fields are narrowed down based on the values of the previous picklist fields set 4 7 Example All Major Intermediate minor Note that the pick list fields must be set from left to right to narrow down the values Choices and Search Result data are Data Record values By setting Search Criteria property in Studio the choices will correspond with Search Result Data Table s data record Search Condition Search Condition m major 1 intermedinte major intermediate Product Name Product Name Page 269 of 333 SU SkyVisualEditor
115. arent object Note Lookup Object will not show when the Owner ID is referring to multiple objects in ToDo Object Field Criteria Selection Te ey ange Criteria Lt Selected gt campaign ID Close Date Created ID m 4 User User gt ID r Profile ID Show Columns 14 4 Profile Profile License ID gt created By ID Tp Last Modified Date gt Ws Modified By ID b Manager ID Wis Last Login oLast Password Change or Reset Wis Created Date b created By ID Last Modified Date Page 225 of 333 SkyVisualEditor Use the 9 and buttons to change the order of fields Closed Stage Stage Amount Amount Probability Probability Expected Amount Expected Amount 1 Quantity Quantity Opportunity Type Opportunity Type Closed Adjust the number of columns in which to arrange the fields from the bottom left area Example 3 columns Selected items are arranged After you finish arranging the fields as you like click the Next button Caution Please note that users must have edit authorization for all fields which are used as search conditions If the condition fields are not shown please confirm if the user has a write authorization for those fields i Settings after a Wizard a Page Block The contents selected in a wizard screen are displayed
116. ass Resizable Overwrite the width of the clone button Width px Width of the clone button Button style Overwrite the style of the clone button Color Choose a color from the selector or input it directly in hexadecimal Button style needs to be select to use this property Font weight Choose between Normal and Bold 7 Button style needs to be select to use this property Form Keyword Input the keyword used in the form making tool of Canon The keyword must match exactly Style Class Set Style Sheet Page 158 of 333 SU SkyVisualEditor xxii SkyOnDemand a Overview SkyOnDemand SkyOnDemand Call an HTTP trigger in SkyOnDemand X Additional license is required to use SkyOnDemand The button will not be displayed on PDF pages Drag the SkyOnDemand button to the layout to pop up a dialog to input the integration settings ee L IE RE Teqgrdlon e E x required setting Authonzation Header String parameter setting _ Add Property name Setting detail Required Path Refer to your SkyOnDemand service Authorization Header string Parameter setting Parameter key Page 159 of 333 SU SkyVisualEditor b Properties ID Component13 Edit Label Label SkyOnDemand Tooltip Left X 10 Top Y 330 Width Setting ivi Width px 140 SkyOnDemand Integr if SkyOnDemand JavaSc
117. ast created date for Visualforce page is shown Last modified Date The last modified date for Visualforce page is shown Description The description of the Visualforce pages which are set in the imd page properties is shown Open button Opens the page You can also open a page by double clicking ial on the page row Delete button Delete selected page Note that you cannot recover a deleted page Cancel button Close the open dialog without opening any page c Save Save the page Third Party Object Component w Component Type A New F Open Save 74 Save Input Output Label Object Main Object Relative Object a Et As Deploy st Batch Deploy X Batch delete pages and classes Load Page Layout Load Local File Save Local File Account Description Account Fax AppComponent Details 25 Account Name L t ak Account Number B Click the Save button or menu item to save the page to the TerraSky server Page 42 of 333 SU SkyVisualEditor d Save As Save a copy of the current page under a different name Object Component New b Component Type Open biS Save Input Output Label BEB BBB RRP Deploy Object Reload Batch Deploy Main Object Relative Object Batch delete pages and classes
118. ation Page 30 of 333 SU SkyVisualEditor 3 4 Credit card payment You can register and modify credit card payment information to pay for SkyVisualEditor licenses fees Before registering your credit card please contact our sales department at info terrasky com Portal Screen On the User Settings screen click the Credit card payment link SkyVisual Editor Home Welcome Demo SwE Logout Help News SkyVisualEditor AppComponent AppComponent of SkyVisualEditor s standard function release 3 We have been provided with the function of some AppCormponent V3 1 Please try to install the Studio AppCompoanent package Install URL Production login salesfarce com packaging install Package 0 044100000000191 gt Open Design Page Install URL Sandbox https test salestorce com packaeine installPackage 0 044100000000191 20127771 To begin providing sky isualEditor V2 4 on July 1 2012 euch ag Assignment on paze Tab Chatter lot of features will be added Detail http www terrasky co jp skyvisualeditar releasenate english skyvisualeditar releasenate v240 pdf Version Up User Setting Credit card With the update of SkyVisualEditor to V3 1 the global IP address of the application payment hat been changed Please be sure to update your Salesforce connection settings Previous global IP 176 34 55 86 Mew global 176 34 50 109 Information AppExchange
119. b Properties Common ID Component2 Text Title Component2 Appearance HTML Escape iv Columns 202 Show Header Collapsible Color Setting iv Font Color Background Color hi Border Width 1 BorderColor 000000 Border Radius 0 Advanced Settings Settings Property name Common Property Component ID as defined by SkyVisualEditor Text Title text of page block section Layout HTML Escape Process HTML contained as plain text when checked and as HTML when unchecked Columns Columns in section Select between 1 and 30 columns Show Header Display the title text or not When using a section switcher the header must be on Collapsible Section is collapsible or not Page 84 of 333 SU SkyVisualEditor If on the Collapsible icon V is shown to the left side of the title Click to collapse restore the section This is active only when the mode property of the page block is Detail Font color Choose the header font color either from the selector or by direct pr maman tm Background color Choose the background color either from the selector or by direct P Types of Border frame Set the panel grid cell from below Not specified Solid line Double line Dotted line Dashed line Width of Border frame Set the frame width of page block section Available only when no
120. bjects For example allow users to input an Account and related Contacts and Opportunities all on one page Object Wi Show All Visualforce Page Apex Class Editable Detail OK Cancel Next select the fields you would like to show from the main object To select press the gt button or double click the field name to move from the Not Selected list to the Selected list Term Criteria Selection Term Criteria Selection Close Date 2 Created Date Close Date Created Date Last Activity Last Activity Last Modified Date Last Modified Date You can select several fields to mark as selected at the same time by holding the Ctrl or Shift key while clicking on the field names Not Selected Not Selected Fiscal Period Stage Fiscal Quarter Amount rrent Generator s Fiscal Year Probability Delivery Installation Status Forecast Category 1045 Closed 4 Probability 26 Has Line Item Current Generator s Lead Source Delivery Installation Status LogisticCost Expected Amount Use the and L buttons to change the order of fields Page 246 of 333 182 SkyVisualEditor Closed Stage Stage Amount Amount Probability Probability Expected Amount Expected Amount Quantity Quantity Opportunity Type Opportunity Type Closed Adjust the number of columns in which to arrange the fields from the bottom left area Example 3 columns
121. ble Reference Table i Editable Table _ Complex Table Table Configuration Add Row Delete Row Clone Row Bulk Edit Delete Search results will be shown ERIS as a read only table Iv Search Criteria Save Button 444 444 444 Search Criteria Clear Button Custom Button _ Output Form Button Cancel Back Next Done The results properties available are listed below Select Table Type Reference Table X1 Search results will be displayed as read only entries Editable Table X2 Search results will be editable in the results screen Options to bulk edit end delete and add new rows are also available Complex Table X3 Search results can be mixed with some fields appearing as read only and others as editable Table Add New Row Button Only available with an Editable or Complex table This Configuration X2 allows new records to be created directly from the search results screen Paging Select a number of records to show in one screen Note this option only appears when paging is on Page 232 of 333 Search Criteria Save Allow users to save and load their individual search Button criteria If you re deploy the page after you changed some search conditions the previous conditions you saved in your Salesforce org cannot be applied Search Criteria Clear Allow users to clear all search criteria fields that Button ha
122. block Layout Show mode EE S S S S value determines whether lines are drawn separating field values edit The data is displayed to the user without field lines detail The data is displayed to the user with colored lines maindetail The data is displayed to the user with colored lines and a white background just like the main detail page for records Buttons position Set the buttons location in the page block Hidden Both top bottom If the buttons are hidden the User cannot save or cancel Display Settings PageBlock setting Show Hide can be dynamically controlled Click the ii button to show Display Setting screen Please refer to lt i Display Settings gt for more information Page 79 of 333 SU SkyVisualEditor 1 Display Settings Show Hide setting of components below can be controlled in Display Criteria property Message box below will appear when ES button is clicked on each components Display Criteria Property ponent rendered se i Condition setting Switch a component from being displayed or hidden based on the value of the target field When the set conditions are met the component will be displayed i Manual setting OK Cancel Radio Button for No Setting Always display the component Radio Button for Setting Set Show Hide component by input field value Condition Component will show if it meets the criteri
123. button only the records were updated and workflow records you changed are updated rules and Apex Triggers were Workflow rules and Apex Triggers activated are activated only for the changed records Page 114 of 333 182 SkyVisualEditor e Using OpportunityProducts You can only use the OpportunityProduct object when the main object is Opportunity OpportunityProducts require special handling within Salesforce and so the usage of this object differs slightly from that of other objects Select the object just as you would for other objects Basic Configuration Object Opportunity Product OpportunityLi v Show All Column Viewing Configuration Add Row Delete Row This will remove the required flag Clone Row from all fields in the table If you leave the fields as required a validation error will be displayed Bulk Edit Delete each time a process button is clicked when a required field does Remove Required 4 not contain a value LJ Paging After clicking the OK button you will be shown a dialog like the below When using the OpportunityProducts for a new or edit page you cannot place the TotalPrice field on the screen due to a Salesforce limitation When you create a creating page or the editing page please do not place the Output item Total Price TotalPrice Data will not be saved The Product Name field is shown by default Add other fields as necessary Opportun
124. c Edit Delete fields and operators Unitprice c ity LogisticCost c Right click on a formula element to reveal a drop down menu Select edit to change the element to a drop down list of other selectable elements and select delete to remove the element completely Page 251 of 333 Sas SkyVisualEditor vi Aggregate Formula Options Choose to which field to allocate the result of the formula and the number of decimal points after which to round as appropriate F Aggregate formulas Up to 10 formulas can be defined Formula Edit suM Amount Annual Revenue Note that the field to which to allocate the result must be on the Main object level vii Relative Object Formula Set and manage formulas of fields on the relative objects F Relative object formulas Up to 10 formulas can be defined Add Object Formula After the decimal point 2 Figure round off viii Relative Object Formula Editor This function set formula Example unit price quantity logistic cost Formula Editor Field List Unitprice c Quantity c B Hm Fixed Value OK Cancel Page 252 of 333 Sas SkyVisualEditor a Select Fields Unitprice c Amount Unitprice Quantity Click on a field in the field list to insert it into the formula editor b Insert fields Click the space between fields or opera
125. ccount X ad Load Local File 1 save Local File Relative Objecti Opportun E AppComponent Detai Add RowCount EL Logout Wizard inn Se Batch delete pages and classes Load Page Layout ls During deployment the following window is displayed Processing Deployment After completion the Deployment Completed window is displayed Click the Open button to view the page directly in your Salesforce organization kk kk SVE 2013121910013 Apex Class name Account Type Billing City Relative Object1 Opportunity Add RowCount 2 2011 08 09 2011 08 09 201312191001343 Page 256 of 333 Sas SkyVisualEditor 4 7 Create a page with the Custom Lookup Template The Product Lookup Template is used to create an advanced search specifically for selecting products The search fields can be set to dynamically change based on values of other fields Note that the product Lookup Template must be called from another page made with SkyVisualEditor Product Lookup Template Functions Drill down functionality to allow users to quickly find products they need Ability to select one product like a standard lookup Ability to select multiple matching products at the time SkyVisualEditor Studio screen 8 wW Page Property c
126. cessed and the number of times that page has attempted to be accessed If you see one of the above messages please verify that your license has not expired Page 332 of 333 SUO SkyVisualEditor 3 Input fields for search conditions ToDo object are not displayed Authorization for accessing to objects in the SkyVisualEditor package SkyEditorDummy and SearchCondition is required for the users profile For details about granting access permission refer to 2 8 Permission setup in Salesforce gt 4 When browsing data the Input Error when saving message is shown When searching for data with the search template or when viewing activities that have the Opportunity Account ID field on the screen the below error message is shown Input Error when saving There was a custom input error when attempting to save the current record The first error was Opportunity Account ID Type Mismatch for ID x0XX000000 ooxxxxx The error happens in the follow situation Conditions for error Please use caution when using the Opportunity Account ID field with objects that do not have Activities enabled Page 333 of 333
127. ch Criteria Fields Choose the object for which you would like to create a search template and click OK Layout Manager 4 x f M VN Template Search Screen 3 8 gt The Search Screen template utilizes a wizard to guide you through making an object search page Salesforce You can set fields to be used as search criteria and allow users to edit search results and add new objects directly from the search results table Object Visualforce Page Apex Class Detail Show all _ Editable OK For range criteria date numeric value currency and percent style are displayed For field criteria all fields except for date are displayed Field Criteria Selection Field Criteria Selection Not Selected Imm 123 Amount Wi Campaign ID Closed gt created By ID Current Generator s Delivery Installation Status 123 Expected Amount Fiscal Period Field Criteria Selection Selected 123 Fiscal Quarter 123 Fiscal Year Forecast Category FH Has Line Item gt Ws Modified By ID agrLead Source Main Competitor s s m mp Select the fields you would like to use as search criteria pg To select press the button or double click the field name to move from the Not Sel
128. cking the release button Page 93 of 333 88 SkyVisualEditor How to Select the PanelGrid Select the PanelGrid itself by double clicking on any cell After double clicking a cell to select the panel grid drag any cell to move it pageBlock2 Page 94 of 333 Sas SkyVisualEditor b Properties There are 2 property sets for the PanelGrid component One is for the PanelGrid itself and the other is for an individual cell within the PanelGrid i PanelGrid panelGrid Common ID Componenti0 Layout panelGrid Left X 50 Common Top Y 50 ID Components j Appearance Layout Rows 3 Fit to Page m olumns Appearance Cellpadding Rows 3 Cellspacing 0 Columns 3 BorderType solid Cellpadding 0 Cellspacing n Border Collapse collapse ki BorderType solid Border Width 1 Border Collapse collapse BorderColor 000000 HH Advanced Settings Border Width 1 BorderColor 000000 J Display Settings Ls Advanced Settings Tab index Display Settings im Bree 0 Development Development Style Class Class Property name Common Property Component ID as defined by SkyVisualEditor Layout Adjust page Set the width of the PanelGrid to match that of the page If this is checked you will not be able to set individual cell widths Number of columns in the PanelGrid B
129. cklist format intermediate Product Family Criteria Selection Picklist format intermediate major minor lt ty Product Code lt Product Family Product Name major Product Name minor Product Code lt Page 259 of 333 88 SkyVisualEditor Change the order of the fields with the and D buttons Product Name Product Family Product Family Product Name In Text Format please set operation to the Criteria Field Select operation from Complete Match and Partial Match Criteria Selection Text format intermediate Product Code Contains xl major Product Contains Product Description You can select the number of columns to show in bottom left window 2 columns m 1 s T 4 E After you finish arranging the fields as you like click the Next button Page 260 of 333 Sas SkyVisualEditor 3 Set Results Table Properties Product Lookup Template Wizard Table Configuration Table Configuration Fi Faging Page Coun Record Selection Type ome 1 Single Record Selection J Multiple Record Selection Search results will be shown as a read only table Page 261 of 333 Sas SkyVisualEditor i Single Record Selection Y Search Criteria Product Code C1020 ProductFamily Mone Product
130. clearing browser cache en pdf 4 SkyVisualEditor Studio does not launch This can result from a browser caching problem Please try clearing your browser cache and closing your browser before returning to the studio For more details on clearing your web browser cache please refer to the following document http www terrasky co jp support clearing browser cache en pdf Page 320 of 333 Sas SkyVisualEditor 5 System error occurs when saving page If you have SkyVisualEditor running in several tabs in the same web browser the Salesforce credentials can get corrupt Please try closing all browser tabs and re logging into the Studio System error occured Please reload the Studio TokenInvalidException 7 3 Connection Salesforce D Cannot log in to Salesforce Please verify the following User ID and password and if necessary Security Token are correct e Salesforce user has API Enabled and View Setup and Configuration permissions set in his or her Salesforce profile Refer to 2 6Permission setting on Salesforce gt for more information oalesforce is currently accessible not down for maintenance Security is set up properly in Salesforce organization Refer to 2 82 Security setup in Salesforce for more information lerraSky Page 321 of 333 SUO SkyVisualEditor 7 4 Deploy to Salesforce organization D Can any user deploy For deploying from SkyVisualEditor the fol
131. cript editor with some code samples embedded within PageScript Editor You can write JavaScript functions These functions can be called from a custom button or a custom link JavaScript code is not supported And problem of screen displaying caused with JavaScript added for this function is not supported either W Sample Scripts 1 3 This function can open new window function sample1 1 window open http www google com Copy Script OK Cancel Page 309 of 333 Sas SkyVisualEditor 6 Reference Component Compatibility Matrix 6 1 List of Component Layout Control This list shows which components are compatible to certain layout Component Layout Pageblock Multiple Row DataTable Canvas w104 94 episino W404 MOUS 4 ewes 1oe qo ewes 4 PageBlockTable DataTable SalesforceLayout Object Field i j Related Object Page Block Section sais d x x x x x x x x Page 310 of 333 PA SkyVisualEditor ute Row oom Tote EM See S __ NNnNEON
132. cs SkyVisualEditor M Standard feature of SkyVisualEditor Publisher TerraSky Inc Editable Picklist A setting change of the selected choice of PicklistItems and a TextItems is made freely And the input of a free character string of a select list item is enabled Help Address search by Zip Japan Address auto complete search by zipcode What I Follow Close Please install the SkyVisualEditor standard AppComponent from the below link URL httos s3 amazonaws com www skyvisualeditor com AppComponent Packagelnstall html Page 53 of 333 Sas SkyVisualEditor ii Import a CBIO Linkage file import Import an XML file created from Canon s imageWARE Form Manager Editor tool Object Com ponent Y Component ML Lotus Notes Import Click on the CBIO Linkage file import menu item to browse for an XML file on your local file system Select a file to load the file as a Salesforce layout page You can then freely modify the resulting page iii Wizard a Back to Wizard Return to the Wizard screen from a page that was created using a template from the Back to wizard menu item Third Party E Back to wizard Save Criteria Load Criteria b Show wizard properties Show wizard properties is a menu available when using the Template Wizard layout Third Party Object Component LE Show wizard properties Component T
133. ct for Change My Password Outlook Connect Offline Connect for Office Connect for Lotus Notes orthe Data Loader Reset My Security Token Your security token is tied to your password and subject to any password policies your administrators have configured Whenever your password is reset your security token is also My Groups reset Change My Display Grant Login Access For security reasons your security token is delivered to the email address associated with your account To reset and send your security token click the button below Calendar Sharing Reset Security Token Reminders In Salesforce click Setup My Personal Information Reset My Security Token Upon clicking on the Reset Security Token button the security token will be sent to the user by email After retrieving the Security Token you must concatenate it to your password when logging in to SkyVisualEditor Username Username Password User password issued security token Page 23 of 333 Sas SkyVisualEditor ii Set a login IP range a Login IP Ranges of Profiles In Salesforce clickK Setup Administration Setup Manage Users Profiles Profile Login IP Ranges Click the Add IP Range button and enter SkyVisualEditor s global IP address Global IP address of SkyVisualEditor 1 6 34 50 1 09 Login IP Ranges Help for this Page Enter the range of valid IP addresses from which users with this profil
134. d Reset password screen Reset Password User ID Your User ID must be a valid email address usemamegi company If you change your email address afer registration new password will be sent to the new email address considerable Reset Password 3 Input your user ID and click the Reset Password new password will be sent to your registered email address from lt noreply skyvisualeditor com gt Page 17 of 333 Sas SkyVisualEditor 2 5 Login 1 Access the login screen at the following URL https www skyvisualeditor com se2 login 2 Input your user ID and password and click the Login button Login screen Login User ID Password Login Forgot your password Don t have an account Sien up for free now 7 Please note that the language of the application is determined by your web browsers locale If your local is set to Japanese the UI will be in Japanese otherwise the UI will be shown in English Note Your account will be locked after 5 consecutive unsuccessful login attempts To unlock a locked account please reset the password Page 18 of 333 268 SkyVisualEditor 2 6 Permission setting on Salesforce Certain permissions must be granted to Salesforce in order to use SkyVisualEditor See below for the required permission on Salesforce to execute these actions Setting must be done per profile for
135. d display events from multiple objects in one table Drag and drop the Events join table onto the canvas with the mouse After dropping the table onto the canvas the following options dialog is shown Delete Row Bulk Edit Selective deletion Paging OK Cancel Page 128 of 333 268 SkyVisualEditor Setting Name Setting Description Basic Column Set the number of columns to display in the table Configuration A number in the range of 1 40 columns can be used Viewing Delete Row Select to display the delete button next to each Configuration row It is possible to delete records directly from the Salesforce screen Bulk Edit Delete Check to turn on bulk edit delete functionality Paging Check to turn on paging for the table Eliminate the need to scroll on the page even for many records Page 129 of 333 Sas SkyVisualEditor b Properties Common eventMergeTable Component12 Object Label Merge Target Layout Left X 48 331 Width px 428 Height Setting Height px 142 Row Height Adjustm Header height px 22 Row height px 22 Appearance Column Count 3 Max Records Count 500 Output Tag DataTable Fixed header Fa Theme Gray Table features Show RowCount Paging Fi Show Rows K K Delete Row Edit Delete Button Li Delete Button Label Delete Bulk Edit Edit Bulk Edit Bu
136. d for the page If the deploy completes without error the Deployment completed dialog is shown To view the Visualforce page in the Salesforce organization click the Open link Ta Deployment finished successfully Visualforce Page SVE_20131216153823 SVE_20131216153823 Close Page 45 of 333 SU SkyVisualEditor If the deployment fails a dialog like the following will be shown listing any problems encountered Deployment Failure or Timeout Please confirm the following Your Salesforce user has been granted Author Apex and Customize Application permissions The SkyVisualEditor AppExchange package installed in your Salesforce organization is at least version 1 37 or later Your Salesforce user is set up with a SkyVisualEditor license in your Salesforce organization Your web browser is supported please refer to the help for a list of supported browsers It took some time to deploy You may also currently being deployed Response had the following error messages problem Invalid tabStyle a specified If you are trying to reference a custom Visualforce tab you must append tab Close Deployment may take time as it includes time for executing test for relevant Apex class SkyVisualEditor can wait for 900 seconds 15 minutes at maximum for receiving a response during deployment If it takes more time a timeout error will occur Please note
137. d intersection Not snapped snapped Unit Size px Select the pixel width of the grid lines 5px 10px or 20px can be selected Line color Set the grid line color from the below selector or input it directly as hexadecimal 00000000 Page 198 of 333 SU SkyVisualEditor xiii Component Counter There is limit to the number of components that can be placed on a page created with SkyVisualEditor Studio The following sections show the limit and the number of elements being used so far Salesforce layout Free layout Field Object 0 2000 200 SectionHeader 0 3 1 PageBlockSection 1 100 30 Field Object 0 2000 200 TabPanel 0 5 3 SectionHeader of 3 1 07 50 5 TabPanel 0 5 3 DataTable 30 5 PanelGrid 50 5 Related List 0 20 10 DataTable 0 30 5 Button 07 50 20 Related List of 20 10 Blank Space 07 100 50 Button of 50 20 Item 07 500 100 0 500 100 Free hand input item Of 5 3 Free hand input item Of 5 3 Chatter Feed 0 1 Chatter Feed 0 1 Detail panel count 0 10 5 Detail panel count 07 10 5 Increase component limits Increase component limits Performance degradation may occur Performance degradation may occur upon going beyond these limits Such upon going beyond these limits Such performance degradation will not be performance degradation will not be supported by customer service supported by customer service Component
138. d menu Tools Page 263 of 333 Sas SkyVisualEditor 60 Save After completing your settings click the save icon or select Save under the File menu to save the page SkyVisualEditor page will be saved on Terrasky s server 5 New F Open a BEER RRR YW Search Criteria cove Product Code Save As Third Party Wizard Product Name Deploy Batch Deploy Batch delete pages and classes Load Page Layout H 44 1 f 5 kh MJ Product Select Product Load Local File issus Product tc Product Save Local File et AppComponent Details Logout A message like below is shown Page saved Page Name SVE 20131219131113 OK Page 264 of 333 SkyVisualEditor Deploy Finally click the deploy icon or select Deploy under the File menu to deploy the page to your Salesforce organization Third Party New Open amp Save Save BEBE BEER Ree eee eee Deploy BEBE Bee ut Batch Deploy ra Batch delete pages and classes Load Page Layout inch HE Load Local File Save Local File H tCode E AppComponent Details Logout During deployment the following window is displayed Processing Deployment After completion the Deployment Completed window is displayed Click the Open button to view the page
139. data records will be displayed Buttons and URLS will be hidden Page 133 of 333 SU SkyVisualEditor Helated List You can select from the related list defined as the main object in your Salesforce org Page Count Account Partner AccountPartner Actiity History ActivityHistory Asset Asset Attachment Attachment Campaign Member CampaignMember Case Case Role case of the Contact CaseContactRole Ase Solution CaseSolution Contact Contact Contract Contract EmailStatus NoteAndAttachment Email Status Note and Attachment Activity Schedule OpenActivity Opportunity Opportunity Hole Opportunity of the Contact OpportunityContactRole Opportunity History OpportunityHistory Opportunity Item OpportunityLineltem Opportunity Partner OpportunityPartner Process Instance History ProcessInstanceHistory Quote Quote All Custom Relations Define the number of records to display between 5 and 15 2 Note that the page count can be overwritten on the Salesforce side Page 134 of 333 SkyVisualEditor b Properties ID Component38 Object NoteAndAttachment Object Label Note and Attachment Relationship Name NotesAndAttachments Rows 5 Edit Title Label Lj Title Note and Attachment SkyVisualEditor component ID Object Label Object Display Label The API name is shown Relationship Name The related objects name
140. delete shows if the item is a Visualforce page or Apex class Namespace Prefix Shows the Salesforce namespace to which the item belongs Click a Column header to sort the list information by that column attribute h Acquire Page Layout Geta page from your linked Salesforce organization and create a SkyVisualEditor page out of it You can also import an XML file from Canon s imageWARE Form Manager Editor to create a SkyVisualEditor page Third Party Object Component _ New w Component Type 2 Open Save As Input Output Label 4 Deploy Object Reload 5 Batch Deploy Main Object Relative Object Batch delete pages and classes Load Layout Load Local File Save Local File Account Description ak Account Fax AppComponent Details ak Account Name cT Logout ak Account Number a Click the Page Layout menu item to bring up the Salesforce page layout screen dialog Select the Linkage File Import menu entry to browse for an XML file on your local machine lerraSky Page 50 of 333 Sas SkyVisualEditor Select a Salesforce page layout Record Type Select an object and record type and click the Open button to generate a SkyVisualEditor page from the Salesforce record type Upon selecting an XML file a Salesforce layout generated fr
141. des entering search criteria and making functional calls within a search template In addition the Case standard object can be Read Write Created but other standard objects are Read Only for Customer Portal users X3 For Partner Portal users the following standard objects are available Idea Pricelist Account Case Contact Solution Opportunity Campaign Document Product Lead Custom objects can also be made accessible by creating additional Salesforce user profiles The above general limits are accurate as of May 20th 2011 For details on your specific Salesforce object permissions please review your Salesforce permissions settings 4 Supported Languages SkyVisualEditor supports the following languages SkyVisualEditor Studio Japanese English Salesforce screen after deployment Visualforce Japanese English Chinese both traditional and simplified X All sentences on display are corresponded to the Translation Workbench Therefore it is possible to show any languages that are supported by Salesforce if you set correctly lt You are allowed to change sentences for each organization 1 Salesforce Help Portal Setting Up the Translation Workbench https help salesforce com HTViewHelpDoc id customize wbench htm amp language en Page 14 of 333 Sas SkyVisualEditor 2 2 Installation of Silverlight SkyVisualEditor requires Microsoft Silverlight 5 If you have not previously installed Silverlight or ar
142. directly in your Salesforce organization Deployment finished successfully Salesforce UserName Visualforce Page Name 2013121913111 Page 265 of 333 Sas SkyVisualEditor Set Calling Screen After setting the lookup screen we need to make the link to which SkyVisualEditor page in Salesforce will utilize this lookup screen To call the lookup screen the below two conditions must be met on an object gt object must contain a data table or multi row data table gt object must be the parent in a parent child relationship with the Product object Valid Object Structure Example Table calling lookup P relat Product Kaa Parent Chitg Detail custom object O ortunit y pp 1 Lookup relation P arent Ch ld In SkyVisualEditor you can set a table to use the product lookup screen if the above conditions are both met Example of Calling Screen Data Table NEN NEN Add Clone Bulk Edit Selection Delete _GetMaster RowCount1 product product code ri article Delete Create a New page or open an existing one that meets the above two requirements to make use of the Products Lookup Page 266 of 333 Sas SkyVisualEditor i Single Record Selection Screen In the Product lookup field of a Data table press the m button of the Products Lookup properties
143. ditorDummy or main object Refer to 3 60 ii D i Display Settings Eg inputField val SkyEditor2 Text c Undefined Value Field s 10 op isEnable true false Eg inputField isNull op isEnable LE Below is a list of Operation Definition String of operator Definition in Apex class Not used empty Equals not equal to 3 NK Contains does not contain start with Includes Excludes Page 298 of 333 268 SkyVisualEditor iv Exception Interface Exception class is used to show a message when an error occurs from inside the extended class Extender Exceptional class SkyEditor2 ExtenderException addMessage String Add massage to top screen v Page Action Method Run when the Visualforce page is loaded pageAction pageAction Run when the page is loaded The method name must pageAction vi Page Property Value Settings You can set Page Property Visualforce lt apex page gt Property etc from Apex Class Extension feature Here is a list of configurable setting and its order of Priority 1 Apex Class Extension set within init 2 URL Parameter Setting 3 Apex Class Extension set from 4 Studio Screen setting The False setting of the Studio Screen will be overwritten as True if the Apex Class Extension is set as True This is because the p wizard Salesforce Wizard Page CSS Apex Class Extension s priority is highe
144. document Third Party Y Wizard Object Component w Component Type Componenti p Input Output Label Account Name b Version Click the Version menu item to show the current version of SkyVisualEditor Third Party Wizard Object Component Component Type Re Account Input Output Label Componenti Version Information SkyVisualEditor Version 3 5 0 1 AppExchange Version 1 45 or later OK Page 57 of 333 Sas SkyVisualEditor 2 Field Type This area is for selecting the field type Use Text Input to create read write fields and Text Output for read only fields Component Type p Input Output Label If you place field the page block section its label will appear next to it Object Component Componenti Component Type Component Main Object Relative Object IE Account Description abe Account Fax Account Name If you place a field item in a layout element other than a page block section for example in the panel grid or directly on the canvas only the input field or output field is shown and the label will not automatically appear Sky E2 8 File Third Party Wizard Tools Object Component Account 1 E Record Name Y Component
145. e running the older version please upgrade to Silverlight 5 1 Click Click now to install 2 Save and run the executable file Click now to install QUICK DOWNLOAD 30 SECOND INSTALL 3 Click Install now to start the installation Install Silverlight By clicking Install now you accept the Silverlight license agreement View the Silverlight License Agreement Microsoft Silverlight updates automatically SI lve ht View the Silverlight Privacy Statement Silverlight is being installed on your computer Microsoft Installing 90 4 After the installation finishes click Next gt Enable Microsoft Update Microsoft Update delivers updates for Silverlight and other Microsoft software More about Microsoft update v Enable Microsoft Update recommended Microsoft Microsoft Update Privacy Statement 5 Close the installation Installation successful System components that are required for automatic updates are Microsoft missing How do I enable automatic updates Close Page 15 of 333 SU SkyVisualEditor 2 3 Registration You need a registered user to begin using SkyVisualEditor This chapter will introduce how to register a new user 1 Access the login screen at the following URL https www skyvisualeditor com se2 login 2 Click on the Sign up for free link Login screen of SkyVisualEditor Log in User ID Pass
146. e Ut tab name tab Page Title Define the HTML Title to be displayed in the web browser when this page is shown URL Parameter setting Set URL parameters and the default field values Extended Property oet attribution of Visualforce lt apex page gt The Salesforce layout will expand as elements are added but the Free Layout is fixed to a certain size oet entire resolution in design canvas For developers Property setting will result in different effect depending on the setting value and it may affect other features Therefore please be aware that we do not support this setting as a tool See Visualforce Developer s Guide for each setting lt http www salesforce com us developer docs pages index htm gt Note Value can be set dynamically from URL parameter Please refer to c Dynamic URL Parameter settings for detail Page 184 of 333 SU SkyVisualEditor a Resolution 320x 240 QVGA 320x 480 HVGA 400x 240 WQVGA 640x 480 VGA 1024x 768 XGA 800x 480 WVGA 800x 600 SVGA Width 1024 Heigh 768 854x 480 FQWVGA 960x 640 OK Cancel 1024x 600 WSVGA 1024x768 XGA 1136 x 600 iPhone5 Retina 1280x800 WXGA 1280x1024 SXGA b URL parameter setting Field Name Parameter Key Delete Active v Active c 1 example URL to this page Please use it as URL on destination page with custom button or
147. e 257 258 Set Search Criteria Fields 258 3 Set Results Table 261 RR 263 Set Layout 263 QU 264 265 SOE CAI SO 266 9 Usage in Salesforce 269 Screen Display on 1 273 4 8 Create page with the Page Assignment 274 275 Oy 277 4 9 Create a Page with the Wizard Template seesseesseeeseeeeen e nee eene enne nsns 219 Choose 280 E o 1 OEE 280 3 Set Destination Page oo ce cecceccsesccescesscesccssccsscesscesccssccsscesscesecssccassesscssecsscesscessceseesuceasseaeseseetseesesereeeseeaees 281 sheet 282 4 10 Create a Page with the DashBoard Layout eese nennen ene en enne snis 283 ero sdeaeetaceanomsneiegoeaieauuessredeesserconianneadesonte 283 2 Component 285 O Save 286 SOY 287 4 11 Convert
148. e Giftoder Visualforce Page LLLLLLILELELTTIIT Gil seis dsl dede LI EPI SVE_201312181537 Name 25 ttt oe Bp LaL L LLL LC EIE CCELI TTE a a bi ES SSS SSS SSS SSS mmm Label Editable Description L Apex Class Editable With Sharing Size px Resolution a pa LLLI 1 ANAE ieee ptt Width 1024 Height 768 114114 Beans H FL H tT Seen Bees Ll Ha HH sow LCE i tt LA HH pt tt 5 123 LLLLIIELLLLEE i m m E 1 LI rt TTT tT lt ae a i
149. e a filter query directly in Salesforce Object Query Language SOQL You may add text that would appear after the WHERE portion of the query Please use custom SOQL filters at your own risk SkyVisualEditor will not be able to provide support for queries with errors Specify Filter SOQL Not Supported Name like Smith and BillingState ORDER BY Name asc nulls Last Cancel Back Done Page 110 of 333 182 SkyVisualEditor 2 Table Script Editor TableScript You can write JavaScript functions JavaScript code is not supported And problem of screen displaying caused with JavaScript added for this function is not supported either OK Cancel You can write custom JavaScript code to run on the table whenever an action is run on the data of the table Add row delete row select all bulk delete clone etc 3 Table Message Setting Table Message Setting Condition Greater Equals Message Font Color Ld Font Weight normal Font Size 1 0em Condition records Message Font Color Font Weight Font Size None of the above conditions Message OK ted Cancel Font Color 000000 BM Font Weight normal Font Size You can set a dynamic table message based on the number of records returned Comparative operators of Greater Equals Less Equals Greater Than Less Than and Equals can be used Page 111 of
150. e already accustomed lerraSky Page 204 of 333 SU SkyVisualEditor 3 Template Search Screen The Search Screen template utilizes a wizard to guide you through making an object search page in Salesforce You can set fields to be used as search criteria and allow users to edit search results and add new objects directly from the search results table Template Relational Object Entry The Relational Object Entry template utilizes a wizard to guide you through making a page in which users can simultaneously enter parent child relationship objects For example allow users to input an Account and related Contacts and Opportunities all on one page Page 205 of 333 8 SkyVisualEditor Template Custom Lookup The Custom Lookup Template utilizes a wizard to guide you through making a page in which users can dynamically narrow down search results to quickly select primary data to add to an object Template Page Assignment The Page Assignment template is used to define which Visualforce pages are seen by which users You can assign a Visualforce page to be displayed by a combination of the user s profile and the object s record type After creating an object from a page created by this template users will be redirected to the correct page Note This feature is not compatible with Salesforce1 Please be aware that an error messages Salesforce1 cannot display this page Please ask your S
151. e can log in Save Cancel Please specify IP range Required Information Start IP Address 176 34 50 109 End IP Address 176 34 50 109 Description skyvisualEditor Service Save Cancel b Network Access In Salesforce click Setup Administration Setup Security Controls Network Access Network Access Help for this Page The list below contains IP address ranges from sources that your organization trusts Users logging in to salesforce com with a browser from trusted networks are allowed to access salesforce com without having to activate their computers Trusted IP Ranges New Start Address End IP Address No records to display Click New button above the Trusted IP Ranges list Please specify IP range Start IP Address 176 34 55 86 End IP Address 176 34 55 86 Input the Global IP Address of SkyVisualEditor in Start IP Address and end IP Address then click the Save button Page 24 of 333 SU SkyVisualEditor 3 Permission setup in Salesforce Please refer to the list below and set the profiles security authorization of SkyVisualEditor s Package This setting is necessary if you forget to select grant access to all users or would like to grant different authority for each user in 2 7Installation of SkyVisualEditor AppExchange Package 1 Custom Object i Object 1 p 3 Apex Class All of the Classes with Namespace Apex Class Access Prefix Sk
152. e is successfully saved Click Ok to confirm Page 286 of 333 182 SkyVisualEditor 4 Deploy Finally let s deploy the page to Salesforce organization Third Party Wizard Tools Help New T Open Save mim f gt Save nber Deploy yf Batch Deploy Batch delete pages and classes Load Page Layout Load Local File Save Local File Clese Date desci Close Date Close m omponent Deta Logout Message box will pop up to notify the deploy process is complete To check the page on Salesforce click Open o mem scription Salesforce User name Salesforce user ID Login ID Visualforce Page name Name for Visualforce page after deploy Apex Class name Name for Apex Class after deploy Let s check the pages on Salesforce Visualforce Page Jason Danielson KNOV i h 7 San ts on DF13 Francisco 909 0 November 18 2013 at 9 33 AM Jason Danielson t Which layout was it that allowed us to drag fields directly over a form in the background 09 1 November 12 2013 at 8 47 PM Announcements Jason Danielson Remember every Friday is Wacky Tacky Tie Day Lg T E Required Health Inspection Date November 25th 09 00 10 00 Place Company Cafeteria amp 0 0 November 11 2013 at 8 56 Make sure to bring comfortable clothes Tod PM ay Partly Cloudy Windy 11 C Account Name Amount Con
153. e layout it will appear like the below SE_Q1Check I The section switcher must be used in a PageBlock Page 86 of 333 Sas SkyVisualEditor Upon adding the page switcher to the Free layout it will appear like the below ON OFF 7 The section switcher is shown as an area like in the picture above Select the on tab to set the fields to show when the checkbox is checked ON T Select the off tab to set the fields to show when the checkbox is not ON OFF checked nm lerraSky Page 87 of 333 SU SkyVisualEditor b Properties pageBlockSection Common ID Componenti4 Componenti4 Appearance HTML Escape A Columns 2 Show Header Collapsible Color Setting Font Color FFFFFF displaySwitcherCell Background Color 8CABS7 ID Component2 solid Width px 500 Border Width 1 Height 300 BorderColor 000000 J eight px Border Radius Switch Display m Switch Display Default Check Value _ Default Check Value TabIndex Property name Common Property Component ID as defined by SkyVisualEditor Text Title text of page block section Layout HTML Escape Process HTML contained as plain text when checked and as HTML when unchecked Columns Columns in section Select between 1 and 30 columns Show Header Display the title text or not When using a section switcher the head
154. e to install add on packages developed by other vendors or independent developers into your Salesforce to add new components into your SkyVisualEditor Use add on packages or create your own to deploy new functionality previously unavailable within okyVisualEditor Please see our webpage for a list of currently available AppComponents and check back frequently For details about how to create an AppComponent please see the Development Guide in the CDK appComponent Development Kit https s3 amazonaws com www skyvisualeditor com AppComponent CDK zip Page 147 of 333 SU SkyVisualEditor xv Save a Overview Button name Save Save The save button for saving the main record Note that for Salesforce Layouts buttons must be placed only on button show areas in a pageblock button will not be displayed on PDF pages File v Third Party Wizard Tools Help Object Component Componenti Layout 2 Billing City Billing Country Billing Country BillingCountry Save Edit Parent Account ID Cancel Delete Custom Account Name Clone Form SkyOnDemand b Properties saveCommandButton ID Component5 Edit Label _ Label Save Tooltip Left X 10 10 Width Setting Width px 50 Button Style Color 2000000 J Font Weight Bold TabIndex Style Class HD Component ID defined in SkyVisualEditor lerraSky Page 148 o
155. ected list to the Selected list _TerraSky_ Page 224 of 333 Sas SkyVisualEditor Range Criteria Selection Selected Range Criteria Selection Selected You can select several fields to mark as selected at the same time by holding the Ctrl or Shift key while clicking on the field names Not Selected 50 gt Q Account ID 123 Amount Campaign ID Closed gt Q created By ID Current Generator s 1 Delivery Instaliation Status 123 Expected Amount abe Fiscal Period 123 Fiscal Quarter D Fiscal Year JE Forecast Category Field Criteria Selection Selected Stage Amount Probability Not Selected gt Account ID 123 Amount D Campaign ID WY Closed gt created By ID ak Current Generator s E Delivery Installation Status 23 Expected Amount ak Fiscal Period 13 Fiscal Quarter 123 Fiscal Year E Forecast Category Field Criteria Selection Selected Stage Amount Probability WY Has Line Item 4 closed WY Has Line Item gt Last Modified By ID Current Generator s gt Last Modified By ID je Lead Source Delivery Installation Status JE Lead Source ab Main Competitor s Expected Amount Competitor s You can set parent object fields of the main object for search criteria To select click the icon which you can find on the left hand side of the parent object reference fields You can use up to 5 layers of p
156. ed Pink Blue ix Screen Transition You can set custom destinations upon creating or editing a record with the Visualforce page If nothing is selected the page will transition to that objects detail screen upon saving Please refer to 6 2 List of List of Salesforcel Screen Transition for more information h Screen Transition URL after registering a new entry EAL URL after editing an entry EAL URL after deleting an entry 2 10 _ URL after registering a new entry Set the destination URL after the save button is pressed on a new entry screen URL after editing an entry Set the destination URL after the save button is pressed after editing an existing entry URL after deleting an entry Set the destination URL after the delete button is pressed on an existing entry Page 194 of 333 SU SkyVisualEditor x PDF Make the page you created with SkyVisualEditor into PDF Rendering to PDF Salesforce screens will be will show all characters in the Arial Unicode MS font Rendered as PDF Page size A4 8 27 in 11 69 in En Orientation Portrait _ Landscape Margin zm Followings are samples of page size width 696px height 999px Adjust page size Checkbox for changing page to pdf format or not On Visualforce screen as PDF Off Normal Visualforce screen Page size Select page size for pdf A4 8 27 in x 11 69 in 4 10 12 in x 14 33 in A3 11
157. ed changes made to search Show Header Show Sidebar x Tab Style Save Page Title Add 44 1 5 RowCount Extension Property bate 30 Quantity Tr mi Extended Apex Class PageStyle PageScript W Formula Formula Enabled Edit Formula Focus Color Formula Configuration WY Relative object formulas Up to 20 formulas can be defined Edit Probability 20 Componenti9 Opportunity v EM Delete Quantity v Add Figure After the decimal point 2 v Figure round off M J You can set a formula for a record in the selected object For information about how to set formulas refer to lt 3 6 vii Formula gt iii Back to Wizard You may return to the wizard at any time from the Back to wizard link under the Wizard menu E Back to wizard h eee Save Criteria Load Cnteria You may also add custom buttons to the screen Page 240 of 333 Sas SkyVisualEditor Save After completing your settings click the save icon or select Save under the File menu to save the page SkyVisualEditor page will be saved on TerraSky s server Sky 3 E PG h Search 3 New Open h ene Save Save tae Save As Third Party Wizard Probabi
158. ed when the check box is turned on Theme Header color Select the style of the DataTable color Salesforce blue Salesforce blue Green Green Gray Gray Orange Orange Custom This is selectable only if Output Tag is set to DataTable Select the color of header from Color picker or enter 16 bit color code Available when the Theme is set as custom Show RowCount Set to show or hide a number of records in the table Paging Show Rows Add Row button True Allow the user to page through many results We recommend you to use paging for DataTables with very large numbers of records When paging is active select the number of records to show in one page from below 5 10 25 50 100 This property is only available when paging is active Enable or disable Add Row feature for Tables This feature is available when check is turned on and Salesforce User is authorized to edit LookUp Field Label name in security setting which is LookUp is check on and LookUp Only turned off Edit Add Button Value Overwrite the Add Button label Page 102 of 333 SU SkyVisualEditor Add Button Value The Add Button label Default value is Add Set number of Set the number of rows to add Numbers can be selected from additional rows Combo Box one to five This feature is available when Add Rows is checked This feature is available when check is turned on and Salesforce
159. elds or other layout components in the tabs Place up to 5 tab components on the layout with up to 12 layout components within the tab 7 Cannot be used on PDF pages You can adjust the number of tabs after placing the element on the layout Click the 9 button to add tabs and the button to remove them tab tab3 When you remove a tab all components and fields contained within will also be removed and you will get a warning dialog like the following All components in this layout will be deleted Are you sure Page 90 of 333 SkyVisualEditor b Properties 1 Tab component tabPanel ID Component Display Settings Left X 0 Top Y 0 Width px 500 Height px 300 TabIndex Index Select the order to switch among elements upon pressing the tab key ii Tabs ID Components Title tabi Theme Blue Style Class HD o Component ID used in SkyVisualEditor Color Select the tab color Blue Green Gray Orange Custom Active Color Select the color of active tab from Color picker or enter 16 bit color code Page 91 of 333 SU SkyVisualEditor Non Active color Select the color of Non active tab from Color picker or enter 16 bit color code Available when the Theme is set as custom Style Class Set Style Sheet vi PanelGrid a Overview Pu Dea Panel grid Used for placing fields
160. election Delete GetMaster RowCount 3 product product code price article sum Sample04 Sample03 Sample02 Page 272 of 333 Sas SkyVisualEditor Screen Display on Salesforce In Salesforce1 the Custom Lookup screen will appear within the existing window page a new window will not pop up Please be aware that Table feature Paging Sort and Fix Header Location are unavailable in Salesforce1 Product Code None Product Name Product Family Product Name Product Code Product Family Product ID Select Sample04 5 04 01tAO00000035XdflAE Select Sample 3 01t Q0000035XdalAE Select Sampled O1tAOO00003 Select SampleProduct06 006 A554 01tA0000004BOdCLAW Select SampleProduct08 008 A554 01tA0000004BOdDIAW Select SampleProduct05 005 A554 01tA0000004BOd7lAG Select SampleProduct04 004 A554 O1tA0000004B0d0214G Select SampleProduct 2 002 A55 01tAQ0000004BOcslAG Select SampleProduct09 009 A554 01tA0000004BOdMIAW Select SampleProduct0 007 A554 O1tAO000004BOdHIAW Select SampleProduct10 0710 4554 01tA0000004BOdRIAW Select SampleProduct03 003 A114 O1tAO0DO004BOcxlAG Select Sample02 5 02 01tA 00000035X WelAM Select Sample06 S 06 01440000003 5 273 of 333 Sas SkyVisualEditor 4 8 Create a page with the Page Assignment Template You can choose which screen will be displayed based on the record type and user pr
161. elete component There are three ways to remove a component from campus a Right click Right click any component on the canvas to bring up the Delete menu Click it to Delete the element Account Name Delete b Delete key Select a component and press the delete key on the keyboard c Object Panel Component panel Components can also be deleted by dragging them to the left side of the object or component panel of the Studio screen The Trash icon is shown when component is dragged and dropped to object or component panel indicating that the component will be deleted w Component Input Output Label Object Main Object Relative Object Et Account Description abc Accoun t Fax ak Account Number ak Account Phone Account Rating 5 Account Number Jj iii Multiple component delete It is also possible to delete several selected components by selecting them in the Studio and clicking the delete key on the keyboard Page 178 of 333 Destination SkyVisualEditor Wizard Properties 1 Wizard Setting Set basic information for creating a wizard Set basic information for creating a wizard Wizard Page Component b Wizard setting Object Name Account SVE 2013121811384 Description Ap
162. ell Left Center Right VerticalAlign oet vertical position of the component in the cell Center e Bottom Set the color of the border line of the Development Style Class Set Style Sheet Click the to show Style Class Editor Please refer to lt ix c Style Class for more information Page 9 of 333 Sas SkyVisualEditor vii DataTable a Overview Layout name DataTable Place fields of related objects parent child or lookup as a DataTable related list Columns can be tied to fields of a related object If the DataTable is placed in a pageblock you can select to display as a page block table or a DataTable If the DataTable is placed outside of a pageblock it will appear as a DataTable After placing the component on the layout the below dialog will appear to select several options Basic Configuration Relation Related gt Not Related Object v Show All Column 3 Viewing Configuration Add Row Delete Row This will remove the required flag from all fields in the table If you Bulk Edit leave the fields as required a validation error will be displayed Selective deletion each time a process button is clicked when required field does Remove Required 4 not contain a value Clone Row Paging OK Cancel Basic setting Object Set relational object for Main object Show All If
163. en page will transfer to personal screen edit screen e Viewing Pages on Mobiles Devices Detail Panel can be viewed only on Free layout for Salesforce1 on Mobile Devices iPhone iPad Android Please refer to 2 1 0Web Browser for more information on support policy Page 142 of 333 SU SkyVisualEditor xiii Flexible Panel a Layout Layout Flexible Panel Display multiple components on a single screen Components must be usable in Dashboard layout 4 10 Create a Page with the Dashboard Layout Screen can be divided by multiples of 1 12 units Drag amp drop Flexible Panel component icon to the display area Message box will appear for guidance Select the template and click OK Number of columns and its layout can be rearranged afterwards Page 143 of 333 SkyVisualEditor Double click on a cell to select the Flexible Panel Flexible Panel s Colum is selected Flexible Panel is selected Select and drag the cell to slide the Flexible Panel Sliding image of the Flexible Panel Page 144 of 333 B see SkyVisualEditor b Property There are two ways to set up Flexible Panel component s property by entire panel and by each cell Here are the details 1 Flexible panel HD o Component ID defined in SkyVisualEditor Self adjust the width Flexible Panel s width will self adjust to full screen size size 100
164. er drag and drop to organize them as you like Save Bulk Edit Delete Selectig 4 1 5 RowCount Name Stage i Close Date amp TL Delete Save Bulk RowCount Stage Name gt Hose Date Delete You may return to the wizard at any time from the Back to wizard link under the Wizard menu E Back to wizard Page 254 of 333 SU SkyVisualEditor 6 Save After completing your settings click the save icon or select Save under the File menu to save the page SkyVisualEditor page will be saved in TerraSky s server A New Ez Main Object Account Save BEE BRR RPP Account 2 Save As Third Party Wizard Main Object 4 Deploy Account Ni G2 Batch Deploy e Batch delete pages and classes Load Page Layout Load Local File a ve save Local File ra AppComponent Details Add RowCount Logout Star Am A message like below is shown Page saved Page Name SVE 20131219100133 Page 255 of 333 182 SkyVisualEditor Deploy Finally click the deploy icon or select Deploy under the File menu to deploy the page to your Salesforce organization Main Object Account Save Save As Deploy A
165. er must be on Collapsible Section is collapsible or not If on the Collapsible icon V is shown to the left side of the title Click to collapse restore the section This is active only when the mode property of the page block is Detail Color setting Select to overwrite the default background and font colors Page 88 of 333 SU SkyVisualEditor Font color Choose the header font color either from the selector or by direct Background color Choose the background color either from the selector or by direct Types of Border frame Set the panel grid cell from below Not specified Solid line Double line Dotted line Dashed line Width of Border frame Set the frame width of page block section Available only when not specified is selected for the Types of Border Frame Color of Border Set the frame color of page block section Frame Available only when not specified is selected for the Types of Border Frame Curve size Set the frame curve size The corner sized is measured by diameter width in pixel in vertical and horizontal of a circle located in corners Available only when not specified is selected for the type of border frame Index Tab select cursor move order when pressing tab key TerraSky Page 89 of 333 SU SkyVisualEditor v Tab a Overview Layout name image Tab Use tabs to separate portions of the canvas Place object fi
166. escription abe Account Fax abe abe Account Phone Account Rating abe Account Site Account Source Billing State Province Customer Priority al omeo Color is changed on mouseover Label API Namelis shown in a tool tip Account Name Name sk Shipping Street k Text Output Object Main Object Relative Object a Last Modified Date Q Master Record ID i22 Number of Locations nd s 4 User User Account ID j Active 1 ActivityRemindersPopup l 4 Ownership AQ Parent Account ID m 4 Account Account l a a o Fields of relational object in E User User Account ID Active Fields of relational object of relational object on main i amp I Contact ID n i j gt Q Account ID abe Assistants Fields of relational object i M of relational object of 2 relational object on main object d Contact Descriptio q4Q ceedsym Available fields of the main object are shown in the list Users can drag and drop fields from this list onto the canvas The fields shown depend on the logged in user s profile permissions in Salesforce Only field
167. estimate Save Cancel estimate name Owner ID X Account Qu 2012 01 06 https c na7 visual force com apex ProductLookup02 Google Chrome https c na7 visual force com apex ProductLookup02 major intermediate none minor none z Product Name Sample _ Product Code Save Canc Add Clone Bulk Edit Selection Delete GetMe RowCount 7 Product Product Cod ProductFamil major intermediate minor Delete Select Sample04 5 04 Select Sample03 Sample06 Sample07 Sample01 Sample05 Search All Search SkyDditor2 Relea v Help amp Training Sales Options iome Chatter Files Campaigns Leads Accounts Contacts Opportunities Solutions Products Reports estimate Save Cancel v Information estimate name Owner ID Account amp estimated date 2012 01 06 Opportunity Cost Save Cancel Add Clone Bulk Edit Selection Delete GetMaster RowCount1 product product code price article sum Delete Sample04 Page 271 of 333 Sas SkyVisualEditor b In multiple record selection screen Click the GetMaster button on the calling screen to bring up the product lookup screen Search for relevant products and bring them to the calling screen be selecting the checkboxes next to the desired en
168. et in our Salesforce Static Resources and a custom object with custom fields Object Component Page component TerraSky GiftShop OrderSheet name 3725 Label Editable Input tput abe Description Main Object Relative Object Apex Class Editable With Sharing Page Size px Resolution width 1024 Height 768 a As Show Head i Show Sideb ak Address FirstContact Tab Style ak Address SecondContact Page Title a URL Parameter setting Config ak Name FirstContact ak Name SecondContact Q Owner ID ak Phone Extended Apex Class ak PostalCod PageStyle PageScript Formula Focus Color Screen Transition P PDF W Background SVE bg TerraskyGiftS Clear Image Size px Keep aspect ratio Width 1024 Height 724 Fit to page size Page 216 of 333 88 SkyVisualEditor 2 Set Fields Grids and Tables In this example we will make a page for inputting data We will drag the Full name Postalcode Phone and FAX fields as Text Input with No label from the field list on to appropriate place on the background image Object Component w Component Type B Input Output Label Main Object Relative Object a y IE xe ab Address FirstContact ak Address SecondContact TerraSky GiftShop OrderSheet abe abe Name FirstCo
169. et Asset Case team Member role CaseTeamRole Contract Contract OpportunityProduct OpportunityLineltem Solution Solution Visualforce Page Visualforce page to deploy to Salesforce ON ON ON ON ON ON ON WV X f an existing page has the same the previous page will be overwritten without warning in Salesforce upon deployment The Visualforce Page name is also used as the page name in SkyVisualEditor shown when Editable is checked Apex Class Apex class to deploy to Salesforce an existing class has the same name the previous class will be Editable overwritten without warning in Salesforce upon deployment Width Set width of page in pixels Set height of page in pixels Show Header Show Salesforce header on page when deployed Show Sidebar Show Salesforce sidebar on page when deployed If New is clicked with the unsaved page open the below dialog is also shown Page 40 of 333 Sas SkyVisualEditor Confirmation b O p The current page will be dropped if you don t save it Are you sure OK Clicking will lose unsaved changes to the current page pen Open a saved page Third Party Wizard New Open BEEBE EEE BEEBE ERE ee mn Save Object Component Component l Input Output Label Object Reload Main Object Relative Object a Lt zx Account Description ak
170. etween 1 and 20 Page 95 of 333 SU SkyVisualEditor merged with a containing GridPanel border Default merge and display Border Width Set the width of the PanelGrid border line outer line Set the color of the PanelGrid border line outer line Advanced settings J i Settings PageBlock s display setting Show Hide can be controlled dynamically Click the button to show Display Setting screen Please refer to ii b i Display Settings for more information Select cursor move order by pressing tab key Development Style Class Set Style Sheet Click the to show Style Class Editor Please refer to lt ix c Style Class for more information ii PanelGrid Cell panelGridcell Common ID Components Layout Width px 113 Height Setting Height px 19 TextAlign Left VerticalAlign Top Background Color BorderType solid Border Width BorderColor Development Style Class s Propertymame Property t Component ID as defined by SkyVisualEditor taot Height Setting Overwrite the height of the cell If this is not selected the height will be dynamic based on the contents Page 96 of 333 268 SkyVisualEditor Height px Set component height if Height Setting is on TextAlign oelect horizontal position of the component in the c
171. ex Class Editable With Sharing Show Header Show Sidebar URL Parameter setting Config Add Page F Page List i CEN SVE_20131218113848_1 t 4 SVE 20131218113848 2 t ed nn LIII 3 amp EE Apex Class Setting Clear Additional Main Object Field W Screen Transition URL after registering a new entry te URL after editing an entry URL after deleting entry EAC Page 179 of 333 SU SkyVisualEditor The below is a list of properties and setting details Property name Setting Detail Main Object Name Display the object name specified in Layout Manager Name Specify the Visualforce page name Make sure if the same Visualforce page name exists in your Salesforce org or not Description Enter the description on the Visualforce page created during Apex Class Name Specify the Apex class name Editable only when Edit is checked Apply Sharing Rule Set whether Salesforce sharing rules are applicable or not Applying sharing rules is recommended if no special reasons Checked Create Apex class with sharing e Not checked Create Apex class without sharing Show header Select to show header on Salesforce screen Check on Show header Check off Do not show header Show sidebar Select to show sidebar on Salesforce screen Check on Show sidebar Check off Do not show sidebar URLParameter
172. f 333 268 SkyVisualEditor doSave is the standard save operation in Salesforce Left X oet the horizontal placement on the screen for the Free Layout Color Choose a color from the selector or input it directly in hexadecimal 7 Button style needs to be select to use this property Font weight Choose between Normal and Bold INNEN Page 149 of 333 268 SkyVisualEditor xvi Edit a Overview Button name Edit The edit button for editing the main record Note that for Salesforce Layouts buttons must be placed only button show areas in a pageblock button will not be displayed on PDF pages b Properties ID Component6 Edit Label 1 Label Edit Tooltip Left X 10 Top Y 50 Width Setting Width px 50 Button Style Color 000000 BM Font Weight Bold TabIndex Style Class Action Set the action to perform on clicking the button ledit is the standard edit operation in Salesforce Left X oet the horizontal placement on the screen for the Free Layout Top Y oet the vertical placement on the screen for the Free Layout Resizable Overwrite the width of the edit button Width px Width of the edit button Button style Overwrite the style of the edit button Color Choose a color from the selector or input it directly in hexadecimal 7 Button style needs to be select to use this property Font weight Choose between Nor
173. farce pages using only the mouse Studio to design the Visualforce pages URL is https If you have an error deploying the required version of the package will also be shown in the error message Released new versions of SkyVisualEditor amp ppExchange package Latest Version 1 46 Your Version 1 44 You have not installed the latest version so you can not deploy The latest version is here Page 323 of 333 SU SkyVisualEditor 4 Is it necessary to give a SkyVisualEditor license to administrative users A valid and active license is required for the user to deploy a page To verify that the user has a license please check the following In Salesforce click Setup gt App Setup gt Installed Packages Manage Licenses for okyVisualEditor Package Details SkyVisualEditor Back to Previous Page Package Name SkyVisualEditor Publisher TerraSky Co Ltd Status Active Allowed Licenses 2 Expiration Date 2011 09 08 Used Licenses MINIOIPIQIRISITIUIVIWIXIYIZIZ gt 2 Other Licensed Users Add Users Remove Multiple Users Action Full Name Role Profile Remove SkyEditor SkyEditor System Administrator Page 324 of 333 SU SkyVisualEditor 5 Warning messages are shown during deploy Upon deploying the Deployment Completed dialog appears like the image below with a message saying Response had the following warning messages De
174. fault Standard Salesforce com Page Override With No Override use default Visualforce Page Comment Save Cancel Select a Visualforce page made with SkyVisualEditor and click the Save button XWe recommend to only override reference pages Like View with other reference pages Page 292 of 333 see SkyVisualEditor 5 Advanced Customization Beyond the standard functionality detailed in the rest of this manual SkyVisualEditor also allows for advanced customizations in response to a diverse set of requirements You can extend Apex classes and write custom JavaScript functions to accomplish just about anything with your Visualforce pages Please note that all advanced customization is performed at your own risk and we are unable to support any errors resulting from problematic JavaScript or not generated by SkyVisualEditor 5 1 Apex Class Extension The below diagram illustrates the relationship between Visualforce pages and Apex classes inside the SkyVisualEditor AppExchange package Please refer to the SkyVisualEditor package for more details about interfaces to methods or classes Method of checking package In Salesforce click Setup gt App Setup gt Installed Packages gt SkyVisualEditor SkyVisualEditor AppExchange package global with sharing abstract class SkyEditorPageBaseWithOutSharing global with sharing abstract class SkyEditorPageBaseWithSharing global abstract class Extender init
175. files must explicitly be granted access to the new Visualforce pages In Salesforce click Setup Administration Setup Manage Users Profiles and edit the profile that you would like to grant access Enabled Visualforce Page Access Mo Visualforce Pages enabled Click the Edit button in the Enabled Visualforce Page Access section Enable Visualforce Page Access Save Cancel Available Visualforce Pages Enabled Visualforce Pages Start Here SkyEditorPage 20110809134511 TEST SkyEditorPage 20110809142502 Remove Select all pages you would like to add in the Available Visualforce Pages list and click the Add button to enable the Visualforce pages for this user Click the Save button when you have finished adding all necessary pages lerraSky Page 289 of 333 SU SkyVisualEditor 2 Settings for opening pages There are several methods of opening Visualforce pages once they have been deployed and access has been granted i Enter the URL directly Enter the following URL in your web browser and submit httos Instance of Salesforce Organization salesforce com apex page name For example https na7 salesforce com apex SampleSFLayoutPage if your Salesforce is on the na7 organization and your Visualforce page is named SampleSFLayoutPage ii Create a Visualforce tab Expand All Collapse All Custom Tabs Q Quick Find You can create new custom tabs to extend salesf
176. g URL httos Salesforce Pod salesforce com apex Page https na salesforce come ean el 5 Check Salesforce specification for further details about using Visualforce pages lerraSky Page 330 of 333 88 SkyVisualEditor 7 5 Salesforce error messages after deploying D Maximum view state size limit exceeded Symptoms The below error message is shown upon attempting to view a page As of 2012 4 13 Search testi Teras h Search Help amp Training Sales Chatter Campaigns Leads Accounts Contacts Opportunities Products Dashboards Maximum view state size limit 135KB exceeded Actual view state size for this page was 165 062KB This error appears when you have surpassed your allocated data size Data size limitations and the limit value are specified by Salesforce For specific details please refer to Salesforce documentation The only way to solve this error is to reduce the size of the data to be displayed on the screen The size of the data can be reduced by either removing some fields from the screen or by adding filtering requirements to data tables to reduce the number of records shown at once oUsing the Development Mode Footer http www salesforce com us developer docs pages Content pages tools edit toolbar htm oAn Introduction to Visualforce View State http wiki developerforce com page An Introduction to Visualforce View State Page 331 of 333 Sas SkyVisua
177. ge header is displayed A message will appear when the screen is tapped on touch panel devices Tooltip Text displayed on mouseover action A message will appear when the screen is tapped on touch panel devices Page 70 of 333 268 SkyVisualEditor Tab Index Select cursor move order for when the user presses the Tab key Action Select Select a function to add from below Lookup Setting JavaScript Javascript Set a call to a JavaScript Method set event on edit value on mouse cursor move etc to call a JavaScript method set in the pagescript section available only for input fields Press the button to show the JavaScript setting For additional details refer to lt a JavaScript Setting otyle Class otyle Sheet setting Click to show Style Class Editor Please refer to lt c Style Class for more information Page 71 of 333 88 SkyVisualEditor a JavaScript Setting Set an event on value edit on mouse move etc to call a JavaScript method written in the Page script section Be careful if you write an event on multiple rows of a table as it may have unexpected behavior or not work correctly Also note that customer support will be unable to assist with any custom JavaScript debugging or errors caused by custom Javascript JavaScript Setting You can set the event handler and the JavaScript from the page script JavaScript code is not supported And problem of
178. ge Assignment template 15 shown the user will automatically be redirected to the assigned page Template Page Assignment The Page Assignment template is used to define which Visualforce pages are seen by which users You can assign a visualforce page to be displayed by a combination of the user s profile and the object s record type After creating an object from a page created by this template users will be redirected to the correct page Template Wizard The Wizard template is used to create wizard style series of pages Create a wizard consisting of multiple input pages and a summary page to show all the input information for the final confirmation before saving the record Dashboard Layout You can display multiple AppComponents such as records in table view images Chatter feed and original graphs all on one screen Dashboard layout is recommended for home page because you can grasp all the necessary information in a glance Page 39 of 333 SU SkyVisualEditor Select the main object for the page Select from the object list of the connected Salesforce organization Show all Show All False gt Account Account Case Case Campaign Campaign Contact Contact Lead Lead Event Event opportunity Opportunity Pricebook Pricebook2 Product Product2 ToDo Task User User Only as output fields gt All custom objects Show All True The following objects are added to the list above Ass
179. gt me Refer to lt xviii Delete gt ee to lt xx Clone gt Refer to lt xail SkyOnDemand gt FreeText Refer to lt xxv Free text gt Blank Blank Space Refer to lt xxvi Blank space gt Refer to lt xxvii Custom link gt Page 77 of 333 SkyVisualEditor i Section Header a Overview Layout ame Fue Oa Section Header A standard screen title like in Salesforce If can icon is set for this object in your Salesforce organization that icon would be shown here b Properties sectionHeader Edit Label _ Title Account Subtitle Record Name Description Ca ii PageBlock The page block is a layout element used to arrange fields in a block for the Salesforce layout a Overview ta This element defines the section borders on the Salesforce standard layout The page block can be placed on the design canvas or directly in another page block up to 3 layers deep Different view browser screen and PDF pages lerraSky Page 78 of 333 SkyVisualEditor b Properties pageBlock Common Componenti Componenti Appearance Show Mode detail Buttons Position Both Advanced Settings Display Settings Property name Common Property Component ID as defined by SkyVisualEditor Text E Re tobe displayed in the page
180. h Deploy Generate a Visualforce page and Apex class for each page and make the Visualforce pages available in your connected Salesforce organization Batch delete pages and Batch delete Visualforce pages Apex classes deployed to your classes Salesforce organization Load Page Layout Import a selected Salesforce page to the design page Load Local File Load a XML file from local to SkyVisualEditor Save Local File Output a XML file from SkyVisualEditor to save it in local AppComponent Details Displays information about AppComponents displayed in the Studio menu Logout of SkyVisualEditor Linkage Import File Imports an XML data produced by Canon imageWARE Form Manager Editor to automatically produce a Salesforce layout page Page 36 of 333 SU SkyVisualEditor Wizard Back to wizard Back to wizard only for pages created using a template Show wizard properties Show wizard properties when creating wizard pages Xonly for wizard pages created using a template Tool Connect to Salesforce can be used to switch organizations Reload the latest object information from Salesforce Convert Automatically convert all fields on the layout from Text Input to the read only Text Output Field Before convert Field after convert Text Input gt lext Output Not that the conversion only makes fields become read only and it is not possible to undo this operation After a conversion if you would like to make the fields Text Inp
181. he fields for your custom setting The data in these fields are cached with the application Custom Setting Definition Edit Delete Manage Detail Label SVEDashboard Object Name SVEDashboard Name SVEDashboard c Setting Type Hierarchy Visibility Protected Description Namespace Prefix Created Date 2014 04 01 16 42 Last Modified Date 2014 04 01 16 54 Record Size 110 Custom Fields New Action Field Label API Name Data Type Modified By Editi Del ChatterFeedDisplay ChatterFeedDisplay c Checkbox Jingu Hana 2014 04 01 16 46 Here is the script for Custom Setting property value US Setting SettingName FieldName SettingName API referral name of Custom Object Setting e g SVEDashboard c FieldName API referral name of Custom Field e g ChatterFeedDisplay c Terrasky Page 285 of 333 jas SkyVisualEditor os Salesforce Help Custom Settings Overview https help salesforce com apex HT View HelpDoc id cs_about htm Salesforce Help Managing Custom Settings Data https help salesforce com apex HTViewHelpDoc id cs_manage_data htm 3 Save Page Save your page after setting Note Your page setting on SkyVisualEditor is saved on TerraSky Server Open gt 7 Save m g i Batch Deploy Ge Batch delete pages and classes Load Page Layout Load Local File Save Local File Close Date Pesci Close Date Close 1 Logout Message box will pop up when the pag
182. he page to your Salesforce organization Third Party Wizard Tools Help New Open 4 B save hop OrderSheet As Deploy eee eee Batch Deploy a eee 19 Batch delete pages and classes Load Page Layout Load Local File Save Local File AppComponent Details Logout During deployment the following window is displayed Processing Deployment After completion the Deployment Completed window is displayed Click the Open button to view the page directly in your Salesforce organization Deployment completed Deployment finished successfully Visualforce Page Name SVE_2013121815372540pen Visualforce Screen in Salesforce Recent Items Name SkyEditor SkyEditor w TerraSky GiftShop OrderSheet Cancel 2 TEST Address Name g Recycle Bin Telehone Address2 Page 220 of 333 SU SkyVisualEditor 4 5 Create a page with the Search Screen Template The Search Screen template utilizes a wizard to guide you through making an object search page in Salesforce You can set fields to be used as search criteria and allow users to edit search results and add new objects directly from the search results table Search Screen Template Functions Search records for one object Miew search results edit records directly in the results table and add new results all on one screen gt Save and lo
183. he page to your Salesforce organization m 4 Sky Object Component Third Party Wizard New Open r3 Save ZB Save As Deploy gu Batch Deploy Save A Layout A AppComponent Website b Button Employees Batch delete pages and classes Sass Load Page Layout Delete Load Local File cx Save Local File T AppComponent Details Logout SkyOnDemand Processing Deployment After completion the Deployment Completed window is displayed Click the Open button to view the page directly in your Salesforce organization Deployment completed Deployment finished successfully Visualforce Page Name SVE 20131218140859405 Apex Class name SVE_20131218140859 Visualforce Screen in Salesforce er Start Here pageBlock1 Save Cancel v pageBlockSection1 Account Name Website Parent Account ID Industry Employees Account Type None pageBlockSection2 Account Annual Owner ID 29 Phone Revenue Account Fax Page 214 of 333 Sas SkyVisualEditor 4 4 Create a page with the Free Layout The Free Layout allows users to drag and drop elements freely on the layout arranging them however they wish You can set a background image to simulate any existing system or form to which users are already
184. hese limits Such performance degradation will not be Edit Formula supported by customer service The following sections represent properties applicable to the entire layout Section name _ Page property Refer to i Page property gt Extended Apex class Refer to iii Extended Apex class Formula Refer to lt vii Formula gt Focus color Refer to lt viii Focus Color gt Screen Transition Refer to lt ix Screen Transition gt PDF Refer to lt x PDF gt Background Refer to xi Background image Grid Refer to lt xii Grid gt Component Counter Refer to lt xiii Component Counter gt Page 182 of 333 Sas SkyVisualEditor i Page property WW Page Property Object Name Account Visualforce Page SVE 2013121811 4123 Label Editable Description Extension Property cache contentType docType expires Apex Class Editable With Sharing language readOnly Size px Datum Resolution Width 1024 Height 768 Show Header x Show Sidebar Tab Style Page Title URL Parameter setting Config recordSetVar rendered setup showChat standardStylesheets wizard These properties are basic settings for the entire page Property name _ Object name Show the main object name selected from the layout manager Visualforce page Select the Visualforce page to deploy E
185. higan Avenue Michigan Avenue Suite A0001 Kaiser Suite 1500 Chicago iL 137233 1500 Chicago IL 60601 60601 USA USA Display speed will vary depending on the network speed and the setting of the page Search F TerraSky GiftShop OrderSheet Save 0 Save Criteria Load Criteria Barr Tim GiftOder No contains gt Name FirstContact Sender 312 596 1000 312 596 1500 1 Address FirstContact None Name SecondContact None BEEN Address SecondContact Telephone PAX Search Clear RowCount 2 PostalCode GiftOder Bo Name FirstConta t Address FirstConta t Name SecondConta t Address Seco ILChicago2334 ILChicago233f pec Michigan Avenue Michigan Avenue E Detain 60002 1500 Chicago IL Bondon a PostalCode ILChicago2334 N ILChicago2334 N PostalCode i Michigan Avenue um Michigan Avenue Sui A0001 Kaiser Suite 1500 Chicago i 2129 5 1500 Chicago IL 606 60601 USA USA 5 PostalCode 6 PostalCode E PostalCode 8 PostalCode 9 PostalCode PostalCode 4 n 4 n Drag and drop the border of the screen to change the page width height Click gt to close the detail page Page 141 of 333 SU SkyVisualEditor d Note of caution oince the Detail Panel feature uses iframe technology the following usage wil
186. hile processing a save or delete or add record event Mask setting of the page Input fields buttons Page Propertyname _ Mask setting of the page Activate the masking functionality Mask the overall screen excluding the header and sidebar Input fields buttons Disables the operation of each button and input fields but not of rich text areas Page 187 of 333 SU SkyVisualEditor lii Extended Apex class Functionality beyond what is standardly available from SkyVisualEditor can be handled by extending custom Apex classes YF Extended Apex Class Apex Class Clea r Select deployed class Edit class Additional Main Object Field a Setting Apex Class Press the Setting button to view a list of all available Apex classes in your Salesforce organization Code in extended Apex class is not supported And deploy error depending on extended Apex class or problem of screen displaying are not supported either ME ChangePasswordController ForgotPasswordController Hanbaikeikaku_henshu Hanbaikeikaku_nyuuryoku Hanbaikeikaku_sanshou MyProfilePageController SiteLoginController SiteRegisterController Ll OK Cancel Select the class you would like to extend and click OK Direct Editing on Studio feature is not available for a Class that is already deployed W Extended Apex Class W Extended Apex Class Apex Class Apex Cla
187. ick on the new page icon or select New under the File menu Third Party Wiza New B see E Save As Object Component Component Type Output Label Object Main Object Relative Object Lt E 25 Account Description abe Account Fax ab Account Name Account Number mm Ce Deploy _ Batch Deploy Batch delete pages and classes Load Page Layout Load Local File Save Local File AppComponent Details ee Logout The Layout Manager will appear Select a layout or template and click the Ok button Layout Manager E Salesforce Layout 1 8 gt The Salesforce Layout allows users to drag and drop fields and other items onto the layout similar to Salesforce s standard layout editor In addition you can define multiple columns and advanced components like tables and detailed fields Object M _ Show All Visualforce Page SVE_20140708152152 Apex Class Editable Detail OK Cancel Page 202 of 333 Sas SkyVisualEditor 2 Open To continue with an existing page click the open icon or select Open under the File menu Sky Object _ Component Component Type Jano E Save As LE 25 8 Third Party Wiza Input Output Label Deplo
188. idth px 140 Image Source test Height px 70 Width px 500 Left X 112 Height px 500 398 Stretch Uniform Stretch Fil JavaScript e JavaScript Style Class Style Class w OOO Height px Define the height to be shown of the image Left X Use on the Free Layout to define the left starting coordinate of Top Y Use on the Free Layout to define the top starting coordinate of Stretch Select to define the image scaling behavior JavaScript Invoke a JavaScript function from an event on the image Click the button to bring up the JavaScript settings dialog For more details see lt ix a JavaScript Setting gt Style Class Set Style Sheet Page 176 of 333 Sas SkyVisualEditor 5 Design Canvas Style Class The Design Canvas is where you will drag and drop fields and components to build up Visualforce pages i Component Placement When dragging an element onto the canvas the mouse cursor will indicate if the current target is valid or not with the icons v and o Valid target pageBlockSection1 Invalid Target pageBlocki pageBlockSection1 o ccount Phon When using the Salesforce layout orange line is shown to indicate which component the current component will be placed into pageBlockSection1 Page 177 of 333 SU SkyVisualEditor ii D
189. in Object Formula Options Choose to which field to allocate the result of the formula and the number of decimal points after which to round as appropriate Formula mamei ar OR uu E n Consumption tax Tj After the decimal point 2 Figure round up After the decimal point 2 v Figure round up iv Aggregate Formulas Set and manage aggregations of fields on relative objects b Aggregate formulas Up to 10 formulas can be defined Object Formula After the decimal point 2 v Figure round off z Page 250 of 333 SU SkyVisualEditor v Aggregate Formula Editor Select which aggregation you would like to use on the relative object field You can also add additional arithmetic operators similar to section ii above SUM Amount SUM Quantity 2 Ense Select Fields Field List Unitprice c Amount Unitprice Quantity Click on a field in the field list to insert it into the formula editor b Insert fields Click the space between fields or operators The selected area will become the mark This mark represents the cursor location and additional insertions will be placed to this mark If no cursor location is selected fields and operators will be added to the end of the formula UnitPrice c Quantity c i LogisticCost c
190. ing Apex Class that is edited directly in the Studio you cannot specify a deployed Class Please refer to lt 5 1Apex Class Extension for more information on Extended Apex Class s interface and processes c Additional Main Object Field When creating a page from SkyVisualEditor only the fields displayed on the page are retrieved in the background by the controller SOQL to maximize performance For this reason it is not possible to access fields that are not deployed on the screen within an Apex extender However by using the Additional Main Object Field functionality you can add fields to the controllers SOQL making them accessible to the Apex controller without adding them to the page Page 189 of 333 SU SkyVisualEditor Click the Additional Main Object Field button to bring up a list of all fields of the main object Fields that are already deployed on the page are grayed out Check the fields you would like to use in your extender to add them to the controllers SOQL and make them accessible to your extender class Only the data of fields placed on the screen will be obtained If you would like to use undeployed fields in an Extended Apex Class please add them below he Ies _ ID EW Deleted 5 Master Record ID i iG Account Name i n ej Account Type 18 Parent Account ID To Billing Street ijoj Billing City Billing State Province Billing Zip Postal Code ll ijoj
191. is function Underine sting As Link Show Text Output of relational objects as a link to the relational object Only the Name field is shown Open New Window Detail screen is shown in a new window or in another tab Available when As Link option is selected for lookup fields Parent Child fields and Name fields TextAlign oet horizontal position on the screen View As RadioButton Change from picklist to Radio button Shown only when a picklist is used not be used the PDF page is not available the Opportunity Phase 7 Cannot be used with Dependent Fields set on the field 7 Cannot be used on custom fields in an org with a namespace set Show None You can show or hide a picklist or radio button in Salesforce standard object Show only when picklist items are selected 7 Cannot be used with Dependent Fields set on the field View As Checkbox Change from multiple picklist to Checkbox Shown only when a picklist is used not be used in the PDF page 7 Cannot be used on custom fields in an org with a namespace set RadioButton s Layout Selectable position for CheckBox and RadioButton field from below CheckBox s Layout v X Horizontal v Vertical zx Show only when View As RadioButton or View As Checkbox is checked Mark the field as required or not true or false Error Message oet the error message position when an error check is performed such as is
192. isualEditor End User s Font setting dialog Font Setting font weight N 2 2 font color Set Cancel Set Sets the font setting to the selected values Set Cancel Close the dialog without applying the font settings Cancel font weight 2px Set the thickness of the brush to 2px font weight 3px Set the thickness of the brush to 3px X Default setting font weight 4px Set the thickness of the brush to 4px font color Black Set brush color to black X Default setting font color Red Set brush color to red font color Blue Set brush color to blue font color Green Set brush color to green If you attempt to save the Salesforce object without clicking the Set button the Free Hand item you will be warned that the unsaved changes to the Free Hand item will be lost if you proceed To ensure that the Free Hand input is saved users must first Set the input before saving the record Upon saving the main object the data from the free hand item is saved as a PNG image and attached to the main object Page 173 of 333 SU SkyVisualEditor b Properties ID Componenti Left X 55 Top 379 Width px 234 Height px 54 iD Component ID defined in SkyVisualEditor Width px Set the width of the Free Hand input component in pixels between 200px HUN ermine Height px Set the height of the Free Hand input component in pixels between 20px ELM MM Page 174 of 333 182 SkyVisualEditor
193. ity PricebookName Add New f t RowCount Product Name Quantity Sales Price ete Product Name i Page 115 of 333 88 SkyVisualEditor When deploying a prompt to save a special lookup page will be displayed The OpportunityProduct requires a special lookup page which is generated automatically for you Simply give its Visualforce Page and Apex Class a name and click OK Save as lookup page x You must deploy the special lookup page when using Opportunity Products Please set the lookup Visualforce Page name and Apex Class name Visualforce Page EkyVisualEditor 20121226143311 sub Apex Class Editable OK The page using the OpportunityProduct and the special lookup are both deployed Deployment completed x Deployment finished successfully alesforce User Name skyeditor2 us_test gmail com Name SkyVisualEditor 20121226143311 Open E SkyVisualEditor_20121226143311_sub Apex i SkyVisualEditor_20121226143311 SkyVisualEditor 20121226143311 sub Close Page 116 of 333 Sas SkyVisualEditor After deploying the OpportunityProduct functionality can be used in Salesforce like the following 1 Click the Add Products button 2 From the lookup dialog select the products you would like to add by checking their boxes B Click the Select button Home Chatter Files Campaigns Leads Accounts Contacts 1 Solutions Pr
194. iv Set Value in Search Condition on Search Template Set this month in month field which has no value when search button is pressed This method requires a month field picklist with 1 12 value in search condition on search template Also add an empty record with 31 columns if there is no selected month data Apex class for extending page SkyEditorClass global class MyExtender extends SkyEditor2 Extender SkyEditorClass extension SkyEditorClass dataTableSet monthlyReports public MyExtender SkyEditorClass extension this extension extension this monthlyReports extension dataTableSet1 global override void preSearch if extension inputField1 val month c extension inputField1_val month__c String valueOf Date today month 0 extension inputFieldl value eq global override void afterSearch if monthlyReports items size lt 0 for Integer i 0 i lt 31 i f this monthlyReports add TestMethod private static testMethod void testMyExtender Account acc new Account Name Test insert acc SkyEditorClass ext new SkyEditorClass new ApexPages StandardControl ler acc MyExtender extender new MyExtender ext ext doSearch Page 303 of 333 268 SkyVisualEditor v Set Default Value when Adding Column Set the default value for a record when a new row 15 added in the table Apex class for extending page Sk
195. kyVisualEditor Choose the custom apps fer which the sew custom tab wil be montable You examese or ater the of tates hom the detal and edi pages of each App Castors apo Step 2 Add to Profiles Choose the user profiles for which the new page tab wil be available You may also examine or alter the visibility of tabs from the detail and edit pages of each profile Savestorce Crater Apply ome tab visibility to all profiles Defaut Os 5 Apsend tan Users Dario Apply 3 diferent tad for each profile Prot Auipenticated Website Contact Manager Custom Marketing Protie Custom Sates Profile Custom Suppor Profile Customer Portal Manager Custom Customer Portal Manager Standard Force com Free User After which the custom tab setting is complete Press the Save button to save your changes Users will now be able to open Visualforce pages made with SkyVisualEditor simply by clicking on the tab Options Home Chatter Start Here f testpage B Create New Opportunity search Search Condition Recent Items Regist Criteria Load Criteria 3 mbi Close Date to Y Recycle Bin Created Date to Account None gt Fiscal Year ForecastCategory s He Lead Source None Main Competitors _
196. l be limited due to protection against Click Jacking For more detail please check Salesforce Help page http help salesforce com apex HT ViewSolution id 000145603 amp language en i Activate Click Jacking Protection on Visualforce page besides custom setting Detail Panel is unavailable when you set the Visualforce page under protection against Click Jacking Click jacking activation can be set as follows Setting gt Administration gt Security Control gt Session gt Activate Click Jacking Protection on Visualforce page besides custom setting Please be aware that this setting is different from the important update release on 2014 02 14 Activate Click Jacking Protection besides custom setting on Salesforce ii Embedding Detail Panel to Page Layout Detail Panel page cannot be embedded as Visualforce page on a standard Salesforce page layout This is a protection against Click Jacking which restricts the usage of iframe in a Standard Page Layout Setting gt Administration gt Security Control gt Session gt Activate Click Jacking Protection on Visualforce page besides custom setting iii Page transition from Detail page Page transition from Detail page to standard Salesforce page cannot be executed Same reason as ii mentioned above We suggest you to avoid page transition instead view and edit the table record within the Detail Page Once the Save button is clicked on the edit scre
197. lEditor Q License required insufficient permissions The SkyVisualEditor package installed in your Salesforce organization has an expiration date Setup gt App Setup Installed Packages gt SkyVisualEditor Expiration Date If you have exceeded your trial term or if your contract term has not been renewed you will see a page like the below upon attempting to access pages created with SkyVisualEditor As of 2012 08 07 The Apex Class is part of the AppExchange Package SkyVisualEditor and requires a license to use Insufficient Privileges Search All Search Test 001 v Help Sales Chatter Campaigns Leads Accounts Contacts Opportunities Forecasts Contracts Cases Solutions Products Reports Dashboards The Apex Class SkyEditorPageBaseWith Sharing is part of the AppExchange Package SkyVisualEditor and requires a license to use An unexpected error has occurred Your solution provider has been notified SkyEditor2 amp Test 001 amp Barr Tim Search All Search Test 004 v Help Sales Chatter Campaigns Leads Accounts Contacts Opportunities Forecasts Contracts Cases Solutions Products Reports Dashboards Insufficient Privileges You do not have the level of access necessary to perform the operation you requested Please contact the owner of the record or your administrator if access is necessary Which of the above messages appears depends on the user settings the page attempting to be ac
198. lds like the DataTable component The major difference of the MultipleRow DataTable is that you can place up to 5 fields in one column in the DataTable You can also merge two or more columns After added the MultipleRow DataTable to the layout the below configuration dialog appears Basic Configuration Relation Related Not Related L o oo o T 2 v Column Viewing Configuration Add Row Delete Row This will remove the required flag Clone Row from all fields in the table If you leave the fields as required a validation error will be displayed each time a process button is clicked when a required field does Remove Required 4 not contain a value Paging Page Count 5 OK Bulk Delete 4 Page 118 of 333 SU SkyVisualEditor Basic setting Object Set child object that this table will represent Show All Show all objects in the Object list For more details refer to Di aJNew How Set the number of header rows to show in the table between 2 and 5 Attention The Row count multiplied by the Column count cannot exceed 40 Column oet the number of header columns to show in the table between 1 and 40 Attention The Row count multiplied by the Column count cannot exceed 40 Add Row Allow the user to add new records directly from the table Delete Row Allow the user to delete records directly from the table Clone Row
199. le Chrome or Apple Safari ME Mode SkyOnDemand connection The following feature is not supported on Microsoft Internet Explorer ver 7 and 8 gt Create frame borders with rounded corners For additional details on web browsers supported by salesforce com please refer to the following URL http ap salesforce com help doc en getstart browser overview htm Page 12 of 333 Sas SkyVisualEditor 2 Salesforce1 Application Salesforce1 Application is available for iPhone iPad and Android Please see below URL Requirements for Using the Salesforce1 App for more information http help salesforce com apex HTViewHelpDoc id sfl_ requirements htm amp language en An icon noted in this document indicates a special remark when using Salesforce Application 3 SkyVisualEditor salesforce com license type compatibility matrix EL NEM ene End User a NN EUN EINEN uc EN o Fee EI HEN Salesforce pepe CC Customer Community x po a a Developer Developer Database com Light User Customer Community Partner a Page 13 of 333 SU SkyVisualEditor 1 Needs to be Administrator license X1 Including installing SkyVisualEditor from the AppExchange and deploying pages 7 2 Due to Salesforce permissions restrictions on Customer Portal users certain functionality is unavailable to these users Restricted functionality inclu
200. leSet1 Item Page 295 of 333 268 SkyVisualEditor Apex class interface for extending page Record sObject Master record used in page Type is master object selected with SkyVisualEditor Studio hidePageBody Boolean Flag to show hide component except for message This is used when user does not need to see some parts of screen editTransitionControl otring Transition destination upon pressing Save on an edit Screen ii Interface to Tables DataTable classes can be extended by the page ClassName which can be changed by setting the property value in SkyVisualEditor Studio For more details please refer to the interface details Interface of data table class ListltemHolder derivation class Dil Type List of column information List lt Data table column class cour _ Interface of data table column class Listltem derivatation class Type Actual data sObject selected in data table The where and order by clauses in SOQL can be set to filter the table items Data table Multi column data table However this can also be achieved without resorting to advanced customization and we highly recommend utilizing the standard way of applying filters to a table Page 296 of 333 268 SkyVisualEditor The query information is stored in the Query class in a Map MapVariable name queryMap Thus to change the table search condition we need to retrieve the Query object fr
201. lforce Screen Search Search MICI Save Criteria Load Criteria Close Date to Only empty values E Account Opportunity none Search Clear Unsaved changes made Existing Customer Uperade Existing Custamer Replacement lt Save Existing Customer Downgrade E New Customer RowCountd Stage You will find a checkbox on the left of each choice Mark the checkbox to set as a serach condition OR search is applied if you select multiple conditions Select options a Existing Customer Upgrade Mew Customer TEN 2 Existine Customer Upgrade V Existing Customer Upgrade s F Existing Customer Replacement 5 Existing Customer Replacement P Existing Customer Downgrade Existing Customer Downgrade L El 2 Customer New Customer H By marking Only Blanks you can extract blank records Search Y Search SIT Save Criteria Load Criteria Close Date to s Only Blanks Account A Opportunity Ty Page 231 of 333 SU SkyVisualEditor 5 Set Results Table Properties i 4 Select Ta
202. license type compatibility 13 4 Supported Languages cccccecccssccsccsscssccssccsscssccssccssccsscssecssccsssssscssecsesesssssscsscssecssssessuccsusesssesecsuecaseeseeees 14 CPO A A E E 15 DO NCO Al ON ERI EET TET ETT 16 Wy ONC 17 Lor T 18 2 6 Permission setting on Salesforce 19 2 7 Installation of SkyVisualEditor AppExchange Package eese ener 20 DR 22 21 22 Security setup in 23 3 Permission setup in 25 POC OC 27 27 o OMY VISUGIE GION SUUGIO esteu 28 o Postal 28 SE MT del E EE 28 29 BAO redil card MOIS A DERE SI SUI 31 3 5 Studio Screen Connect to Salesforce 1 33 35 Ng TCA TME ae aa RR
203. lity Deploy 1 1 5 Batch Deploy Batch delete pages and classes Account ID Load Page Layout H Load Local File Ea H Save Local File AppComponent Details save Add 94 1 5 e HH Oppotunity te Il so A message like below is shown Logout Page saved SVE_ 20131218162812 Page 241 of 333 88 SkyVisualEditor 9 Deploy Finally click the deploy icon or select Deploy under the File menu to deploy the page to your Salesforce organization Sky E Bice Third Party Wizard h Search ex Open Y Search Criteria FE Save As Close Date BERR RRR _ Only Blan E Deploy Probability Gd Batch Deploy Opportunity Se Batch delete pages and classes Account ID Load Page Layout SEE HE Load Local File search i Save Local File AppComponent Details m Add 1 5 H Logout oen lt Pil abe During deployment the following window is displayed Processing Deployment After deployment is successfully done the Deployment Completed window 15 displayed Click the Open button to view the page directly in your Salesforce organization Deployment finished successfully Salesforce User Ware Visualforce Page
204. lowing permissions are required Author Apex Customize Application To verify whether your user has these settings In Salesforce click Setup gt Administration Setup gt Profiles gt Profile of user Administrative Permissions Enabled d Bulk API Hard Delete Customize Application Edit HTML Templates Edit Read Only Fields lt lt lt Grant Login Access to Partner IP Restrict Requests Manage Analytic Snapshots Manage Billing Manage Business Hours Holidays Manage Call Centers Manage Categories Manage Custom Report Types Manage Dashboards Manage Data Categories Manage Data Integrations 2 Is it possible to deploy into a Salesforce organization in which the SkyVisualEditor AppExchange Package is not installed No The SkyVisualEditor AppExchange package is required to deploy your pages Please verify that the package is installed in your Salesforce Organization In Salesforce click Setup App Setup Installed Packages Installed Packages Page 322 of 333 SU SkyVisualEditor 3 Is any SkyVisualEditor AppExchange Package version acceptable No Please make sure to use the latest version of the AppExchange package To check the latest version please see the portal screen SkyVisualEditor Home Welcome testUser sve Logout Help News SkyV isual Editor Release Notes 2013 12 15 SkyVisualEditor V3 4 Release Notes
205. ly refresh the results table Refreshing the entire page is faster but will bring the page navigation to the top of the screen Refreshing only the table is slower but will leave your page position intact lt Prior to V2 4 all pages only refreshed the results table If you would like to set the search action to refresh only the results table click the search button and check the Only Results Rerender property Search Search criteria to Only Blanks _ Close Date Probability Opportunity Ty Account ID Search Clear Unsaved changes made to search r searchCommandButton ID Component37 Edit Label Label Search Tooltip Add 44 Oppotunity You can also set the range of re rendering in the search result table ES Width Setting Width px 66 Color 000000 E Button Style Close Date Account ID O Font Weight Bold v HEHEHE EEEE E Only results rerender Full Page v Style Class Data Table H HENNENHENE NH EH EH E EH EH E In this screen you can set the re rendering range for the paging process as well as sorting process Page 239 of 333 Sas SkyVisualEditor ii Menus in the Page Properties Formulas are available Width 1024 Height 768 Search Unsav
206. m onient 5electmm Content Selecti A et 4 Active o Created Date 0 Created By ID o Deleted Product ID gt 9 Last Modified By ID Product Name ns Last Modified Date System Modstamp o Product Code am o Product Description Ttems are arranged from left 2 i Product Family e 0 OutputField Cancel Back Done After you have completed selecting your fields click the Done button 5 Set Layout Properties Select items in the layout to configure the look and feel as you like Compone WY Page Pro Object Name Product2 Product Code Product Family Product Name Visualforce Page ee Name 777 Product Code Label _ Editable Description Apex Class _ Editable With Sharing Product Family gt Page Size px Resolution Select Product Product Code ProductCode Product Family Family Product 10 19 1 Width 1024 Height 768 Show Header Show Sidebar Tab Style 49 1 5 RowCount Page Title Extension Property Mask Setting PageScript Focus Color Upon selecting an element adjust desired properties from the Property Window You may return to the wizard at any time from the Back to wizard link under the Wizar
207. m URL Transit to the specified URL ul B to Reference View https mydomain salesforce com 4ID _ to Registration View https mydomain salesforce com 006 e i to Editable View https mydomain salesforce com 4ID e i to Visulaforce Page https mydomain salesforce com apex i Custom URL https mydomain salesforce com Absolute path 15 also possible id ID 410 Clear OK Cancel By selecting Custom URL you can type in specific URL You can also add the data ID as a parameter However please note that you cannot specify marge fields Note Merge Field cannot be specified Please refer to lt 6 2List of Salesforcel Screen Transition gt for more information Page 155 of 338 Sas SkyVisualEditor xx Clone a Overview Button name Picture Clone Clone The clone button will send the user to a target Visualforce page with all of the values set as those of the current object The button will not be displayed on PDF pages Upon placing the button a Loading Visualforce page list message is shown while SkyVisualEditor acquires a list of all Visualforce pages list in the connecting Salesforce organization Then you will be prompted to select the destination Visualforce page to which the user will be redirected upon clicking the Clone button Select a transition destination Visualforce Page after pressing the button
208. m the component tab drag and drop a new page block section on the page Object Component g BEEBE w Layout 2 Componenti Component2 ems a iR MEC Em You can add or remove columns in a page block section by selecting the section and clicking the Add or Delete buttons or by adjusting the columns number in the properties window Componenti f preme Object Component layout dm eee eee eee eee eee eee eee EEF Component2 Name EEE EE HEHEHE Tao Hmm m mm mmm mm mmm mmm mmm m mmm co Page 209 of 333 Sas SkyVisualEditor 2 Set Fields After setting the page block sections as we like it is time to add fields to the layout Switch to object tab for a list of fields associated with the object for which we are designing the form Object M Component w Component ZB Input Output Label mm Main Object Relative Object 14 im Before adding a field to the layout select if you would like the field to be read only or editable by selecting Text Input or Text Output from the Component Type menu After making your selection drag and d
209. mail based identity confirmation API Enabled Assign Topics Author Apex Bulk API Hard Delete Chatter Internal User Connect Organization to Environment Hub Create and Customize List Views Create and Customize Reports Create and Manage Communities Create and Own New Chatter Groups Create and Share Links to Chatter Files Create AppExchange Packages Create Topics Save Cancel Enabled Description Allows users to use email for identity confirmation even ifthe user has a verified phone number Access any Salesforce com API Assign topics to feed items Create Apex classes and triggers Delete records in the Bulk API without storing them in the Recycle Bin Use all Chatter features Allows a userto connectthis organization to an Environment Hub Create list views modify and delete own list views Create edit and delete reports Create and manage communities add community members and customize appearance Create and own new Chatter groups Share a Chatter file with anyone by creating a file link and sending it via email or IM Create packages that can be distributed through AppExchange Create new topics Ss S S S S lt lt Customize Application Customize the organization using App Setup menu options Click the Edit button and check the required permission of SkyVisualEditor AppExchange Package To get started with SkyVisualEditor please install the AppExchange package 1 2 a
210. mal and Bold Button style needs to be select to use this property Tablndex Set the cursor move order when pressing the Tab key otyle Class Set Style Sheet Page 150 of 333 268 SkyVisualEditor xvii Cancel a Overview Button name Cancel Cancel _ The cancel button to abort any changes to the main record Note that for Salesforce Layouts buttons must be placed only on button show areas in a pageblock button will not be displayed on PDF pages b Properties ID Components Edit Label _ Label Cancel Tooltip Left X 10 Top Y 130 Width Setting Width px 66 Button Style Color 2000000 BI Font Weight Bold Zal TabIndex Confirm dialog box lu Style Class Action Set the action to perform on clicking the button is the standard cancel operation in Salesforce Left X Set the horizontal placement on the screen for the Free Layout Top Y Set the vertical placement on the screen for the Free Layout Resizable Overwrite the width of the cancel button Width px Width of the cancel button Button style Overwrite the style of the cancel button Color Choose a color from the selector or input it directly in hexadecimal 7 Button style needs to be select to use this property Font weight Choose between Normal and Bold Button style needs to be select to use this property Tablndex Set the cursor move order when pressing the
211. n Development and are not deployed to your 909 computing maresplace users This allows you to test and customize before deploying You can deploy the components individually using ofher features in setup or as a group 5 clicking Visit AppExchange Depending on the links next to an installed package you can take different 5 from this page To remove package click Uninstall To manage your package licenses click Manage Licenses installed Packages Acton Package Publisher Version Number Namespace Prefx Status Allowed Licenses UsedLicenses Expiration Date install Date SkyVisualEGtor Lid 1 18 SkyEditor2 Adwe 2 1 2011 09 01 2011 08 02 9 49 Data from Uninstalled Packages AppExchange Marketplace New No uninstalied package data archives Cri amp cal Updates 4 Click Add Users and select the users you would like to grant access Package Details Help for this Page amp kyVisualEditor Back to Previous Page Package Name SkyVisualEditor Publisher TerraSky Co Lid Status Active Allowed Licenses 2 Expiration Date 2011 09 08 Used Licenses 1 AIBCDEIFGHIIJKILMNIOIPQRSITUVNW XYZ FIAT xiv 5 Other AI Licensed Users Users emove Multiple Users Action Full Name Role Profile Remove SkyEditor SkyEditor System Administrator Page 22 of 333 Sas SkyVisualEditor 5 After Adding the users they will appear in the Licensed Users list Home Get Sta
212. name Field object The number of main object fields placed on the page This number does not count fields of Relative object placed in DataTable and does not distinguish between input and output fields Field Type elements count as two fields one for the item and one for the label Normally 200 After limit increased 2000 Section Header The number of Section Headers on the page Normally 1 After limit Increased 3 Pageblock The number of page blocks on the page Normally 30 After limit increased 50 PageBlockSection The number of pageblocksections on the page Normally 30 After limit increased 100 Tab Panel Number of Tab Panels on the page DE Normally 3 After Limit increased 5 PanelGrid The number of PanelGrids on the page DE Normally 5 After limit increased 50 Page 199 of 333 268 SkyVisualEditor DataTable The number of DataTables on the page Related List Number of Related List components on the page Normally 10 After Limit increased 20 Button The number of buttons on the page Normal 10 After limit increased 50 Blank space The number of blank spaces on the page ltem The number of items on the page Free Hand input item Number of free hand input items on the page Normally 3 After Limit increased 5 Chatter Feed Number of Chatter Feed items on the page Normally 1 After Limit increased 1 Flexible Panel Number of Flexible Panel items on the page Normally 10 After Limit increased 50 Detail
213. nder the Page Block only There is no limit to the number of overlapped pages Page block sections are placed in directly in a page block and only Text Input or Text Output fields can be placed in the page block section Different view browser screen and PDF pages Upon placing the component on the page select the number of columns OK Cancel Select the number of columns for the block from 1 to 30 In the standard Salesforce section the user can have a maximum of 2 columns but with SkyVisualEditor the user can set up to 30 columns in one PageBlockSection You can also change the number of columns be clicking on the PageBlockSection to bring up a column adjuster dialog Use the Tadd column and delete column buttons to add or remove columns from the section pageBlock1 Page Block Section can be placed inside other PageBlockSection lerraSky Page 82 of 333 Sas SkyVisualEditor Componenti Component2 Account Name Component6 Shipping Country ping State Provin Shipping City Shipping Street Ownership Account Description Billing Country ng State Province Billing City Billing Street Component7 Account Phone If there are any fields in the column that is about to be removed the following warning Will be shown Delete Confirmation All components in the right last column will be deleted Are you sure Page 83 of 333 Sas SkyVisualEditor
214. nent is used a Text Input instance of each field can appear on both the on and off screen as they will not be shown at the same time LR reer Teen Numerical type field mE percentage is set a maiae OOOO Page 64 of 333 182 SkyVisualEditor viii Field Placement a Multiple Field Placement You can place multiple fields on the canvas at the same time by holding the Ctrl key and clicking on several fields Object Component w Component Output Label over EE Main Object Relative Object Object J Component Componenti Componenti w Component Output Label Main Object Relative Object Account Name Account name Account Number Account Phone Account Site Account Source Select several fields while holding the Ctrl key and drag and drop these fields to the canvas Account 6 Convert to Output field Right click on input field and select Convert to OutputField from the popup menu to change an input field to an output field pageBlockSection1 Account Name Account Number c Highlight placed fields When mousing over a field from the menu if that field is placed on the canvas it will be highlighted File Third Party Wizard Object
215. nical resources to get your Visualforce pages looking exactly as you want them Even with a professional developer pages can take lots of time and money to get just right SkyVisualEditor is the world s first software as a service Visualforce page design tool It enables users to make pages easily without ever looking at code or hiring expensive outside consultants SkyVisualEditor Main Functionality v SkyVisualEditor allows you to create Salesforce Visualforce pages without coding You can set fields function items and other layout elements freely in an easy to use WYSIWYG editor v SkyVisualEditor has several standard screen templates that satisfy many common industry demands You can easily create search pages and relational object pages with a user friendly wizard v SkyVisualEditor is licensed monthly to keep maintenance and usages costs low You are free to make additional Visualforce pages without any additional cost Page 10 of 333 SU SkyVisualEditor 1 2 Notice D Request to the customer Unauthorized reproduction of this manual is forbidden Although every attempt has been made to ensure quality of this manual if you find any problems or errors please let us know Use the contents of this manual at your own risk TerraSky cannot be held responsible for any trouble lawsuit etc resulting either directly or indirectly from the use of this manual We reserve the right to update this manual at a
216. ntact PostalCode abc Name SecondContact PostalCode Q Owner ID 2 abe Phone 1 PostalCode ak PostalCode 3 Adjust the look and feel and size of the fields by selecting the element and resizing it with the mouse or adjusting properties in the property window 8 Page Component iputFeld Common ID Componenti Object GiftOder c Field Label Name FirstContact Field Name_FirstContact_ Left X 168 Top Y 71 Width px 399 PostalCode Height px 34 PostalCode PostalCode Font Size 1 0 em z PostalCode Font Weight Normal v TextAlign v PostalCode Required z PostalCode Error Message Positi bottom Help Help Mode Salesforce PostalCode Help Text Tab index PostalCode TabIndex PostalCode Development JavaScript PostalCode a Style Class In the above example we have increased the height of Full name Page 217 of 333 Sas SkyVisualEditor mumilP mum OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK OK lt lt Grid gt gt For easier element alignment try showing the grid on the screen To force elements to align to the grid select the Snap to Grid option W Page Property Object Nam
217. ny time without warning 2 Trademarks TerraSky the TerraSky logo SkyVisualEditor and the SkyVisualEditor logo are registered trademarks of TerraSky co Ltd Salesforce com AppExchange and the no software logo are registered trademarks of salesforce com inc and salesforce com owns other registered and unregistered trademarks Other names used herein may be trademarks of their respective owners Page 11 of 333 SU SkyVisualEditor 2 Setup 2 1 System Requirements D Web Browser Development Environment SkyVisualEditor Studio SkyVisualEditor is compatible with Mozilla Firefox Microsoft Internet Explorer and Google Chrome at the same versions supported by salesforce com SkyVisualEditor Studio also requires Microsoft Silverlight 5 For more details on system requirements of Microsoft Silverlight please refer to the following URL http www microsoft com getsilverlight locale en us html installation win SL5 html If you have Silverlight4 installed please be sure to update to Silverlightb You can download the latest version of Silverligtht from the below URL http www microsoft com getsilverlight get started install default aspx Enduser Environment Salesforce com Pages SkyVisualEditor is compatible with Mozilla Firefox Microsoft Internet Explorer and Google Chrome at the same versions supported by salesforce com However please note that the following functionality is not currently supported on Goog
218. oducts Reports Record Type Test Redirect Test Componenti Name Opportunity None X amp releasetest 00000049 Stage None 00000048 Price Book Name Standard Add New Product Bulk Edit Delete Selected RowCount0 39 a09A000000pKQ7B a08A000000rRhFu 00000696 bq ufo798 Product Sales Price Line Description Search Criteria Product Name Product Code Search Select RowCount 17 Product Name Product Code List Price Product Description GenWatt Diesel 200kW 1040 25 000 E GenWatt Diesel 10kW GC1020 5 000 Industrial IN7080 x 85 000 igh SLA Silver SL9040 20 000 GenWatt Propane 500kW GC3040 50 000 SLA Platinum SL9080 40 000 GenWatt Propane 100kW GC3020 15 000 GenWatt Propane 4500KW GC3060 120 000 4 The selected products are added to the table Opportunity Name Opportunity None Quantity Stage None v Price Book Name Standard v Add New Product Bulk Edit Delete Selected RowCount3 Product Name Sales Price Line Description GenWatt Diesel 200kW 25 000 Installation Industrial High 85 000 SLA Silver 20 000 Page 117 of 333 SU SkyVisualEditor viii MultipleRow DataTable a Overview Powe ata MultipleRow DataTable m The MultipleRow DataTable allows you to place relative object fie
219. ofile With Salesforce standard functionality it is possible to assign page layouts based on profile and record type but you could not assign Visualforce pages Profile A Record Type Selection Screen Profile Mm Salesforce default page layout The basic flow of creating a Page Assignment Template page 1 as follows Select Main Override Object the button Page 274 of 333 SkyVisualEditor Assign Pages Edit New Select Visualforce Page Page Layout RecordTypes Profiles Master 1 2 Authenticated Website Page Layout Page Lay Page Layout Chatter External User Page Layout Chatter Free User Page Layout Page Layo Chatter Moderator User Page Layout Page Lay Layout Contract Manager Page Layout Page Layo Layout Custom Marketing Profile Page Layout Page Lay Layout Custom Sales Profile Page Layout Page Layo Page Layout Custom Support Profile Page Layout Page Layo ts Page Layout Customer Portal Manager Custom Page Layout Page Lay EN Page Layout Customer Portal Manager Standard Page Layout Layo Page Layout Force com Free User Page Layout Lay fe Page Layout Gold Partner User Page Layout Page Layout High Volume Customer Portal Page Layout Page layout Page Layout gt b 20120608172223 Layout Read Pane avout Pane avout Pane avout 4
220. okyVisualEditor User Manual Ver 3 5 2 2 0 20 August 2014 TerraSky Inc Contact Information For inquiries about licensing please contact our sales department at info terrasky com For support or inquiries about the product itself please contact our development team at support terrasky com X Please note that due to volume we may not be able to respond to all inquiries X Additional support packages are available Please contact your sales representative or email our sales department at info terrasky com for additional information X TerraSky Inc is a wholly owned U S subsidiary of TerraSky Co Ltd X Please refer to the Japanese document to contact a Japanese corporation https www skyvisualeditor com help skyvisualeditor help pdfzipagemode bookmarks amp zoom 100 Sas SkyVisualEditor Table of Contents Revision History 8 L REPRE 10 LE 10 11 D Request to the 11 E 11 12 2 US Wi Require DES a advance Sati 12 DEE o Tre 12 2 Salesforce1 Application iicesccassceveectcnrtvavesdeecseitvedenatatartastensivavdsansssetdvedennssdesdesteas 13 3 SkyVisualEditor salesforce com
221. om that file will be displayed Once the Salesforce layout is generated you can modify it freely as any other Salesforce layout Example Account object Object Component w Component LL e Input Output Label mm Main Object Relative Object Label t Account Description ak Account Fax ak Account Name abc Account Number ak Account Phone Account Rating ak Account Site IB Account Source E Account Type i Active B3 Annual Revenue ak Billing City abe Billing Country ak Billing State Province Billing Street Billing Zip Postal Cod ae CAPEX Checkbox Customer Portal Acco Customer Priority Data com Key DefaultValue Employees i 8 je A amp Industry 3 E File Third Party Wizard Account Account Information Owner ID Account Name Parent Account ID Account Number Account Site Account Type Industry Annual Revenue Checkbox Partner Account Picklisti Picklist2 T Ah CAPEX DefaultValue Address Information Billing Country Billing Zip Postal Codi Billing State Province Billing City Billing Street Additional Information Help Save EN A _ Page 51 of 333 Account Rating Account Source Account Phone Account Fax Website Ticker Symbol Ownership Employees SIC Code Record Type ID Shipping Country
222. om the Map Class having Query information Name space Class name The interface for the Query object is stated below Search and filter conditions can be set with these interfaces Interface of data table class Query derivation class _ _ addWhere String Field ID to add condition Set Where clause to add See Object Value to add condition below for more details WhereOperator Operator to add condition addWherelfNotFirst String to add The string to combine where clauses needs to be given as the adding string if the search condition is selected from SkyVisualEditor Studio s standard function addSort String Field ID for sort select Select sort order for search Boolean sort order result true ascending false Boolean descending Null value position true top false end Page 297 of 333 SU SkyVisualEditor iii Search template To set or change the value of Search Criteria you are required to set the Search Field s operation and value or undefined value ID for Search Criteria Field s Operation Values and Undefined Values is given a certain Sting attached to the end of ID Search Condition AccountID ortunity Type z Search Criteria Field How to designate ID Operation Field s ld op value Defined below Eg inputField_op value Value Field s 10 val API Lookup Defined by Field s Style Note Object will be SkyE
223. on Click to browse the images uploaded to the connected Salesforce organizations static resources The below MIME types can be used MIME types are shown below image bmp image gif image jpeg image x png After selecting an image file press OK button and set it as the background image on the design canvas Clear button Clear selected background image Picture size px Show selected background picture size Keep aspect Keep the proporation between the height and width by automatically ratio adjusting one to proporation match the other when changed When the aspect ratio is not maintained checking this box will adjust the height automatically based on the width Show width of background picture Show height of background picture Fit to page size Set to the height and width of the page display size from lt i Page button property gt Start position Offset for the background image X Horizontal offset for the start of the background image Default 0 Y Vertical offset for the start of the background image P Default 0 Page 197 of 333 SU SkyVisualEditor xii Grid Overlay a grid on the Free Layout to help align elements Show Grid Snap to Grid Unit Size px 10 Line Color oO Peeymme Show Grid Show grid lines Snap Grid When enabled elements dragged onto the canvas will align their upper left corner to the nearest gri
224. on Password 2 Generate Random Authorization Header String Basic 3 Network Access Path ws trigger 4 cid a0G 1000000IGR87EAH amp sid 10126 Load Balancing Save Cancel Tm Usage Report Copyright 2010 2014 TerraSky Ltd Privacy Statement Page 306 of 333 268 SkyVisualEditor Visualforce page name SamplePage Apex class of the extension page SkyEditorClass global class MyExtender extends SkyEditor2 Extender String headerId get set String url get set String domain get set public transient String message get set public MyExtender SkyEdi torClass extension public PageReference doCallout O this headerId ApexPages currentPage getParameters get id this domain ApexPages currentPage getHeaders get Host if domain null List lt String gt domainList domain split url https domainList get 1 if domainList get 1 0 url https ap lelse url https domainList get 1 else url https ap example in the case of Asia Pasific url url salesforce com apex Samp ePage i d String endpoint https www skyondemand net ws tr igger 4 c i d a0G1000000L YRvbEAH amp s d 10153 amp ak 3 String username 1 String password 2 HttpRequest req new HttpRequest req setEndpoint endpoint amp i mId headerId
225. or layout element in a table format like a spreadsheet Panel grids can be nested up to 3 layers deep Upon placing the component on the screen you will be prompted for the number of rows and columns To change the cell size after placing the grid on the layout click the space between the cells of the header sections circled in red below drag with the mouse or change the width and height from the property dialog The number of rows and columns can also be modified after placing the grid on the canvas Click on the component to bring up the rows and columns dialog Add insert or remove rows and columns by clicking on the buttons A Insert column to the left of the currently selected column Page 92 of 333 SU SkyVisualEditor ura Insert column to the right of the currently selected column Delete selected columns all fields contained within Insert row above the currently selected row E Insert row below the currently selected row Delete selected rows and all fields contained within If any components or fields exist within the row or column to be deleted a confirmation dialog warning will appear Cell join release Merge selected cells 11 Unmerge selected cells Cell Join Cells in the panel grid can be combined Select the cells you would like to combine and click the join button Cell release Joined cells can be unjoined by selecting them and cli
226. orce com functionality or to build new application functionality Personal Setup Custom Object Tabs look and behave like the standard tabs provided with salesforce com Web Tabs allow you to embed external web applications and content My Personal Information Email y 5 Import Custom Object Tabs Desktop Int ti EE No Custom Object Tabs have been defined My Chatter Settings New Whatls This Web Tabs New Whatls This App Setup Customize No Web Tabs have been defined ha Create Apps Visualforce Tabs New What Is This Custom Labels Interaction Log Layouts Action Label Tab Style ies Edit Del StartHere In Salesforce click Setup Create Tabs Visualforce tabs New Step 1 Enter the Details Choose the page for this new tab Fill in other details Select an existing page or create a new page now Visualforce Page SkyEditorPage 20110809134511 SkyEditorPage 20110809134511 Tab Name test i lt Mobile Ready 7 What Is This Optional Choose a Home Page Custom Link to show as a splash page the first time your users click on this tab Splash Page Custom Link Enter a short description Description Select the Visualforce page you would like to make into a tab and its name and style Click Next when complete Next to show the tab we must add permissions to use the tab to our applications lerraSky Page 290 of 333 Sas S
227. ot have the correct access writes the search fields will not be displayed on the search template page Data format Object Field Object Field Level 1 Reference Selected object fields P NN 2 Parent Child selected object fields Po MN 1 222 of 333 182 SkyVisualEditor ii Save Search Criteria SearchCriteria are saved as SearchCondition objects Therefore the User Profile must also have Read Create Modify and Delete permissions to the SearchCondition object to make use of this feature 2 About the search conditions 1 Term Fields gt You can use ranged searching with Date DateTime Number Currency and Percentage type fields gt The left field represents the beginning value of the range Dates use the format yyyy MM dd 0 0 0 gt The right field represents the ending value of the range X Dates use the format yyyy MM dd23 59 59 gt fyou enter both a left and right value the search will return values in that range 1 Search condition fields amp 37 gt Separate values by a comma to OR search for multiple values of a text field You cannot make those into radio buttons or a checkbox The chart below shows the basic workflow to make a page with the Free Layout Workflow Set Results Set Search pet Table Results Set Lens Deploy Criteria Fields Properties Properties Fields Page 223 of 333 Sas SkyVisualEditor 3 Set Sear
228. play an error when the error is not Page 107 of 333 SU SkyVisualEditor Set the filter criteria Set the conditions with fields or by inputting a formula WY Search Requirement Field Add Field Reference Field Operator Value Delete 1 Active Equals X Yes Delete 2 ID gt sername z Not Equals v ge Filter Logic 9 1 AND 2 Y Sort Requirement Add Field Order Nulls Position Delete Active z Ascending v t Cancel Back Done _ Search condition Add button Add one search condition Delete button Delete one search condition Field Select a field from the main object to use in the search condition Reference field Select a field from the relational object to use in the search conditionXOnly selectable if field is set as a Parent child field or a lookup relation field Operator Selectable from below depending on the Field and Reference Field data types equals not equal to contains does not contain lt gt gt Value Input search condition value Input type will be changed depending on the Field and Reference Field data types Page 108 of 333 Sas SkyVisualEditor Femme Sort Requirement Add button Add one sort condition Delete button Delete one sort condition Select field as sort condition from field list in selected object
229. ployment completed Deployment finished successfully Salesforce User Name kk Visualforce Page Name 5SkyEditorPage 20110811192343 Open Apex Class name 5kyEditorClass 20110811192343 Response had the following warning messages 0 at least 1 test coverage is required name SendMailMew Test coverage of selected Apex Trigger is 0 at least 1 test coverage is required name LicenseSupportContact After Test coverage of selected Apex Trigger is 0 at least 1 test coverage is required name Case After Test coverage of selected Apex Trigger is 0 at least 195 test coverage 15 required name WeeklyReportUpdateTrigger Test coverage of selected Apex Trigger is 0 at least 1 test coverage 15 required name LeadCheck Test coverage of selected Apex Trigger is 0 at least 1 test coverage is required name SendMailAfter Test coverage of selected Apex Trigger is 0 at least 1 test coverage is required name OpportunityAfter Test coverage of selected Apex Trigger is 0 at least 1 test coverage is required name Average test coverage across all Apex Classes and Triggers 15 0 at least 75 test coverage is required This might occur when any of the following conditions is met The destination organization is not a Production environment Sandbox or Developer Partial test was selected as the deploy option Trigger tests or independent test classes exist in the destination organization Even if the above
230. ponent1 4 age Component Component Component2 Object Name Account Visualforce Page Input Output Label Name sfLayout Object Label _ Editable Main Object Relative Object Description Apex Class Editable a E Fm Page Size px Datum Resolution E Width 1024 Height 768 Account Description Show Header ak Account Fax Show Sidebar SE 25 Account Name Tab Style ak Account Number Page Title Account Phone Account Site 19 Account Source 19 Account Type akc Data com Key 123 Employees 19 Industry 123 Number of Locations aomen Ownership Parent Account ID gt 4 URL Parameter setting Config Extension Property Mask Setting Extended Apex Class 4 PageStyle 4 PageScript Formula Focus Color Screen Transition 4 PDF Component Counter The following chart explains the basic workflow for creating a page with the Salesforce Layout Work flow Set Page Sections Set Buttons Page 208 of 333 Sas SkyVisualEditor D Set Page Block Sections Page block sections are used to group elements together You can add multiple page block sections to your page to arrange your elements as you like Fro
231. r OnComplete action button will not be displayed on PDF pages b Properties ID 19 Display Settings ETE Label Custom Tooltip Left X 10 Top Y 10 Width Setting Width px 66 Button Style Color 000000 i gt Font Weight Bold M TabIndex Click Action PageTransfer PageTransition Open new window Style Class Component ID defined in SkyVisualEditor Display Settings Button s display setting Show Hide can be dynamically controlled Click the button to show Display Setting screen Please refer to ii b i Display Settings for more information Tooltip Message to show on mouseover event Action Set the action to perform on clicking the button deleteRecord is the standard delete operation in Salesforce Left X Set the horizontal placement on the screen for the Free Layout Color Choose a color from the selector or input it directly in hexadecimal Button style needs to be select to use this property Page 153 of 333 SU SkyVisualEditor meeymm Ot Font weight Choose between Normal and Bold Hmm 7 Button style needs to be select to use this property Click Action Choose a type of the process when clicking a button Page Transition Call JavaScript Apex Page Transition Select a page to be transitted or specifying URL when clicking a button For details about how
232. r than the Studio Screen setting Studio Screen 2 Apex Class Extension set within init 3 URL Parameter Designation 4 Apex Class Extension Set from Page 299 of 333 268 SkyVisualEditor Sample code The below explains several examples using these interfaces 1 New Column is Added When Screen is Shown Available with Standard functionality When the screen is shown 5 new records are shown as empty records in the DataTable Apex class for extending page SkyEditorClass global class MyExtender extends SkyVisualEditor Extender SkyEditorClass extension SkyEditorClass dataTableSet contacts public MyExtender SkyEditorClass extension this extension extension this contacts extension datalableSet1 5 new rows are added global override void initO Account record extension record if record Id null for Integer i 0 i lt 5 i contacts add Delete empty row if no data input global override void preSave removeEmptyRecords private void removeEmptyRecords List lt SkyEditorClass dataTableSetiItem items contacts items for Integer i items sizeQ 1 i gt 0 i SkyEditorClass dataTableSet Item item 11 Contact c item record Delete rows with no family name input if c Id null amp amp LastName null item remove TestMethod private static testMethod void testMyExtender Acco
233. ral User Permissions from the user s Profile Administrative Permissions This Package wil be able to use of the Administrative Privileges from the user s Profie c Select Grant access to all users and click the next button Package Installer SkyVisualEditor Step 2 Choose security level Step 2 of 3 Select security settings Grant access to all users All internal custom profiles get full access Help for this Page o limited deployments ost packages Note if you do not grant access to all users users without access permission will be unable to utilize some of the features of SkyVisualEditor If there are no changes to Objects or Apex Classe the Choose Security Level screen may not be shown d Click the Install button Package Installer SkyVisualEditor Help for this Page o Step 3 Install Package Step 3 of 3 The package is ready to be installed Click Install to continue Install e Upon completion details of the installed SkyVisualEditor package are shown Package Details SkyVisualEditor Managed Back to List Installed Package Install Complete Follow any remaining steps in the app install guide to complete deployment Help for this Page o Installed Package Detail Package Name Language Version Name Namespace Prefix Publisher Status Expiration Date Description Installed By Uninstall View Components Manage Licenses View Dependencies
234. rch condition field in the Search Template 3 6 ix 4 5 i e 3 6 viii b In a search template choices for a picklist field can be displayed in default record type The upper limit of a record count in a table is changed to 1000 The maximum number of custom buttons that can be placed in a 4 50 search screen is increased to 20 4 10 3 6 Dashboard Layout Detail Panel Suggest to change password on initial login x Free Layout within Page Block Section 3 6 iii Enhanced Search template with high capacity A 5 6 i b Place tables that are unrelated to Main Object 3 6 vii Availability to show items of Parent object on search result using search 4 5 template Availability to set colors of Table headers and tabs 3 60Dv b Q 3 600 viii D Added include Style Sheet setting on Page Style 3 600v b 3 6 Dv 3 69 3 6 xiii 3 6 xiii 4 60 3 6 vi Added legal on page size for pdf 3 6 x 3 6 xiii Availability to select Style Class on every component property Maximized the number of buttons up to 50 Maximized the number of Page Block up to 50 Maximized the number of Main Object Formulas up to 50 Maximized the number of Panel Grid columns up to 20 columns The number of After limit increaseds that can be placed on the page is increased to 2000 Page 8 of 338 268 SkyVisualEditor V3 5 Compatible with Salesforce1 Application development 2 10 Custom Lookup 4 740 Help Text 3 6 ix
235. rdless of condition view setting Field Criteria List Probability 54 Save Cri Close Date to Only Blanks equals none Opportunity Type x Name Probability Page 244 of 333 Sas SkyVisualEditor 4 6 Create a page with the Relational Object Template The Relational Object Entry template utilizes a wizard to guide you through making a page in which users can simultaneously enter parent child relationship objects For example allow users to input an Account and related Contacts and Opportunities all on one page Relational Object Template Functions Simultaneously enter parent and child objects one screen Define calculations Input a record set with multiple relative objects SkyVisualEditor Studio screen Current User testUser sve W Page Property Object Name Account Visualforce Page SVE_201312191001 Name 33 Main Object Save Account Account Description Account Number Account Phone Label Editable Account Site Description Apex Class Editable With Sharing Page Size px Resolution Width 1024 Height 768 Show Header Show Sidebar Tab Style Relative Objecti Opportunity Add RowCount Name Close Date Amount Current Gene
236. ript Editor you can input JavaScript functions directly in the JavaScript coding area or you can view some common functions in the Sample Scripts and copy them to the JavaScript coding area to get started LPagescriptEdioE X You can write JavaScript functions These functions can be called from a custom button or a custom link W Sample Scripts 1 3 This function can open new window function 1 window open http www google com Copy Script function sample1 t window open http www google com JavaScript coding OK Cancel 6 JavaScript Include You can include external JavaScript files in your pages created by SkyVisualEditor Click the Script Include Setting button to bring up the setting window Click the Add button to add additional external JavaScript files A link to a JavaScript library that can be used in the page JavaScript library that you set is inserted into a script reference to the head element of the generated HTML page URLFOR SResource resourceName Cancel You will be able to use methods defined in external JavaScript files from the Page Script Editor and JavaScript editor Page 193 of 333 SU SkyVisualEditor vii Formula Refer to section lt 4 6 Set Formula viii Focus Color Highlight an input field when that field has focus Y Focus Color Focus Color Enabl
237. rop your field to one of the columns of a page block section For example below we will add the Account name as an editable field to our layout for the Account object First select Text Input under the Component Type menu and find the P Input Notice the fields in the Object menu reflect editable fields for our object Object Component w Component Type mall Output Label Object Main Object Relative Object Componenti ak Account 19 Account Rating ak Account Site 19 Account Source Page 210 of 333 Page Component inputField Common ID Component5 Object Account Field Label Account Name Layout Width px 113 Height px 19 Text Color 000000 J gt Font Size 1 0 em Y Font Weight Normal TextAlign Sas SkyVisualEditor Next drag the Account Name field to a column of a page block section File Third Party Y Wizard Tools Help Object Component Componenti w Component Component2 Component3 Main Object Relative Object Ae aa a Account Description abc Account Fax ak Account Name me o Notice that the Account Name field is set as an input field
238. rsion earlier than 4 you will be prompted to install or upgrade For details please refer to section lt 2 2Installation of Silverlight gt Terrasky Page 34 of 333 SU SkyVisualEditor 3 6 Studio Screen The Studio Screen is made up of the following components Studio Screen 1 59 55 8 9 be B Third Party Current User TestUser a m Object Account ageBlockSection H Visualforce Page SVE 201407081016 El ig Name 44 a a ID Component2 n m E Label Editable Text Description amp Title Component2 n Apex Class Editable E With Sharin E H n Page Size px Datum Resolution m HTML Escape m Width 1024 Height 768 Columns m Show Header h d B Show Sidebar 5 He A Tab Style collapsibi T m Page Title a Color Setting B m URL Parameter setting Config Font Color zFFFFFF B B Background Color 8 87 Mask Setting solid a Bl Extended Apex Class 1 Vi Page meta tag 000000 BJ E ak PageStyle ius 0 m E
239. rted Expand Collapse Packs ge Deta SkyVisualEditor Personal Setup Package Name SkyVisualEditor My Personal Information Active Email import Desktop integration 2011 09 01 App Setup Licensed Users Action Full Name Remove UserPlatform Remove BPBtEA Sandbox Environments Sandbox environments differ from Production environments in that there is no need to set up the licenses All users can view pages created with SkyVisualEditor without setting up any licenses so please skip this step 2 Security setup in Salesforce Note The following Security setting is required to connect SkyVisualEditor to your Salesforce organization There are two options for enabling a secure connection Please choose whichever is aligned with your company s security policy gt Have users set a Security Token Or gt Setalogin IP range for each profile that will use SkyVisualEditor Studio Set a Security Token Expand Collapse All xem Reset Security Token Help for this Page 9 Personal Setup 35 Clicking the button below invalidates your existing token After resetting your token you will have to use the new token in all API applications My Personal Information Personal Information When accessing salesforce com from outside of your company s trusted networks you must add a security token to your password to log in to the API or a desktop client such as Conne
240. ry Lead Source Items are arranged from left Main Competitor s Next Step Done 4 Set Formulas After selecting which relative object fields to include you can add formulas to auto calculate Number fields Including currency and percentage fields Only input and output fields can be used in calculations 7 Formula results cannot be used as further input to calculations Note Dynamic calculation Salesforce s standard calculation only performs a calculation after saving the record but SkyVisualEditor will show you the calculated results as soon as values are inputted into fields There are 3 types of formulas Arithmetic formula using main object fields to set another main object field Arithmetic formula using relative object fields to set another relative object field lt Aggregation formula to set main object field based on the sum of a field of relative objects Page 248 of 333 Sas SkyVisualEditor Formula Configuration Screen Formula Configuration A WY Main object formulas Up to 20 formulas can be defined Formula VW Aggregate formulas Up to 10 formulas can be defined Formula b Relative object formulas Up to 10 formulas can be defined Formula OK J Cancel Note that in order to make use of fields in formulas the fields must have been added to the appropriate objects in D and above i Main object formulas Set and manage
241. s available when user is authorized to edit LookUp Field in security setting which is LookUp is turned on and LookUp Only is turned off A GetMaster Button will appear on the screen to indicate that this feature is active Edit Master Retrieval Overwrite the Master Retrieval button label e mm Master Retrieval The Master Retrieval Button value The default is Master Retrieval Index nl M select cursor move order when pressing tab key Development JavaScript Call a Javascript function from the table For details see lt 2 Table Script gt Additional Object Field Add fields that you will not display but would like to add to the Apex class query This functionality would be used for example if you write an Apex extendor that would make use of some fields that are not displayed on the screen A dialog prompt asks to select additional fields Fields that are Page 105 of 333 SkyVisualEditor Display Settings Style Class already placed on the screen are grayed out Click the Retrieve Field List button to show all the fields that are already placed on the screen Note Lookup Object will not appear when the Owner ID is searching through multiple objects in ToDo Object Only the data of fields placed on the screen will be obtained If you would like to use undeployed fields in an Extended Apex Class please add them below a IB S P ccount 10 aM gj
242. s that exist in your Salesforce org outside of Managed packaged will be run Tests will not be run at all if you choose this option when deploying to a Test Environment Overwrite confirmation Preview Apex class string SkyVisualEditor makes the following components automatically and deploys them to Salesforce gt Visualforce page gt Apex class Salesforce requires that all Apex code is tested when deployed to an organization When deploying to a production organization all tests including for Apex classes independent from SkyVisualEditor need to pass with more than 75 test coverage Page 44 of 333 Sas SkyVisualEditor Test Select if you deploy to Sandbox environment or Pre Release Environment environment or if you use the Developer Edition Execute Apex test for the pages you created If the org detects a trigger which has a low coverage rate warning will appear If you deploy to Production environment an error will occur Production Select if you deploy to Production environment Environment Execute test to all Apex classes exist in your Salesforce org except for the administration package If you deploy to Test environment it will be deployed without executing the Apex test Overwrite confirmation Show a warning when there is a Visualforce page or Apex class with the same name in the Studio or the destination Salesforce org Preview Apex class string View the Apex code that is generate
243. s that the user has write access to will be able to shown as Text Input fields and only fields the user has read access to will be shown as Text Output fields Page 60 of 333 Terrasky_ SU SkyVisualEditor iv Relative object Field list of relative objects Parent Child or Lookup relationships on the layout are shown Fields can be dragged and dropped onto the canvas just as the fields of the main object Note that only relative objects that are placed on the canvas already in DataTable elements can have fields added to the layout Therefore if no such relative object is on the layout yet the message shown below will appear Main Object Relative Object Pease add a DataTable to set a Relative Object Once a DataTable component has been added to the layout with a Relative object set the relative object list will show a pull down menu from which you can select the Relative objects on the layout Im Im Main Object Relative Object Main Object Relative Object Contact Contact Once a specific Relative object is selected from this pull down menu that objects fields shown similar to the fields of the main object in the Main Object tab The fields shown depend on the logged in user s profile permissions in Salesforce Only fields that the user has write access to will be able to shown as Text Input fields and only fields the user has read access to will be shown as Text Output fields
244. ss SampleExtender Clear 5 _20140417132328 Clear Select deployed class Select deployed class Edit class Edit class Selected Apex Class is valid Selected Apex Class is invalid Additional Main Object Field Additional Main Object Field Only active Apex classes those that correspond with the selected screen based on the interface of Apex class can be added For more details about Extending Apex classes please refer to lt 5 1Apex Class Extension gt Page 188 of 333 SU SkyVisualEditor b Direct Editing on Studio A message box for Edit Extended Apex Class will appear when the Direct Editing on Studio button is clicked Apex Class can be created and edited on Studio without selecting deployed Apex Class If there is a class in your destination Salesforce org with the same name every time you deploy that class will be overwritten with the contents inputted here Use ApexCode at your own risk Extended Class Test Class global with sharing class SVE 20140708144846Extender extends SkyEditor2 Extender public SVE 20140708144846Extender SVE 20140708144846 extension H W Extended Apex Class Apex Class SVE_20140708144846Extend Clear Select deployed class Edit class Selected Apex Class is valid Additional Main Object Field Apex Classes that are edited directly will deploy simultaneously when the new page is created When you are sett
245. ssage Setting Set the content of the Table Message For details see lt vii b 3 Table Message Setting Edit Add Button Value Overwrite the Add Button label Add Button value The Add Button label Default value is Add Edit Delete Button Overwrite the Delete Button label Value Delete button value The Delete Button label Default value is Delete Edit Clone Button Overwrite the Clone Button label Value Page 124 of 333 ass see SkyVisualEditor Clone Button Value The Clone Button label Default value is Clone Edit Bulk Edit Button Overwrite the Bulk Edit Button label Value Bulk Edit Button value The Bulk Edit Button label Default value is Bulk Edit Edit Delete Selected Overwrite the Delete Selected Button label Rea mmm Delete Selected Button The Deleted Selected Button label Default value is Delete Lookup Field Select related Object Field in Custom LookUp Page This is valid when there are multiple fields LookUp relationship or Master detail relationship in DataTable Objects and in Select Custom LookUp Screen Select Custom LookUp Select pages created by Custom LookUp Template A GetMaster button will appear when selected When GetMaster button is clicked a selected screen will appear and the selected records will be added to the table This feature is available when the LookUp Field is granted for editing in security setting which is LookUp is check on
246. t 99 Underline _ Style Class Component ID defined in SkyVisualEditor Set the horizontal placement on the screen for the Free Layout Set the vertical placement on the screen for the Free Layout Choose a color from the selector or input it directly in hexadecimal Font size Select the Font size of the text from the list below 1 0em 6pt 8 pt 10 pt 11 pt 12 pt 14 pt 16 pt 18 pt 20 pt 22 pt 24 pt 26 pt 28 pt 36 pt 48 pt _ Y Date format Select the Date format from below yyyy MM ad yyyy MM dd yyyy M d yyyy MM dd yyyy M d MM dd yyyy MM ad yyyy MM dd yyyy MM dd yy e M d yy M d yyyy MM dd yy M d yy M d yyyy MM dd yyyy Underline a date string Style Class Set Style Sheet lerraSky Page 169 of 333 Sas SkyVisualEditor xxix Calc result a Overview Place a field to show a calculated result set of a formula For details on formulas refer to section lt 7 vi i Formula b Properties CalculationResult ID Component16 amp Left X 10 Top Y 10 Width px 113 Color 000000 MI Font Size 1 0 Font Weight Normal TextAlign hi Add Figure Style Class Dea Component 0 deinedby Sovsvaeaor Choose color from the selector or input it directly in hexadecimal Font size Select the Font size of the text from the list below 1 0em 6pt 8 pt 10 pt 11 pt 1
247. t dataTableSet1 tableQuery1 TestClass private class testMyExtender private static testMethod void testMyExtender Account acc new Account Name Test Insert acc Contact cont new Contact Account acc FirstName TestUser Insert cont SkyEditorClass ext new SkyEditorClass new ApexPages StandardControl cont MyExtender extender new MyExtender ext Page 301 of 333 268 SkyVisualEditor lil Set URL Parameter from Transition Screen Available with Standard Functionality Set Account ID to Contact Account when screen moves from account screen to contact screen Apex class for extending page SkyEditorClass global class MyExtender extends SkyVisualEditor Extender SkyEditorClass extension public MyExtender SkyEditorClass extension this extension extension global override void init Get ID from Accounts String accountId ApexPages currentPage getParameters get accid Set ID to Contacts Accounts extension record Account account d TestMethod private static testMethod void testMyExtender Account acc new Account Name Test Insert acc Contact cont new Contact Account acc FirstName TestUser insert cont SkyEdi torClass ext new SkyEdi torClass new ApexPages StandardControl ler cont MyExtender extender new MyExtender ext ext Page 302 of 333 268 SkyVisualEditor
248. t in Parent Child Relationship or Reference Relationship in detail on a single screen It will display Child s data table as a main object The component can be placed on upper right hand corner or lower part of the screen Detail Panel can be resized or opened by mouse click This feature cannot be used under certain condition please check lt d Note of caution gt for more information Cannot be used with PDF pages Salesforce Layout Free Layout and Search Template are available to set the Detail Panel component Salesforce Layout Drag amp drop the Detail Panel component to the available space upper right hand corner or lower part of the screen Componenti Delete SkyOnDemend When the component is placed on the upper right hand corner or lower part of the screen a bar colored in pale purple will appear This is the Detail Panel component in closed mode Click to open the panel area Page 137 of 333 88 SkyVisualEditor Note To configure the Detail Panel from property setting you are required to the arrange data table on the screen Free Layout Set Detail Panel component anywhere on the screen by drag amp drop movement iframe Search Template Use the Wizard Setting for search template See lt 4 5 Create a page with the Search Screen Template gt for detail Detail panel setting Detail panel position J None Right
249. t Underline 9 JavaScript Development Development Style Class Style Class Style Class Page 66 of 333 SU SkyVisualEditor The table below lists all of the properties available and their purpose yee eee Common Layout Left X oet horizontal position on the screen Set vertical position on the screen Top Y Select to set the width size of a field Specify Width If not specified the width size will change based on the width of Salesforce select list Width px Set width of field Height px Set height of field Line Length Define after how many characters to line beak Note this property is only displayed when the page property is set to display as a PDF the field is deployed as a view only field and the Fixed Width property is not set Color oet the color of the element either from the palate or by inputting the hex code directly TTT TILE OOOOOOOO XWill not be reflected in Dependent Fields set on the field Font Size select the Font size The below are valid options 1 0em 6pt 8 pt 9pt 10 pt 11 pt 12 pt 14 pt 16 pt 18 pt 20 pt 22 pt 24 pt 26 pt 28 pt 36 pt 48 pt Will not be reflected in Dependent Fields set on the field Page 67 of 333 268 SkyVisualEditor red Font Weight Set the character style Bold Button character is bold style Normal Button character is normal style Button style needs to be on to use th
250. t specified is selected for the Types of Border Frame Color of Border Set the frame color of page block section Frame Available only when not specified is selected for the Types of Border Frame Curve size Set the frame curve size The corner sized is measured by diameter width in pixel in vertical and horizontal of a circle located in corners Available only when not specified is selected for the type of border frame Advancedsetings i Settings Page Blocks display setting Show Hide can be controlled dynamically Click the button to show Display Setting screen Please refer to ii b i Display Settings for more information Page 85 of 333 SU SkyVisualEditor iv Display Switcher a Overview vew Display Switcher Show or hide different layout sections based on the value of a check box Upon dragging the display switcher to the field you will be prompted to select a checkbox driving the switcher The checkbox must not be placed on the layout already If there are no checkbox fields on the current main object the display switcher component cannot be used In addition once a checkbox is set to drive the display switcher it is not possible to remove only the checkbox from the layout you must also remove the display switcher component altogether Select a checkbox Field to switch between screens Upon adding the page switcher to the Salesforc
251. tact Name Title High 14 Low 6 p GenePoint 235 000 00 Ashley J VP Fi created the public group All Terrasky ashley ames mance Tomorrow Edge Communications 265 000 00 Rose Gonzalez SVP Procurement Mostly Clear United Oil amp Gas Sean Forbes CFO amp 09 0 November 11 2013 at 6 04 Corp TUR Jack Rogers VP Facilities PM sForce 0 00 Pat Stumuller SVP Administration a and Finance Resorts Ltd 915 000 00 Se us 420 000 00 6 and Finance United Oil amp Gas UK 0 00 ae Facilities University of Arizona 240 000 00 Stella Pavlova Production Burlington Textiles Corp of America Andy Young SVP Operations Tim Barr SVP Administration 235 000 00 Lauren Boyle SVP Technology Page 287 of 333 Sas SkyVisualEditor 4 11 Convert a Page to a Reference Page You can convert all editable fields on a page to be read only in one quick function by clicking the Convert link under the Tool menu Input page Third Party Wizard Z Connection Reload Component Convert BENBEHNEBHEHEHEHEHENH Account al Form Link After clicking on Convert a warning message will appear If you would like to keep the original editable page please make sure to use a different Visualforce Page name and Apex Class name Confirm Converting Reference page The current page will be converted to a reference read only page with all input fields being changed to
252. te multiple records at once directly Paging Allow the user to page through many results We recommend to use paging for DataTables with very large numbers of records Show Rows When paging is active select the number of records to show in one page from below 5 10 25 50 100 This property is only available when paging is active Page 131 of 333 268 SkyVisualEditor Show RowCount Set to show or hide a number of records in the table Fix Header Location The table s header location can be fixed when the check box is turned on Theme Select the style of the DataTable color Salesforce blue Salesforce blue Green Green Gray Gray This is selectable only if Output Tag is set to DataTable Border Width Set the entire table width This is editable only if Output Tag is set to DataTable Tab Index oelect cursor move order when pressing tab key Table Message Select to show hide a table message Table Message Setting Set the content of the Table Message Edit Delete Button Overwrite the Delete Button label Delete Button Label The Delete Button label Default value is Delete Edit Bulk Edit Button Overwrite the Bulk Edit Button label Label Bulk Edit Button Label The Bulk Edit Button label Default value is Bulk Edit Edit Delete Selected Overwrite the Delete Selected Button label Button Label Delete Selected Button The Deleted Selected Button label Default value is Delete
253. ted from Salesforce document Salesforce1 App Developer Guide P187 as of 4 July 2014 http www salesforce com us developer docs salesforce1 salesforcel guide pdf Note In Salesforce1 a separate window will not pop up even if the window open property setting is turned on The screen will slide to the new page Successful Screen Transition Unexpected Movement does not show error message Unexpected movement by location Does not meet the requirement Error message will show device dependent unexpected Movement does not show error message of 14 August 2014 Overwrite Visualforce Yes Yes Yes Yes Yes Yes SkyVisualEditor Property Page pt 7 Page 314 of 333 Sas SkyVisualEditor after Create New New Screen xX x x X1 x X1 x OO EORI we T wm awe co o axe axe ame axe o ame o perce wmm Deum mme o mm Sd jaw ajo Copy Button Delete Button gt Custom Link Specify Destination View Same Window Separate Window
254. ter and 1 number Confirm Password TerraSky Inc Emm linfo terrasky com Email must be a valid email address username company com Phone Humber Language English User ID Group Users Manage amp 4 Advanced User Setting ey Credit card payment SSL Secured GlobalSign To 29 of 333 SU SkyVisualEditor Group Users Management Screen Manage Group Users Register up to 10 Group Users that can share edit and deploy pages smith johniismith net In use Add new user Verify Add Remove and Suspend Group Users associated with your account Note that only the Administrator will be able to see Group Users Once a group user has been deleted it is impossible to restore it You can also delete your own SkyVisualEditor user account Upon doing so all pages made with that account will also be removed and neither the pages nor the account will be able to be restored Group Users Management Screen Add New Group User Manage Group Users Register up to 10 Group Users that can share edit and deploy pages No group user exists Add new user First Name Last Name Smith User ID john smith net Email must be a valid email address username company com Company John Smith Phone Number Language Back Required field Note for Regular User Registration please refer to section 2 3 Registr
255. teria Close Date to Only Blank mx Account Opportunity Ty Lo b Label When editing the label for search condition fields make sure to enable the Edit Label property on the component and then edit the labels 2 8 outputLabel WV Search Criteria Load Close Date Common Close Date Probability probably z Object Opportunity BEEBE BEY Field Label Name EEE Opportunity Ty 8 Page Component Object Opportunity Field Label Name Opportunity Ty Field Name Text Edit Label LJ Edit Label Label Name Label Opportunity Page 227 of 333 88 SkyVisualEditor C Extracting undefined information in a date field as well as a date time field After you finished setting a wizard you can extract record information which has no set fields when setting date or date time field as search conditions To enable the extraction functionality of empty record information you can mark the checkbox Only Blanks the component property of date or date time field Default is set as checked Search Y Search Criteria Load Criteria input5earchFromTo ID From Componenti6 from Only Blanks ID To Componenti to Object Opportunity Field CloseDate Field Label Close Date Only Blanks Add 44 1 5 be
256. text fields This cannot be undone In addition if an existing Visualforce Page has the same name as input here it will be overwritten without warning Are you sure you would like to continue 7 Visualforce Page SVE_20131218140859 view Editable Apex Class SVE_20131218140859_view Reference Screen Object Component w Component Type p Input Output Label Componenti Account Name Account Name Name Website Website Website Industry Industry Industry Employees Employees NumberOfEmployees Object Reload Parent Account ID Parent Account ID ParentId Account Type Account Type Type Main Object Relative Object Account Phone Account Phone Phone Annual Revenue Annual Revenue AnnualRevenue Account Description Account Fax Account Fax Fax Owner ID Owner ID Ownerld Account Fax Account Name Account Number Account Phone Account Rating Account Site Account Source Account Type Active Annual Revenue Billing City amp E 85 89 After the read only screen is made deploy it to Salesforce per the usual process outlined in 4 36 above Page 288 of 333 Sas SkyVisualEditor 4 12 Salesforce Settings after deploying D Enable Visualforce Page Access The creating user has access to deployed Visualforce pages by default However other pro
257. to specify the transition screen refer to i URL Editor gt Shown only when Page Transition is selected Open new window Display a transition page in a new window Shown only when Page Transition is selected OnClick Define the function to call when the user clicks the button by clicking the to bring up the JavaScript editor JavaScript editor Edit Pagescript Function z inset dear output return false emnes voa Edit PageScript Open page script editor For more details refer to vi Page Script Function Show functions defined in page script editor Insert Insert selected function into the JavaScript canvas Page 154 of 333 SU SkyVisualEditor OnClick Settingname JavaScript JavaScript coding area canvas Output return Insert return false in last line of false JavaScript Because the custom button is of type submit if you do not have a return false as your last line the page will process and html post upon clicking the button Call methods defined in i i i Extended Apex Style Class Set Style Sheet i URL Editor You can specify transition destination Reference View Transit to a reference page o Registration View Transit to a new page for the main object Editable View Transit to an editing page o Visualforce page Transit to the specified Visualforce page Custo
258. tors The selected area will become the mark This mark represents the cursor location and additional insertions will be placed to this mark If no cursor location is selected fields and operators will be added to the end of the formula UnitPrice _ Quantity _ LogisticCost__c c Edit Delete fields and operators Unitprice c ity LogisticCost c F Delete Right click on a formula element to reveal a drop down menu Select edit to change the element to a drop down list of other selectable elements and select delete to remove the element completely ix Relative Object Options WY Relative object formulas Up to 10 formulas can be defined Formula Choose which field to allocate the result of the formula whether a delimiter is placed or not and the number of decimal points to round Page 253 of 333 Sas SkyVisualEditor 5 Set Layout Properties Set fields in the layout as you like Main Object Save Main Object Account Account Account Rating Account Type Industry Account Source Hi Ownership Save Cancel Relative Objecti Opportunity Add RowCount 207 Date pM 4 Source Opportunity Relative Object2 Contact Add RowCount Last Name First Name Email Business Phone Mobile Phone Level 4 To change the order of the fields ord
259. tries and clicking the Select button The GetMaster button will be hidden when the Object used on the calling screen is not authorized to the list below gt Create Object gt Create LookUp field for Main Object Available only when the table is related to the Main Object gt Create Lookup Field Home Chatter Files Campaigns Leads Accounts Contacts Opportunities Solutions Products Reports estimate Save Cancel estimate name Owner ID X Account Qu 1 not 2012 01 06 https c na7 visual force com apex ProductLookupO3 Google Chrome ENT https c na7 visual force com co P U M 7 y v Search Condition major none intermediate gt minor none Save ProductName Sample Product Code election Delet product Add Clone Bulk Edit Product Product Code Productfamily major intermediate minor Sample04 3 04 1 7 Sample03 1 J Sample02 5 02 1 1 Sampie06 9 08 Sampie07 Accounts Contacts 777 17 Solutions Products Reports Leads Files Chatter Home Campaigns estimate Save Cancel estimate name Owner ID Qu Account Qu estimated date 2012 01 06 Opportunity Qu Cost Save Cancel Add Clone Bulk Edit S
260. ttor Bulk Edit Button Lab Bulk Edit Selective deletion Edit Delete Selected Delete Selected Butt Delete Selected Table Message Table Message Advanced table features Ignore Required Filter Tab index Development JavaScript Display Settings Style Class greyTak PF Page 130 of 333 268 SkyVisualEditor Component ID defined in SkyVisualEditor Object Label Show label Name API name of object Merge Target Select the objects of which events to merge Read only Table Do not write any changes to the table during a save Max Records Count Show maximum record number Defaulted to 500 Output Tag Select table style from below PageBlock Table Table width is equal to the page width and table height expands with the number of rows Only selectable if the DataTable is placed in a page block DataTable Manually Set the Table Width and Height Columns Columns in section Fit to Page Set the width of the table to match that of the page This option is selectable when the Output Tag property is set to DataTable Wiath px Set the width of the DataTable in pixels cannot be used with Adjust Page Height Setting Check to fix the height of the table Height px oet the height of the DataTable in pixels cannot be used with Row Deletable Set if records can be deleted from the table If Row Addable is Bulk Edit and Delete Allow the user to edit or dele
261. turn value type must be a pageReference 2 Setting Procedure To make an extended class the page needs to be prepared in advance per the following chart 1 2 3 W Extended Apex Class Apex Class ExtensionSampleClass Setting Clear Processing Deployment f Selected Apex Class is valid Select the Apex class made in step 2 as the Deploy the page that will extend Make the extension Apex class inherit page s Apex class SkyEditor2 Extender the function extension Page 294 of 333 268 SkyVisualEditor 3 Implementation Definition The extended class can run individual functions with overriding the necessary method from SkyEditor2 Extender in response to process timing i Interface of extended class The following is a list of interfaces of the extended class Inheriting Class of extended Apex class Namespace Class name Extender class interface Argument Comment Constructor At initialization before data acquisition Init At initialization and after data acquisition preAdd Copied object SObject afterAdd Copied object SObject afterClone Copied object SObject Retrieve or modify values from the Visualforce page by extending Apex classes If there is a DataTable or MultiRowDataTable for placing lookup relation or parent child objects on the screen fields from it can be accessed through the data table class default class name dataTableSet1 dataTab
262. ultiple Row Product Code C Style Class Users can set Class Style Class for Visualforce tag for below components in Style Class Property A message box will appear when the button on each components Style Class Property is clicked Class settings conducted in Edit Page Style can be set here Please refer to COv Page Style for more information You can define the StyleClass You can use Style blocks that are declared in the page stylesheet Use StyleClass at your own risk Edit PageStyle StyleClass Insert Clear Lo Insert Clear OK Cancel Page 75 of 333 Sas SkyVisualEditor 4 Component panel Drag additional components on to your layout for further customization Salesforce Layout Free Layout a 3 2 le le mi M 5 x 3j Il Qo A E n Tu Page 76 of 333 Sas SkyVisualEditor _ Layout Refer to lt i Section Header gt Refer to ii PageBlock Refer to lt iii PaqeBlockSection gt Refer to lt iv Display gt Tab Refer to lt v Tab gt Refer to lt vi PanelGrid gt Refer to lt vi PanelGrid gt Refer to lt viii MultipleRow DataTable gt Refer to lt ix Events join table gt Refer to xiii Flexible Panel gt Button Refer to lt xv Save gt Refer to lt xvi Edit
263. unt acc new Account Name Test insert Contact cont new Contact Account acc FirstName TestUser insert cont SkyEditorClass ext new SkyEdi torClass new ApexPages StandardControl ler cont MyExtender extender new MyExtender ext PageReference page ext doSave Page 300 of 333 268 SkyVisualEditor Set Condition in Table Data When Screen is Shown Available with Standard Functionality Use a condition Where clause Order by clause to show data of parent child lookup relationship Apex class for extending page SkyEditorClass global class MyExtender extends SkyVisualEditor Extender SkyEditorClass extension SkyEditorClass dataTableSet contacts public MyExtender SkyEditorClass extension this extension extension this contacts extension datalableSet1 Get child object make Query in child object if there is data in master object if extension record null 84 extension record Id null Get Query made with constructer of class made with SkyEditor SkyEditor2 Query tableQueryl extension quer yMap get dataTableSet1 Add condition Add content AND Name like Tanaka tableQuery1 addWhere AND tableQuery1 addWhere Name Smith SkyEditor2 WhereOperator Co Sort create date ascending and set to show Null on top order if it is Null tableQuery1 addSort CreatedDate true true extension queryMap pu
264. ut again please drag and drop the fields onto the layout again Form Link Generate query information XML format for import into Canon s imageWARE Form Manager Editor Help He __ Show SkyVisualEditor s online help this document Show SkyVisualEditor s version information i File a New Create a new page Object Component w Component Type Save 3 Save As Input Output Label 4 Deploy Object A Reload 4 Batch Deploy Main Object Relative Object Batch delete pages and classes a Et At Load Local File a Save Local File 3k Account Description abc Account Fax E AppComponent Details 25 Account Name Logout ab Account Number Click New to open the layout manager Page 37 of 333 Sas SkyVisualEditor Salesforce Layout 1 8 gt The Salesforce Layout allows users to drag and drop fields and other items onto the layout similar to Salesforce s standard layout editor In addition you can define multiple columns and advanced components like tables and detailed fields Object Show All Visualforce Page SVE_20131216154130 Apex Class Editable Detail Change the layout by clicking in the red areas Property Layout Following layouts and templates are available Template Salesforce Layout The Salesforce Layout allows users to drag and drop fields and other items onto the layout similar to
265. utton Output Form button PDF menu Please note that multiple picklist fields that are set as relative fields are not available for use in the wizard template Page 280 of 333 182 SkyVisualEditor 3 Set Destination Page You can set which page to show after you click the Next button X If not specified page transition is performed in the listed order Wizard Page Component nextButton ID Components Edit Label Label Next Tooltip Width Setting Width px 50 The green check is given if the destination Button Style _ MS page is set Style Class mum Destination Page Terrasky_ Page 281 of 333 Sas SkyVisualEditor 4 Deploy Deploy to your Salesforce org Third Party Wizard New Open cave As ame Deploy Batch Deploy Batch delete pages and classes Load Page Layout Load Local File Save Local File AppComponent Details Logout The below window pops up during deployment Processing Deployment Once deployment is done the below Deployment completed window appears Click the Open link to see the page in your Salesforce org Deployment finished successfully Visualforce Page Name 201312191817548 Open Apex Class name SVE_20131219181751 Fed O Salesforce User Name Salesforce ID name login ID Visualforce Page
266. ve an inputted value Custom Button Place custom buttons on the screen Button Count Choose the number of custom buttons to place between 1 20 Output Form Button Call out to Canon s form service lt Canon Business Imaging Online gt Allows the user to call the form service using the same conditions as defined on the search page 7 Requires separate contract with Canon Business Imaging Online Form Keyword oet to match the keyword defined in Canon s service Note that these values must match for the integration to function properly i Reference Table Screen X1 Search Search tea SENN EST Employees Account Name _None Account Type None Account Name starts with Edge Billing Country Search Clear RowCount 1 Account Name Account Description Account Number Edge founded in 1998 is a start up based in Austin TX The company designs and manufactures a device to convert music from one digital format to another Edge sells its product through retailers and its own website Search results are displayed read only on the screen Page 233 of 333 Sas SkyVisualEditor ii Editable Table Screen 7X2 Search results can be edited directly in the results table New records can be added by clicking the add button Search Search Condition Regist Criteria Load Criteria Close Date to Created Date to AccountID jpore
267. word NNNM Don t have account Sign up for free now 3 Enter your user information on the user registration screen and click Sign Up User registration screen Sign Up First Name Last Name Email must valid email address username company com Phone Number Language English Select a unique username the form of an email by which User ID you will access your account How did you hear Ex November 18 2013 Exhibition booth at Dreamforce about Agreement for use kyVisualEditor Studio Terms and Conditions of Service Your use of SkyVisualEditor Studio service hereinafter referred to as the Services is subject to these terms and conditions hereinafter referred to as E lAg ree Sien Up Back Gy Required field Please note that the Email must be a valid email address Upon successful registration you will receive a notification email from lt noreply skyvisualeditor com gt with your login credentials Page 16 of 333 Sas SkyVisualEditor 2 4 Reset Password If you forget your password you can reset it by the following procedure 1 Access the login screen at the following URL https www skyvisualeditor com se2 login Login Screen Log in User ID Password ci ame ma as ar a i E Forgot your password Don t have an account Sign up for free now 2 Click Forgot your passwor
268. x page gt action attribute This example shows redirecting only for a certain profile global class MyExtender extends SkyVisualEditor Extender SkyEditorClass extension public MyExtender SkyEditorClass extension this extension extension Redirct based profile public pageReference pageAction String profileld UserInfo getProfileldQ if profi lel d return New pageReference http www terrasky return null Page 305 of 333 Sas SkyVisualEditor viii Call SkyOnDemand Service HTTP Trigger GET Method Call SkyOnDemand 1 HTTP trigger and assign the result message into a variable message in sample code There are many ways to display result messages which vary depending on the processing time and specifications of SkyOnDemand service Please note the details of displaying a result message is not covered in this sample code X1 SkyOnDemand Service http www terrasky com skyondemand Check HTTP trigger information in SkyOnDemand service For details about how to login as well as how to display information refer to the Help document of SkyOnDemand service HTTP Trigger Information SkyOnDemand ZEE Contract Tag HTTP Trigger New HTTP Trieeer Save Cancel Change Password HTTP Trieeer Information BASIC Authentication ID 1 Generate Random BASIC Authenticati
269. xchange Package is installed correctly in your Salesforce organization The SkyVisualEditor AppExchange Package is a compatible version The deploying user correctly has a license assigned to the user in the destination oalesforce organization The deploying user s profile has authority to use APIs The deploying user s profile has authority to customize application Salesforce is not currently down for maintenance The selected objects and background images used in the Studio are still available in the destination Salesforce organization Independent Apex code coverage is at least 75 For Full Test Independent Apex code runs without errors For Full Test Page 329 of 333 SU SkyVisualEditor 4 Where are my pages after deploy Deployed pages are available in your Salesforce organization In Salesforce click Setup App Setup Develop Pages for Visualforce pages and Setup App Setup Develop Apex class for Apex classes There are two ways to open your Visualforce pages 1 Click on the Show button after deploying from SkyVisualEditor Studio Deployment finished successfully Visualforce Page Name SVE_20131219131113 Open Close 2 Show directly in Salesforce by entering the URL Get the page name from SkyVisualEditor Studio or check the page name in Salesforce Click Setup App Setup Develop Pages If you are logged into Salesforce you can view your page by typing the followin
270. xtension Property XCaution Any page in Salesforce which has the same name will be overwritten if deployed Before deploying be sure to check if no other Visualforce pages exist with the same name in your Salesforce organization Name The Visualforce page name Display Label The display label of the Visualforce page Description previously Comment Description of the page Comments of pages created before V2 3 can be changed here Apex class Select the Apex class to deploy Caution Any Apex class in Salesforce which has the same name will be overwritten if deployed Before deploying be sure to check if no other Apex classes exist with the same name in your Salesforce organization With sharing oet to use sharing rule in Salesforce or not Except for special reason we recommend to use the sharing rule On Apex class is made as with sharing Apex class is made as without sharing Comment Comment to help the administrator keep track of the page This comment is saved in SkyVisualEditor not in Salesforce organization Page 183 of 333 268 SkyVisualEditor Property name Page size px Set entire page width in design canvas Set entire page height in design canvas Show the header on the Salesforce screen or not Show the sidebar on the Salesforce screen or not Tab Style oet page color style tab or custom Visualforce tab To set an object or API name or Visualforce page as the tab Input th
271. y Object Reload Batch Deploy Main Object Relative Object al ft fay E 25 Account Description ak Account Name abe Account Number A list of previously created pages will appear Select one and click the Open button Batch delete pages and classes m s ge Load Page Layout Load Local File Save Local File AppComponent Details Logout 0 zx Select page to edit 3 Visualforce Page SVE 20130625151441 SVE 20130624143641 Created Date 2013 06 25 15 47 56 2013 06 24 14 36 56 Last modified Date 2013 06 25 15 50 23 2013 06 24 14 36 56 kogi5 2013 02 28 18 37 27 2013 06 21 18 01 50 kogil 2013 03 05 14 50 55 2013 06 21 17 11 21 yatest 2011 09 05 14 56 21 2013 06 21 16 22 44 wizerdtest 2013 06 19 16 47 08 2013 06 21 11 00 59 Open Delete Cancel Page 203 of 333 Description Sas SkyVisualEditor 4 2 SkyVisualEditor layouts D Salesforce Layout The Salesforce Layout allows users to drag and drop fields and other items onto the layout similar to Salesforce s standard layout editor In addition you can define multiple columns and advanced components like tables and detailed fields 2 Free Layout The Free Layout allows users to drag and drop elements freely on the layout arranging them however they wish You can set a background image to simulate any existing system or form to which users ar
272. y Settings Style Class Page 100 of 333 268 SkyVisualEditor a o componentD astrea in Sisua ew Adjust Page Set the table wide to the page width This property is active when Output Tag is set as DataTable oet horizontal position on the screen on the free layout Width px Set the width of the DataTable in pixels Adjust page should be set to off to use this property Height Adjustment Select to define a row height for the table When unchecked the table will stretch to dynamically meet the necessary height of the contained values Height px oet the height of the DataTable in pixels Height Adjustment for Select to define the height for header row and detail row This row property is active when checked Header height px Table header row height in pixels Row height px Table row height in pixels OS Columns set the number of columns in the table Selectable from 1 to 40 Max Record Count Shows the maximum record number input range 1 1000 BEEN Defaulted at 500 rows Page 101 of 333 Sas SkyVisualEditor Select table style from below PageBlock Table Table width is equal to the page width and table height expands Output Tag with the number of rows Only selectable if the DataTable is placed in a page block DataTable Manually Set the Table Width and Height Fix Header Location The table s header location can be fix
273. y Type Type Search Clear Layout Width Setting Save Width px 113 Add 144 1 5 Y RowCount Text Page 229 of 333 Sas SkyVisualEditor 4 Setting Search Criteria Blocks You can add multiple blocks of Search Criteria The conditions within a block are joined with an AND and blocks themselves are joined with an Example Field a AND Field b AND Field c OR Field d AND Field e OR Field f 1 Fi Probability 96 Field Criteria List 2 Field name Multi Search Default Condition Condition View _ mte m Edit l Delete Range Criteria List Probability 565 Field Criteria List Condition Vien account Type Cancel Next Add Criteria Button Add a new conditional block HMM RN Multi Search Shown only for a picklist field You can set multiple conditions for search You can also make OR condition search If you check Multi Search the below picklist circled in red is applied Account Type xj x Default Condition The default conditional logic for the attribute Condition View When checked the user will be able to view and select the conditional logic relating to that field lerraSky Page 230 of 333 SU SkyVisualEditor Visua
274. yEditor2 4 Visualforce Page All of the pages with Namespace Access to Visualforce Page Prefix SkyEditor2 1 Available for Search Template s Search Criteria Field and Start End date in ToDo object 2 Available only for Save Search Criteria in Search Template Users will need to be given permission in their profiles for making pages with SkyVisualEditor In Salesforce click Setup Administration Setup Profile profile of user System Administrator Click the Edit button Page 25 of 333 SU SkyVisualEditor ative Permissions 9 um Ar TT 4 Et i t HTML Templates Edit Read eas 4 Srant Log ess to Partne 4 Manage Ansty gt 4 lanace Business ors Manage Centers 4 Categones tansge Rec es 4 Manage Des ede 4 Manage on fd sns Sanace ashboards 4 com ent Configurations Check the Author Apex and Customize Application options in the Administrative Permissions section then click the Save button Page 26 of 333 Sas SkyVisualEditor 4 Run ApexCode test Before Apex code is deployed to a production environment Salesforce requires that the code be tested SkyVisualEditor Studio generates all required Apex classes and test files automatically However to ensure there are no conflicts with existing Apex code
275. yEditorClass global class MyExtender extends SkyVisualEditor Extender SkyEditorClass extension public MyExtender SkyEditorClass extension this extension extension Set default value global override void afterAdd SOb ject j Fieldi c For additional input TestMethod private static testMethod void testMyExtender Account acc new Account Name Test insert SkyEditorClass ext new SkyEditorClass new ApexPages StandardControl ler acc MyExtender extender new MyExtender ext contacts add Page 304 of 333 SkyVisualEditor vi Set Default Value When Copying Column Set the default value clear setting a record when row is copied in the table Apex class for extending page SkyEditorClass global class MyExtender extends SkyVisualEditor Extender SkyEditorClass extension public MyExtender SkyEditorClass extension this extension extension global override void afterClone SOb ject cloned RelationObject c rObj RelationObject c cloned rObj Fieldi AAA rObj Field2_c null TestMethod private static testMethod void testMyExtender Account acc new Account Name Test Insert acc SkyEditorClass ext new SkyEditorClass new ApexPages StandardControl ler acc MyExtender extender new MyExtender ext contacts cloneRows 0 vil Redirect using the lt ape
276. ype Page 54 of 333 Sas SkyVisualEditor iv Tool a Connection Third Party Connection 2 Reload q Convert A Form Link Object Component Component Type p Input Output Label Component The Connection tool is used to change your active connection to a Salesforce organization For details on connecting to a Salesforce organization refer to Section 3 4 By changing your connection you can deploy pages to several Salesforce organizations without leaving the Studio b Reload Object Component Component gt Component f rt Input Output Label Click on the Reload menu item to gather all object and field information from your currently connected Salesforce organization If the fields or objects have changed in Salesforce and you would like to make use of the new fields it will be necessary to run the Reload function SkyVisualEditor will not reload objects automatically after making the initial connection to Salesforce at login time Reloading will refresh the fields of the currently selected master object and any relative objects if being used Page 55 of 333 Sas SkyVisualEditor c Convert The Convert function is used to make all fields on a layout read only This is useful to make page for viewing records that has the same look and feel as a page created for editing and creating new records Sky Db
277. ystem Administrator for Help will appear This page cannot be displayed in Salesforce1 Please contact your system administrator TerraSky Page 206 of 333 Sas SkyVisualEditor 7 Template Wizard This is a template to create wizard pages You can create a wizard consisting of multiple input pages followed by a summary page to confirm all the information entered before you save data DashBoard Layout ilm ME AR ar i HH arm 1 Ta e NT na 4 IH LONDON METOE You can display multiple AppComponents such as records in table view images Chatter feed and original graphs all on one screen Dashboard layout is recommended for home page because you can grasp all the necessary information in a glance lerraSky Page 207 of 333 Sas SkyVisualEditor 4 3 Create a page with the Salesforce Layout The Salesforce Layout allows users to drag and drop fields and other items onto the layout similar to Salesforce s standard layout editor In addition you can define multiple columns and advanced components like tables and detailed fields After selecting to create a Salesforce Layout for an object type a single page block containing a single page block section is shown on the canvas pm File Third Party Wizard Tools Heln Current User testUser sve Object P je Component g Com

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