๐ŸงฐToolbox

Toolbox is another section of our Runtime UX. Toolbox will have six elements like Inset Row(s), Clear Row(s), Delete Rows, Lookup, Customize Grids, Multiselect Picklist and Mass Modifier. Designers will find this under Workflow Ribbon UX.

Below is the image of the Design Studio as the Toolbox will not be visible on the Valorx Ribbon.

Open the app in Design Studio, and click on Workflow and UX. Designers will find Runtime UX where we will find the Toolbox.

Below is the image of the Runtime Ribbon and Designer has an option to select which button to show up on the Runtime Ribbon.

Insert Row(s) : Users will be able to insert rows from 1-10,000. Users need to place the cursor on the designated cell where they need rows to be inserted and click on Insert Row(s). Then, rows will be added to the Excel. We can find a drop-down which will have 1-10 range of numbers which users can select and insert rows.

If users need more rows, then click on Custom Rows, and an Insert Row(s) window will pop up. Enter the number of rows required under ADD NUMBER and click OK.

Clear Row(s) : As the name tag says users will use this to clear the rows. This will only clear the data from the rows but not clear any data from our database. Select the rows which needs to be cleared and click on Clear Row(s).

Delete Row(s) : User will use this to delete the rows. Delete rows will delete the data from the Excel as well as from the database. Select the rows which needs to be deleted and click on Delete Row(s).

Customize Grid : Designer can customize the grid of the Excel sheet. Select a Map and click on Edit. Click on Display Options and check in the option "Allow adding dynamic columns (runtime mode).

Now, Users can find the option of Customize Grid on the Runtime Valorx Ribbon.

Multiselect Picklist: This option needs to be configured from Design Studio to display on our Runtime. Configure the details those needs picklist from Data Modelling and Maps.

Mass Modifier

Mass Modifier is a new feature introduced in our V13. Mass Modifier helps Designers or users when they have huge or bulk data to modify or when they want to apply changes to the data. Users need to enable this feature under Workflow and UX to find this on the Valorx Fusion Runtime Ribbon tab.

Users need to follow the below steps once Mass Modifier is enabled:

  • Open an App in Runtime and click on Mass Modifier.

  • A Mass Modifier window will open which will have the below fields.

  • Select the name of the field from Field Name drop-down menu. It will show the selected field by default.

  • Select Apply On from the drop-down menu.

  1. All Records โ€“ It will apply the changes to all the records

  2. Selection โ€“ It will apply the changes to the records selected

  3. Visible Records - Changes are applied to those records which are currently visible on the excel sheet

  • Select Action from the drop-down menu.

Note: Always provide the Input Value when you select Change to, Suffix, or Prefix as your Action.

  • Click Change to select the Grid of your Apps on that worksheet. It will display all the Maps available for that App.

  • Click Apply to find the changes made.

Rich Text Editor

Rich Text Editor is a powerful feature of our Workflow and UX Toolbox. With this feature, users now have the ability to edit the "Text Area" using the dedicated Valorx editor. The Rich Text Editor can be accessed conveniently through the Toolbox buttons located under the Valorx Runtime ribbon.

To take advantage of this exciting feature, users will need to enable the Rich Text Editor button under Workflow and UX settings. Once enabled, users can leverage the full functionality of the Rich Text Editor to enhance their text editing experience.

  • Open an App in Design Studio and click Workflow and UX from the Valorx Fusion ribbon button.

  • Enable โ€œRich Text Editorโ€ under Toolbox.

  • Click Data Modelling and select the fields with text under Data Modelling. (Long text or Rich text).

Create a Custom object and add a Field in Salesforce in case you do not find fields with Rich Text in Data Modelling.

  • Save and run the app.

  • Select a field and click on Rich Text Editor from the Runtime ribbon button under Toolbox.

  • Make the desired changes to the content using the available formatting options provided by the Rich Text Editor.

  • Once done with the changes click on Continue.

Note: Editing will overwrite the text and direct changes to the columns is not allowed.

The Long text field will show up in the dropdown of the Rich Text Editor if the content of the Long text field exceeds the excel cell limit (32,767 characters).

Expected behavior of the Rich Text Editor

Scenario 1: If the data is not displayed, clicking on the Rich Text Editor button should not open the editor interface, allowing you to enter or edit text.

Scenario 2: If data is present and your cell focus is outside the map-range, clicking on the Rich Text Editor button would typically have no direct impact on the displayed data. The Rich Text Editor button is usually used to format or edit text within a specific range or field. If the cell focus is outside the map-range, the button's functionality may not be directly applicable to the displayed data in that scenario.

Scenario 3: When there is no Rich Text area on the map, the message displayed would typically inform the user that the Rich Text Editor functionality is not available for the current context. This message is intended to communicate that the Rich Text Editor feature cannot be utilized because there are no applicable areas or fields where text editing or formatting is supported using the Rich Text functionality.

To create a field in Salesforce, follow these steps:

  1. Log in to Salesforce and go to Setup.

  2. From the Setup menu, navigate to Object Manager.

  1. Open the desired Object and select Fields & Relationships.

  2. On the right-hand side, click on New.

  1. Choose Text Area (Long, Rich) and click Next.

  1. Enter the desired name for the field in the Field Label field.

  2. Modify the Length if necessary and click Next.

  3. Proceed to the next steps by clicking Next and then Save.

To add records to an object in Salesforce, adhere to the following guidelines:

  1. Go to Sales and access the Object you want to modify.

  2. Select New and specify the Account Name by providing the field name.

  1. Enter the desired input in the any of Rich text or Text Area field.

  2. Click on Save to save the changes.

Last updated