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Getting Started with SKDP Cheat Sheet (DRAFT) by

Make updates to the digital forms and see them reflect on the New Account Opening wizard.

This is a draft cheat sheet. It is a work in progress and is not finished yet.

Update the Query Fields Worksheet

For Salesforce fields to be used and referenced in the digital platform, we need them to be queried from the Salesforce database. The exhaustive list of queries are stored in the Query Fields tab in the Config­ura­tions spread­sheet.
Add Suffix to the Financial Account Role query.

Connectors

So far, Suffix has been added to the Financial Account Role query in the Config­ura­tions sheet and to the approp­riate layout in the Modules sheet.some custom UI level rules around Suffix has also been adjusted.
What connects what we see on NAO screen and the Salesforce schema? Connec­tors!

Saving value from NAO screen into Salesforce field

To save the value enters by the Advisor in the Suffix field on the screen into the Suffix field on Financial Account Role, a Connector needs to be updated.
Based on the scenario, different Connector sheets are to be updated.
To save from NAO to FAR and given NF is the custodian in question, we will need to look at the mapNAO­OwnerNF tab.

Loading the value from SF field into NAO screen

To load the field level value back to the NAO screen on edit of FA, a (reverse) Connector needs to be updated.
To load from FAR suffix field to NAO and given NF is the custodian in question, we will need to look at the mapFAR­ole­ToNAONF tab.

Prefilling values from Contact on Load of NAO

This requires update of a connector sheet to map values from the underlying Contact record associated with the role into the screen when NAO loads.
Given NF is the custodian in question, MapOwn­erM­odu­lesNF is the sheet to be updated to prefill Suffix from Contact.

More about Connectors

  

A Note about Modules worksheets

Based on which screen you want the field in, different Modules sheets are to be updated..
For Account Instru­cti­ons­/Ac­count Details screens and given NF is the custodian in question, NFS NAO worksheet is to be updated.

A Note about Built-In functions

SKIF, SKAND, etc. are SKDP defined built-in functions. Refer to the Built-in spread­sheet in the google folder To see the exhaustive list of SKDP built-in functions and what each of them does.Your own built-in functions can be written on separate worksheets of the Built-In spread­sheet if your implem­ent­ation demands it.

A Note on Picklists tab of Modules

If Suffix were a picklist field with values Mr., Mrs. and Miss, these picklist values would be defined in the Picklists sheet.
Click here and refer to section Module's Sheet picklist

Note on Saving to JSON versus Discrete Field

Which Connector to update when also depends on whether the screen value is being saved into/l­oaded from the actual field or from the Json Long Text field present in the object.

Note on Orches­tra­tions

Orches­tra­tions are a collection of Modules.
Orches­tra­tions are updated at the beginning of each impeme­ntation to bring up a bundle of screens specific to the product company.
If any new screen is to be added, the orches­tra­tions will have to be updated with the newly added screen.
More about Orches­tra­tions sheet

Note on Components

Components sheet defines all the UI components used in Modules. Eg: sk-inp­uttext.
Our own Components can be defined if our implem­ent­ation demands it.