Installing and Setting up Q2 Origination Skuid Extension

The Q2 Origination application allows you to customize the default page layout and design. This customization ensures business as usual in terms of the way your application screens are laid out and the prominence given to specific fields. For this, Q2 Origination integrates with Skuid that is a third-party software available on the Salesforce platform. Skuid allows you to use drag and drop code-free tools to customize the design and layout of your Salesforce pages. There are ready-made components like tables and panels which you can drag and drop and add the desired fields. This eliminates the need to write custom code in Visualforce and provides greater flexibility in adapting the application to your business requirements. Refer to the Skuid Developer Guide for more information. 

For example, your organization may be integrating with Global Data Company (GDC) for performing pre-qualification checks of your customers, like verifying their email IDs. Using Skuid, you could create a Pre-Qualification tab on the Q2 Origination main page and configure it to display the results of the GDC checks and any other such pre-qualification tests you may be executed through other verification organizations. Similarly, if you have a details page, which is a Visualforce page, then each time you want any layout changes you need to approach a developer. With Skuid Extension, you can modify the page layout yourself by simply dragging and dropping new fields or removing existing fields from the layout.

You can also build pages from scratch using Skuid. 

Prerequisites

The following are the prerequisites to installing and setting up Skuid:

• All the prerequisite packages are installed.
• Q2 Origination is installed. 

Steps

To install and set up Skuid:

1. Install Skuid.

   Note:

   Check with your Support engineer to know and install the latest approved Skuid version and CL Skuid Extension.

2. Install the CL Skuid Extension.

3. Go to App Launcher and search for Skuid.

4. Select Skuid and the following window is displayed:

   

5. Go to Pages > Unpack pages from page pack.

6. Select each one of the following pages individually and select Unpack Selected.

   • OriginatePages

   • CLSbasePages

   • CLSNGUIPages

   • CLLeasePages

   • AccountPages

   • clOriginatePages

   Selecting Unpack Selected navigates you to the Pages tab, repeat the preceding steps to unpack each page.

   

   Note:

   • clOriginatePages can be unpacked if only it is asked specifically.

   • Support for the AccountPages is added after the Titanium release. It is not available to unpack in the Titanium release, it is only available after the Titanium release.

7. Go to Setup > Object Manager and search for Application.

8. Select Application and scroll down to the Buttons, Links, and Actions section to override the New and View custom objects of the Application's actions.

   Note:

   If the Q2 Origination license is not assigned to your user, the overriding of the custom objects is not allowed as it displays, Unable to Access Page message in the Buttons, Links, and Actions section.

9. Select > Edit.

   The Override Properties page is displayed.

   

10. For the New action, select Visualforce Page for the Salesforce Classic Override option, and select NewApplication (genesisExtn__NewApplication) from Visualforce Page drop-down list.

11. Select Save.

12. For the View action, select Visualforce Page for the Salesforce Classic Override option, and select ApplicationDetails (genesisExtn__ApplicationDetails) from Visualforce Page drop-down list.

13. Select Save.

    The Overriden check box gets selected for the respective labels in the Buttons, Links, and Actions list.

    

14. Go to Object Manager and search for Quick Quote to enable the Lease application processing in Q2 Origination.

15. Select Quick Quote and scroll down to the Buttons, Links, and Actions section to override the New and View custom objects of the Quick Quote actions.

    

16. Select > Edit.

    The Override Properties page is displayed.

    

17. For the New action, select Visualforce Page for the Salesforce Classic Override option, and select NewQuickQuote(genesisExtn__NewQuickQuote) from Visualforce Page drop-down list.

18. Select Save.

19. For the View action, select Visualforce Page for the Salesforce Classic Override option, and select QuickQuoteDetails(genesisExtn__QuickQuoteDetails) from Visualforce Page drop-down list.

20. Select Save.

    The Overriden check box gets selected for the respective labels in the Buttons, Links, and Actions list.

    

21. To use the custom UI pages, search Custom Settings in the Quick Find and navigate to O and select Org Parameters with the Namespace Prefix as genesis.

22. Select Manage > Edit and select the Use Contact As Account checkbox.

23. Select Save.

    Note:

    If you are unable to override the custom object's actions, raise a case with Salesforce.

For more information on the custom user interface and set it up, see Interface Standardization Guidelines.