Post Selection JavaScript

About Post Selection JavaScript

Lookup fields can perform additional operations using JavaScript. The code runs whenever the user selects a target record in an object Form.

Post Selection JavaScript is similar in nature to Form Scripting and Field Scripting, but it provides additional variables that are pertinent to a Lookup field.

Working with Post Selection Scripts

Follow these steps to add or change scripting for a Lookup field:

1. Click > Customization > Objects > {object} > Fields.
2. Click the name of the Lookup field.
3. Enter or change the code in Post Selection JavaScript.

Note: To run the JavaScript in the LongJump UI and the legacy AgileApps UI, enter the script in the Legacy UI Script tab. To run the JavaScript in the New AgileApps UI, enter the script in the New UI Script tab.

4. Click the Save button.

Lookup Variables

In the JavaScript code, the following variables are available:

• objectId - The identifier for the Object
• id - The identifier for the selected record
• name - The label of the selected record, as defined by the Record Identifier configured for the object.

Learn More

• Field Name and Field Value syntax
• Use AJAX and REST to communicate with the platform in JavaScript code.
• JavaScript Functions
• Accessing Additional Lookup Variables in a Form

Examples

Display the Record Locator of the Selected Record

This example uses the name variable to display the record locator of the record.

alert("You have selected record: " + name);

Copy a Field from Another Record

This code accesses the record targeted by a Lookup, retrieves a field value, and places it into the current form. Here, the current record is an OrderItem. When the user selects the Order the item is part of, this code retrieves the Order number and stores it in the current record.

Here, an AJAX call accesses a platform REST API to retrieve data.

Learn more: AJAX and REST

$.ajax({ 
  type: 'GET', 
  url: '/networking/rest/record/'+objectId+'/'+id+'?alt=json', 
  async: false,
  dataType: 'json', 
  success: function(response) { 
    // Get a value from the target record.  Set it in current record.
    var value = response.platform.record.somefieldname; 
    setTextFieldValue(_sdForm, "myfieldname", value);
  }, 
  error: function(xhr) { 
    var response = eval( "(" + xhr.responseText + ")" ); 
    alert(response.platform.message.description); 
  } 
});

Considerations

• The code adds the record ID to the object ID, and uses the REST API:record Resource to retrieve data from the target record.
• The resource URL includes the query param alt=json, which tells the platform to return the data in the standard JavaScript data format.
• The datatype parameter is set to json, as well. That setting tells the JavaScript code how to parse the returned data.
• Since the code runs in an object Form, the copied data is immediately visible when the lookup is made.
• The JavaScript is always executed in the context of a Form. Fields referenced in the JavaScript must be part of any form in which the user can do a Lookup. (Their field properties can be set to "hidden", but they should not be removed from the form.)
• The JavaScript functions that can be used to set and get form fields are shown below.

JavaScript Field Type Reference

The following table shows how to access and update the different field types, where:

• _sdForm is the variable that references the current form
• field is a string containing the name of the field
  (as with all strings, literal values must be in quotes)
• value is a value you specify (generally a string)
• value is language keyword, typed exactly as shown--as in this line,
  for example, which gets the value from a field called email_address:

_sdForm.email_address.value

Note: Form data is in User Format. Data entered into the Form must be in that format, as well. Data going to and from the platform, on the other hand, must be in Database Format. Learn more: Localization#JavaScript Programming

Note: JavaScript functions mentioned in the table does not support Web Forms.

Type	Getter	Setter
Auto Number	n/a	n/a
Checkbox	getCheckBoxState(_sdForm, field) Returns: true or false	setCheckboxState(_sdForm, field, state) state: true or false Example: setCheckboxState(_sdForm, "item_approved", true);
Currency	getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
Date	_sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
Date time	_sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
Dependent Picklist	getPickListSelectedValue(_sdForm, field) Returns: selected String containing value	setPickListValue(_sdForm, field, value) value: String containing new value
Email Address	getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
External Lookup	n/a	n/a
File Field	n/a	n/a
Formula	n/a	n/a
Geolocation	getTextFieldValue(_sdForm, field) Returns: A string containing a latitude and longitude,     separated by a comma and a space. Ex: 37.403930662906106, -121.97971165820213	setTextFieldValue(_sdForm, field, value) value: A string containing the new geolocation value
Global Picklist	getPickListSelectedValue(_sdForm, field) Returns: selected String containing value	setPickListValue(_sdForm, field, value) value: String containing new value
Image Field	n/a	n/a
Lookup	getLookupFieldValue(_sdForm, field) Returns: String containing record ID getLookupFieldText(_sdForm, field) Returns: String containing the displayed text	setLookupValue(_sdForm, field, value, text) value: String containing record ID text: String containing the text to display
Multiple Checkboxes	getMultiCheckBoxValue(_sdForm, field) Returns: An array of values, one for each checked box getMultiCheckBoxValue(_sdForm, field, index) index: 0 for the first checkbox,       1 for the second, and so on. Returns: The value of the box if selected, else an empty string	setMultiCheckBoxValue(form, field, [value1, ...]) Argument: Array of values to set Example: setMultiCheckBoxValue(_sdForm, field, ["A", "B"]) (Checkboxes for all other values are turned off)
Multi Object Lookup	n/a	n/a
Multi Select Picklist	getMultiPickListSelectedValue(_sdForm, field) Returns: Array of strings, with selected values Example: ["A", "C"]	setMultiPickListValue(_sdForm, field, [value1, ...]) Argument: Array of values to select Example: setMultiPickListValue(_sdForm, field, ["A", "B"] )
Number	_sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value, or a number
Number with decimals	sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value, or a float
Percentage	sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
Phone/Fax	sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
Picklist	getPickListSelectedValue(_sdForm, field) Returns: selected String containing value	setPickListValue(_sdForm, field, value) value: String containing new value Example: setPickListValue(_sdForm, "status", "Closed");
Radio Buttons	getRadioButtonValue(_sdForm, field) Returns: String containing selected value	setRadioButtonValue(_sdForm, field, value) value: String containing new value to select Example: setRadioButtonValue(_sdForm, "color", "Black");
Rich Text Area	n/a	n/a
Rollup Summary Field	n/a	n/a
TextArea	_sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
TextField	_sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value Example: setTextFieldValue(_sdForm, "first_name", "Adam");
Time	_sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value
URL	_sdForm[0].fieldname.value -or- getTextFieldValue(_sdForm, field) Returns: String containing value	setTextFieldValue(_sdForm, field, value) value: String containing new value