JavaScript Functions

Accessing Form Fields

JavaScript is a powerful language that can do many things. But one of it's most common uses is to dynamically modify the behavior of Forms, using Form Scripting and Field Scripting.

Note: To reference Form fields in JavaScript for the new AgileApps UI, see JavaScript Field Type Reference for New AgileApps User Interface.

Referencing the Current Form

In the HTML document object model (DOM), the current form is named _sdForm.
This line of code gets a reference to it and puts it in the form variable:

<syntaxhighlight lang="javascript" enclose="div">

var form = _sdForm; </syntaxhighlight>

Accessing Fields in the Current Form

To find the name of a field in the platform:

1. Go to > Customization > Objects > {object} > Fields
2. Find the label of the field you're interested in
3. Get its name from the Field Name column
   That name can then be used in the JavaScript code.

All fields can be accessed using the platform's JavaScript functions, as described in the Field Types section below. The most commonly accessed field types (TextField, TextArea, Date, DateTime, Time, and URL) can also be accessed using _sdForm[0]. For example, this line of code gets a reference to the first_name field, and puts it in the variable fName_field:

<syntaxhighlight lang="javascript" enclose="div">

var fName_field = _sdForm[0].first_name; </syntaxhighlight>

Fields have two properties that you can access in JavaScript:

• name: the name of the field
• value: the value of the field

So this line retrieves the value of the field:

<syntaxhighlight lang="javascript" enclose="div">

var fName = fName_field.value; </syntaxhighlight>

As does this longer version:

<syntaxhighlight lang="javascript" enclose="div">

var fName = _sdForm[0].first_name.value; </syntaxhighlight>

Other fields can be accessed using the platform's JavaScript functions.
For a complete list, see the Field Types section below.

Updating Fields in the Current Form

The method used to update a field depends on the field type. All of the methods have the general form:

<syntaxhighlight lang="javascript" enclose="div">

set...Value(_sdForm, field, value); </syntaxhighlight>

Below are some examples of common methods. (The section that follows contains a complete list.)

<syntaxhighlight lang="javascript" enclose="div">

setTextFieldValue(_sdForm, "first_name", "Adam");

setPickListValue(_sdForm, "first_name", "Adam");

setMultiPickListValue(_sdForm, "first_name", ["new","closed"]);

   // value is an array of strings

setRadioButtonValue(_sdForm, "first_name", "Adam");

setCheckboxState(_sdForm, "first_name", true); // checked setCheckboxState(_sdForm, "first_name", false); // unchecked

setLookupValue(_sdForm, "project_number", "123456", "My Project");

   // where 123456 is the record ID of the target record 
   // "My Project" is the value of the record locator field(s) for that record

</syntaxhighlight>

Field Type Reference

Note: To view the field type reference in the new AgileApps user interface, see JavaScript Field Type Reference for New AgileApps User Interface.

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

Accessing User Information

This function returns information about the logged-in user in a json object.

<syntaxhighlight lang="javascript" enclose="div">

getUserDetails() </syntaxhighlight>

Values availble in the json object are:

• id - user id
• first_name - user's first name.
• last_name - user's last name.
• language - user's language code. (ex: en)
• access_profile_name - user's access profile name.
• time_zone_name - user's time zone name. (ex:America/Indianapolis)
• time_zone_description - localized time zone description.
  ex: (GMT-05:00) Eastern Standard Time (America/Indianapolis)
• date_format - user's date format.
• time_format - user's time format.
• locale - user's locale code.
• primary_team_name - user's primary team.
• current_role_name - user's current role.
  Can be empty if the user has a profile that allows global access, but does not play any specific role in the application.
• roles - list of the user's roles in the current application, with current role first.
• teams - list of teams the user belongs to, with the primary team name first.
• userCustomFields - an object containing values for each custom field defined on the User object, where the access key is the field name

Example

This script prefills fields in current form with data for the logged-in user, where each user record has a custom field called customer_discount:

<syntaxhighlight lang="javascript" enclose="div">

var userDetails = getUserDetails(); setTextFieldValue(_sdForm, "column_id", userDetails.id); setTextFieldValue(_sdForm, "first_name", userDetails.first_name); setTextFieldValue(_sdForm, "last_name", userDetails.last_name); setTextFieldValue(_sdForm, "language", userDetails.language); setTextFieldValue(_sdForm, "time_zone_name", userDetails.time_zone_name); setTextFieldValue(_sdForm, "time_zone_description", userDetails.time_zone_description); setTextFieldValue(_sdForm, "roles", userDetails.roles) ; setTextFieldValue(_sdForm, "discount", userDetails.userCustomFields.customer_discount); </syntaxhighlight>

Hiding Action Items and Assignment Buttons

These functions can be used to hide the actions-menu-items and record-assignment buttons, by calling them from the On Load Script section of a Form Script.

hideActionsMenuItems

Hide one or more items in the ACTIONS menu:

<syntaxhighlight lang="javascript" enclose="div">

hideActionsMenuItems(['value-1', 'value-2', ...]); </syntaxhighlight> where the parameter is an array of strings that contains the menu-item values (found by inspecting the value attribute of elements in the UI).

Example

hideActionsMenuItems(['assignOwnerShipButton','claimOwnerShipButton']);

hideClaimAndAssignButtons

Hide the Claim-record and Assign-record buttons.

<syntaxhighlight lang="javascript" enclose="div">

hideClaimAndAssignButtons(['id-1', 'id-2', ...]); </syntaxhighlight> where the parameter is an array of strings which contains ID-attributes from the respective buttons.

Example

hideClaimAndAssignButtons(['assignOwnerShipButton','assignTeamOwnerShipButton','claimOwnerShipButton']);

Localization

These functions are used to format and parse data.
Learn more: Localization#JavaScript Programming

L10n.formatCurrency(value, precision)

• Format a value-string specified in Database Format with no currency character and no grouping indicators (commas), and with a decimal point for fractional amounts.
• Return a String with the value formatted using the company's locale setting for currencies, with the number of decimal places specified for the precision. If the conversion fails, return the original string.

L10n.formatDate(value)

• Format a date value.
• Return a String with the date formatted using the user's date format.

Note:
As best practice, do not hardcode a date string, as that value will fail for a user in a different locale. Instead, create an instance of a JavaScript Date object and pass that value as the argument to the function.

L10n.formatDateTime(value)

• Format a date/time value.
• Return a String with the date formatted using the user's date format, and time formatted for the user's locale.

Note:
As best practice, do not hardcode a date or time string, as that value will fail for a user in a different locale. Instead, create an instance of a JavaScript Date object and pass that value as the argument to the function.

L10n.formatNumber(value, precision)

• Format a value-string specified in Database Format with no grouping indicators (commas), with a decimal point for fractional amounts.
• Return a String with the value formatted using the user's locale, with the number of decimal places specified for the precision. If the conversion fails, return the original string.

L10n.formatPercent(value, precision)

• Convert a value-string specified in Database Format with no percent sign, no grouping indicators (commas), and with a decimal point for fractional amounts.
• Return a String with the value formatted using the user's locale, with the number of decimal places specified for the precision. If the conversion fails, return the original string.

L10n.formatTime(value)

• Format a date/time value.
• Return a String with the time formatted for the user's locale

Note:
As best practice, do not hardcode a date or time string, as that value will fail for a user in a different locale. Instead, create an instance of a JavaScript Date object and pass that value as the argument to the function.

L10n.parseCurrency(value)

• Parse a currency value-string in the format specified by the company's locale setting for currencies.
• Return a String in Database Format format. If parsing fails, return the original string.

L10n.parseDate(value)

• Parse a date-string in the format specified by the user's settings.
• Return a JavaScript Date object. If parsing fails, returns null.

L10n.parseDateTime(value)

• Parse a date/time string, where the date format is specified by the user's settings and the time format is determined by the user's locale.
• Return a JavaScript Date object. If parsing fails, returns null.

L10n.parseNumber(value)

• Parse a numeric value-string (with or without a fractional amount) in the format specified by the user's locale.
• Return a String in Database Format format. If parsing fails, return the original string.

L10n.parsePercent(value)

• Parse a percentage-string in the format specified by the user's locale.
• Return a String in Database Format format. If parsing fails, return the original string.

L10n.parseTime(value)

• Parse a time-string in the format specified by the user's locale setting.
• Return a JavaScript Date object. If parsing fails, returns null.

L10n.validateCurrency(value)

• Verify that the currency value-string is in the format specified by the company's locale setting for currencies.
• Return true if the data is in the expected format, otherwise false.

L10n.validateDate(value)

• Verify that the date string is in the format specified by the user's settings.
• Return true if the data is in the expected format, otherwise false.

L10n.validateDateTime(value)

• Verify the date/time string, where the date is in the format specified by the user's settings and the time format is determined by the user's locale.
• Return true if the data is in the expected format, otherwise false.

L10n.validateNumber(value)

• Verify that the numeric value-string (with or without a fractional amount) is in the format specified by the user's locale.
• Return true if the data is in the expected format, otherwise false.

L10n.validatePercent(value)

• Verify that the percentage-string is in the format specified by the user's locale.
• Return true if the data is in the expected format, otherwise false.

L10n.validateTime(value)

• Verify that the time-string is in the format specified by the user's locale.
• Return true if the data is in the expected format, otherwise false.