Difference between revisions of "Post Selection JavaScript"
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===About 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 [ | [[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. | 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. | ||
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Follow these steps to add or change scripting for a Lookup field: | Follow these steps to add or change scripting for a Lookup field: | ||
1. Click '''[[File:GearIcon.png]] > Customization > Objects > {object} > Fields'''.<br> | |||
2. Click the name of the [[Lookup]] field.<br> | |||
3. Enter or change the code in '''Post Selection JavaScript'''.<br> | |||
{{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.}}<br> | |||
4. Click the '''Save''' button. | |||
==== | ====Lookup Variables==== | ||
In the JavaScript code, the following variables are available: | In the JavaScript code, the following variables are available: | ||
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:* [[Field Name|Field Name and Field Value]] syntax | :* [[Field Name|Field Name and Field Value]] syntax | ||
:* Use [[AJAX and REST]] to communicate with the platform in JavaScript code. | :* Use [[AJAX and REST]] to communicate with the platform in JavaScript code. | ||
:* [[ | :* [[JavaScript Functions]] | ||
:* [[JavaScript#Accessing_Additional_Lookup_Variables_in_a_Form|Accessing Additional Lookup Variables in a Form]] | :* [[JavaScript#Accessing_Additional_Lookup_Variables_in_a_Form|Accessing Additional Lookup Variables in a Form]] | ||
===Examples=== | ===Examples=== | ||
====Display the | ====Display the Record Locator of the Selected Record==== | ||
This example uses the <tt>name</tt> variable to display the | This example uses the <tt>name</tt> variable to display the record locator of the record. | ||
:<syntaxhighlight lang="javascript" enclose="div"> | :<syntaxhighlight lang="javascript" enclose="div"> | ||
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====Copy a Field from Another Record==== | ====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. | 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]] | |||
:<syntaxhighlight lang="javascript" enclose="div"> | :<syntaxhighlight lang="javascript" enclose="div"> | ||
$.ajax({ | $.ajax({ | ||
type: 'GET', | type: 'GET', | ||
url: '/networking/rest/record/ | url: '/networking/rest/record/'+objectId+'/'+id+'?alt=json', | ||
async : false, | async: false, | ||
dataType: 'json', | dataType: 'json', | ||
success: function(response) | 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) { | ||
error: function(xhr) | var response = eval( "(" + xhr.responseText + ")" ); | ||
{ | alert(response.platform.message.description); | ||
} | |||
} | |||
}); | }); | ||
</syntaxhighlight> | </syntaxhighlight> | ||
;Considerations: | ;Considerations: | ||
:* Since the | :* 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 <tt>alt=json</tt>, which tells the platform to return the data in the standard JavaScript data format. | |||
:* The <tt>datatype</tt> parameter is set to <tt>json</tt>, 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. | :* The JavaScript functions that can be used to set and get form fields are shown below. | ||
===JavaScript Field Type Reference=== | ===JavaScript Field Type Reference=== |
Latest revision as of 14:27, 31 August 2020
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.
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.
- <syntaxhighlight lang="javascript" enclose="div">
alert("You have selected record: " + name); </syntaxhighlight>
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
- <syntaxhighlight lang="javascript" enclose="div">
$.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); }
}); </syntaxhighlight>
- 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 falsesetCheckboxState(_sdForm, field, state)
state: true or false
Example:
setCheckboxState(_sdForm, "item_approved", true);Currency getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valueDate _sdForm[0].fieldname.value
-or-
getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valueDate time _sdForm[0].fieldname.value
-or-
getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valueDependent Picklist getPickListSelectedValue(_sdForm, field)
Returns: selected String containing valuesetPickListValue(_sdForm, field, value)
value: String containing new valueEmail Address getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valueExternal 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, -121.97971165820213setTextFieldValue(_sdForm, field, value)
value: A string containing the new geolocation valueGlobal Picklist getPickListSelectedValue(_sdForm, field)
Returns: selected String containing valuesetPickListValue(_sdForm, field, value)
value: String containing new valueImage Field n/a n/a Lookup getLookupFieldValue(_sdForm, field)
Returns: String containing record ID
getLookupFieldText(_sdForm, field)
Returns: String containing the displayed textsetLookupValue(_sdForm, field, value, text)
value: String containing record ID
text: String containing the text to displayMultiple Checkboxes getMultiCheckBoxValue(_sdForm, field)
Returns: An array of values, one for each checked boxgetMultiCheckBoxValue(_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 stringsetMultiCheckBoxValue(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 valuesetTextFieldValue(_sdForm, field, value)
value: String containing new value, or a numberNumber with decimals sdForm[0].fieldname.value
-or-
getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new value, or a floatPercentage sdForm[0].fieldname.value
-or-
getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valuePhone/Fax sdForm[0].fieldname.value
-or-
getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valuePicklist getPickListSelectedValue(_sdForm, field)
Returns: selected String containing valuesetPickListValue(_sdForm, field, value)
value: String containing new value
Example:
setPickListValue(_sdForm, "status", "Closed");Radio Buttons getRadioButtonValue(_sdForm, field)
Returns: String containing selected valuesetRadioButtonValue(_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 valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valueTextField _sdForm[0].fieldname.value
-or-
getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_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 valuesetTextFieldValue(_sdForm, field, value)
value: String containing new valueURL _sdForm[0].fieldname.value
-or-
getTextFieldValue(_sdForm, field)
Returns: String containing valuesetTextFieldValue(_sdForm, field, value)
value: String containing new value