Post Selection JavaScript

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Revision as of 00:15, 22 May 2014 by imported>Aeric (→‎Copy a Field from Another Record)

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 GearIcon.png > 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

Examples

Display the Label of the Selected Record

This example uses the name variable to display the label 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, the psuedo-value 0123abc_objectID_xyz456 represents the identifier of the object referenced by the Lookup.

$.ajax({ 
type: 'GET', 
url: '/networking/rest/record/0123abc_objectID_xyz456/'+id+'?alt=json', 
async : false,
dataType: 'json', 
success: function(response) { 
   // Get value from Order record
   var value = response["platform"]["record"]["order_num"]; 
   setTextFieldValue(_sdForm, "order_number", order);  // Set it in current record
}, 
error: function(xhr) { 
   var response = eval( "(" + xhr.responseText + ")" ); 
   alert(response["platform"]["message"]["description"]); 
} 
});
Considerations
  • Since the user is working with an object Form, the copied data is immediately visible when the lookup is made.
  • The JavaScript functions that can be used to set and get form fields are shown below.
  • Only fields present in the form can be referenced.

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

Notepad.png

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

Notepad.png

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