Search Results for 'script'

[Brendan]

Hi Joe,

Thanks for the request for a Scripting video. That would be great to have. I’ll see if the guy I hire to do that can make another one.

Is there any specific thing you would like to see scripted?

Thanks,

Brendan

[joe omalley]

Brendan thank you for your continuous efforts in answering questions on this forum. Been using tap forms for about a year. Mac, IPad, IPhone with syncing. Works well and recommend the app often to IPhone users that I work with. Up to now using TF for keeping track of simple stuff such as hours worked, fuel purchases, work related miles driven. I would like to expand my knowledge and skill to utilize scripting to garner more power from the app. I am politely and respectfully requesting some training videos on how to perform some common tasks specific to the use of this fine software. I have found that with ever changing technology, I seem to grasp concepts and learn more effectively by watching “how to” vids. Looking for just a roadmap utilizing this software. I’ll hang up now and listen for your answer:)

[Sam Moffatt]

I use this script in a script field to materialise the child values into the parent field to make it searchable:

function recordsLoop() {
   var retval = [];
	var shipments = record.getFieldValue('fld-db2fcdb4d79c466ea09671c47d2ae645');
	for (var index = 0, count = shipments.length; index < count; index++){
     	var tracking_number = shipments[index].getFieldValue('fld-7a29242731d9451092c92d8586dbc94a');

		if (tracking_number) {
			retval.push(tracking_number);
		}
	}
	return retval.join(' ');
}

recordsLoop();

fld-db2fcdb4d79c466ea09671c47d2ae645 is a Link to Form field pointing to the child records (shipping entries in this case) and fld-7a29242731d9451092c92d8586dbc94a is the tracking number in that shipping record.

When you’re in the Script Editor for the script field, use the “records loop” snippet on the “Link to Form” field to get most of this boilerplate handled for you.

[Sam Moffatt]

You could possibly do a Link to Form with a JOIN type to get matches that way and then you could iterate over the values of the Link to Form field. Not quite a 1:1 match to the functionality but you could tie this together with a script field to get the exact value you want out of the children.

[Brendan]

Hi FourD,

Sorry for my delay in replying. I just saw your post today.

You can certainly do this with a Script field. You can ask for the array of records from a Link to Form field and then get the values from the field you’re interested in, then concatenate them together.

[Brendan]

You could do something like that using a Script field instead of a Calculation field. You’d just have to fetch the values from the field from another form using the value from a field in your current form. I’m sure there’s more nuances to the VLOOKUP function. I’ve just never used it before.

[Sam Moffatt]

A few thoughts, not sure if these will help solve your problems. I’d start normalising your data a little because that will help you aggregate on those axis (e.g. https://en.wikipedia.org/wiki/Database_normalization).

The first step I’d take is to create a form with hosting provider in it. Each hosting provider is a record in this new form. Then you can use a Link To Form field as either a 1:M or JOIN type to go from the hosting provider to the customer (1:M assuming each website/customer is only hosted at one place, you could do M:M if that isn’t true; if you have a “key” column for the hosting provider in place you can use this for the “JOIN” field, a text field with a controlled value is enough).

Doing this will force you to create a record per hosting provider however the Link To Form inside of it will give you quick aggregations on the numeric fields. See a screenshot of roughly what I mean. This might not be everything you need but you can use scripting to create a text entry with the data you want for that hosting provider. At the very least this makes filtering by hosting provider relatively trivial and building JavaScript aggregations a little easier. It is a little more work to get set up but you should be able to experiment on a backup to see what I mean.

If you go for the JOIN option, you should be able to do this by creating the hosting entries you need. You could automate that but that might be more hassle than it’s worth unless you have a lot of hosting providers. If you go for the 1:M or M:M options, then you need to link all of the records together by hand or again write a script to do it for you. Either of those choices will make sense depending on the volume of data you have and your own inclinations. As always before doing any of these tasks: make a backup first, restore it to a new document and disable any sync you have enabled to prevent changes from propagating. That way if you make a mistake, you can be confident you didn’t toast your only copy.

Attachments:

You must be logged in to view attached files.

[Anonymous]

Hi Sam, thanks for the info i’ll try it soon.

I’ve got a Numbers sheet with customer data comprised of names, mail, website, where it hosted, prices etc.

Got most customer fields already in 1 form and prices etc are calculated correctly through scripts. Now I want to make an overview form which show me total prices, average monthly income / expenses, how many websites are hosted with a specific holster etc.

As an example I asked the question because I want to have an overview how many sites are hosted with hosting provider x, y and z. Can’t do that with an calculation (Numbers got an COUNTIFS, tapforms not) and calculations are not updating in my case so I’m using the script function (also gives me more advanced features and also easier for me to understand as a coder)

[Sam Moffatt]

You need to do a loop for that:

var customers = record.getFieldValue('fld-a538b0e58afa4d5db40dd06a19af2436');
for (var index = 0, count = customers.length; index < count; index++)
{
  var name = customers[index].getFieldValue('fld-c4e6710f99544905b9cbbf1fcbd8f613');
name;
}

That will overwrite if you have more than one field linked.

The Script Editor will only display the fields from linked forms however you can copy and paste the field ID’s and keep track of them manually. Linking makes it a little easier but the ID’s in the script itself is unrelated to any links. You can use documents.getFormNamed('Customers').getRecords() to get all of the records in that form instead of using record.getFieldValue.

Do you mind sharing a little about your use case and the problem you’re trying to solve?

[Sam Moffatt]

I use a script in one form to create a new record in another form. On Mac if you create a form script, you can create a new record based on the currently selected record. This creates a copy of the data, not a reference, so if it changes in one place it doesn’t change the other which may or may not be problematic for you.

You can do it a couple of ways, you can get the form from the document and create a new record (var newRecord = document.getFormNamed("Bookings").addNewRecord()) or if you create a Link To Form from your Leads form to your Bookings for you can add a new record via (var newRecord = record.addNewRecordToField(link_field_id)).

Then with that newRecord you basically map across the fields from the two forms to update them.

Here’s an example using the addNewRecordToField approach that I use. It’s slightly simplified example but basically it gets all of the values from the record, adds them to a dictionary and then uses that to save the data to the new record. For what you’re doing this might be useful because you can see which leads lead to the booking.

// Pull some details from this record
var title = record.getFieldValue('fld-39ca9564ef2347ac93f933bc9a2316ac');
var price = record.getFieldValue('fld-a2973999a60d4319baf0b4480d6f57a0');
var note = record.getFieldValue('fld-d0cfab9ec09d497294fbd8b5b52caf16');
var line_number = record.getFieldValue('fld-f95b68d488cb4b058bbf3de84e1a7c3b');
var purchase_date = record.getFieldValue('fld-bc2e4b152dee42ac9361539a6e37cb5d');
var marketplace = record.getFieldValue('fld-fa37906add2942c88bce3b500561c42d');
var order_id = record.getFieldValue('fld-8228040b4641449b96aabfaea15f1ac5');
var store_name = record.getFieldValue('fld-c153da2f9a504be4b6fee4b5b62a1c11');
var ship_date = record.getFieldValue('fld-6ab700ccc11d418fbd27d8899d00c7a9');
var delivery_date = record.getFieldValue('fld-4b1c4180dc1b4bb08b32d16fa60cae66');
var purchase_key = record.getFieldValue('fld-3e49aaa5bc32429c8f0f0f234878356d');

// Details field names
var details_title_id = 'fld-0d0edd2552ea461e929f806a4e5552b5';
var details_price_id = 'fld-08129d71ab0f4fa4a2749456281fca07';
var details_notes_id = 'fld-bf19d52c18cb4f5198df191ef7902e1b';

var details_purchase_date_id = 'fld-ccbd9a8f51d34246bebfb31aa4e397dd';
var details_ship_date_id = 'fld-cb3a9886ac7f4ec487447801a3911a1a';
var details_received_date_id = 'fld-bb17d48e41c7423692ab586f6c884d05';

var details_order_id_id = 'fld-e3e66a0f2e5c4df7b9496f65355e0bcf';
var details_marketplace_id = 'fld-c163aba17ae64c4d93b5a53819a139dc';
var details_store_name_id = 'fld-3d98dc6cdcae4a88909c97c80dde7bfb';

var details_state_id = 'fld-9402f8c0d53c43b986fee4ebc3468929';

var details_shipping_tracking_number_id = 'fld-6ea45a9c141343628940bfbcfa38ee90';
var details_shipping_carrier_id = 'fld-12644a7a4ae24ed8a7926123832d3557';

var details_purchase_key_id = 'fld-8be9b2c2603f458f8349082237c41964';
var details_order_line_number_id = 'fld-da763fa0946d4be79039b4e828cf85f4';

var data = {
	// Order Item Details
	[details_title_id]: title,
	[details_price_id]: price,
	[details_notes_id]: note,
	[details_order_line_number_id]: line_number,
	
	// Order Details
	[details_purchase_date_id]: purchase_date,
	[details_ship_date_id]: ship_date,
	[details_received_date_id]: delivery_date,
	[details_order_id_id]: order_id,
	[details_marketplace_id]: marketplace,
	[details_store_name_id]: store_name,
	[details_purchase_key_id]: purchase_key,
};

// Last but not least push the new record.
var details_id = 'fld-ac04de32d98242b88333977c89526fc1';
var detailsRecord = record.addNewRecordToField(details_id);
detailsRecord.setFieldValues(data);
document.saveAllChanges();

One of the advantages of the script approach for me is that it let’s me splice in extra data or set new values at creation time as well. Another trick I do is use a form script to use a prompter to ask for extra data and integrate that into my new record.

Scripting manual section: https://www.tapforms.com/help-mac/5.3/en/topic/scripts

[Kana Ne]

Is it possible to get the value from a field on an other form in a script?
I can’t see the fields from another form in the script window of this form.

Thanks,
Kana

[Brendan]

You can create a Saved Search to filter your records, and then have a Script run against just the found set. But not on arbitrarily selected records.

[Bert Rietveld]

Is it possible to have a script acting on (a few) selected records rather than all or one?
I’d like to use that for a ‘merge records’ script. The map view is great for seeing that a couple of records are for the same (or close) location even when they have (slightly) different names. I could then select them and merge those records.

[Stephen Martin]

Thanks, Brendan.

P1) I have to meet a form design, so the list mode (Table of Records) won’t work for me.

P2) I had not figured out what the parent/child relationship and capabilities were, so you’re description answered my question. Thanks.

The only way I can get to my need then, is to use pre-printed forms with the headers; then print the labels layout or vice-versa. Thx.

[Gilles Cruypenynck]

Hi,

Would Javascript (used within Tapforms) allow me to create folders on disk named after some data from Tapforms?
Think, for example, of a students database and creating folders named based on their family name field.

I don’t know JS and thus whether I should spend/waste time trying to write such a script.

Any help or advice will be much welcome.

Regards

Gilles