Search Results for 'script'

[JScottA]

The following is a response from the Tap Forms 5 Assistant (an unofficial custom GPT for Tap Forms). Remember that Brendan is the say on anything Tap Forms related. Also, confirm with the manual for Tap Forms:

To update tasks with the Project Name automatically when creating them in Tap Forms, you can enhance your script to dynamically fetch and assign the project name from the parent record to the linked tasks.

Solution:

The current limitation with Advanced Find and Replace for linked fields can be bypassed by modifying the script to propagate the Project Name value programmatically. Here’s how you can refine your script:

Adjusted Code Example

Replace the hard-coded “PUMXXX” value with a dynamic retrieval mechanism from the parent project record. For instance:

function Ais_Pum_Default_Tasks() {
    // Field IDs
    var title_id = 'fld-a34e5fd309dc4a9385d4b44736547f96';
    var priority_id = 'fld-cf942f13d8f14338966a81ccdd30ad81';
    var category_id = 'fld-fe9f869cf75a484ab4e3ca70f4c3dc43';
    var environment_id = 'fld-4a3951d0ef7b4e24a7affbf0afdbe6e3';
    var project_name_id = 'fld-e63dc1cd09cc4448b5d9e92005cb2dcf';
    var status_id = 'fld-77ad662cdb234741a5aff92434f600ac';

    // Get the current record (assumed to be the parent Project record)
    var parentRecord = document.getFormNamed('Project').getSelectedRecord();
    if (!parentRecord) {
        console.log("No project record is selected.");
        return;
    }

    // Retrieve the Project Name from the parent record
    var projectName = parentRecord.getFieldValue(project_name_id);

    // Check if Project Name exists
    if (!projectName) {
        console.log("Project Name is not set for the selected project.");
        return;
    }

    // Define tasks and their attributes
    var tasks = [
        { title: "PUM Server Selection", priority: "High", category: "PUM", environment: "N/A", status: "NotStarted" },
        { title: "Install and Configure PUM", priority: "High", category: "PUM", environment: "N/A", status: "NotStarted" },
        // Add other tasks here...
    ];

    // Create and populate each task record
    tasks.forEach(function (task) {
        var taskRecord = form.addNewRecord();
        taskRecord.setFieldValues({
            [title_id]: task.title,
            [priority_id]: task.priority,
            [category_id]: task.category,
            [environment_id]: task.environment,
            [project_name_id]: projectName, // Assigning dynamic Project Name
            [status_id]: task.status
        });
    });

    // Save changes
    document.saveAllChanges();
    console.log("Tasks generated and linked with project: " + projectName);
}

Ais_Pum_Default_Tasks();

Explanation:
1. Retrieve Parent Record: The script fetches the current project record using getSelectedRecord() from the Project form.
2. Dynamic Assignment: The Project Name is read from the parentRecord and assigned to each new task in the child Tasks form.
3. Save Changes: After updating the tasks, document.saveAllChanges() ensures that changes are persisted.

Benefits:
• Efficiency: Eliminates the need for manual updates or Advanced Find and Replace.
• Dynamic Linking: Automatically associates tasks with the correct project name.

Testing:
• Make sure you have the appropriate permissions and field IDs set correctly.
• Select a project record in the parent form before running the script to ensure proper linkage.

[ictapforms]

Thank you for your thoughts. As mentioned in my original post, I’m aware of the menu-based option. I’m trying to AVOID going into the menu because that both takes longer and is (for me at least) more prone to error than a single button with confirmation (as on the MacOS version of Tap Forms).

The “swipe left to delete” option on the main form would be difficult to implement on the child form given the way the child form works, but is there some other way of accomplishing what I want? I’d be content even with a script with an associated button on a custom Layout – if that’s even possible.

• This reply was modified 1 year, 1 month ago by ictapforms.

[pierrot_rennes]

Hi,

I’m glad to hear that a new version is coming soon
I want to mass change the font size in the Notes field, is this possible?
Maybe a script is needed?
Thank you for your help

[Surya Paidimarry]

Dear Tapforms,
I have two forms, namely Project and Tasks. I have a linked field called Project Name that connects the Projects form to the child form, Tasks. I’ve created a script to automatically generate a set of tasks. However, I need to update these tasks with the Project Name. I tried using Advanced Find and Replace, but it doesn’t display the linked field, which I learned is a limitation. Manually updating each task is very time-consuming. Could you please suggest how I should proceed? I’ll paste my code for populating the tasks below. Any examples or corrections would be greatly appreciated. I’m not a professional coder, but I can research and accomplish my needs by following examples. Thank you all for your support. Happy TapFarming!

function Ais_Pum_Default_Tasks() {

var title_id = ‘fld-a34e5fd309dc4a9385d4b44736547f96’;
var priority_id = ‘fld-cf942f13d8f14338966a81ccdd30ad81’;
var category_id = ‘fld-fe9f869cf75a484ab4e3ca70f4c3dc43’;
var environment_id = ‘fld-4a3951d0ef7b4e24a7affbf0afdbe6e3’;
var project_name_id = ‘fld-e63dc1cd09cc4448b5d9e92005cb2dcf’;
var status_id = ‘fld-77ad662cdb234741a5aff92434f600ac’;

var ServerRequest = form.addNewRecord();
var InsConfPUM = form.addNewRecord();
var CFOTool = form.addNewRecord();
var LoadCustomizationPum = form.addNewRecord();
var GeneratePreCompares = form.addNewRecord();
var LoadBugsGenerateCP = form.addNewRecord();
var PUMDMU = form.addNewRecord();
var OutageDEVL = form.addNewRecord();
var PUMDEVL = form.addNewRecord();
var CheckDevArchiveQuery = form.addNewRecord();
var RetroDev = form.addNewRecord();
var OutageTest = form.addNewRecord();
var PUMTEST = form.addNewRecord();
var CheckTestArchiveQuery = form.addNewRecord();
var HandOffCollegeTesting = form.addNewRecord();
var TestingSignOff = form.addNewRecord();
var CMticketProd = form.addNewRecord();
var PUMPROD = form.addNewRecord();

ServerRequest.setFieldValues({[title_id] : “PUM Server Selection”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “N/A”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

InsConfPUM.setFieldValues({[title_id] : “Install and Configure PUM”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “N/A”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

CFOTool.setFieldValues({[title_id] : “Configure CFO Tool in PUM”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “N/A”, [project_name_id] : “PUMXXX”, [status_id] : “Differred”});

LoadCustomizationPum.setFieldValues({[title_id] : “Load Customization in PUM”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “N/A”, [project_name_id] : “PUMXXX”, [status_id] : “Differred”});

GeneratePreCompares.setFieldValues({[title_id] : “Generate Pre-compares in PUM”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “N/A”, [project_name_id] : “PUMXXX”, [status_id] : “Differred”});

LoadBugsGenerateCP.setFieldValues({[title_id] : “Load Bugids and generate Change Package in PUM”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “N/A”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

PUMDMU.setFieldValues({[title_id] : “Apply PUM on DMU”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92DMU”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

OutageDEVL.setFieldValues({[title_id] : “Send outage Notice for DEVL”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92DEVL”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

PUMDEVL.setFieldValues({[title_id] : “Apply PUM on DEVL”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92DEVL”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

CheckDevArchiveQuery.setFieldValues({[title_id] : “Run Archive query in Devl”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92DEVL”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

RetroDev.setFieldValues({[title_id] : “Hand off Dev to Development team for Retrofits”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92DEVL”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

OutageTest.setFieldValues({[title_id] : “Send Outage Notice for test environment”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92TEST”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

PUMTEST.setFieldValues({[title_id] : “Aplly PUM on test environment”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92TEST”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

CheckTestArchiveQuery.setFieldValues({[title_id] : “Run Archive query created by Cindy”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92TEST”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

HandOffCollegeTesting.setFieldValues({[title_id] : “Releae environment for college Testing”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92TEST”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

TestingSignOff.setFieldValues({[title_id] : “Testing sign off”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92TEST”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

CMticketProd.setFieldValues({[title_id] : “Open Change Management Ticket for Production move”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92PROD”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

PUMPROD.setFieldValues({[title_id] : “Apply PUM on PROD”, [priority_id] : “High”, [category_id] : “PUM”, [environment_id] : “F92PROD”, [project_name_id] : “PUMXXX”, [status_id] : “NotStarted”});

document.saveAllChanges();

}

Ais_Pum_Default_Tasks();

[Glen Forister]

The problem of using a Form Copy to test scripts. The copy doesn’t have any data, and so that has to be imported via CSV file.

The problem with that is the possibility of a missed comma in the data. I discovered that when I use a field with a Pick List (Multi-Value Popover) with more than one item, a comma is inserted. That creates problems with exporting and using CSV files. I tried to find a way to substitute something else like ” – “, or semicolon etc., but I couldn’t find a way to do that.

Any suggestions?

[Glen Forister]

Thanks, I took the easy out and got my answers by exporting and using a spreadsheet to remove duplicates.  Interesting way to attack that problem.  I will try the script at a later date when I have a day to devote to that.

BTW, this brings up the problem of using a Form Copy to test the scripts.  The copy doesn’t have any data, and so that has to be imported via CSV file.

The problem with that is the possibility of a missed comma in the data.  I discovered that when I use a field with a Pick List (Multi-Value Popover) with more than one item, a comma is inserted.  That creates problems with exporting and using CSV files.  I tried to find a way to substitute something else like ” – “, or semicolon etc., but I couldn’t find a way to do that.

Any suggestions?

[Daniel Leu]

The Javascript API doesn’t provide a way to work on groups. The script posted by JScott shows results on all records. This could be enhanced if you can define how the records are grouped.

Another option would be to work on the current saved search. This would mean that you create a saved search for each group. Then you could replace var records = form.getRecords(); with var records = search.getRecords(); to get the results on the currently selected saved search.

Oh, ignore the alert(output) command in the script since this is not supported. You could use Utils.alertWithMessage(), but that’s not designed to display multi-line results. The console is your friend.

 

Cheers, Daniel

---
See https://lab.danielleu.com/tapformspro/ for scripts and tips&tricks

[JScottA]

Glen, I have not tested the answer below, but I hope it helps you. It is from the unofficial custom GPT, Tap Forms 5 Assistant. I suggest you work on a copy of your database when testing this. Good luck!

To calculate and display the number of unique values for each field (e.g., “Class,” “Order,” “Family,” etc.) in your Tap Forms database, you have two options: either use the app’s built-in features for a manual method or run a script.

Option 1: Manual Method Using Export and External Analysis

1.Export the Data:

•Use Tap Forms’ export functionality to export your data as a CSV file. Instructions for exporting are on page 126 of the Tap Forms manual .

2.Analyze in Excel/Spreadsheet:

•Open the CSV in Excel or another spreadsheet tool.

•Use the “Remove Duplicates” feature for each column to count unique entries.

Option 2: JavaScript Script in Tap Forms

If you’d prefer an automated method, you can use Tap Forms’ scripting functionality (JavaScript API) to calculate the unique values for each field. Here’s a sample script you can use:

Sample Script

// This script calculates unique values for specified fields in the current form.

function uniqueValueCounts() {

    var form = document.getFormNamed(‘Museum needs’); // Replace with your form’s name

    var fields = [‘Class’, ‘Order’, ‘Family’, ‘Genus’, ‘Sp’]; // Replace with your field names

    var result = “”;

    fields.forEach(function(fieldName) {

        var field = form.getFieldNamed(fieldName);

        var records = form.getRecords();

        var uniqueValues = {};

        records.forEach(function(record) {

            var value = record.getFieldValue(field);

            if (value) uniqueValues[value] = true;

        });

        result += fieldName + “: ” + Object.keys(uniqueValues).length + ” unique values\n”;

    });

    return result;

}

var output = uniqueValueCounts();

console.log(output);

alert(output); // Displays the result in an alert box

How to Use the Script

1.Go to the Scripts section in Tap Forms and create a new script.

2.Copy and paste the above JavaScript code.

3.Modify the form and field names to match your data.

4.Run the script.

The output will display the unique value counts for each field in an alert box and in the console.

For additional details on scripting in Tap Forms, refer to the Tap Forms Scripting 101 Guide.

If you need further guidance or customization of the script, feel free to ask!

[Glen Forister]

In the attached is my data with “show group summaries” selected.

What I would like to have is a way to show the group summaries of each column (field) which is calculated to include the numbers of unique names for each field

For example, how many different Class names, different Order names, different Family names, different Genus names, different Sp names.

If that can’t be done, how do I get that information. It doesn’t have to show up on the screen but can I run a script to show me the results?

I can’t write scripts so I would need help here.

Attachments:

You must be logged in to view attached files.

[Victoria Herring]

Thank. you Daniel.  I will look at the script at the url and review that info and the above info BUT this is really much more than I thought I wanted or needed…..But will see if I can figure it out and use it – I’ll try to deal with it and report back.

[Daniel Leu]

Hi Victoria,

I would use a different approach by using tags. Tags use a text field that contains items separated by commas such as xmas2023, xmas2024.

1. Create a text field and give it a name such as cards. Then copy the form script from https://lab.danielleu.com/blog/working-with-tags/ and update the two field ids to match your form.
2. Create a saved search to filter all cards that have the Christmas cards field set
3. Select that search and run the script to set the xmas2023 tag. Run it a second time to set the xmas2024 tag.
4. Create saved searches for these two new tags.

Now you can use xmas2024 saved search to view all candidates for a card. Remove or add the tag by hand or use another saved search on the records you want to update.

The script allows you to set or clear the same tag on your currently selected saved search. Apart of updating two field ids, there’s no coding involved.

Hope this helps!

-Daniel

Cheers, Daniel

---
See https://lab.danielleu.com/tapformspro/ for scripts and tips&tricks

[Victoria Herring]

I really honestly don’t know much about scripting. But I could probably figure it out if I had a little guidance. I have a form I created where I want to copy the information in one field and put it into another field, but that other field needs to be edible without messing up the original field. For example, I have a field for Christmas cards and I have another field for 2023 Christmas cards and I want to move the yes or no from the first field to the 2023 field and then I will go through and add or subtract add add in new information or whatever for this year. I would appreciate some guidance on that.

[Chris Templeton]

I’ve been trying to get the form to import but so far haven’t. I’ll keep trying on my iphone.

Thanks for the script,

Chris

[Daniel Leu]

How about a saved search that contains the records to be exported. And then use a script to assign the numbers?

Cheers, Daniel

---
See https://lab.danielleu.com/tapformspro/ for scripts and tips&tricks

[Brendan]

The photos will be put into a Photos folder for you and the filename is kind of the path to the Photos folder. But not the full path obviously. There could also be multiple photos within a record for a specific field and those will be semi-colon delimited within the photo field.

If you’re handy with JavaScript you could add a Script field which generates a path (that you specify) for you for every record, then export that.