Search Results for 'script'

[Kathy Gilchrist]

I am struggling with putting together forms for my eBay business.  I tried to modify the Orders/Customer/Product templates but could not work.  Can I speak to someone on this forum to set up my forms for me?

The forms are:

On the product sheet, I would like to see a summary of customers who purchased that item, so Name, date, amount, price, shipping, and total (Link to form).

I would like to see a summary of the items purchased on the customer sheet: Product id, Name, quantity sold and total price. (Link to form)

Transaction/	Product	Customer
Orders
Transaction Number	Product Id	Name
Date Sold	Name	Address
eBay Number	Description	Country
Quantity Sold	Category
Bids	eBay Category
Sold Price	Status
Shipping	Date Listed
Total	Weight
Refund	Amount in Stock
Date Shipped	Start Price
Date Sold	Notes
Size (S,M, L)	Photo

I have over 7000 orders that I would like to put in a relationship database.  Can anyone help?

Kind regards,

Kathy

[Daniel Leu]

I do something similar in my CRM database: I have a contact form and a notes form (child form). In the contact form, I select a child record using a check mark. This triggers a form script that populates the Notes History field in the parent record. Now I can have a quick look at the notes history of one or more records. There’s a disadvantage: since I update the contact form, the modification date is updated as well.

The attached image might better illustrate how this works.

Attachments:

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Cheers, Daniel

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

[Brendan]

Ya, that’s not possible to change the value of an object on a layout when you select the different child records. You could though, create a Script field to display on the parent record that contains all of the content from the child form for the selected parent record displayed in a different format if you like.

[alang]

I see.  Particular example is.. Parent form is Authors, Child form is Books (Title, Description).  Parent form Authors has link to form Books.  Idea is on form, Authors to scroll through child records Books and have text box which displays Description field of currently selected child record, Books.  Only at a very high level, any thoughts on how to approach this.  Thank you!

• This reply was modified 2 years, 5 months ago by alang.

[Brendan]

Hi Alan,

It’s not possible to trigger a script when Tap Forms scrolls. If you have a script on your child form, it will get triggered when you change a value it references.

In a script, when your reference record, that’s the current selected record.

[alang]

Child records/forms are shown on a form in a table. I would like to have a custom form that displays that child records table and a separate larger text box with particular fields from the currently selected record in the table. This is for readability and editing. There is lots of documentation and discussion about accessing child records; however I do not see how, in a script, you can know which child record in the table is currently highlighted. I am wondering how to do that. And the script would be triggered to display particular fields from the selected child record simply by scrolling through the table. As I understand it, a form level script is triggered when a referenced field is changed. But simply scrolling would not change a field. So, the questions are, how to know what the currently selected child record is and how the script would be triggered by simply scrolling to a new record in the child table. Or perhaps there is a better way to approach this?

Thank you,
Alan

[Glen Forister]

I successfully installed a stepper with your help (“You would need to use a Script Field to manage this.”)

I wanted to edit this and do it again on another Form, but I can’t find it.  How do I find it to use as an example.

[Daniel Leu]

The form script is an example on how to fetch the data. It doesn’t populate the fields.

There is a field script that uses the ISBN number as input and populates the fields of the given record. Enter the ISBN number a new record and click on “recalculate formulas” or cmd-r to get it executed. This will populate all fields of the record including the cover image.

Can you give the ISBN number of one of your books you’re trying?

Cheers, Daniel

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

[Patrick Lusch]

Thanks @Daniel_Leu. I can get it to look up your example ISBN, so it must be sensitive to real niche type books. I can see the results in the console log, but am I correct that this script should populate the fields with the results? I can’t seem to make it do that. Maybe I am looking in the wrong spot on the script to make it match the names of my fields?

 

Thanks

• This reply was modified 2 years, 6 months ago by Patrick Lusch.
• This reply was modified 2 years, 6 months ago by Patrick Lusch.

[Patrick Lusch]

Can’t seem to get the template to work. Has the script URL changed since this was made?

[john g]

Hi Brendan,

Thank you for the response and for supporting your product so well. I figured out something with a table that I can live with and am very happy with it. I am so new to this —I was trying to link-to-form in the wrong direction and, well, anyway, writing out that question forced me to articulate the problem in such a way that I figured out a solution to what I wanted and learned a little about db relationships, too. Now to dive in to the world of JavaScript….

Take care,

John

[Brendan]

Hi John,

It’s not directly possible to populate all of those fields in child forms just by selecting a value from a Pick List.

But it could be done with a Field Script. The Field Script could monitor the value entered into field with the Pick List. Then you could add records to the child form and set the field values appropriately.

However, that’s a rather complex bit of coding to do.

How’s your JavaScript?

Thanks,

Brendan

[John Parker]

I’m a little confused about the behavior of pick list values. If I create a list (say Easy, Medium, Hard) and assign it to fields/records in various forms, if I later want to rename “Hard” to “Difficult” (or delete it altogether), that change doesn’t propagate to the records currently assigned to that value. It then becomes difficult to trust whether a record’s assigned values actually reflect the list values in the preferences.

There is a dialog warning, so I guess this behavior is a feature? Perhaps there’s a script that can propagate these value changes? Even with a script, you would still have to track down which fields reference the pick list you are modifying. Currently, I have to go through and manually reassign values for every record in every form that references the modified list value, which is a huge pain.

[pierrot_rennes]

Hi,
I have a table with a list of publishers and another with countries of origin
I would like for each publisher, the country field to be filled in automatically
Or maybe have created a table with two fields

In the scripts dialog, there may be one offered but I don’t know which one and how to use it

Best

[Daniel Leu]

Another option is using a script. Following form script updates all checkmark fields of the current record. To clear all checkmarks, use Update_All_Checkmarks(false);. To set all checkmarks, use Update_All_Checkmarks(true);

function Update_All_Checkmarks(value) {

let fields = form.getFieldsForType('check_mark');

for (field of fields){
console.log("Clearing check mark: " + field.name);
record.setFieldValue(field.getId(), value);
}
document.saveAllChanges();
}

// clear checkmarks
Update_All_Checkmarks(false);

// set checkmarks
//Update_All_Checkmarks(true);

• This reply was modified 2 years, 6 months ago by Daniel Leu.
• This reply was modified 2 years, 6 months ago by Daniel Leu.
• This reply was modified 2 years, 6 months ago by Daniel Leu.
• This reply was modified 2 years, 6 months ago by Daniel Leu.

Cheers, Daniel

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