Changing Parent Record via Script?

[Shane]

Hey all, so far I’m excited about the power of scripting in TapForms and am trying to put it to good use.

I’m trying to create a template system where I can copy/move placeholder records to a new parent record. Normally to assign a child record to parent record you would click the “Select and link existing records” object/ button which would bring up the possible parent records for reassignment (see screenshot). I’m wondering if this could be done through scripting.

In this example I have a Clients parent form linked to a child Projects form.

You can seem to access the parent record by doing the following (see second screenshot):

function Reassign() {

    var clients = record.getFieldValue('fld-25ab19edf2014cc0952446ed09975851');
    console.log(clients);
}

Reassign();

Console shows a record object:

2025-11-23, 8:02:35 AM / Projects / Reassign
[object CDRecord]

So can we somehow code a different parent record for the child record somehow?

Thanks.

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[Daniel Leu]

I agree, the scripting feature is very powerful. Without it, I wouldn’t use TFP.

You can add a linked record using var newRecord = record.addNewRecordToField(field_id); and to remove an existing record there’s record.removeRecordFromField(childRecord, field_id');. Here’s the link to the documentation https://www.tapforms.com/help-mac/pro/en/topic/javascript-api.

Cheers, Daniel

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

[Shane]

Thanks for the reply.

I did read that documentation, but isn’t that used to add a child record to a parent record? I was referring to changing the parent record to the child record.

I guess if I wanted to copy template children to a new parent I could do it that way. I could use a script to essentially copy the child record info from a template parent record and recreate those children records under the new project name. However, I am still curious if you could use a script to change the parent record of a child record. :)

• This reply was modified 1 month, 3 weeks ago by Shane.

[Brendan]

There’s also the record.addRecordToField(someRecord, field_id); function which lets you add an existing record to a Link to Form field. So it doesn’t have to be a new one. And if it’s a One-To-Many, then that essentially moves the record since you can’t have a child record belong to more than one parent with that link type.

[Shane]

Thanks Brendan, I’ll give that a try.

[Shane]

Hi Brendan,

I tried this method but I keep getting the error “TypeError: Argument does not match Objective-C Class, line:(null)”.

My document’s form schema is essentially: CLIENTS -> PROJECTS -> TASKS (parent -> child -> child). Essentially I’m trying to copy a TASKS record I have currently selected, to another PROJECTS (parent) record. I’ve selected a record in the Tasks form, and executed the following script where the destination record is another project (parent) record, and the destination field is the PROJECTS -> TASKS Link To field:

`function Copy_Record() {
var destinationRecord = “rec-82855338485542a89c1946c3e2cff83e”;
var tasksField = “fld-c2f532ef6611450abf973d5e7297b475”;
record.addRecordToField(destinationRecord, tasksField);
document.saveAllChanges();
}

Copy_Record();’

Any obvious errors I have done? Thank you!

[Daniel Leu]

As you have defined it, destinationRecord is a record id, but the function needs a record.

Cheers, Daniel

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

[Shane]

Oh yes you’re right, it should be a record object, not a record ID. Thanks.

• This reply was modified 1 month, 1 week ago by Shane.

[Shane]

NVM, I figured it out. I would use the getRecordWithId() to return the record object.

• This reply was modified 1 month, 1 week ago by Shane.

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