Form Script to quickly add a new record in Link to Form

I have a form called “Order” where I store stuff I order online. It has a child record called “Shipments” which store shipments. I often want to quickly add a new shipping record and use this as a form script with the prompter to add in a new shipment record with the tracking ID and carrier set. It also will set the shipping date based on the order record if it’s already set or default it to the current date.

This uses the prompter for user interaction (including leveraging a pick list) and addNewRecordToField for adding a new record to a Link to Form field. It also demonstrates using setFieldValues to bulk set values and also uses JSON.stringify to dump out debugging information with console.log. Here’s a screenshot of the prompter:

Field names are at the top, replace with ID’s matching your fields.

// Order: Shipment Field ID
var shipments_id = 'fld-db2fcdb4d79c466ea09671c47d2ae645';

// Order: Ship Date 
var ship_date_id = 'fld-6ab700ccc11d418fbd27d8899d00c7a9';
var ship_date = record.getFieldValue(ship_date_id);

// Shipments: Record Field ID's
var tracking_number_id = 'fld-c487390743c947969cbe661cff596855';
var carrier_id = 'fld-0950c430cb0c41f79c51d43a544b366b';
var shipping_date_id = 'fld-1aa32f17e059424fb4e24bf894b34fdf';

var callbackFunction = function() {
	if (tracking_number && carrier)
	{
		var data = {
			[tracking_number_id]: tracking_number,
			[carrier_id]: carrier,
		};
		
		if (ship_date)
		{
			data[shipping_date_id] = ship_date;
		}
		else
		{
			data[shipping_date_id] = new Date();
		}
		
		console.log(JSON.stringify(data));
		
		var shipmentRecord = record.addNewRecordToField(shipments_id);
		shipmentRecord.setFieldValues(data);
		document.saveAllChanges();		
	}
};

let prompter = Prompter.new();
prompter.addParameter('Tracking Number', 'tracking_number', 'text')
	.addParameter('Carrier', 'carrier', 'picklist', 'Carrier - Shipments')
	.show('Message prompt', callbackFunction);