Script to create record in another form with content from another

Yes, you would use a form script for this and start it from the client inquiry form. If you use a custom layout, you can even put a button there to start this script!

Following is a form script that creates a new record in the form named “Client Contact” and copies first name, last name and description fields. This script assumes that the field names are “First Name”, “Last Name”, and “Description”:

// Define enquiry form ids
const firstNameId = form.getFieldNamed("First Name").getId();
const lastNameId = form.getFieldNamed("Last Name").getId();
const descriptionId = form.getFieldNamed("Description").getId();

console.log(record.getFieldValue(firstNameId));

function New_Client_Contact() {

	// Define client form and ids
	const clientForm = document.getFormNamed("Client Contact");
	const clientFirstNameId = clientForm.getFieldNamed("First Name").getId();
	const clientLastNameId = clientForm.getFieldNamed("Last Name").getId();
	const clientDescriptionId = clientForm.getFieldNamed("Description").getId();

	// Create new record
	let clientRecord = clientForm.addNewRecord();
	
	// Populate new record
	clientRecord.setFieldValue(clientFirstNameId, record.getFieldValue(firstNameId));
	clientRecord.setFieldValue(clientLastNameId, record.getFieldValue(lastNameId));
	clientRecord.setFieldValue(clientDescriptionId, record.getFieldValue(descriptionId));
	
	
	// Save
	clientForm.saveAllChanges();
}

New_Client_Contact();

The beauty of this script is that it doesn’t use hard coded field ids. But if a field name changes down the road, the script will not run anymore. That’s the disadvantage of not using hard coded field ids ¯\_(ツ)_/¯

If you want to copy all fields from “Client Enquiry” to “Client Contact”, I have a shorter version of the script that just loops over the fields. This script assumes that the fields are named the same in both forms and have the same type (eg, text field):

function New_Client_Contact() {

	// Define client form 
	const clientForm = document.getFormNamed("Client Contact");
	
	// Create new record
	let clientRecord = clientForm.addNewRecord();
	
	// Loop over fields and copy their content
	for (field of form.getFields()){
		let clientFieldId = clientForm.getFieldNamed(field.name).getId();
		clientRecord.setFieldValue(clientFieldId, record.getFieldValue(field.getId()));
	}	
	// Save
	clientForm.saveAllChanges();
}

New_Client_Contact();

Note: I personally would use one form and have a field “status” that identifies if this is just an enquiry or if it turned into a client.

Hi Victor,

When I run the script where the Enquiry form has more fields than the Contact form, then the script creates errors. In my case, the additional field is before some of the valid fields and this results in not all fields being copied…

I have enhanced the script by adding a check to verify that the Contact form contains a field with the same name:

function New_Client_Contact() {

	// Define client form 
	const clientForm = document.getFormNamed("Client Contact");
	
	// Create new record
	let clientRecord = clientForm.addNewRecord();
	
	for (field of form.getFields()){
		if (clientForm.getFieldNamed(field.name)){
			let clientFieldId = clientForm.getFieldNamed(field.name).getId();
			clientRecord.setFieldValue(clientFieldId, record.getFieldValue(field.getId()));
		} else {
			console.log("Waring: Field '" + field.name + "' not found in 'Client Contact' form");
		}
	} 
	// Save
	clientForm.saveAllChanges();
}

New_Client_Contact();