Introducing Managed Fields

I wanted to do a demo of some of the functionality and two sample scripts with a sample form. The form is a shipping tracker with a tracking number, ship date, delivery date, confirmed date and notes field. There are some pre-canned managed field configurations set and two scripts. I’ve attached a Tap Forms 5 archive you can use to check out the structure.

The first script, Confirm Received, uses a prompter to ask for a tracking number and if the record exists updates it to set the confirmed date to be the current date. This uses setIfEmpty on the confirmed date field to only update the field if it doesn’t have a value already. This allows you to “confirm” a package multiple times but only the first time will be stored. It looks like this:

const PARENT_SCRIPT = form.name + "::" + scriptName;

document.getFormNamed("Script Manager").runScriptNamed("Managed Fields");
document.getFormNamed("Script Manager").runScriptNamed("getRecordFromFormWithKey");

var tracking_number_id = 'fld-91af3b8b61d041db888921726f333a3b';
var ship_date_id = 'fld-d38551668df3406589c8594921be0c86';
var delivery_date_id = 'fld-c0a0d5647dc34126b6c82baabab69cf7';
var confirmed_date_id = 'fld-fc04420bee174714940951aada52254d';
var notes_id = 'fld-8effa85f9bc147538211a16cfd961de9';

var callbackFunction = function(continued) {
	if (!continued) {
		return;
	}
	
	if (!tracking_number) {
		Utils.alertWithMessage("Missing tracking number", "Tracking number is required!");
		return;
	}
	
	console.log(tracking_number);
	
	let targetRecord = getRecordFromFormWithKey("Shipments", tracking_number_id, tracking_number, false);
	if (!targetRecord) {
		Utils.alertWithMessage("Unknown tracking number", "Item not found");
		return;
	}
	
	targetRecord.setManagedFieldValue(confirmed_date_id, new Date());
	document.saveAllChanges();
};

var tracking_number;
let prompter = Prompter.new();
prompter.addParameter('Tracking Number', 'tracking_number', 'text')
	.show('Confirm Package Received', callbackFunction);

The second script, Handle Shipment Update, is a little longer and leverages some more prompter functionality to handle if a shipment is “shipped” or marked “delivered”. This workflow is useful for when someone sends a notification that the package shipped or there is a carrier delivery notification. It has some more prompter examples and demonstrated setManagedFieldValue to ensure that the field is updated properly:

const PARENT_SCRIPT = form.name + "::" + scriptName;

document.getFormNamed("Script Manager").runScriptNamed("Managed Fields");
document.getFormNamed("Script Manager").runScriptNamed("getRecordFromFormWithKey");

var tracking_number_id = 'fld-91af3b8b61d041db888921726f333a3b';
var ship_date_id = 'fld-d38551668df3406589c8594921be0c86';
var delivery_date_id = 'fld-c0a0d5647dc34126b6c82baabab69cf7';
var confirmed_date_id = 'fld-fc04420bee174714940951aada52254d';
var notes_id = 'fld-8effa85f9bc147538211a16cfd961de9';

function confirmExecution(question) {
	return new Promise(function(resolve, reject) {
		let prompter = Prompter.new();
		prompter.cancelButtonTitle = 'No';
		prompter.continueButtonTitle = 'Yes';
		prompter.show(question, ((status) => {
			if (status ==  true) {
				resolve('Yes');
			} else {
				reject(question + 'No');
			}
		}));
	});
}

var callbackFunction = async function(continued) {
	if (!continued) {
		return;
	}
	
	if (!tracking_number) {
		Utils.alertWithMessage("Missing tracking number", "Tracking number is required!");
		return;
	}
	
	if (!event_type) {
		Utils.alertWithMessage("Missing event type", "Please specify the event type to continue.");
		return;
	}
	
	let targetDate = new Date();
	if (event_date) {
		targetDate = new Date(event_date);
	}
	
	console.log(tracking_number);
	console.log(event_type);
	console.log(event_date);
	console.log(targetDate);
	
	let targetRecord = getRecordFromFormWithKey("Shipments", tracking_number_id, tracking_number, false);
	if (!targetRecord) {
		try {
			await confirmExecution('Create new record?');
		} catch (errorText) {
			// user clicked 'No'
			console.log('cancelled');
			return;
		}
	
		// user clicked 'yes'
		// continue with function
		console.log('continue from yes');
		targetRecord = form.addNewRecord();
		targetRecord.setManagedFieldValue(tracking_number_id, tracking_number);
	}

	switch (event_type) {
		case "Shipped":
			targetRecord.setManagedFieldValue(ship_date_id, targetDate);
			break;
		case "Delivered":
			targetRecord.setManagedFieldValue(delivery_date_id, targetDate);
			break;
	}
	
	document.saveAllChanges();
};

var createNewRecord;
var tracking_number;
var event_type;
var event_date;
let prompter = Prompter.new();
prompter.addParameter('Tracking Number', 'tracking_number', 'text')
	.addParameter('Event Type', 'event_type', 'popup', ['Shipped', 'Delivered'])
	.addParameter('Event Date', 'event_date', 'text')
	.show('Handle Shipment Update', callbackFunction);

• This reply was modified 1 year, 9 months ago by Sam Moffatt.