Copy data from field to new record

[Brecht DHeere]

Hi,

I’m using Tapforms for my students. I create lessons and want to copy data from a field in a record to the new record when I create the new record. Till now I always did that with ‘copy-paste’ but is it also possible to automate this?

Thanks,
Brecht

[Daniel Leu]

You could use ‘duplicate record’, but this would copy all fields.

Or you can do this with a script:

function New_Lesson() {
	// Get current lesson
	let lesson_id = 'fld-7131629dfa4147d79ed24f05dfc83515';
	let lesson = record.getFieldValue(lesson_id);
	
	// Create new record
	let newRecord = form.addNewRecord();
	
	// Copy previous record entry
	newRecord.setFieldValue(lesson_id, lesson);
	form.saveAllChanges();
	
	// Return id of new record
	return newRecord.getId();
}

var id = New_Lesson();

// Jump to new record
Utils.openUrl("tapformz://record/view/"+document.getId()+"/"+form.getId()+"/"+id);

Just set the lesson_id according to your form. TapForm doesn’t display the new record when it is created from a script. To do this, I use call TapForm from TapForm with the new record Id. This is done with the last statement. You can remove it if you don’t like this behavior.

Have fun!

[Brendan]

Another option is to use the Duplicate Record function and then remove the data from copied record you don’t want.

[Sam Moffatt]

You could simplify the last bit by doing return newRecord.getUrl() instead of return newRecord.getId() then it could be simplified to Utils.openUrl(New_Lesson());

Another +1 for duplicate record though.

[Brecht DHeere]

Hi Brandon, It is always the same fields that I want to keep. So removing the other data is ok. But how do I do this? With a script?

[Daniel Leu]

You could remove the unwanted data by hand or using a script.

Thanks, Sam, for the getUrl pointer!

[Brecht DHeere]

Thank You!
How do I learn to create such scripts?

[Sam Moffatt]

In the script editor where it has the field list, use the ID field to get the ID’s of each of the fields you want to copy across. It’ll generate a bunch of lines with fld-something that you can use with the copyField method.

Slight refactor to Daniel’s script to create a function for copying the value across as a single line to make it easier to copy multiple fields:

function copyField(fieldId, sourceRecord, destinationRecord) {
	destinationRecord.setFieldValue(fieldId, sourceRecord.getFieldValue(fieldId));
}

function New_Lesson() {
	let newRecord = form.addNewRecord();

	copyField('fld-531d3cf087fc4b63967e29b71d30ba53', record, newRecord);
	copyField('fld-a53801440fd543669e92f0fdf955fc85', record, newRecord);
	copyField('fld-4f95fc5da7eb4f6d891e66f2ee620ace', record, newRecord);
	
	form.saveAllChanges();
	
	// Return id of new record
	return newRecord.getUrl();

}

Utils.openUrl(New_Lesson());

Attaching a sample archive as well that might help as well.

Attachments:

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[Brecht DHeere]

Hi Sam, Thanks for the sample but there is still a little problem:

Is it possible to create the new lesson for the same student? For now, I need to choose that name again and refresh before it appears on the student form.

[Sam Moffatt]

Of course! So this one is a little more indirect, you need to change the let newRecord = form.addNewRecord(); line to look at the parent of the current record.

First step is to go to our Students form and double click on “Lessons” in the field list of script editor to copy the field ID of the “Lessons” link field, in the database I had, it generates this line var lessons_id = 'fld-bd0476420e504001a5f20833fc66e7cb';.

Now we jump back to our Lessons form and nuke the let newRecord line, paste in the lessons_id line from above and double click on the “Students” in the field list of the script editor to get the students_id field:

	var lessons_id = 'fld-bd0476420e504001a5f20833fc66e7cb';
	var students_id = 'fld-a9af1b4e918b4cf2b9f7737de6476e40';

Our next step is to get the parent Student record and then use it to add a new Lesson record to it:

	var student = record.getFieldValue(students_id);
	var newRecord = student.addNewRecordToField(lessons_id);

Putting it all together the updated script looks like this:

function copyField(fieldId, sourceRecord, destinationRecord) {
	destinationRecord.setFieldValue(fieldId, sourceRecord.getFieldValue(fieldId));
}

function New_Lesson() {
	var lessons_id = 'fld-bd0476420e504001a5f20833fc66e7cb';
	var students_id = 'fld-a9af1b4e918b4cf2b9f7737de6476e40';

	var student = record.getFieldValue(students_id);
	var newRecord = student.addNewRecordToField(lessons_id);

	copyField('fld-531d3cf087fc4b63967e29b71d30ba53', record, newRecord);
	copyField('fld-a53801440fd543669e92f0fdf955fc85', record, newRecord);
	copyField('fld-4f95fc5da7eb4f6d891e66f2ee620ace', record, newRecord);
	
	form.saveAllChanges();
	
	// Return id of new record
	return newRecord.getUrl();

}

Utils.openUrl(New_Lesson());

[Brecht DHeere]

Thank you Sam!

I still have one problem: the Email field of the new record in your sample file is not populated with the value from the previous record. Probably because this is a calculation field. But how can I make it enter the value in the new record? Thanks again for your help.

[Sam Moffatt]

Every so often TF doesn’t refresh the calc/script fields after a script execution, at the bottom of the record is a refresh to recalc that record and at the bottom of the list view is another one that will apply to all records in the form. If you see a calc/script field that looks wrong, just hit the refresh button and see if it fixes it up.

[Brecht DHeere]

Yes, when I refresh the data is ok. Sometimes I have to go to field view to refresh.
It is not possible with a script to refresh that record? And is that a bug in TF?

[Brecht DHeere]

Update: It does not always update with the refresh button. Then I have to close the document, re-open, do refresh and then it’s ok. I think that is not very normal??

[Brecht DHeere]

New Feature
OK, it will come…

[Author]

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