How to get and add data from other form

[Alejandro]

Hi! I’m starting to use script in Tap Forms 5.
Perhaps someone can help me with this. I think is easy but I’m stuck.

Scenario: I have two forms that are related with the link to form option in a one to many way.

Form Customers:
Fields: Name, Phone, Address, Tickets (Link to Form)

Form Tickets:
Fields: Customers (Link From Form), Subject, Date, Resolve, Notes

I want to run a script to add the value I see in Form(Tickets)->Customers to Form(Tickets)->Notes.

Thank you!

[Brendan]

Hi Alejandro,

You could do something like this to get a field’s value from the parent Customers form and create a new record in your Tickets form and set the customer value into the Notes field:

function CreateNote() {

	// get the name value from the parent Customers form

	var customers_form_id = 'fld-123...';
	var customers_form = record.getFieldValue(customers_form_id);
	var name_id = 'fld-abc...';
	var name_value = customers_form.getFieldValue(name_id);
	
	// get the Tickets form, create a new record in it, and set the value on the Notes field.
	
	var tickets_form = document.getFormNamed("Tickets");
	var note_id = 'fld-xyz...';
	var ticket_record = tickets_form.addNewRecord();
	ticket_record.setFieldValue(note_id, name_value);
	
	form.saveAllChanges();

}

CreateNote();

[Sam Moffatt]

Do you mean the customer name, phone and address details?

I’d create a form script, inside the script editor you are going to be able to double click on the left to grab the Customers form (section header) and then double click on the fields you care about from that form (name, phone and address I guess).

Next step is then double clicking on the notes field to get it’s current value. Then you’re going to want to append to it (presumably). To do that you’re going to want to combine the existing value with a new one.

var notes = record.getFieldValue('fld-1234');
record.setFieldValue('fld-1234', notes + "\n" + name + "; " + phone + "; " + address);
form.saveAllChanges();

Something like that will take the values from the name, phone and address field (assuming the variables ended up that way) and will add them to the existing notes field with a new line prepended. You need the form.saveAllChanges(); to make sure your changes are saved.

[Alejandro]

Hi Brendan, it works perfect!

[Alejandro]

Hi Sam! Thank You! I added your script to the Brendan’s script and I’ve got a new idea.

Bu the way, I add this script that helps me to get the Fld_Ids:

function Get_Flds() {

var records = form.getFields();

for (var index = 0, count = records.length; index < count; index++) {
var theRec = records[index];
var fld_id = theRec.getId();
var name_id = form.getFieldWithId(fld_id).name;

console.log(‘FieldName: ‘ + name_id + ‘\n’ + ‘ fld_ID: ‘ + fld_id + ‘\n\n’);

}
}

Get_Flds();

[Sam Moffatt]

Neat! That’s a similar concept to a form logger script I wrote a while back. The latest version on GitHub includes a mode that outputs the script fields as Javascript variables prefixed by form name to ensure that your fields across multiple forms aren’t confusingly duplicated. I copy the output of the console log for this script to a new form script called “All Fields” which I can reference everywhere and use the same variables.

[Alejandro]

Hi Sam!
Thank you! I’m looking for all your scripts at GitHub and are great to learn a lot!

[Author]

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