Auto populate based on table selection

[Cat]

Hi Everyone,

Really hoping you can help with this as I am well and truly stuck!

I have a catalog item that has a number of lookup select boxes based on a table. I have 3 other fields on that table, which I'd like to auto-populate based on the lookup select box selections:

The business area field shows only those in the table related to the client company, and the role profile gives options based on the client company and business area.

I'd like to auto populate three additional fields (Role Name, Database, Dataserver Name) with what they are per the table.

This doesn't appear on autocomplete as they are lookup select boxes rather than reference.

Does anyone have any ideas as to how I can do this?

[John Gilmore]

@Cat It seems like you are in a situation where you will have to use Catalog Client Scripts. You will need a separate on change script for each on the fields that are used to determine Role Name, Database, and Dataserver Name. So if you need the input from Client Company, Business Area, and Role Profile to determine those fields then you will need to add an on change cleint script to each one.

The first part of each script would be to make sure the all 3 have been selected or you would exit out of the script without it doing anything or if it is possible for someone to deselect one you probably want it to clear the values of Role Name, Database, and Dataserver Name.

If all necessary values are avaible then the script would lookup the necessary values from the table and set the values of Role Name, Database, and Dataserver Name. Its important to apply the script to each field because you don't know the order the user may complete them in and you want it to update if one of them is changed once Role Name, Database, and Dataserver Name are populated.

[James Chun]

Hi @Cat,

If the 3 additional fields (Role Name, Database, Dataserver Name) are populated by referencing only one of the 3 lookup select boxes, you can use the 'Auto-populate' functionality within the variable.

e.g. 

For example, if the 'Role Name' field is populated from a field (let's say profile name) from the role profile select box, the configuration would be something like the following:

Dependent question = Please select role profile

Reference = auto-populated

Dot walk path = Profile name

However, if you are using some combination of 2 or more select boxes to populated the 3 fields, you would have to use Catalog Client Scripts like John's comment.

Cheers

[Cat · Accepted solution]

Thank you all for your help!

I ended up changing the role lookup select box to a reference field and then was able to use the auto populate function on the additional fields.