Auto populate field with past info.

[asd22]

Hello,

I have a contract form where users enter their information. Currently, the form automatically populates details such as the address, but the bank account number still has to be entered manually. Is there a way to have the bank account number auto-populate if the user has already provided it once? Note that the bank account number is not stored in the sys_user table but in a separate CONTRACT table.

[ChallaR]

@asd22 Hi ,

Use a Script to Fetch Previous Bank Account Info

Option 1: Client Script (onLoad or onChange)

You can write a Client Script that runs when the form loads or when the user is selected, and fetches the bank account number from the most recent contract record.

Exmpl-

(function executeRule(current, gForm, gUser, gSNC) {
var userId = gForm.getValue('user'); // Assuming 'user' is the reference field

if (userId) {
var ga = new GlideAjax('GetBankAccount');
ga.addParam('sysparm_name', 'getBankAccount');
ga.addParam('sysparm_user_id', userId);
ga.getXMLAnswer(function(response) {
if (response) {
gForm.setValue('bank_account_number', response);
}
});
}
})(current, gForm, gUser, gSNC);

Else there is on more way -

Option 2: GlideAjax Script Include

Create a Script Include to query the CONTRACT table and return the bank account number.

 Script Include (Client Callable) 

var GetBankAccount = Class.create();
GetBankAccount.prototype = Object.extendsObject(AbstractAjaxProcessor, {
getBankAccount: function() {
var userId = this.getParameter('sysparm_user_id');
var contractGR = new GlideRecord('contract');
contractGR.addQuery('user', userId);
contractGR.orderByDesc('sys_created_on'); // Get latest contract
contractGR.query();
if (contractGR.next()) {
return contractGR.getValue('bank_account_number');
}
return '';
}
});

NOTE -Make sure the Script Include is Client Callable.

• You can add a condition to only populate the field if it’s empty.
• Consider adding a confirmation message or tooltip to let users know the value was auto-filled.
• If multiple contracts exist, you can choose to pull from the latest or most relevant one.

[asd22]

the bankaccount number is not in any sys_user table. its in a completley different table u_contract. And is shown on the contract form once sent in. The other autopopulated info is taken from the sys_user table

[ChallaR]

@asd22 ,

var GetBankAccount = Class.create();
GetBankAccount.prototype = Object.extendsObject(AbstractAjaxProcessor, {
getBankAccount: function() {
var userId = this.getParameter('sysparm_user_id');
if (!userId) return '';

var contractGR = new GlideRecord('u_contract');
contractGR.addQuery('u_user', userId); // Replace 'u_user' with your actual reference field
contractGR.addNotNullQuery('u_bank_account_number');
contractGR.orderByDesc('sys_created_on'); // Get the latest contract
contractGR.query();

if (contractGR.next()) {
return contractGR.getValue('u_bank_account_number');
}
return '';
}
});

(function executeRule(current, gForm, gUser, gSNC) {
var userId = gForm.getValue('u_user'); // Replace with your actual user reference field

// Only fetch if bank account is empty
if (userId && !gForm.getValue('u_bank_account_number')) {
var ga = new GlideAjax('GetBankAccount');
ga.addParam('sysparm_name', 'getBankAccount');
ga.addParam('sysparm_user_id', userId);
ga.getXMLAnswer(function(response) {
if (response) {
gForm.setValue('u_bank_account_number', response);
}
});
}
})(current, gForm, gUser, gSNC);

[ChallaR]

@asd22 HI ,

If there is no link how the data is populating ? there have be a link / connection else its not possible to fetch the data.

Thanks,

Rithika.ch