Auto populate the data in one of the fields in a form from the related list of that form.

[ParikshitY]

In my form there is one field in that field data should be auto populate from the field in a related list of that form.so if user add more than one records in the related list. So from one of field in that related list I need to populate all the data showing in one of the columns(field) to the field which is in that form.

[Community Alums]

Hi @ParikshitY ,

1. Determine the Parent and Related Table

   • Identify the parent table (e.g., parent_table) and the related list table (e.g., related_table).
   • Ensure the related list table has a field referencing the parent table (e.g., parent).

2. Write a Business Rule on the Related Table

   • Use a Business Rule to update the field on the parent form whenever a record is added, updated, or deleted in the related list.

Business Rule Configuration

• Table: related_table (the related list table).
• When to Run: After Insert, After Update, and After Delete.
• Advanced: Check "Advanced" to use a script.

Example Script

javascript

CopyEdit

(function executeRule(current, previous /*null when async*/) { // Get the parent record var parentRecord = new GlideRecord('parent_table'); // Replace 'parent_table' with your table name if (parentRecord.get(current.parent)) { // Assuming 'parent' is the reference field to the parent table // Query the related list var relatedList = new GlideRecord('related_table'); // Replace with the related list table name relatedList.addQuery('parent', current.parent); relatedList.query(); // Aggregate data from the related list field (e.g., 'u_related_field') var aggregatedData = []; while (relatedList.next()) { if (!JSUtil.nil(relatedList.u_related_field)) { aggregatedData.push(relatedList.u_related_field.toString()); } } // Update the field on the parent form parentRecord.u_aggregated_data = aggregatedData.join(', '); // Combine with commas or other delimiter parentRecord.update(); // Save the changes } })();

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1. Test the Business Rule
   • Add, update, or delete records in the related list.
   • Confirm that the form field (u_aggregated_data) auto-populates with the data from the related list field (u_related_field).

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Considerations

• Performance: If the related list contains a large number of records, the join operation might impact performance. Optimize the script or use pagination if necessary.
• Access Control: Ensure the script has access to the parent and related tables.
• Field Data Type: Ensure the data type of u_aggregated_data matches the aggregated content (e.g., String for concatenated values).

[Community Alums]

Hi @ParikshitY ,

Steps to Implement

1. Determine the Parent and Related Table

   • Identify the parent table (e.g., parent_table) and the related list table (e.g., related_table).
   • Ensure the related list table has a field referencing the parent table (e.g., parent).

2. Write a Business Rule on the Related Table

   • Use a Business Rule to update the field on the parent form whenever a record is added, updated, or deleted in the related list.

Business Rule Configuration

• Table: related_table (the related list table).
• When to Run: After Insert, After Update, and After Delete.
• Advanced: Check "Advanced" to use a script.

(function executeRule(current, previous /*null when async*/) {
    // Get the parent record
    var parentRecord = new GlideRecord('parent_table'); // Replace 'parent_table' with your table name
    if (parentRecord.get(current.parent)) { // Assuming 'parent' is the reference field to the parent table
        
        // Query the related list
        var relatedList = new GlideRecord('related_table'); // Replace with the related list table name
        relatedList.addQuery('parent', current.parent);
        relatedList.query();

        // Aggregate data from the related list field (e.g., 'u_related_field')
        var aggregatedData = [];
        while (relatedList.next()) {
            if (!JSUtil.nil(relatedList.u_related_field)) {
                aggregatedData.push(relatedList.u_related_field.toString());
            }
        }

        // Update the field on the parent form
        parentRecord.u_aggregated_data = aggregatedData.join(', '); // Combine with commas or other delimiter
        parentRecord.update(); // Save the changes
    }
})();

1. Test the Business Rule
   • Add, update, or delete records in the related list.
   • Confirm that the form field (u_aggregated_data) auto-populates with the data from the related list field (u_related_field).

---

Considerations

• Performance: If the related list contains a large number of records, the join operation might impact performance. Optimize the script or use pagination if necessary.
• Access Control: Ensure the script has access to the parent and related tables.
• Field Data Type: Ensure the data type of u_aggregated_data matches the aggregated content (e.g., String for concatenated values).