Can I use reference fields and dot-walk to pre-populate form data at load?

dmj
Tera Contributor

Hi guys,

I have been testing out a form where I would like to have a quote template generated on load and have various product rates populated from their specific tables using reference fields and dot-walking.   I was under the impression that this was doable, but now I'm thinking that it may not be.   However at a minimum I should be able to get static values in the supporting table to populate in the primary table yet it is not working for me and I'm a bit confused.

I have set up tables corresponding to the function:

  • rate_calculator
  • <product>_rate_card

The appropriate reference fields have been created in rate_calculator (Table A) back to <product>_rate_card   (Table B) and the form layout (Form A) has been modified to provide the dot-walk fields back to the <product>_rate_card table as well.   Default values have been set in the fields in Table B using Form A.  

My assumption is that I should, at a minimum, see the default values saved in <product>_rate_card via the reference fields however these remain unchanged.

Reference Field propagation issue.png

Can anyone give me some pointers as to what I may be doing wrong?

Also is this the best way to be trying to populate multiple fields on a single form with static values from other tables at load?   I could put everything in one big table but that seems messy to me.

Thanks in advance!!

4 REPLIES 4

The SN Nerd
Giga Sage
Giga Sage

I'm not sure what other business rules etc you have going on in the background.



In my demo instance, I added a Currency field called 'Net worth' to the user table, then added Caller.Net worth to the form.


It works as expected, with no code/additional configuration required,



find_real_file.png



find_real_file.png



ServiceNow Nerd
ServiceNow Developer MVP 2020-2022
ServiceNow Community MVP 2019-2022

The problem is you cannot report on the dot walked fields because they are not actually on the table, or at least it's hard to. Depending on your use case, you might have to do some additional things.

nthumma
Giga Guru

You need to select reference field on the form first to pull the currency field values tied to that referenced field. If you don't mind post the complete screen grab of the form A and B.