How to populate the Caller active status based on the Caller ID field in the Incident form

[Happy S]

Hi,

As per subject I am trying to populate the Caller active status based on the Caller ID field in the Incident form.

I have created a field Caller Status on the Incident form and need the logic to have it auto populate its state based on the Caller ID field.

Please help.

[Ankur Bawiskar]

@Happy S 

why to create a new field on incident form?

you can dot walk and bring the active field from caller

OR

if you still require then onChange client script on caller_id will help, what did you try so far and what didn't work?

It's an easy requirement.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Happy S]

I wanted to have a UI policy based on the caller active status to show/hide certain choices on the incident form.

Tested using UI policy to dot walk to the sys user table but since Caller active status field is not present on the Incident form thus it is not working.

Have tried with Client Script but not working so need the help to get it done.

Thank you

[Ankur Bawiskar]

@Happy S 

when should the check happen? Ideally on change of caller field right?

If yes then onChange of caller field you can know the active field is true/false

why to dot walk in UI policy condition?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Amit Verma · Accepted solution]

Hi @Happy S 

You can use an On-Change Client Script. Refer below screenshots and the code:

function onChange(control, oldValue, newValue, isLoading, isTemplate) {
    if (isLoading || newValue === '') {
        return;
    }
    //Type appropriate comment here, and begin script below
    var userRef = g_form.getReference('caller_id', userLookup);
    function userLookup(userRef) {
        alert(userRef.active.toString());
//You can remove this alert and make use of g_form API to set value of your custom field
g_form.setValue('your_field_name',userRef.active.toString());
    }
}

Output:

Thanks and Regards

Amit Verma