Need to auto populate reference field base on sign in user location

Peter Williams · ‎10-18-2023

So i have this requirement that i am not able to figure out

i have this catalog item request for.

What i need is, when a user logs into the form, it will detect their location

and base on their location i need to search for the title Managing Partner and have that user auto fill the reference field

i was thinking of a on change client script but not quiet sure on how to script it out for that

function onChange(control, oldValue, newValue, isLoading) {

if (isLoading || newValue == '') {

return;

}

var userNo = g_form.getReference('avocat_lawyer', myFunc);

function myFunc(userNo){

g_form.setValue('managing_partner', userNo.u_preferred_name);

}

Alka_Chaudhary · ‎10-18-2023

Hello @Peter Williams ,

You can use GlideAjax to get the managing Partner.

Use the below code in on change client script:-

function onChange(control, oldValue, newValue, isLoading) {
    if (isLoading || newValue == '') {
        return;
    }
    var ga = new GlideAjax('getManagingPartner');
    ga.addParam('sysparm_name', 'getMP');
    ga.addParam('sysparm_lawyer', newValue); //newValue will look up field for
    ga.getXML(callback);

    function callback(response) {
        var answer = response.responseXML.documentElement.getAttribute("answer");
        g_form.setValue('managing_partner', answer);

    }

}

Create a script include named 'getManagingPartner' and make it client callable.

Use the below script in the script include:-

var getManagingPartner = Class.create();
getManagingPartner.prototype = Object.extendsObject(AbstractAjaxProcessor, {

    getMP: function() {
	var loc;
        var lawyer = this.getParameter('sysparm_lawyer');
        var gr = new GlideRecord("sys_user"); 
        gr.addQuery("sys_id", lawyer);
        gr.query();
        if (gr.next()) {
             loc = gr.location.toString();
        }
	var mp = new GlideRecord('sys_user');
	mp.addQuery('location',loc);
	mp.addEncodedQuery('titleLIKEManaging Partner');
	mp.query();
	if(mp.next()){
	return mp.sys_id.toString();
	}
    },

    type: 'getManagingPartner'
});

If this response clears up your doubt, kindly flag it as both helpful and correct.

Thanks,

Alka

View solution in original post

Alka_Chaudhary · ‎10-18-2023

@Peter Williams yes

Please mark it helpful also.😊

Danish Bhairag2 · ‎10-18-2023

Hi @Peter Williams ,

U need to go with Client script & Script include for this.

Client Script: OnChange & UI Type all

function onChange(control, oldValue, newValue, isLoading) {
   if (isLoading || newValue == '') {
      return;
   }

   //Type appropriate comment here, and begin script below
   var user = g_form.getValue('lawyer');// Use proper backend name from your form

   var gr = new GlideAjax('fetchPartnerUtils');
   gr.addParam('sysparm_name','fetchPartner');
   gr.addParam('sysparm_user',user);
   gr.getXMLAnswer(updatePartner);

   function updatePartner(answer){
	if (answer){
		g_form.setValue('managing_partner',answer); // Use proper backend name from your form Also assuming Managing partner is reference field
	}else{
		alert('No user found');
	}
   }

}

Script Include:

var fetchPartnerUtils = Class.create();
fetchPartnerUtils.prototype = Object.extendsObject(AbstractAjaxProcessor, {

	fetchPartner: function(){

		var user = this.getParameter('sysparm_user');

		var gr = new GlideRecord('sys_user');
		gr.addQuery('sys_id',user);
		gr.query();
		if(gr.next()){
			var location = gr.location;
		}

		var manager = new GlideRecord('sys_user');
		manager.addQuery('location',location);
		manager.addEncodedQuery('titleLIKEManaging Partner');
		manager.query();
		if(manager.next()){
			var id = manager.sys_id;
		}

		return id;

	},

    type: 'fetchPartnerUtils'
});

Kindly try the above code & let me know.

Thanks,

Danish

Peter Williams · ‎10-18-2023

getting browser script error and not populating