Need to set u_unit_price based on u_requirement_type

[bharathrdyd]

Hi everyone,

I need help populating the unit price field based on the requirement type.

Here’s what I’m working with:

• I have a field called u_requirement_type (which contains equipment like eg.. Dell Latitude, iPhone 14,...)that takes references another table which is " Equipment Catalog" .

• I want u_cost_per_item to automatically populate based on the selected u_requirement_type, pulling the corresponding price from that same referenced table which is " Equipment Catalog".

What I’ve tried so far:

• I attempted to set u_cost_per_item as a reference to the same table that u_requirement_type points to.

• I also looked into changing the display option from false to true, but I understand that the display option on the " Equipment Catalog" table can only be applied to one column which I’ve already used for u_requirement_type.

Could someone guide me on how to correctly set this up so that the unit price auto-fills based on the selected requirement type?

Thanks in advance for your help!

[Anupam1]

Hi @bharathrdyd ,

To auto-populate the u_cost_per_item field based on the selected u_requirement_type, you don't need to make u_cost_per_item a reference field. Instead, you can use a client-side script (like a UI Policy or Client Script) to fetch the price from the referenced Equipment Catalog record and set it dynamically.

Solution:-

1. Field Configuration

• u_requirement_type: Reference field to Equipment Catalog table.
• u_cost_per_item: Decimal or Currency field (not a reference).

1. Client Script (Type: onChange)

Create an onChange Client Script on the u_requirement_type field:

(function executeRule(current, gForm, gUser, gSNC) {

    // Get the selected Equipment Catalog record

    var equipment = gForm.getReference('u_requirement_type', function(ref) {

        if (ref && ref.u_price) {

            gForm.setValue('u_cost_per_item', ref.u_price);

        } else {

            gForm.setValue('u_cost_per_item', '');

        }

    });

})(current, gForm, gUser, gSNC);

Note:- This script uses getReference() to fetch the full record from the Equipment Catalog and sets the u_cost_per_item field using the u_price field from that record.

Alternative: Business Rule (Server-side)

If you prefer server-side logic (e.g., for catalog items or workflows), you can use a Business Rule (on insert/update):

(function executeRule(current, previous /*null when async*/) {

    if (current.u_requirement_type) {

        var equipment = new GlideRecord('equipment_catalog'); // Replace with actual table name

        if (equipment.get(current.u_requirement_type)) {

            current.u_cost_per_item = equipment.u_price;

        }

    }

})(current, previous);

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

Best,

Anupam.