Pop up Box that contains form to enter record on a table

[Sam Ogden]

Hi All,

I am working on amending the release module to fit our needs so that we can move our release processes into Servicenow.

On the release form there will be a CI field (reference to the cmdb_ci table), however sometimes when the release is being raised the CI may not have been created.   What we can is through the click of a UI Action that a pop up box will load with the Business Services CI type form for the user to submit a new CI which they will then be able to select from the CI field.

Is this possible using GlideDialogWindow bringing up a set view of the form? or does a UI page need to be created?

Does anyone have any example code on how to achieve this?

Below is the form that we would need to be displayed in the pop up:

Obviously we won't need all the fields displayed on the pop-up but could create a new view to only display the ones we want.

If we know what some of the information will always be is there a way to not show these fields on the pop up, but sill have them populated with pre-defined information when the record is submitted?

Any help is greatly appreciated.

Thanks

Sam

[oharel · Accepted solution]

Hi Sam,

Have a look here: https://www.servicenowguru.com/system-ui/glidedialogwindow-advanced-popups-ui-pages/

And also here: https://www.servicenowguru.com/system-ui/ui-macros/adding-referenced-records-leaving-form/

I used the second link from mark.stanger to create a work plan for my change request form.

See below, relies heavily on his work

It should definitley get you started.

<?xml version="1.0" encoding="utf-8" ?>

<j:jelly trim="false" xmlns:j="jelly:core" xmlns:g="glide" xmlns:j2="null" xmlns:g2="null">

    <g:evaluate var="jvar_guid" expression="gs.generateGUID(this);" />

    <j:set var="jvar_n" value="add_edit_work_plan_${jvar_guid}:${ref}"/>

    <a id="${jvar_n}" onclick="addEditWorkPlanPop('${ref}')">

          <img border="0" src="images/icons/user_profile.gifx" title="${gs.getMessage('Add/Edit Work Plan')}" alt="${gs.getMessage('Add/Edit Work Plan')}"/>

    </a>

    <script>

          //OnClick function for UI macro

          function addEditWorkPlanPop(reference){

                var s = reference.split('.');

                var referenceField = s[1];

                var v = g_form.getValue(referenceField);

                var cr = g_form.getUniqueValue();

                //If work plan field is empty then pop open an 'Add Work Plan' dialog

                if(v == ''){

                      var dialog = new GlideDialogForm('Add Work Plan', 'u_change_work_plan', setWPField);

                      dialog.setSysID('-1'); //Pass in -1 to create a new record

                      dialog.addParm('sysparm_query','u_change_request='+cr); //Set change request sys id in work plan

                    }

                //Else pop open an 'Edit Work Plan' dialog for the populated user record

                else{

                      var dialog = new GlideDialogForm('Edit Work Plan', 'u_change_work_plan', setWPField);

                      dialog.setSysID(v); //Pass in reference sys_id to edit record

                }

                dialog.addParm('sysparm_view', 'default'); //Specify a form view

dialog.addParm('sysparm_form_only', 'false'); //Remove related lists

                dialog.render(); //Open the dialog

dialog.save();

                //Callback function executed from dialog submit

                function setWPField(action, sys_id, table, displayValue){

                      //Set the work plan field with the popup work plan

                      g_form.setValue(referenceField, sys_id);

                }

          }

    </script>

</j:jelly>

Harel

[Sam Ogden]

Hi Harel,

Thanks for the above information.   I've managed to created a glide dialogue window from a UI action that seems to have done the trick:

function showMyForm(){
      //Get the table name and sys_id of the record
      var tableName = 'cmdb_ci_service';
      var sysID = -1;

      //Create and open the dialog form
      var dialog = new GlideDialogForm('Create CI', tableName); //Provide dialog title and table name
      dialog.setSysID(sysID); //Pass in sys_id to edit existing record, -1 to create new record
      dialog.addParm('sysparm_view', 'release'); //Specify a form view
      dialog.addParm('sysparm_form_only', 'true'); //Add or remove related lists
      dialog.render(); //Open the dialog
}

[oharel]

Good.

Please mark an answer as correct so it is removed from the unanswered questions list.

harel