Set Reference field 'default value' based on existing Reference field.

[Wesley Breshear]

Hello,

On the Business Service form, we have added the 2 Portfolio reference fields that reference the 'Product Portfolio' table. One called 'Product Portfolio' (u_prdct_portfolio) and one 'Software Development Organization' (u_sd_portfolio).  I am trying to pull the "Manager" field/value from each portfolio record to a reference field called 'PP Manager' and 'SD Manager' on the same Business Service form.   I was able to dot.walk the field from the Portfolio Table but then I can only have one manager field on the form.

I have seen some articles and even thought @Chuck Tomasi had created a YouTube pulling values from an existing reference field because reference fields bring all the data values related to it to the form but I can't track it down.  I know it can be done with GlideAjax but trying to keep to a simpler solution. I have tried the following to the Dictionary Entry's 'Default Value' field but no success.

javascript:u_prdct_portfolio.portfolio_manager;

javascript:u_prdct_portfolio.portfolio_manager.toString();

javascript:u_prdct_portfolio.portfolio_manager.getDisplayValue();

javascript:new u_prdct_portfolio.portfolio_manager;

javascript:new u_prdct_portfolio.portfolio_manager.toString();

javascript:new u_prdct_portfolio.portfolio_manager.getDisplayValue();

So now I am trying this article's onChange Client Script but I am still missing something. https://community.servicenow.com/community?id=community_question&sys_id=05638725dbd8dbc01dcaf3231f96...

function onChange(control, oldValue, newValue, isLoading, isTemplate) {
	var ppm = g_form.getReference('u_prdct_portfolio', manager);
}

function manager(pm) {
	g_form.setValue('u_prdct_portfolio.manager', ppm.portfolio_manager);
}

Thank you for your help,

-Wesley

[asifnoor]

Hi,

If you want to have more than 1 manager shown, then you need to create those fields as reference and then under Reference specification, select advanced qualifier and call a script include which returns the comma separated sys_ids of all portfolio managers.

Mark the comment as a correct answer if this answers your question.

[Wesley Breshear]

Hello Asifnoor,

Nope, not more than 1 manager.  One manager for 'Product Portfolio' and one manager for 'Software Development Organization' would auto-populate them manager for that selected porfolio.  Both managers would be pulled from the same Product Portfolio Out-of-the-box table.  So user would select Product Portfolio and the manager would auto-populate and then when the user selects the Software Development Organization the manager for that portfolio would auto-populate to its respective manager field.

Hope that makes sense.

-Wesley

[asifnoor · Accepted solution]

Okay.

So in your onchange client script function, there is an error in the parameters passing. Try this code

function onChange(control, oldValue, newValue, isLoading, isTemplate) {
  var ppm = g_form.getReference('u_prdct_portfolio', manager);
  function manager(ppm) {
    g_form.setValue('u_prdct_portfolio.manager', ppm.portfolio_manager); //cross verify the field name once if this is correct?
  }
}

Similarly, write onchange for the other field as well.

Mark the comment as a correct answer and also helpful once worked.

[Wesley Breshear]

Hi Asifnor,

I found out the issue.  My client script was on [cmdb_ci_service_discovered] table vs. [cmdb_ci_service] and I was working with a Business Service record that hadn't been discovered yet.  Once I created the client script on the [cmdb_ci_service] table everything worked great. Small ServiceNow glitch (migration issue) you have to pay attention if the Business Service has been mapped/discovered yet.  If so, you get redirected to a different table.

Thanks your help.

-Wesley