UI Action that updates record

[Daniel142]

Hi everyone!

I need some help, I'm developing a UI Action that should insert a new record into the cost_plan_breakdown table.

For a Cost Plan, when I'm in one of those records,

I should be able to be inside the record, clic the UI Action and then create a new Cost Plan Break Down. Here is my code. Those are the list results. What i want is to insert the indicated record, the record that matches with the next one in the cost plan.

[Bert_c1 · Accepted solution]

Hi Daniel142,

I took a stab at creating a UI action based on your description. This is what I have:

The script follows:

(function(current, previous, gs, action) {

//	gs.addInfoMessage('Cost Plan = ' + current.name);

	// Get desired fiscal period
	var cpbFP = '';
	var curDateTime = new GlideDateTime();
	var fp = new GlideRecord('fiscal_period');
	fp.addQuery('fiscal_type', '=', 'month');
	fp.addQuery('fiscal_start_date_time', '>', curDateTime);
	fp.orderByDesc('name');
	fp.query();
	var fpSysid = '';
	// loop through results and capture the last value
	while (fp.next()) {
		fpSysid = fp.sys_id;
	}
//	gs.addInfoMessage("fiscal_period sys_id =  " + fpSysid + ".");

	// Now create the new record
	var cpb = new GlideRecord('cost_plan_breakdown');
	cpb.initialize();
	cpb.cost_plan = current.sys_id;
	cpb.fiscal_period = fpSysid;  // from logic from posted script
	// add additional field values as desired
	var sysId = cpb.insert();
	if (sysId)
		gs.addInfoMessage("Created new cost plan breakdown");
	else
		gs.addInfoMessage("Failed creating new cost plan breakdown.");

//	action.setReturnURL(current);
//	action.setRedirectURL(cpb.getGlideRecord());
})(current, previous, gs, action);

I took from another OOB UI Action as an example, and script logic from your image (modified as I couldn't copy that).  This seems to work, but can use improvement.

BTW, there is a New button on the cost_plan_breakdown related list on the cost_plan form.