Portfolio does not populate onto the Idea form - Record Producer

Vaishnavi35
Tera Guru

Hi,

I have created a Record Producer with "select box" variable. I have added choices manually.

Vaishnavi35_0-1717584359953.png

 

On the "Idea" form we have "Portfolio" field. Its a reference field.

Vaishnavi35_1-1717584422487.png

 

 

Whatever value I am giving on the Record producer I want it to go on the Idea form.

current.portfolio = producer.portfolio; - this script does not work on the RP record
 
"Map field" is also not working.
 

 

 

 

Thanks,

Vaishnavi

 

1 ACCEPTED SOLUTION

AshishKM
Kilo Patron
Kilo Patron

Hi @Vaishnavi35 , 

As per all details given here, it looks that the local select box value ( from question_choice ) table are mapped with portfolio field on Idea table which is giving this overall issue becuase selec box value's has different sys_id than Profile [ pm_profile ] tabe.

 

Workarround :

You can write gliderecord query over pm_profile table and get the profile record sys_id based on selected profile on record producer using the below code.

 

current.portfolio = getPortfolio(producer.u_portfolio);

// Funtion to  return selected portfolio record's sys_id
function getPortfolio(protf){
 var grPorfolio = new GlideRecord("pm_portfolio");
     grPorfolio.addQuery("name", portf );
     grPorfolio.query();
     if(grPorfolio.next()){
       return grPorfolio.sys_id;
     } // if closed
} // function closed

 

AshishKM_0-1717607633264.png

 

-Thanks,
AshishKM

 


Please mark this response as correct and helpful if it helps you can mark more that one reply as accepted solution

View solution in original post

6 REPLIES 6

Rakesh41
Tera Contributor

@Vaishnavi35 ,

Please try to pass the sys_id of the portfolio's from your record producer.

AshishKM
Kilo Patron
Kilo Patron

Hi @Vaishnavi35 , 

As per all details given here, it looks that the local select box value ( from question_choice ) table are mapped with portfolio field on Idea table which is giving this overall issue becuase selec box value's has different sys_id than Profile [ pm_profile ] tabe.

 

Workarround :

You can write gliderecord query over pm_profile table and get the profile record sys_id based on selected profile on record producer using the below code.

 

current.portfolio = getPortfolio(producer.u_portfolio);

// Funtion to  return selected portfolio record's sys_id
function getPortfolio(protf){
 var grPorfolio = new GlideRecord("pm_portfolio");
     grPorfolio.addQuery("name", portf );
     grPorfolio.query();
     if(grPorfolio.next()){
       return grPorfolio.sys_id;
     } // if closed
} // function closed

 

AshishKM_0-1717607633264.png

 

-Thanks,
AshishKM

 


Please mark this response as correct and helpful if it helps you can mark more that one reply as accepted solution