You’re seeing a classic Workspace vs Platform timing issue with choice lists.
In Platform UI, your onLoad runs after the choice list is ready, so addOption('stage', …) sticks.
In Workspace, the form finishes loading asynchronously and the dictionary choices are re-applied after your onLoad, overwriting what you added—so “Plan” doesn’t appear on first render. When the stage status changes later, your code runs again and then it works in both UIs.
Here’s how to make it reliable in Workspace (and Platform), plus a few cleanups.
What to change (summary)
Make the script Workspace-safe: wait until the choice list is populated before calling clearOptions/addOption.
Ensure your script’s UI type = All and Client Script type = Form onLoad.
For new cases, set the default value for stage to "Plan" either in Dictionary or via g_form.isNewRecord() guard.
Use choice values (not just labels) and pass the optional index to addOption to control order.
Workspace-safe onLoad (drop-in)
JS:
function onLoad() {
// For NEW records, ensure Stage shows "Plan" up-front
if (g_form.isNewRecord() && !g_form.getValue('stage')) {
g_form.setValue('stage', 'Plan'); // make sure "Plan" is an actual choice value
}
ensureChoicesReady('stage').then(function () {
filterStages();
});
// Also re-apply when stage_status changes while the form is open
g_form.onChange('stage_status', function() {
ensureChoicesReady('stage').then(filterStages);
});
function ensureChoicesReady(fieldName) {
// Workspace loads choices asynchronously: wait until the select has options
return new Promise(function(resolve) {
var tries = 0, maxTries = 40; // ~2s
var timer = setInterval(function () {
var ctrl = g_form.getControl(fieldName);
var ready = ctrl && ctrl.options && ctrl.options.length > 0;
if (ready || ++tries >= maxTries) {
clearInterval(timer);
resolve();
}
}, 50);
});
}
function filterStages() {
var stageField = 'stage';
var status = g_form.getValue('stage_status'); // e.g., 'Completed' or other values
var currentStage = g_form.getValue('stage'); // IMPORTANT: this is the **value**, not the label
// Use values that match your dictionary "Value" for the choice, not just the label
var stages = ['Plan', 'Build', 'Release', 'Proposals', 'Approval', 'Award'];
var currentIndex = stages.indexOf(currentStage);
if (currentIndex === -1) {
// If currentStage isn't in the list (e.g., new record), start from 'Plan'
currentStage = 'Plan';
currentIndex = stages.indexOf('Plan');
if (currentIndex === -1) return; // safety
g_form.setValue(stageField, 'Plan');
}
g_form.clearOptions(stageField);
// Helper to add a stage at a specific position (keeps order stable)
function addStageAt(idx) {
g_form.addOption(stageField, stages[idx], stages[idx], idx);
}
if (status != 'Completed') {
// Only allow up to the current stage
for (var i = 0; i <= currentIndex; i++) addStageAt(i);
// If you want to mirror in a second field, keep it—but ensure it exists
// g_form.setValue('u_rfx_stage', currentStage);
} else {
// Allow up to current + next stage
for (var j = 0; j <= currentIndex; j++) addStageAt(j);
if (currentIndex + 1 < stages.length) addStageAt(currentIndex + 1);
// g_form.setValue('u_rfx_stage', currentStage);
}
// Re-set the value to ensure selection is maintained after rebuilding options
g_form.setValue(stageField, currentStage);
}
}
Why this works
ensureChoicesReady() waits for Workspace to finish hydrating the select input before you manipulate it.
Re-applying the value after clearOptions/addOption prevents an empty display.
Binding onChange('stage_status', …) ensures the same logic runs when status changes (your second case).
Additional recommendations
Dictionary default: If the business rule is “Stage = Plan when a case is created”, set Default value = Plan on the stage dictionary entry. This is server-driven (most reliable across all UIs, imports, and APIs). Keep the client script only for limiting choices shown.
Use choice values: Make sure 'Plan', 'Build', etc. are exactly the value field for the choices (not just labels). If values differ, use those values in the array.
UI Type: Set the client script UI type = All (or specifically include Workspace on newer releases).
Avoid writing to other fields unless needed: You set u_rfx_stage; ensure that field exists and is intended. If it’s only for mirroring, consider removing to reduce noise.
If you want zero client-side timing
You can move the allowed options logic server-side:
Create a GlideAjax (client callable SI) that returns the allowed stages for the current record/state.
In the client script, just call GA to get the list, then build options once.
This avoids depending on Workspace load timing and keeps rules in one place.
