Populate Template values on change record

[Nandini DM]

Hi,

Any chance when changing template can erase the old template value and update the new template values and if template b is not having short description value then change form should erase the old value and keep it blank .

Thanks.

[Rajesh Chopade1]

Hi @Nandini DM 

yes you can, create OnChange client script and applied when template is changed. This script will check if the field values in the new template are blank and clear the existing values if they are.

Table: Incident/task (where you are applying the template)

Field : template (name of the template field)

(function executeRule(current, previous /*null when async*/) {

    // Assuming the template field name is 'template'
    var templateSysID = g_form.getValue('template');

    if (templateSysID) {
        // Load the template record to access its fields
        var templateGR = new GlideRecord('sys_template');
        if (templateGR.get(templateSysID)) {

            // Check if the new template has a blank short description
            if (!templateGR.short_description) {
                // Clear the current short description if the template's short description is blank
                g_form.setValue('short_description', '');
            }

            // Repeat for other fields you want to manage
            
        }
    }

})(current, previous);

i hope my answer helps you to resolve your issue, if yes please mark my answer helpful and correct.

thank you

rajesh

[Nandini DM]

Hi @Rajesh Chopade1 

Thank you for the response , GlideRecord usage is not a good practice to use on client script I believe.
  

[Nandini DM]

and the above code is not working

[Community Alums]

Hi @Nandini DM ,

This can be achieved using a onchange client script and in that you need to use GlideAjax to call a script include.

Below is the sample code to achieve the same-

Client Script-

(function executeRule(current, previous /*null when async*/) {
    var templateSysID = g_form.getValue('template');
    
    // If the template field is not empty, proceed
    if (templateSysID) {
        // Fetch the template fields via the GlideAjax method to execute on the server-side
        var ga = new GlideAjax('GetTemplateFields');
        ga.addParam('sys_id', templateSysID);
        ga.getXMLAnswer(function(response) {
            var result = JSON.parse(response);
            
            // Iterate over the fields and clear them if necessary
            for (var field in result) {
                if (result.hasOwnProperty(field)) {
                    var value = result[field];
                    if (value === '') {
                        g_form.setValue(field, '');
                    }
                }
            }
        });
    }
})(current, previous);

Server side script include- (to fetch the template fields) 

var GetTemplateFields = Class.create();
GetTemplateFields.prototype = {
    initialize: function() {},

    getFields: function(templateSysID) {
        var result = {};
        var templateGR = new GlideRecord('sys_template');
        if (templateGR.get(templateSysID)) {
            // Loop through the template fields and collect them
            var fields = templateGR.field_values.split(',');
            fields.forEach(function(field) {
                result[field] = templateGR.getValue(field) || '';
            });
        }
        return JSON.stringify(result);
    },

    // This is required to expose the method to client-side calls
    getXMLAnswer: function() {
        return this.getFields(this.getParameter('sys_id'));
    }
};

Note- Script include should be client callable- ensure to check the box