Why is this so difficult? Creating an alert to show when a caller is a member of a particular group.

[JennyBell]

I have run this scenario in the community, Google and Copilot multiple ways and there are so many different ways this can be done I'm getting confused because each one I try does not work.  Can someone provide a script to do the following:  

When a name is entered into the caller id field on the Incident form, check if the caller id is a member of a group.

Caller_ID:  Jen Nocode

Group: Pilot_Participant

If, yes Jen Nocode is a member of the Pilot Participant group = show an alert telling the call taker the user is a pilot participant

If No, no alert needed

Some solutions provided had me create a Business Rule and a Client Script, some had just a Client Script.

Thanks!

[JessicaLanR]

You can do this cleanly with one onChange Client Script + one Script Include (client-callable). The check must run on the server (groups are in server tables), so the Client Script calls the Script Include via GlideAjax and shows a message only when the user is in the group.

Below is a drop-in solution. Replace the group name or sys_id as needed.

• Name: GroupChecker

• API name: GroupChecker (global scope is fine)

• Check “Client callable”

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

    /**
     * GlideAjax entry point
     * @returns {String} "true" or "false"
     */
    isUserInGroup: function () {
        var userId = this.getParameter('sysparm_user_id');    // sys_id from caller_id
        var groupId = this.getParameter('sysparm_group_id');  // optional: sys_id of the group
        var groupName = this.getParameter('sysparm_group_name'); // optional: name of the group

        if (!userId)
            return "false";

        // Resolve group sys_id (prefer explicit sys_id if provided)
        var targetGroupId = '';
        if (groupId) {
            targetGroupId = groupId;
        } else if (groupName) {
            var g = new GlideRecord('sys_user_group');
            g.addQuery('name', groupName);
            g.setLimit(1);
            g.query();
            if (g.next())
                targetGroupId = g.getUniqueValue();
        }

        if (!targetGroupId)
            return "false";

        // Check membership
        var m = new GlideRecord('sys_user_grmember');
        m.addQuery('user', userId);
        m.addQuery('group', targetGroupId);
        m.setLimit(1);
        m.query();
        return m.hasNext() ? "true" : "false";
    },

    type: 'GroupChecker'
};

[Chavan AP]

You're right - this should be simple! Here's a clean, working solution with just two components:

Solution: Script Include + Client Script

Step 1: Create Script Include

var GroupMembershipChecker = Class.create();
GroupMembershipChecker.prototype = Object.extendsObject(AbstractAjaxProcessor, {

    checkGroupMembership: function() {
        var userSysId = this.getParameter('sysparm_user_id');
        var groupName = this.getParameter('sysparm_group_name');
        
        if (!userSysId || !groupName) {
            return 'false';
        }
        
        // Check if user is member of the specified group
        var memberGR = new GlideRecord('sys_user_grmember');
        memberGR.addQuery('user', userSysId);
        memberGR.addQuery('group.name', groupName);
        memberGR.query();
        
        if (memberGR.hasNext()) {
            return 'true';
        } else {
            return 'false';
        }
    },

    type: 'GroupMembershipChecker'
});

Step 2: Create Client Script

function onChange(control, oldValue, newValue, isLoading, isTemplate) {
    if (isLoading || newValue == '') {
        return;
    }
    
    // Call server-side script to check group membership
    var ga = new GlideAjax('GroupMembershipChecker');
    ga.addParam('sysparm_name', 'checkGroupMembership');
    ga.addParam('sysparm_user_id', newValue);
    ga.addParam('sysparm_group_name', 'Pilot_Participant');
    
    ga.getXMLAnswer(function(answer) {
        if (answer == 'true') {
            // User is a pilot participant - show alert
            alert('PILOT PARTICIPANT: This caller is part of the Pilot Participant program!');
            
            // Optional: Add visual indicator
            g_form.addInfoMessage('This caller is a Pilot Participant');
        }
        // If answer is 'false', do nothing (no alert needed)
    });
}