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2019-02-06 11:19 AM
I'm looking to move information from application A to application B via a custom object. Here's the workflow I'm wanting to create:
Application A record is created through datafeed
User verifies Application A record
User clicks custom object
Custom object creates Application B record with various fields autopopulated (stuck here)
User sent to the new Application B record
With Application B being a leveled app, I believe the deeplink for the new record is as follows:
../Home.aspx?newrecord/moduleID/levelID
I'm having issues with the session refreshing while trying to link to the new page. I am also unsure how to carry over field values to populate them in the new record.
Any help is appreciated.
2019-02-06 01:33 PM
I think there is no easy way out to sort this problem out. You would have to use REST or WEB API to do so upon button click.
As a reference, I recommend to start from here:
and here, thanks to Jeff Letterman:
2019-02-06 02:44 PM
I've been working on this more throughout the day and got part of it fixed. I'm able to redirect to a new record and have static text populated in a field. What I'm needing now is to be able to store a value from the previous record to be able to load with the next record. Similar to the question linked below I think, but for a text field and not for a values list.
2019-02-06 02:50 PM
Yeah, and I believe this is the part when you need API to get previous record by ID or App ID, and get values for new record.
Could be wrong ofc, and there is a way to pass all parameters to new record over URL or over HTML session container, but container need to be worked out in new record window.
2019-02-06 04:58 PM
I may not be wording my question properly. Is there a way to reference the value within a text field in javascript?
2019-02-06 05:01 PM
From another record?
If this record is shown as GRID somewhere, yes, you can. Otherwise, as it is client side code only, the only way is to make ajax request, but this is again leading to API.
2019-02-06 05:06 PM
From the same, current record.
2019-02-06 05:34 PM
If I understood your question correctly:
1. You have Text Field called Name.
2. You have Text Field called Surname.
3. You have Text Field called Fullname, which should be = Name + Surname.
Do I get this right?
2019-02-08 09:08 AM
Yes, that is a good working example. How would I accomplish that in a custom object? I believe if I can figure that out, I can solve the rest.
2019-02-08 11:01 AM
Basically, this will give you most answers.
How to set text field from custom object without calling api.
You use David Petty code to set data to Text field.
And you use $CM.getFieldValue(ID) to retrieve data from the field by ID.
Custom object for setting value list of type people and group
Mind, these are working in Edit mode only, which should be sufficient for the most cases. Otherwise, you can use pure JQuery to relate to elements.