Auto Populate Field in Lookup New Entry

[RCSI_SIA_BAH]

Hello,

I have a form which contains a lookup field to another table, and the users have the ability to enter a new record onto that lookup field. In the add form for the lookup field, I want to auto populate a field using the signed in user's details.

I know how to make use of liquid and jQuery to auto populate fields, but my issue here is that the schema name of the field that I want to auto populate in the add new entry of the lookup form is the same name as another field in the original form. They are both named "new_name" and I cannot change the schema name of a field, so when I perform the jQuery the field in the original form gets auto populated instead of the field in the lookup new entry form.

Is it even possible to auto populate a field in the add new entry of a lookup field or should I explore other options?

Thank you.

[saudali_25]

Hi @RCSI_SIA_BAH ,

Yes, it is possible to populate a field in add new entry of a lookip field using jQuery/JavaScript. Can you please confirm if you're adding your script to add new entry form not on your main form?

If you have to populate fields on add new entry form script will go there. Please check and share. If possible you can also post some reference screenshots.

Thanks,

Saud

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

[RCSI_SIA_BAH]

HI @saudali_25,

I'm using the script within the web template of the main form's page. I am not sure how I can include the script in the add new entry form as it is an iframe of a form.

I tried using other selectors in jQuery for the field in the add new entry form but got no results so I'm wondering if there's a place where I can find and enter in the script for the iframe of the add new entry form.

Thanks,

[RCSI_SIA_BAH · Accepted solution]

Hi @saudali_25,

After much testing and researching, I have figured it out. I just did a trial and error run of find elements on the page with jQuery until I could find the best combination to track down the field in the iframe and add a value to it.

So the format I have used is:

$(document).ready(function(){

//This find can be trimmed down to a few but this was used during the testing

    var lookupModal = $("#lookupfield_lookupmodal").find(".entity-lookup").find(".modal-lookup-create-form").find(".modal-dialog").find(".modal-content").find(".modal-body").find("iframe").eq(0);

//on load function of the iframe to update the field after the iframe has loaded

    lookupModal.load(function(){

        var newEntryField=  $(this).contents().find("#content-container").find("#field_id").eq(0);

    newEntryField.val(random value);

    });

});

Thank you

[Fubar]

I wound not recommend running script from the underlying page, to update a modal basic form.

The Basic Form itself has an area to add Custom JavaScript (you will find it if you use the Portal Management App) - if you use this you will not have conflicts with field names etc. 

https://learn.microsoft.com/en-us/power-pages/configure/basic-forms#additional-settings

If all you were wanting was to populate from a field on the Contact record you could do it either via other settings on the Form definition or by using a Metadata record for the Form (can pre-populate or populate on save)

https://learn.microsoft.com/en-us/power-pages/configure/configure-basic-form-metadata

https://learn.microsoft.com/en-us/power-pages/configure/configure-basic-form-metadata#prepopulate-fi...

From the Basic form, you can also call the JavaScript that is sitting in a Template but need to reference it via parent/window objects.

[RCSI_SIA_BAH]

Hi @Fubar ,

That makes sense and sounds more reliable, however, does the custom JavaScript recognize Liquid variables that we may have created in the parent page?

Also, is pre-populating fields from the Metadata section an alternative way to doing it by jQuery if we are just fetching data from a table?

Thank you.

[Fubar]

Metadata would only work where you need to populate data off the current logged in user, a static value or the system time.

Liquid is not directly available in the modal forms JavaScript.  But in the main Web Page Content or the Web Template you  should be able to define a variable and then access that variable from the Basic form javascript 

// If you were pulling field values to the modal form it would be something like

window.parent.document.getElementById("new_name").value;

or 

$('#new_name', window.parent.document).val();

For a variable using Liquid you would populate a JavaScript variable from Liquid in the Web Page Contenct or Web Template, and then in the Modal Forms JavaScript reference that variable

// this is off the top of my head - I am not sure if it would be sitting on window.yourvarianble or
// window.parent.yourvariable but something like

//in Web Page or Web template
<script>
 var yourvariable = "{{ user.fullname }}";
</script>

//In the javascript on the basic form
alert(window.parent.yourvariable);