On Edit Form Load

Discussions about Cross-site Lookup
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Office365Guy
Posts: 21
Joined: Sun Feb 24, 2019

13 Aug 2019

We have added columns to a 'ProjectNumber' CSL. We then use the extra columns when a different field changes. This works fine if we select a 'ProjectNumber' then change the second field. It fails when we have saved the form, opened in edit, then change the second field before we change the 'ProjectNumber' CSL. If we then change the 'ProjectNumber' CSL and then the second field it works again. It's like the extra columns are not available when the form opens.

Please help.

User avatar
mnikitina
Posts: 264
Joined: Wed Jun 05, 2019

14 Aug 2019

Hello Office365Guy,

Could you please provide the code and settings you are using in the form to troubleshoot the issue.

Some screenshots would be helpful also.

Thank you!

Office365Guy
Posts: 21
Joined: Sun Feb 24, 2019

19 Aug 2019

If we select a value with the ProjectNum CSL before change the ReportTo CSL, these work, if we just open the edit form and change the ReportTo CSL, these fail?

fd.field('SiteName').value(fd.field('ProjectNum').control('data').PLProjSiteName.Title);
fd.field('SiteAdd1').value(fd.field('ProjectNum').control('data')['PLSiteAdd1']);
fd.field('SiteAdd2').value(fd.field('ProjectNum').control('data')['PLSiteAdd2']);
fd.field('SiteCity').value(fd.field('ProjectNum').control('data')['PLSiteCity']);
fd.field('SiteState').value(fd.field('ProjectNum').control('data')['PLSiteState']);
fd.field('SiteZip').value(fd.field('ProjectNum').control('data')['PLSiteZip']);

fd.field('ReportTo').change(function(){
siteUpdate();
});

function siteUpdate() {
if (fd.field('ReportTo').value() == JobRT) {
fd.field('SiteName').readonly(false);
fd.field('SiteAdd1').readonly(false);
fd.field('SiteAdd2').readonly(false);
fd.field('SiteCity').readonly(false);
fd.field('SiteState').readonly(false);
fd.field('SiteZip').readonly(false);
fd.field('SiteName').value(fd.field('ProjectNum').control('data').PLProjSiteName.Title);
fd.field('SiteAdd1').value(fd.field('ProjectNum').control('data')['PLSiteAdd1']);
fd.field('SiteAdd2').value(fd.field('ProjectNum').control('data')['PLSiteAdd2']);
fd.field('SiteCity').value(fd.field('ProjectNum').control('data')['PLSiteCity']);
fd.field('SiteState').value(fd.field('ProjectNum').control('data')['PLSiteState']);
fd.field('SiteZip').value(fd.field('ProjectNum').control('data')['PLSiteZip']);
fd.field('SiteName').readonly(true);
fd.field('SiteAdd1').readonly(true);
fd.field('SiteAdd2').readonly(true);
fd.field('SiteCity').readonly(true);
fd.field('SiteState').readonly(true);
fd.field('SiteZip').readonly(true);
}
if (fd.field('ReportTo').value() == ShopRT) {
fd.field('SiteName').readonly(false);
fd.field('SiteAdd1').readonly(false);
fd.field('SiteAdd2').readonly(false);
fd.field('SiteCity').readonly(false);
fd.field('SiteState').readonly(false);
fd.field('SiteZip').readonly(false);
fd.field('SiteName').value("H&R Mechanical Contractors, Inc.");
fd.field('SiteAdd1').value("106 Demand Court");
fd.field('SiteAdd2').value("");
fd.field('SiteCity').value("Georgetown");
fd.field('SiteState').value("KY");
fd.field('SiteZip').value("40324");
fd.field('SiteName').readonly(true);
fd.field('SiteAdd1').readonly(true);
fd.field('SiteAdd2').readonly(true);
fd.field('SiteCity').readonly(true);
fd.field('SiteState').readonly(true);
fd.field('SiteZip').readonly(true);
}
if (fd.field('ReportTo').value() == OtherRT) {
fd.field('SiteName').readonly(false);
fd.field('SiteAdd1').readonly(false);
fd.field('SiteAdd2').readonly(false);
fd.field('SiteCity').readonly(false);
fd.field('SiteState').readonly(false);
fd.field('SiteZip').readonly(false);
}
}

User avatar
mnikitina
Posts: 264
Joined: Wed Jun 05, 2019

21 Aug 2019

Office365Guy,

Thank you for the code.

Could you please clarify a few points for me:
- Are ProjectNum and ReportTo lookup fields?
- Are they connected cascading?
- How does it fail? Are field values not changes on ReportTo field change?

Could you please attach some screenshots for clarity.

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