vlookup List / Item and Parent List Rules or Custom JS

[Jeremy Smith]

Hello group,
I am wondering how I might be able to trigger a rule or customer JS when using a vlookup list on a parent form. What I would like to do is click a button that pulls up the vlookup list am_SysTrackingReqDetails (using Add New Item Button function of the vlookup form in DFFS). on this form I have a field SystemRequest. What I would like to do is after updating the am_SysTrackingReqDetails form and click save, that upon clicking save and closing down the window, it captures the value of the SystemRequest field and allows me to post it into a field on the Parent form called StatusUpdates

Not sure how to upload images here so I will try and paint a picture:

Parent Form (has many fields – will only depict the fields I am concerned about):
SPFieldNote – StatusUpdates
SPFieldText – vLookupReqNum – this Add New Item button opens another list called am_SysTrackingReqDetails

am_SysTrackingReqDetails Form:
SPFieldText – Title (aka Tracking Number)
Save Button – save the new list item and close the form

1) From the parent form, launch the am_SysTrackingReqDetails form using the Add New Item button.
2) Enter the details into all the fields on the new item (am_SysTrackingReqDetails form)
3) Click Save button (am_SysTrackingReqDetails form)
4) Trigger a rule or custom JS script to copy the value from the Title field on the am_SysTrackingReqDetails form and paste into the StatusUpdates field on the Parent form

thoughts about how to do this? I tried to search the forum, but do not think I am asking the right questions to get the right forum return responses

[Alexander Bautz]

Hi,
You can try the method I describe here: https://spjsblog.com/forums/topic/have-the-child-item-populate-the-parent/#post-28561

Let me know how it works out.

Alexander

[Jeremy Smith]

I tried to adjust the code to work for what I was looking to do and it doesn’t seem to work.

I built a temporary field for testing called YOUR_COUNTER_FIELD on the parent form
I have my vlookup Child Form on the same page

I added to the parent form this modified code:

setInterval(function()
{
        var currCount = getFieldValue("YOUR_COUNTER_FIELD");
        var newValue = tracknum;
        setFieldValue("YOUR_COUNTER_FIELD", newValue);
},1000);

and went into the vlookup child form and added this modified code:

function dffs_PreSaveAction(){
    var tracknum = getFieldValue("Title");
    window.parent.tracknum
    return true;
}

When I launch the child form from the parent, it pulls up in a small dialog window in front of the parent form.
I fill out the form field on the child (internalname = Title) and click save
it then brings me back to the parent form and I click save
it exits to the main list of items and I reopen and the field YOUR_COUNTER_FIELD is still blank

I am not sure what I am doing incorrect, but then again, I am still learning here 🙂

[Jeremy Smith]

Attached a screenshot of the setup

Attachments:

1. DFFS_Screenshot.docx

[Alexander Bautz]

I tidied up the code a bit and corrected a few issues:

// Parent form
var setTracknumInterval = setInterval(function () {
    if(typeof tracknum !== "undefined"){
        setFieldValue("YOUR_COUNTER_FIELD", tracknum);
        clearInterval(setTracknumInterval);
    }
}, 1000);

// Child form
function dffs_PreSaveAction() {
    var tracknum = getFieldValue("Title");
    window.parent.tracknum = tracknum;
    return true;
}

Alexander

[Jeremy Smith]

Thank you for making the tweaks for this. It appears to be working as expected with the little bit of testing I have performed. If anything changes, I will reach back out. Again, thank you 🙂

[Alexander Bautz]

Thanks for the update – I’m glad it worked out.

Alexander

[Jeremy Smith]

After further testing, I am having trouble understanding why it isn’t executing. So once I click the Vlookup table and create an item, it carries back the items in the code and places the data into the parent form field. However, now if I go to edit the new item again, it doesn’t carry over the new changes made in the pop-up child form back to the parent:
Tried the following to test:
Trial 1:
– Create a new parent form
– Click the vlookup to create child pop-up form
– Edit child form and click save
– Pulls in original values from child to parent form field
– Without saving Parent form, click the vlookup child form edit button and launch child form pop-up
– edit and save
– Nothing changes to parent form, not even triggering the parent form js code

Trial 2:
– Create a new parent form
– Click the vlookup to create child pop-up form
– Edit child form and click save
– Pulls in original values from child to parent form field
– Save parent form and exit
– Reopen same parent itme
– Click the vlookup child form edit button and launch child form pop-up
– edit and save
– Nothing changes to parent form, not even triggering the parent form js code

Current code

Parent:

//Add content from child window to parent window field
var setTracknumInterval = setInterval(function () {
    if(typeof tracknum !== "undefined" && typeof dCreated !== "undefined" && typeof rStatus !== "undefined" && typeof rFormType !== "undefined"){
        var newCounterField = getFieldValue("YOUR_COUNTER_FIELD");
        alert(newCounterField);
        alert(rStatus);
        setFieldValue("YOUR_COUNTER_FIELD", rFormType + ":" + tracknum + " : Date Created: " + dCreated + " : " + rStatus + "---" + newCounterField);
        clearInterval(setTracknumInterval);
    }
}, 1000);

Child Code:

function dffs_PreSaveAction() {
    var tracknum = getFieldValue("Title");
    var dCreated = getFieldValue("DateCreated");
    var rStatus = getFieldValue("Status");
    var rFormType = getFieldValue("SystemRequest");
    window.parent.tracknum = tracknum;
    window.parent.dCreated = dCreated;
    window.parent.rStatus = rStatus;
    window.parent.rFormType = rFormType;
    return true;
}

What needs to be modified to make happen

[Jeremy Smith]

Nevermind my request for help. I realized I had not put similar code into the EditForm of the child pop-up window, only the NewForm. so nothing was triggering when I would edit.

Once I added the code, it seemed to work. Still running more tests currently

• This reply was modified 3 years, 10 months ago by Jeremy Smith.

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