Auto populate a field based on the selection from a lookup dropdown
Requirement
When a value is chosen from a lookup dropdown, related values are populated in the other fields of the same form.
Use Case
An order management app contains a form to store order details. When the admin
chooses the customer name from the dropdown, the customer details will be auto-populated. Similarly, when the admin chooses a product
that
is a lookup field in a subform, other related fields like Unit of measurement and Unit price will be auto-populated.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
Customers
|
Customers
|
Name
|
Customer Name
|
Customer_Name
|
|
Number
|
Customer ID
|
C_ID
|
||
|
Phone Number
|
Phone_number
|
P_No
|
||
|
Products
|
Products
|
Single Line
|
Product
|
Product
|
|
Currency
|
Price
|
Price
|
||
|
Single Line
|
Unit of measure
|
Unit_of_measure
|
||
|
Orders
|
Orders
|
Lookup
(Customers)
|
Customer Name
|
Customer_Name
|
|
Single Line
|
Customer ID
|
Customer_ID
|
||
|
Phone Number
|
Phone number
|
Phone_number
|
||
|
Subform
|
Products
|
Products
|
This workflow is to disable the fields of the
Orders
form that will be auto populated, hence we are selecting the
Form Event
as "Load of the form".
3. Click
Add New Action
and save the following deluge snippet in the deluge editor:
- disable Customer_ID;
- disable Phone_number;
The workflow is to be triggered when a user inputs a value to the
Customer Name
field of the
Orders
form is successfully submitted,
so
we are selecting the
Form Event
as "User input of a field".
5. Click
Add New Action.
6. Save the following
Deluge snippet in the
Deluge editor:
- if(Customer_Name != null)
- {
- // Fetch the record corresponding to the selected customer name from Customers form
- related_record = Customers[ID == input.Customer_Name];
-
- // Update fields with the related values fetched from Customers form
- input.Customer_ID = related_record.C_ID;
- input.Phone_number = related_record.P_No;
- }
input.<lookup field>
returns the ID of the parent form
record that contains the selected value.
So, the above snippet uses
ID == input.Customer_Name
as criteria to fetch the corresponding
record from the
Customers
form.
7. Next, let's
try populating subform fields based on a subform field.
Create workflow with the following details.
The workflow is to be triggered when a user inputs a value for the Products subform field of the Orders form, so we are selecting the Form Event as "User input of a field".
8. Click
Add New Action
and s
ave the following
Deluge snippet in the
Deluge editor:
- if(row.Products != null)
- {
- // Fetch the record corresponding to the selected product from Products form
- related_record = Products[ID = row.Products];
-
- // Update fields with the related values fetched from Customers form
- row.Unit_of_measure=related_record.Unit_of_measure;
- row.Unit_Price=related_record.Price;
- }
See how it works
Points to note
-
input.<LookupField> returns ID of the record in parent form. Similarly, to insert a value into a lookup field, set ID of the record in the parent form as value to the field.
Related Links
-
To prefill content in a form based on another form, refer to this tutorial.
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