Update an existing record using stateless forms
Requirement
Use details specified in a stateless form to modify records in the main form.
Use Case
In an order management system, a customer has placed an order and wants to cancel it. The administrators allow for cancellation by accepting the reason and updating the same in the current record. However, the other fields cannot be updated. So, we get the values of the required fields for cancellation and update the main order record.
Steps to follow
|
Form
|
Form Link Name
|
Field Type
|
Field Name
|
Field Link Name
|
|
New Order
|
New_Order
|
Email
|
Contact Email
|
Contact_Email
|
|
Date
|
Order Date
|
Order_Date
|
||
|
Subform
|
Products
|
Products
|
||
|
Currency
|
Total
|
Total
|
||
|
Drop Down
|
Order Status
|
Order_Status
|
||
|
Date
|
Cancellation Date
|
Cancellation_Date
|
||
|
Multi-line
|
Reason
|
Reason
|
||
|
Cancellation
|
Cancellation Date
|
Cancellation_Date
|
||
|
Number
|
Order ID
|
Order_ID
|
||
|
Multi-line
|
Reason (Mandatory)
|
Reason |
-
Cancellation Date
-
Reason fields
to the
New Order
form to a section named
Cancellation.
2. Let's create a workflow to execute during the load of the
New Order
form to hide the
Cancellation
section.
3. Add the below code in the Deluge Editor:
- hide Cancellation;
4. We will display
Cancel Request
form
when the customer chooses to cancel an order placed.
So, let's
hide this form from sections.
5. Only the user who placed an order can cancel one.
This is why
we are creating a report to list only those orders created by the logged-in user.
Create a list report
from the
New Order
form and name it as
Your Orders.
6.
Add a filter
to the
Your Orders
report to display only the orders for the current login user and active orders - with
Order Status
value
Pending
or
Ready to Deliver
or
Delivered.
7.
Next, let's
add a
report workflow
to allow for the customers to cancel an order. Click on the
My Orders
report.
Navigate to Quick View
> Add Field > Add New Button. Name the
Action Item
as 'Cancel Order'.
8. An order can be cancelled if it is not delivered.
So, set the criteria to show the action item if the
Order Status
value is not
Delivered.
9. We shall execute this action item
after confirmation.
Add a confirmation message accordingly as below.
10. Name the workflow as
'cancelOrder'
and click
Create Workflow.
11. Click
Add New Action > Deluge Script > Create your own. Add the below deluge code to open the stateless form
Cancel Request
in a popup window with the
Order ID
value equal to the current record
ID. This is done to ensure the correct order is cancelled by the user.
- openUrl( "#Form:Cancel_Request?Order_ID=" + ID, "popup window", "height=300px,width=300px");
12. Click
Create. This will create the action item.
Now that the report workflow is configured, let us configure the functioning of the
Cancel Request
stateless form.
13. Let's create a workflow on the load of the
Cancel Request
to disable the
Cancellation Date
and
hide the
Order ID
fields so that they are not modified.
14. Click on
Add New Action
and add the below script to disable the
Cancellation Date
and
hide the
Order ID
fields.
- disable Cancellation_Date;
- hide Order_ID;
15. Once this
Cancel Request
form is filled and submitted, the corresponding
New Order
record should be updated too.
W
e shall create a workflow to execute when the
Submit
button is clicked on the
Cancel Request
form.
16. Click
Add New Action > Deluge Script. Add the below
Deluge Script
in the editor:
- //Closing the Cancel Request stateless form popup
- openUrl("#Script:page.parent.refresh ","parent window");
- //Get the corresponding New Order record
- order = New_Order[ID == input.Order_ID];
- //Update the Reason field
- order.Reason=input.Reason;
- //Update the Cancellation Date field
- order.Cancellation_Date=input.Cancellation_Date;
- //Update the Order Status to Cancelled
- order.Order_Status = "Cancelled";
17. Additionally, we can create a report to show the cancelled orders alone too. Create a list report named
Cancelled Orders
from the
New Order
form.
See how it works
Points to Note
-
Instead of a stateless form to get the necessary details, we can open the New Order record and disable or hide the other fields, as well. We can create a workflow and during the edit of a record, we can disable or hide all the other fields except Cancellation section like this:
And add the below code in Deluge editor:
-
disable Contact_Email;
-
disable Order_Date;
-
disable Delivery_Date;
-
disable Total;
-
disable Taxes;
-
disable Net_Total;
-
disable Order_Status;
-
//Hide the subform
-
hide Products;
-
//Show the cancellation section
-
show Cancellation;
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