Qntrl | Online Help | Business case 1: Populate read recipients list for a card using Server Scripts (On Load)

Business case 1: Populate read recipients list for a card using Server Scripts (On Load)

Managers find it useful to know which employees have viewed a new card or comment, like a read receipts list. It helps managers know if an employee has viewed his assigned task and evaluate how informed employees are about new updates in the organization. To customize such requirements in Qntrl, server scripts can be used.
 

Business Scenario

Zylker Corp is making arrangements for a product launch and all the employees are roped in for the process. Every employee is assigned tasks to complete. The managers of the company want to monitor the employees who are actively involved in the launch and keep track of the card.
 

Solution

The requirement can be solved using server scripts as follows:
  1. Create a multi select field-- Read Recipients --in the form with different user names as options.
  2. Create a server script and code the logic to populate users in the Read Recipients field when users open the card.
  3. Create a card and add the work that has to be taken up for the product launch and track the users who have viewed the card using the Read Recipients field.

Sample Configuration

Step 1: Create an orchestration

Create a new orchestration for the product launch and add related fields to it.
  1. Add a multi select field and name it Read Recipients.
  2. Add user names as options to the multi select field.
  3. Turn off the visibility so that the field is hidden while creating a card.


 
Once the form is saved, proceed to design the blueprint, set permissions, and publish the orchestration.
 

Step 2: Code server scripts

Code the server script to populate user names in the Read Recipients field when they open the card.
  1. Create a new server script and enter a name: 'Populate read recipients list'.
  2. Choose Product Launch in the Form dropdown.
  3. Choose Job as the Execution Location to execute the script.
  4. Choose On Load  as the Execution Trigger to execute this script whenever the card page loads.
  5. Copy and paste the below script into your script editor and replace the parameter names.
    1. You can use the ? icon at the top-right corner of the script editor to refer to parameter names.
  6. Once the script is ready, Publish it. 

  1. function onLoad(){
  2.     var userIdPicklistIdMap = {};
  3.     userIdPicklistIdMap["<User_ID>"] = "<Picklist ID>";
  4.     userIdPicklistIdMap["<User_ID>"] = "<Picklist ID>";
  5.     userIdPicklistIdMap["<User_ID>"] = "<Picklist ID>";
  6.     userIdPicklistIdMap["<User_ID>"] = "<Picklist ID>";
  7.     userIdPicklistIdMap["<User_ID>"] = "<Picklist ID>";
  8.  
  9. //Get User ID from our API doc: Get all users
  10. //Get Dropdown ID from our API doc: Get all custom fields
  11.  
  12.     var myPickId = userIdPicklistIdMap[current.User.getId()];
  13.     if (!myPickId) {
  14.         console.log("Current user not available in Read Recipients dropdown"); 
  15.         return;
  16.     }
  17.     var readRecipients = current.Job.getVariable("Read Recipients");
  18.     if (!readRecipients) {
  19.         readRecipients = "";
  20.     }
  21.     console.log("Read recipients = " + readRecipients);
  22.     var splitByComma = readRecipients.split(",");
  23.     if (!splitByComma[0]) {
  24.         splitByComma.shift();
  25.     }
  26.  
  27.     if (splitByComma.indexOf(myPickId) == -1) {
  28.         splitByComma.push(myPickId);
  29.     }
  30.     console.log("result = " + splitByComma.join(","));
  31.     current.Job.setVariable("Read Recipients", splitByComma.join(","));
  32.   
  33. //Select Read Recipients parameter here
  34. current.Job.setValue(current.Layout.Fields.<select-Read-Recipients-parameter-here>.id ,splitByComma.join(","));
  35.     console.log("Read Recipients updated");
  36.  
  37. }


 

Step 3: Add card

When the orchestration and server script are ready, we can test the script by creating a new card.
  1. Navigate to Cards and click Add Card.
  2. Select Product Launch  from the Form dropdown.
  3. Enter the card details and Save.
Once the users start viewing the card details page, their names will start getting populated in the Read Recipients field.




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