Form Scripts

About Form Scripts

Form Scripting lets you specify JavaScript code to execute when a Form is loaded or saved.

JavaScript code can be invoked at these form-level events:

• On Load

• This event happens when the form loads
• By default, the On Load scripts are triggered on any record action (View, Add, Update)

Optionally, invoke the script on a specific action (View or Add or Update)

Learn more: Trigger on a Specific Action

• On Save

• This event happens when a user clicks the [Submit] button on a form
• At this event, optionally perform custom front-end validations before sending the data to the server
• Return false to cancel the save

• Resusable Script Functions

• Available to be called from the On Load or On Save event form scripts
• Also available to be called from the On Change and On Focus event field scripts

Learn more:

• Compare to Post Selection JavaScript and Field Scripting
• Using AJAX and REST to communicate with the platform

Working with Form Scripts

Editing Form Scripts

Follow these steps to add or change scripting in a form:

1. Click [Form Script]
2. Click [Edit]
3. Enter or change the JavaScript in On Load Script, On Save Script, and/or Reusable Script Functions
4. Click [Save]

Referencing Fields

Using JavaScript, you can

• Reference Fields in the current form.
• Use AJAX and REST to communicate with the platform.

"On Load" Examples

Convert the current date into day name, month name, and day number format and puts the resulting value in the account_order field.

var form = document.mainForm; 

var v1 = new Date(); 
var v2 = new Array('Sunday', 'Monday', 'Tuesday', 'Wednesday', 'Thurs', 'Fri', 'Sat', 'Sun'); 
var v3 = new Array('Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'); 
form.account_order.value = v2[v1.getDay()] + " " + v3[v1.getMonth()] + " " + v1.getDate(); 

Trigger on a Specific Action

To invoke a script On Load + Action (View, Update, Add or Clone a record):

Trigger on record View:

var action = document.mainForm.a.value; if ( action == "view") { // java script to be triggered on the view of the record only <!--...--> }

Trigger on record Update:

var action = document.mainForm.a.value; if ( action == "update") { // java script to be triggered on the update of the record only <!--...--> }

Trigger on record Add or Clone:

var action = document.mainForm.a.value; if ( action == "add") { //java script to be triggered on the add or clone of the record only <!--...--> }

"On Save" Examples

Make sure there is a contact when creating a record in a "Leads" object.

var form = document.mainForm;
if (form.reference_type[form.reference_type.selectedIndex].value == 'Lead')
{
    if (form.contact_id.value == "")
    {
      alert("Please enter Contact Name");
      return false; // cancel the save operation
    }
}

If a user checked the "Done" radio button in a radio button group named technical_spec_completed, set the spec_date field with the current date formatted as month number, day number, and year.

var form = document.mainForm;
function formatDate(value)
{
    return value.getMonth()+1 + "/" + value.getDate() + "/" + value.getFullYear();
} 
for (var i=0; i<form.technical_spec_completed.length; i++) {
    if(form.technical_spec_completed[i].checked &&
        form.technical_spec_completed[i].value == 'Done' && form.spec_date.value == '')
    {
        t = new Date();
        form.spec_date.value = formatDate(t);
    }
}

The email address field on a form is not mandatory, but you want to encourage users to enter it. If the user clicks OK in the confirm dialog, it cancels the save so they can then enter the email address. If they click cancel, the save proceeds.

var form = document.mainForm;

if(form.email.value=="")
    if (confirm("While the Email field is optional, we recommend that you
enter a value")) 
    {
        //User clicked OK: do not proceed with save
       return false;
    else
    {
        //User clicked cancel: let save happen
        return true;
    }
}

Change the value of a checkbox field to true when the request amount is large enough.

<syntaxhighlight lang="javascript" enclose="div">

if(_sdForm[0].request_amount.value > 10000) {

   setCheckboxState(_sdForm, "approval_required", true);

} </syntaxhighlight>

Learn More

• Field Name and Field Value syntax
• Use AJAX and REST to communicate with the platform in JavaScript code.
• Global JavaScript Variables
• Accessing Additional Lookup Variables in a Form