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

• Reusable 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

Note: Please note that all the examples listed in this page are limited to the legacy AgileApps UI and not the new runtime AgileApps UI.

Editing Form Scripts

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

Note: To run the JavaScript in the LongJump UI and the legacy AgileApps UI, enter the script in the Legacy UI Script tab. To run the JavaScript in the New AgileApps UI, enter the script in the New UI Script tab.

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]

Writing JavaScript

Using JavaScript, you can

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

On Load Examples

These examples perform operations when a form is loaded.

Add a Help Button to an Arbitrary Form

This code works for forms in all objects, including Cases, Tasks, and custom objects. And it works when adding a new record, as well as when viewing an existing record. For information about adding a help button to a form, see the tech community article Adding a Custom Button to an Arbitrary Form using Form Script.

Convert a Date

Create readable date string from the current date for display in the order_date field.

var v1 = new Date(); 
var v2 = new Array('Sun', 'Mon', 'Tues', 'Wed', 'Thu', 'Fri', 'Sat'); 
var v3 = new Array('Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 
                   'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'); 
date_string = v2[v1.getDay()] + " " + v3[v1.getMonth()] + " " + v1.getDate(); 
setTextFieldValue(_sdForm, "order_date", date_string);

Trigger on a Specific Action

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

Note: For new UI, see the section Considerations for Existing Custom Script Methods in JavaScript Field Type Reference for New AgileApps User Interface

Trigger on record View:

var action = _sdForm.get(0).a.value; if ( action == "view") { // java script to be triggered on the view of the record only ... }

Trigger on record Update:

var action = _sdForm.get(0).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 = _sdForm.get(0).a.value; if ( action == "add") { //java script to be triggered on the add or clone of the record only ... }

On Save Examples

These examples perform operations when a form is saved.

Create a Contact

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
    }
}

Set a Date Field

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);
    }
}

Learn More

• JavaScript Field Type Reference for New AgileApps User Interface
• Referencing Form Fields in JavaScript
• Field Name and Field Value syntax
• Use AJAX and REST to communicate with the platform in JavaScript code.
• JavaScript Functions
• Accessing Additional Lookup Variables in a Form