x Want to participate? Join the group to interact
Sage CRM
Related
Recommended

Using an onChange Script on a Selection list to set a value of another field

Less than one minute read time.

This is a simple real world example.

There was a customer need to set a field values based on value of another field on the opportunity screen. The screens had been customized. The oppo_forecast and oppo_certainty fields were removed from the opportunitystatusbox and oppo_certainty was added to the opportunitydetailbox screen along with a new field called oppo_forecastcategory. Oppo_forecastcategory was a Selection list. Its values were either 'None', 'A' 'B', 'C', 'D.

If the changes the drop down field Forecast Category to "˜B', the Certainty value needs to set to 40.

This can be expressed as an onChange rule

The code used was:

switch (this.value) {
case 'A' :
oppo_certainty.value = '20';
break;
case 'B' :
oppo_certainty.value = '40';
break;
case 'C' :
oppo_certainty.value = '60';
break;
case 'D' :
oppo_certainty.value = '80';
break;
default :
oppo_certainty.value = '5';
}

  • Stephen

    The easiest way to ensure that the oppo_channelid matches that of the oppo_assigneduserid if the oppo is reassigned is to set the value using a tablelevel script.

    Within an updaterecord() event function you can check the value of the new oppo_assigneduser when it is changed

    if(Values("oppo_assigneduserid")!=CRM.GetContextInfo("opportunity","oppo_assigneduserid"))

    {

    //the oppo has been reassigned;

    //find the user's record

    var UserRecord = CRM.FindRecord("user","user_userid="+ CRM.GetContextInfo("opportunity","oppo_assigneduserid"));

    //reset the team value

    Values("oppo_channelid") = UserRecord.user_primarychannelid;

    }

  • I have a got an almost similar scenario where I would like to change a team automatically based on a selected user.

    Background: There is a customized entity with a user select field and a team select field. Half of the time the user logged in uses the user select field to assign a contract to another user. Would it be possible to have the team field change automatically instead of having the user select the team the user belongs to?

    Your Assistance is highly appreciated.

  • Debbie

    I've got a little lost in this thread. Would you mind please posting the question in one of the forums and outlining the specific need that you have within the opening post? Please provide as much information as you can.

    Thanks

  • Hi, Jeff.

    Me again. :-)

    We do not have workflow set as on for Opportunities so, in theory, there should not be a conflict, correct? I have tried multiple ways to get the certainty to update after the stage is changed but to no avail. I think the only way to address this at this point is a table script and I will honestly say ... that is currently above my pay grade. :-/ Or, do you think the OnChange can be tweaked to actually work? Thanks and have a great day!

Generic Content
Generic Content

*Community Hub is the new name for Sage City