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sparkitect
Frequent Visitor

Detect when record has been added via Action Button

 

  • Multistep Form
  • Step includes an Applicant field (Customer data type i.e. Contact or Account)
  • The field is set to "Render Lookup as Dropdown" via Multistep Form Metadata
  • Action Buttons of type "Create Related Record" have been added for Contact and Account
  • User can create a new Contact or Account in the "Create Related Record Dialog"

sparkitect_0-1707966506860.png

 

Porblem: The newly created Contact or Account isn't automatically added to the Applicant dropdown.

sparkitect_2-1707967156923.png

I have created a button to allow the user to refresh the dropdown via webAPI, but would rather it happen automatically when the user submits the new Contact or Account from the popup dialog.

 

QUESTIONS:

  1. Is there an event that is raised when the dialog closes and will it tell me whether the user actually submitted a new record or just closed the dialog with the 'X' button?
  2. If so, what would the javascript code to handle that event actually look like?

 

I can add more detail if needed, thanks!

4 REPLIES 4
Akshay_Shah
Helper I
Helper I

Hi sparkitect,

This applicant field is standard field or you are customize dropdown in web template?

It is a standard Lookup (Customer) column/field which has been configured to "Render Lookup as Dropdown" using a Multistep Form Metadata entry:

sparkitect_1-1708009618110.png

 

sparkitect
Frequent Visitor

A little progress: I can detect when the modal dialog has closed like this:

$("section[role=dialog]").on("hide.bs.modal", function(e) {
     // refresh dropdown
});

So, it's "working".

 

However, I can't figure out:

  1. how to determine that a new record was actually created (no need to refresh the dropdown if not)
  2. why it fires once when the dialog is simply closed but twice when a new record is actually created
  3. if I can somehow leverage the oddity of the previous point to determine if a new record was created

Eternally grateful if anyone has some insight.

Fubar
Multi Super User
Multi Super User

I don't think you will get a 'clean' way of doing it.  Personally, I would approach it differently, have the dropdown but then have a "Unable to find" checkbox when ticked show the fields to be filled in or on submit/next put the fields on the next form (then a realtime workflow or plugin to create the account/contact).

 

I haven't tried to do this with the actions, but you may be able to update a field on the parent form from the other 'popup' form.  The parent form is usually still available for other pop ups via JavaScript window or parent objects.  The issue with this approach is knowing when all the form validations have passed.

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