Pass Page parameters other than ID of a record + form events

francis_mat

I have a design where same page could be called to add a record, as part of the similar drop downs on the same page.
Based on a Boolean field value the behavior of the opened page should adapt.

Screen shot from calling page

Both + sign on Payer Account dropdown and Payee Account dropdown should go to a common page where organization account or person account is created. On the account creation page based on a Boolean field value account should be created for either registered organizations or registered contacts.

But when I configure page, I cannot pass Boolean value as the only setting is to "Establish relationship with new records" only accepts IDs.

To overcome this I created two new pages, one for payee and another for payer.
On the Payments page (parent/calling page) created three events onload_after, "organization_is_payer_changed" and "organization_is_payee_changed" and in these I set the values of these booleans

app.value_store_set("payer_is_organization", app.get_field_value({F5: 0 fmpayments.organizationispayer}));
app.value_store_set("payee_is_organization", app.get_field_value({F8: 0 fmpayments.organizationispayee}));

Now I wanted to reset the value_store with the following statements
app.value_store_set("payer_is_organization", undefined);
app.value_store_set("payee_is_organization", undefined);

I would have preferred to call the trigger on form_unload, but unfortunately the only events available for forms are loaded, record_saved, record_deleted. I could exit page without saving or deleting the record and hence if I reset the value_store in these events it won't even get called and hence the value store will not be emptied...

Where should I clear the value_store?

Cheers
Francis

gabriel

If organization as payer/payee are both the same entity, could you not get rid of the booleans and apply the organizations directly based on what type they are?

So basically you´d have 2 relationship inputs, Organization payer & Organization payee. If an organization is payer it goes on the left, if it´s payee it goes on the right and vice-versa.

But to answer your question: In your current setup, I assume that even though you need to pass a boolean to the new form, you probably still use the passed record ID to connect the payer/payee record to the parent (via the + sign).

So you only need to manage the boolean values via the store and they only become relevant when you open the sub form (for payer/payee). If this is the case, there is no need to reset, because you would update the store values everytime you load the parent form (to get the initial boolean states) and every time one of the two booleans update. This way if you open the form fresh, the store gets updated immediately and if you make any changes, the store is also updated - giving you always valid values when you open the sub form.

francis_mat

gabriel
Hi Gabriel,

If organization as payer/payee are both the same entity, could you not get rid of the booleans and apply the organizations directly based on what type they are?

So basically you´d have 2 relationship inputs, Organization payer & Organization payee. If an organization is payer it goes on the left, if it´s payee it goes on the right and vice-versa.

Payer could be an organization (OOTB) or a Contact (OOTB).
Similarly payee could also be an organization (OOTB) or a Contact (OOTB).

Hence I have designed Payments entity with

payer_organization_id
payer_contact_id
payee_organization_id
payee_contact_id
Either one of payer and either one of payee ID attribute will be populated based on values of organizationispayer and organizationispayee attributes.

So you only need to manage the boolean values via the store and they only become relevant when you open the sub form (for payer/payee). If this is the case, there is no need to reset, because you would update the store values everytime you load the parent form (to get the initial boolean states) and every time one of the two booleans update.

Thanks. I just did it.

Cheers
Francis