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Question

Default Values from Different Form

asked on June 23, 2017

Good Morning,


We have a process that will have different lookups and as a part of that there are default values that we want to set which will determine what is loaded through the lookups. My understanding is that a field needs to be added with a default value for it to be used by a Lookup. The concern is that this will create a lot of fields that need to be hidden on a form and can clutter up the design.

I'm not sure if the form has to be submitted for the default values in those fields to be available to other processes or if they are available simply because they are defined in the form itself. Having them all in a "maintenance" type form would help keep track of the different global settings used throughout a process.

Since we will have quite a few different values that we need to set variables for, can we create a separate form that stores those default values and is not a part of any process steps? 

Any insight on the best way to handle default values that are process wide?

 

Thanks!

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Replies

replied on June 23, 2017

In forms, to have the built in lookup set a value or read a value, the field has to be on the form where the lookup is. There does not have to be a default value if the lookup is setting the values. If there are other steps where a different form is used and the fields do not show up, the values will persist through if set previously.

Generally what I do is create a section at the bottom and call it hidden, then set it always as hidden in lookup rules. Alternately push your where clauses into a view/stored procedure where you have full control over the query.

 

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replied on June 23, 2017

Thanks John. I've got a stored proc that could help but it depends on different parameters being sent in based on where it is being executed. I'm trying to avoid stored procs for each step of the process if I can.

 

Do you know if JS can reach out to values that are not on the current form?

 

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replied on June 26, 2017

As far as I am aware, you can not access fields unless they are in a form.

I imagine you could manipulate the Forms Lookup event and insert the fields with your own javascript. It is pretty easy to see what it is doing with browser dev tools as it is just json, but I have a hard time seeing the worthwhile of this.

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