{"id":158,"date":"2012-04-30T22:53:50","date_gmt":"2012-04-30T16:53:50","guid":{"rendered":"http:\/\/markwheeler.com\/wordpress\/?p=158"},"modified":"2012-04-30T22:53:50","modified_gmt":"2012-04-30T16:53:50","slug":"populating-notes-field-from-cascading-dropdown-selections","status":"publish","type":"post","link":"https:\/\/www.markwheeler.com\/?p=158","title":{"rendered":"Populating Notes field from Cascading Dropdown Selections"},"content":{"rendered":"

This was a solution I figured out for populating a notes field from cascading drop-downs<\/a>. I’ve had some folks e-mail me asking for the actual implementation.<\/p>\n

In my scenario, I was creating a Sharepoint form front-end that would create an Incident Ticket in BMC Remedy.<\/p>\n

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Here\u2019s what I did.<\/p>\n

1. Created an initial Sharepoint list (this was for the first drop-down) where a user selected a top-level category for tech help.\u00a0This was a one colum list with just “Title” that looked like this:<\/p>\n

Hardware Failure
\nInstall Software
\nPassword Reset
\nService Request<\/p>\n

2. Created a second Sharepoint list (this was for the second drop-down) Based on the selection above, I display sub-categories.\u00a0This list had 2 columns; Title, SumCat. SumCat matches Title from 1st<\/sup> list.<\/p>\n

So based on above it looked like this:<\/p>\n

Audio Conference Request, Service Request
\nVideo Conference Request, Service Request
\nPC Bluescreen, Hardware Failure
\nBlackberry Broken, Hardware Failure<\/p>\n

3. Created a third Sharepoint list (this is what populates the Notes field). Based on second-drop down, look up questions to help a tech know what the problem is.<\/p>\n

This had two columns, Title, Body. Title matches Title column in 2nd<\/sup> list.<\/p>\n

For example:<\/p>\n

Audio Conference Request, then the Body column had this text.
\nConference Name:
\nHost Name:
\nHost Phone:
\nDate:
\nDuration:
\n# of lines:<\/p>\n

When the notes field is populated; users would enter the relevant information: See screenshot above.<\/p>\n

4. Created a 4th<\/sup> Sharepoint list that holds the actual requests.<\/p>\n

The columns are Category (lookup on 1st<\/sup> list), Summary (lookup on 2nd<\/sup> list), Notes (Multiple lines of text), OtherID (person or group).<\/p>\n

Here’s the script; this was placed under PlaceHolderMain on the NewForm.aspx<\/p>\n

<script language=”javascript” type=”text\/javascript” src=”jquery.js”><\/script>
\n<script language=”javascript” type=”text\/javascript” src=”jquery.SPServices-0.5.4.js”><\/script>
\n<script type=”text\/javascript” language=”javascript”><\/p>\n

$(document).ready(function() {
\n\/\/ alert(‘Working!’);<\/p>\n

$().SPServices.SPCascadeDropdowns({
\nrelationshipList: “RC_Summary”,
\nrelationshipListParentColumn: “SumCat”,
\nrelationshipListChildColumn: “Title”,
\nparentColumn: “Category”,
\nchildColumn: “Summary”,
\ndebug: true<\/p>\n

});<\/p>\n

$().SPServices.SPDisplayRelatedInfo({
\ncolumnName: “Summary”,
\nrelatedList: “RC_Notes”,
\nrelatedListColumn: “Title”,
\nrelatedColumns: [“Body”],
\ndisplayFormat: “notes”,
\nchildColumn: “Notes”,
\ndebug: true
\n});<\/p>\n

});
\n<\/script>
\n<script language=”javascript” type=”text\/javascript” >
\nfunction PreSaveAction() {
\n\/\/ alert(“PreSave”);
\n$(“input[name^=’fileupload’]”).each(function() {
\nif ($(this).val() != “”) {
\n\/\/ alert($(this).val());
\nvar fpath = $(this).val();
\nvar m = fpath.match(\/(.*)[\/\\]([^\/\\]+.w+)$\/);<\/p>\n

\/\/ alert(m[2]);<\/p>\n

$().SPServices({
\noperation: “UpdateListItems”,
\nasync: false,
\nlistName: “WorkInfo”,
\nupdates: “<Batch OnError=’Continue’ PreCalc=’TRUE’>” +
\n“<Method ID=’1′ Cmd=’New’>” +
\n“<Field Name=’Title’>” + m[2] + “<\/Field>” +
\n“<\/Method>” +
\n“<\/Batch>”,
\ncompletefunc: function(xData, Status) {
\n\/\/ alert(“Status=” + Status + ” XML=” + xData.responseXML.xml);
\n}
\n});
\n\/\/ return true;<\/p>\n

}
\n});
\nreturn true;
\n}<\/script><\/p>\n

I also created a new ‘CASE’ for SPDisplayRelatedInfo for the SPServices library. Note: This is hardcoded to look for a multiline textbox named “Notes”<\/p>\n

\/\/ append to Notes field
\ncase “notes”:
\nvar outString = “Please provide supporting information:”; \/\/ This does display on page load
\n\/\/ Get relevant Notes from relatedlist<\/p>\n

for (i=0; i < opt.relatedColumns.length; i++) {
\n$(xData.responseXML).find(“[nodeName=z:row]”).each(function() {<\/p>\n

\/\/\u00a0outString += “* ” + relatedColumnsXML[i].attr(“DisplayName”) + ” *”;
\noutString += “* ” + showColumn(relatedColumnsXML[i], $(this).attr(“ows_” + opt.relatedColumns[i]), opt) + ” *”;<\/p>\n

});
\n}<\/p>\n

\/\/ alert(outString); Debugging<\/p>\n

setTextFromFieldName(“Notes”, “” + outString + “”);<\/p>\n

break;<\/p>\n

\/\/ end of new ‘CASE’<\/p>\n

At the end of the jquery.SPServices.js, I have added the following functions:<\/p>\n

\/\/ Find the Notes field
\nfunction setTextFromFieldName(fieldName, value) {
\nif (value == undefined) return;
\n\/\/ alert(value);
\nvar theTextBox = getTagFromIdentifierAndTitle(“textarea”,””,fieldName);theTextBox.value=value
\n}<\/p>\n

function getTagFromIdentifierAndTitle(tagName, identifier, title) {<\/p>\n

var len = identifier.length;<\/p>\n

var tags = document.getElementsByTagName(tagName);<\/p>\n

for (var i=0; i < tags.length; i++) {<\/p>\n

var tempString = tags[i].id;<\/p>\n

if (tags[i].title == title && (identifier == “” || tempString.indexOf(identifier) == tempString.length – len)) {<\/p>\n

return tags[i];<\/p>\n

}<\/p>\n

}<\/p>\n

return null;<\/p>\n

}<\/p>\n

\/\/ End of new functions<\/p>\n","protected":false},"excerpt":{"rendered":"

This was a solution I figured out for populating a notes field from cascading drop-downs. I’ve had some folks e-mail me asking for the actual implementation. In my scenario, I was creating a Sharepoint form front-end that would create an Incident Ticket in BMC Remedy.           […]<\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"categories":[2,10,11],"tags":[30,32],"class_list":["post-158","post","type-post","status-publish","format-standard","hentry","category-computer","category-sharepoint","category-software","tag-bmc-remedy","tag-cascading-drop-downs"],"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=\/wp\/v2\/posts\/158","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=158"}],"version-history":[{"count":0,"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=\/wp\/v2\/posts\/158\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=158"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=158"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.markwheeler.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=158"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}