Hi all,
New to SuiteScript and figuring out the p...
# suitescriptj
Jurgen
02/02/2021, 12:10 PMHi all,
New to SuiteScript and figuring out the possibilities. I couldn't find an example script of below functionality
As a Sales Rep
I want to create a Project(job) from the Opportunity and copy the values from the Opportunity to the Project
So that I don't have to fill in values twice
What kind of script should I use for this functionality? And how can I use values from the Opportunity in the script that runs on the Project?
Any help would be appreciated 🙂
Thanks! ]
b
battk
02/02/2021, 12:34 PMwhich fields do you want to copy
j
Jurgen
02/02/2021, 12:36 PMFields from the opportunity like: SalesRep / End User (custom body field)
b
battk
02/02/2021, 12:36 PMits an exercise for you
battk
02/02/2021, 12:36 PMthere is no copy mechanism for dissimilar records
battk
02/02/2021, 12:36 PMyou need to identify each one
battk
02/02/2021, 12:37 PMgrab their ids, and code copying the value to your new record
j
Jurgen
02/02/2021, 12:38 PMOk, so I how do I know on what Opportunity the Project is being created?
b
battk
02/02/2021, 12:45 PMthere should be a project field on your opportunity
j
Jurgen
02/02/2021, 12:46 PMCorrect, but when I create the project from the Opportunity-view this is not yet filled
b
battk
02/02/2021, 12:46 PMyou would set that to the matching opportunity
battk
02/02/2021, 12:48 PMbattk
02/02/2021, 12:52 PMbasically create the project then modify the opportunity
j
Jurgen
02/02/2021, 12:53 PMSo I already have an Opportunity and want to create a new project linked to the Opportunity. I think the article describes the other way around. From Project to Opportunity
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battk
02/02/2021, 12:53 PMlinking is the same
battk
02/02/2021, 12:53 PMyou set the project field on the opportunity
battk
02/02/2021, 12:54 PMdepending on your preference, the field may be on a sublist, or it may be on a body
j
Jurgen
02/02/2021, 12:54 PMOk, at what moment and with what kind of script?
b
battk
02/02/2021, 12:55 PMdifferent scripts are triggered at different times
battk
02/02/2021, 12:56 PMwhen do you want this to occur
j
Jurgen
02/02/2021, 1:01 PMIn the Opportunity - Edit
b
battk
02/02/2021, 1:05 PMas in when someone clicks edit on an opportunity record
battk
02/02/2021, 1:05 PMor when they save the opportunity record
battk
02/02/2021, 1:06 PMseems too loose requirement wise, i doubt you want a new project for every time a opportunity is edited
j
Jurgen
02/02/2021, 1:11 PMEdit the opportunity and add new Project next to the Project field
b
battk
02/02/2021, 1:14 PMthat pretty much limits you to client script
j
Jurgen
02/02/2021, 1:14 PMOk
b
battk
02/02/2021, 1:14 PMcreate a client script, deploy it to your project record
j
Jurgen
02/02/2021, 1:15 PMCheck
b
battk
02/02/2021, 1:16 PMyou will be using the pageInit entry point to default your field defaults
j
Jurgen
02/02/2021, 1:16 PMOk
Jurgen
02/02/2021, 1:17 PM(Thanks for your help btw 🙂 )
b
battk
02/02/2021, 1:17 PMyou will need to use window.opener from the project record to access the fields on the opportunity record
battk
02/02/2021, 1:18 PMusing window.opener.require will allow you to use ss2 functions from the opportunity record
j
Jurgen
02/02/2021, 1:18 PMAha, so use JS to get the values from the Opportunity
b
battk
02/02/2021, 1:19 PMyes
j
Jurgen
02/02/2021, 1:19 PMuse JS to go to the Opportunity record and then I can use SS2 to get the values from the Opp record
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Jurgen
02/02/2021, 1:19 PMSS2 = SuiteScript 2 ?
b
battk
02/02/2021, 1:20 PMyes
j
Jurgen
02/02/2021, 1:21 PMThanks a lot! I will try to figure this out and get back here
Jurgen
02/03/2021, 3:50 PMI can confirm that it works! Many thank @battk
Within the create Project client script I added this line to get the SalesRep value from the Opportunity
var salesRep = window.opener.nlapiGetFieldValue("salesrep");
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