[Vtigercrm-developers] Updating Related Account Field Display Value Programmatically in Vtiger 7 Edit View

[Sutharsan J]

Hi

Why can't you use workflow update field option  to auto fill account from
parent account of selected contact?

If you use reference field such as uitype 10 for contact  and account it is
possible

Thanks

On Mon, 10 Apr 2023 at 03:10 Emmanuele Maida <emmanuele.maida at gmail.com>
wrote:

> Hello everyone,
>
> I'm currently working on customizing the Edit view of a custom module
> called "Pratiche" in Vtiger 7.5. The module has two related fields,
> contact_id and account_id. When a contact is selected, I want to
> automatically update the related account based on the selected contact's
> linked account.
>
> I have managed to update the account_id field value programmatically, but
> the display value of the related account field (account_id_display) does
> not update accordingly. The user has to refresh the page or to save to see
> the that the account has been correctly updated.
>
> Here's the relevant code from my Pratiche_Edit_Js file:
>
> updateAccountIdBasedOnContactId: function (container) {
>         var thisInstance = this;
>         container.find('input[name="contact_id"]').on(Vtiger_Edit_Js.
> referenceSelectionEvent, function (e, data) {
>             console.log("Contact selected:", data);
>
>             thisInstance.getRecordDetails(data).then(
>                 function (response) {
>                     console.log("Contact details:", response);
>
>                     var accountId = response['data']['account_id'];
>                     var contactName = data['selectedName'];
>                     var message = "Vuoi compilare i dati dell'azienda con
> quelli del contatto " + contactName + " appena selezionato?";
>
>                     app.helper.showConfirmationBox({ 'message': message
> }).then(function (e) {
>                         console.log("User confirmed");
>
>
>                         container.find('input[name="account_id"]').val(
> accountId).trigger(Vtiger_Edit_Js.referenceSelectionEvent, {
>                             'source_module': 'Accounts',
>                             'record': accountId
>                         });
>
>                         // Imposta il valore visualizzato del campo
> account
>                         container.find('input[name="account_id_display"]'
> ).val(response['data']['accountname']);
>
>
>
>                         // Ottieni i dettagli dell'azienda relazionata
>                         var accountData = {
>                             'source_module': 'Accounts',
>                             'record': accountId // Modifica qui
>                         };
>
>                         thisInstance.getRecordDetails(accountData).then(
>                             function (accountDetails) {
>                                 console.log("Account details:",
> accountDetails);
>
>                                 // Qui puoi utilizzare i dettagli
> dell'azienda per compilare altri campi
>                                 // ad esempio:
> container.find('input[name="custom_field"]').val(accountDetails['data']['custom_field']);
>
>                             },
>                             function (accountError, accountErr) {
>                                 console.log("Error retrieving account
> details:", accountError, accountErr);
>                             }
>                         );
>
>                         container.find('input[name="account_id_display"]'
> ).trigger('change');
>                         container.find('input[name="account_id"]').trigger
> ('change');
>
>                     },
>                         function (error, err) {
>                             console.log("User canceled");
>                         });
>                 },
>                 function (error, err) {
>                     console.log("Error retrieving contact details:", error,
> err);
>                 }
>             );
>         });
>     },
>
>
>
> I have tried triggering the 'change' event on the account_id_display
> field, but it still doesn't update the display value. I am looking for a
> way to update the account display field in real-time so that the user can
> see the updated account name without refreshing the page.
>
> Could someone please provide some guidance on how to achieve this?
> Are there any specific events or methods that I should be using to update
> the display value of the related account field programmatically?
>
> Any help would be greatly appreciated. Thank you!
> _______________________________________________
> http://www.vtiger.com/

-- 
Development Manager
Radus28 Software Solution
[image: Radus28 Software Solution]
123, Level 2, Mc Larens Building
Baudhaloka Mw.
Colombo 04
Sri Lanka
M : +94773795291
E  : sutharsan at radus28.com
W : www.radus28.com
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