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Kurt Marshman

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RE: Promoting Description for Fields from a Reference data list

Posted By Kurt Marshman 05-27-2026 15:34
Found In Egroup: Automate \ view thread
Sigrid, This was the issue - "First thing - select to automatically retrieve when form is opened. When you place rules on fields from a reference data list, this seems to be required". Spent 7 hours of my life and a little more grey in my hair over a checkbox. I appreciate your time and your examples ...

RE: Promoting Description for Fields

Posted By Kurt Marshman 05-27-2026 11:24
Found In Library: Automate

RE: Promoting Description for Fields from a Reference data list

Posted By Kurt Marshman 05-27-2026 11:24
Found In Egroup: Automate \ view thread
Sigrid, I appreciate your example. I was able to get it up and running with no issue, however I can not replicate it and can not figure out why. Attached is my example. Your thoughts. Thanks, Kurt ------------------------------ Kurt Marshman Old World Industries, LLC -------------------- ...

RE: Promoting Description for Fields from a Reference data list

Posted By Kurt Marshman 05-22-2026 15:59
Found In Egroup: Automate \ view thread
Here is the actual javascript for the field: $form.setValue('/my:myFields/my:Sales_Office_Description',$form.getExternalValue("Sales Office","aDescription", '@aSales32Office = "'+$form.getValue('/my:myFields/my:TR_BP_G_C/my:TR_BP_G_C_Input/my:Sales_Office')+'"',false)); ------------------------------ ...

RE: Promoting Description for Fields from a Reference data list

Posted By Kurt Marshman 05-22-2026 14:52
Found In Egroup: Automate \ view thread
Sigrid, I appreciate your time and your post. I have tried to implement your suggestion several times and I am not getting any data response back from the Data Connection. I even tried a direct call (probably 8 different ways) and here is an example: var val = $form.getExternalValue('Sales Office', ...

Promoting Description for Fields from a Reference data list

Posted By Kurt Marshman 05-21-2026 14:31
Found In Egroup: Automate \ view thread
Is there a method to promote description for fields with reference lists? Example partner function - the number is the promotable field. How can we promote the name also. Thanks, Puff ------------------------------ Kurt Marshman Old World Industries, LLC ------------------------------

RE: DatePicker - force to show no past dates

Posted By Kurt Marshman 05-06-2026 16:31
Found In Egroup: Automate \ view thread
Andrew, I had not but just did and it works...so thank you for the response. Did I miss that in the video? Thanks, Kurt ------------------------------ Kurt Marshman Old World Industries, LLC ------------------------------

RE: DatePicker - force to show no past dates

Posted By Kurt Marshman 05-06-2026 11:06
Found In Egroup: Automate \ view thread
Hammad, I ran into a couple issues: When I place your suggested code in the date field the past dates are not greyed out when the calendar pops up. However, when I select a past date in the calendar the date returned to the field is the current date. I found that to be "acceptable". What I didn't ...

RE: DatePicker - force to show no past dates

Posted By Kurt Marshman 05-04-2026 14:11
Found In Egroup: Automate \ view thread
Excellent video! Thanks for creating Hammad. Kurt ------------------------------ Kurt Marshman Old World Industries, LLC ------------------------------

DatePicker - force to show no past dates

Posted By Kurt Marshman 04-30-2026 11:34
Found In Egroup: Automate \ view thread
Is there a method to force individual patepickers to show no past dates to be selected? The following will default any past selected date to current the current date, but I would prefer if they don't even show. As a field rule as a custom: $j(function () ($j("#dp_frm_component_input1_2945").d ...

RE: Javascript - Change Background Color on Changed Fields

Posted By Kurt Marshman 04-23-2026 11:48
Found In Egroup: Automate \ view thread
Hi Jeremy, Incorporate your suggestions and hated adding the extra click, but it works as expected. I appreciate the time you invested in creating such a complete response. Thanks again, Kurt ------------------------------ Kurt Marshman Old World Industries, LLC -------------------------- ...

RE: Javascript - Change Background Color on Changed Fields

Posted By Kurt Marshman 04-21-2026 09:53
Found In Egroup: Automate \ view thread
Hi Jeremy, I appreciate the post very much. Currently trying to get your suggestions implemented. I will keep you update. Again thank you. Kurt ------------------------------ Kurt Marshman Old World Industries, LLC ------------------------------

Javascript - Change Background Color on Changed Fields

Posted By Kurt Marshman 04-20-2026 11:15
Found In Egroup: Automate \ view thread
I am looking for a way to change the background color of fields that have had their values changed and have attempted this, but I have a timing/theory issue that causes all the fields to change background color. My setup: Each field on the form has a duplicate field not visible to the user that has ...

Repeating Table Shows Only First Row After Submit & Save

Posted By Kurt Marshman 04-14-2026 14:53
Found In Egroup: Automate \ view thread
I have a form with a repeating table in the initial step of a workflow. If the table contains more that 1 row of data it only shows the top row value in step 2 and beyond in the workflow. Is there a setting or something I am missing to pass repeating content to the next step in a workflow? Thanks, ...

RE: Javascript - Conditionally Remove Dropdown Requirement and Invalid Option Warning

Posted By Kurt Marshman 04-02-2026 16:03
Found In Egroup: Automate \ view thread
Hammad, I appreciate the post back. I set Force Option Value to false and change my script to if (missingRegion.includes(searchItem)) ( $form.setControlRequired('/my:myFields/my:ff_Region', false); $form.setValue('/my:myFields/my:ff_Region',''); ) else ( $form.setControlRequired('/my:myF ...

Javascript - Conditionally Remove Dropdown Requirement and Invalid Option Warning

Posted By Kurt Marshman 03-31-2026 19:05
Found In Egroup: Automate \ view thread
I have a Country & Region field. Both are required fields. Region's data is based on what is entered into the Country field. Select US as Country.... Region is all the state names I have some Countries that do not have any Regions so I would like to dynamically remove the dropdown requirements and ...

RE: Custom Button does not kick off Custom Rules

Posted By Kurt Marshman 03-31-2026 18:34
Found In Egroup: Automate \ view thread
Ronald, I appreciate the post and got it to work by adding the rule to the last webservices log field. Thanks, Kurt ------------------------------ Kurt Marshman Old World Industries, LLC ------------------------------

RE: Custom Button does not kick off Custom Rules

Posted By Kurt Marshman 03-30-2026 10:44
Found In Egroup: Automate \ view thread
Sigrid, 1 Button has 5 webservice calls and 2 rules both being custom javascript. When you step through in the console on button click the 2 rules are never invoked. No errors. I showed this on Friday to one of Precisely case managers who suggested I open a ticket because the setup appeared to ...

RE: Custom Button does not kick off Custom Rules

Posted By Kurt Marshman 03-27-2026 10:20
Found In Egroup: Automate \ view thread
James, I appreciate you noting having the same issue. Many say nothing. Kurt ------------------------------ Kurt Marshman Old World Industries, LLC ------------------------------

RE: Custom Button does not kick off Custom Rules

Posted By Kurt Marshman 03-27-2026 10:17
Found In Egroup: Automate \ view thread
Hey Ronald, I appreciate the response. Both functions were tested when they were attached to a text field and kicked off every time (viewable in console) until being added to the button. Thanks, Kurt ------------------------------ Kurt Marshman Old World Industries, LLC ------------------- ...