topic Re: Create "Name" of record based on Multiple Text Property Values in APIs & Integrations

Create "Name" of record based on Multiple Text Property Values

aljones — Thu, 21 Oct 2021 14:41:28 GMT

I want to autocreate the "Ticket Name" field based on the selection of the subsequent properties. Ideally I would like it to look something like this:

First Name + Last Name +" - " + Lead Source + date

John Smith - CSG Webinar 9/5/2021

It looks like you can only create calculations based on number values

and it doesn't look like I can copy and join multiple single line property values from different objects into one target property field.

I couldn't find a solution in any of the other discussions - so any advice would be welcome.

Re: Create "Name" of record based on Multiple Text Property Values

dennisedson — Fri, 22 Oct 2021 15:53:54 GMT

@aljones , how are you creating the records? Via a form?

@piersg might have some thoughts.

Re: Create "Name" of record based on Multiple Text Property Values

piersg — Mon, 25 Oct 2021 12:46:10 GMT

How is the ticket being submitted? If it's a form on a website page you could do this with some JS at the point of submission.

Re: Create "Name" of record based on Multiple Text Property Values

aljones — Mon, 25 Oct 2021 14:56:32 GMT

@dennisedson - yes - it will be via form.

Re: Create "Name" of record based on Multiple Text Property Values

aljones — Mon, 25 Oct 2021 14:58:53 GMT

@piersg thank you - can you direct me to any documentation on this?

Re: Create "Name" of record based on Multiple Text Property Values

piersg — Mon, 25 Oct 2021 16:52:04 GMT

There's this page, specifically the example of running a script when a form submits. If you have a hidden field in your form for the ticket name, you could do something like this on submit (I've put in guesses as to what the field names would be):

<script charset="utf-8" type="text/javascript" src="//js.hsforms.net/forms/v2.js"></script> <script> hbspt.forms.create({ portalId: "[PORTAL ID]", formId: "[FORM ID]", onFormSubmit: function(form){ var firstName = form.querySelector('input[name="firstname"]').value; var lastName = form.querySelector('input[name="lastname"]').value; var leadSource = form.querySelector('input[name="lead_source"]').value; var date = new Date(); date = date.toLocaleDateString('en-GB'); // will give you date in dd/mm/yyyy format form.querySelector('input[name="ticket_name"]').value = `${firstName} ${lastName} - ${leadSource} ${date}`; } }); </script>

There's one downside to this method. If you're redirecting to another page, e.g. a thank you page, that redirection might happen before the above code executes and the form is sent. It would be fine with a thank you message.

Another method, which will make sure data is changed and sent before any redirection happens if you're using a redirect, is this:

{% form form_to_use="{{ module.form.form_id }}" response_response_type="{{ module.form.response_type }}" response_message="{{ module.form.message }}" %} {% if module.form.redirect_id %} <script> window.addEventListener('message', event => { if(event.data.type === 'hsFormCallback' && event.data.eventName === 'onFormSubmit') { let firstName = event.data.data.find(o => o.name === 'firstname'); let lastName = event.data.data.find(o => o.name === 'lastname'); let leadSource = event.data.data.find(o => o.name === 'lead_source'); var date = new Date(); date = date.toLocaleDateString('en-GB'); // will give you date in dd/mm/yyyy format form.querySelector('input[name="ticket_name"]').value = `${firstName.value} ${lastName.value} - ${leadSource.value} ${date}`; } if(event.data.type === 'hsFormCallback' && event.data.eventName === 'onFormSubmitted') { {% set redirect = content_by_id(module.form.redirect_id) %} window.location = '{{redirect.absolute_url}}' } }); </script> {% endif %}

Re: Create "Name" of record based on Multiple Text Property Values

aljones — Mon, 25 Oct 2021 20:15:34 GMT

thanks @piersg - hopefully this works for us!