Conditionally persist values across records

This example demonstrates how to persist values across new records depending on a condition being met. Using this, you can achieve similar behavior to the "Default to Previous Value" field setting except you can control the logic used to determine when it's saved for the next record. In this example, we have a Yes/No field with a data name of save_value and a Text Field with a data name of text_field. The Yes/No field controls whether or not to save the value of Text Field with a data name of text_field as the current default value for usage on the next record.

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var storage = STORAGE();

// when saving the record, save the value to storage to use next time
ON('save-record', function(event) {
  var shouldPersistValue = false;

  // modify the logic here to save the current values to storage
  if ($save_value === 'yes') {
    shouldPersistValue = true;
  }

  // either save or clear the value, 'last_text_value' is an arbitrary key used to store the variable
  if (shouldPersistValue) {
    storage.setItem('last_text_value', $text_field);
  } else {
    storage.removeItem('last_text_value');
  }
});

ON('new-record', function(event) {
  // when creating a new record, set the value of the text field to the last value used
  SETVALUE('text_field', storage.getItem('last_text_value'));
});

Updated about 1 year ago