Knowledge: Pulling Data from Another System on a New Record via OnLoad (New Only) Data Action
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Knowledge
Title*Pulling Data from Another System on a New Record via OnLoad (New Only) Data Action
ManualTips and Tricks
Created08/04/2022
DetailWith sysero information can be used to pre-populate values via the URL e.g.
https://www.example.com/editclaimtabbed.aspx?CompanyID=1&ApplicationID=1&TextField1=123
So on opening new form that field e.g. MatterNo. that is TextField1, would be pre-populated with 123.
Now passing large amounts of information this way would be unreliable due to formatting and length restrictions of URL. So one way to do this is via OnLoad (new only) Data Actions.
In the example of using say a MatterNo, you would still set this via the URL. For all the other information you would set up a SQL or REST Data Action as usual to pull the information based on the MatterNo as input.
Before setting it as an OnLoad (new only) Data Action, you should set it up as Manual, to test it with button click to see data is being found. The once happy it works set both:
- OnLoad (new only)
- Auto select row if one result returned
The above will on run on new request, so won't accidentally update data on existing records.
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