I'm trying to set up a create script for a selection field ("quot_c_analysiscode2") on our quote summary screen to set the default value. The selection defines if they're a 'New Customer' or 'Existing Customer'. Rather than having users select it manually, I want it to be set as 'Existing Customer' by default if they have any existing orders, otherwise set to 'New Customer'.
I put this script together that I thought would work, but it doesn't. Can anyone advise what needs to change to get this working?
var selectedValue = CRM.GetContextInfo("quote","quot_c_analysiscode2"); if (!selectedValue || selectedValue === "null" || selectedValue === "") { var OppoId = CRM.GetContextInfo("opportunity","oppo_opportunityid"); if (!isNaN(parseInt(OppoId, 10)) && parseInt(OppoId, 10) > 0) //confirm result is valid { var CompanyId = CRM.CreateQueryObj("SELECT comp_companyid FROM vOpportunity WHERE oppo_opportunityid = " + OppoId); CompanyId.SelectSql(); if (!CompanyId.Eof) //valid result returned { var OrderCount = CRM.CreateQueryObj("SELECT COUNT(Orde_OrderQuoteID) AS OrderCount FROM vSummaryOrder WHERE Comp_CompanyId = " + CompanyId.FieldValue("comp_companyid")); OrderCount.SelectSql(); if (!OrderCount.Eof){ //valid result returned if (parseInt(OrderCount.FieldValue("OrderCount"), 10) > 0){ DefaultValue = 'EC'; } else{ DefaultValue = 'NC'; } } } } }