Adding Records using Add Record Task

Let us take the example of a simple expense tracking application to illustrate the usage of the Add Record task. This application consists of the following forms:

  1. Expense Form to enter your daily expense details.
  2. Monthly Payments Form to enter the monthly payments to be made with due date for each expense. This form will have a decision checkbox "Add to expense" which is hidden when the form is loaded to add new monthly payments.

When a monthly payment is made, the user will update this record by checking the "Add to expense" checkbox field. On update, the record will be automatically added to the Expense form. This is achieved by adding on success script to the actions -> on edit block. The Monthly Payments form definition given below, highlights the on success script added to the on edit block. The script will be executed when a record is updated. The script will add a record to the Expense form with the given values, if the "Add to expense" checkbox is set to true. 

 form  Monthy_Payments
{
    displayname  =  "Monthy Payments"
    
    Payment_due_on
    (
        displayname  =  "Payment due on"
        type  =  text
    )

    Amount
    (
        type  =  USD
        width  =  20
    )

    Description
    (
        type  =  textarea
    )

    Add_to_expense
    (
        displayname  =  "Add to expense"
        type  =  checkbox
        defaultvalue  =  false
    )

    actions
    {
        on add
        {
            on load
            {
                hide Add_to_expense;
            }
            Submit
            (
                type  =  submit
                displayname  =  "Submit"
            )
            Reset
            (
                type  =  reset
                displayname  =  "Reset"
            )
        }
        on edit
        {
            Update
            (
                type  =  submit
                displayname  =  "Update"
                on success
                {
                    if (input.Add_to_expense)
                    {
                        insert into Expense_Form
                        [
                            Added_User = zoho.loginuser
                            Amount = input.Amount
                            Description = input.Description
                            Expense_Date = zoho.currentdate
                        ]
                    }
                }
            )
            Cancel
            (
                type  =  cancel
                displayname  =  "Cancel"
            )
        }
    }
}