Scripting on Forms

Forms support two scripting hooks that let you encode business rules at the form level — one that runs before the form renders, and one that runs after every successful transaction.

For the variables available in each hook, see Scripting Contexts.

Pre-Processing Script

When it runs: Before the form renders, each time a donor opens the page.

What it can do:

• Look up the logged-in user’s record and pre-populate form fields from their data
• Set default field values from URL parameters passed to the form
• Redirect the donor to a different page based on context (for example, redirect an already-pledged employee to their giving history)
• Initialize custom field values based on campaign configuration

Example — pre-populate from employee record:

import "employeeRelationshipService";
if (user != null) {
    var emp = employeeRelationshipService.findByContact(contact, account);
    if (emp != null) {
        purchaseOrder.get('Department').value = emp.get('Department').value;
        purchaseOrder.get('Workgroup').value = emp.get('Workgroup').value;
    }
}

Post-Processing Script

When it runs: Once, after every successful transaction from this form — after the transaction is saved and all item-level post-processing scripts have run.

What it can do:

• Send custom notifications beyond the standard receipt email
• Update related records (for example, update a contact’s donor status)
• Post transaction data to an external system
• Create follow-up tasks or opportunities
• Trigger a matching gift check

Example — notify coordinator of major gift:

import "mailer";
if (purchaseOrder.amount >= 1000) {
    mailer.sendEmail(
        account.getProperty('majorGiftsEmail'),
        'New major gift received',
        contact.firstName + ' ' + contact.lastName +
        ' gave $' + purchaseOrder.amount
    );
}

Where Scripts Are Configured

Both scripts are configured on the Integration tab of the Form edit page, in the Pre-Processing Script and Post-Processing Script fields.

Scripts are written in JavaScript. The full scripting language reference, available services, and patterns are in the Scripting Guide.