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Return to default edit parent form for user's role when saving a child record. Multiple forms.

  • 1.  Return to default edit parent form for user's role when saving a child record. Multiple forms.

    Posted 4 days ago
    I have multiple forms for the parent record, the add record form is the same for all roles and is also the view/edit form for some roles but for other roles the view/edit form is different. Currently, I'm using the default formula: URLRoot() & "db/" & [_DBID_ADD_DEPARTMENT_UNIT] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#])& "&z=" & Rurl()

    But, when the user's default edit form is not the add form, it is returning to a blank add form. When adding a child, I need to return to the add form, in edit mode, regardless of the user's role.

    Any ideas?

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    Sherry Blackburn
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  • 2.  RE: Return to default edit parent form for user's role when saving a child record. Multiple forms.

    Posted 3 days ago
    I gather that you are sitting on a Parent record and want to add a child and then return to the parent record in edit mode on a particular form.

    Try this for the Add Child (Add Department unit) button.

    var text AddDeptUnit = URLRoot() & "db/" & [_DBID_ADD_DEPARTMENT_UNIT] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#]);

    var text ParentInEditMode =  URLRoot() & "db/" & dbid() & "?a=er&rid=" & [Record ID#]
    & "&dfid=2";

    $AddDeptUnit
    & "&NextURL=" & URLEncode($ParentInEditMode)

    replace the "2" with the form number of the Parent table that you that you want to land the user on.   

    In my mind & "&dfid=2";
     
    means

    "Da Form ID is 2"



    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Return to default edit parent form for user's role when saving a child record. Multiple forms.

    Posted 3 days ago

    Thanks Mark. It is returning to the correct form in edit mode, but it is returning a blank form – not to the parent record in edit mode. I've tested it in multiple roles with the same result. Any ideas?

     

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    Sherry Blackburn  |  Sr. Applications Systems Analyst - Quickbase  |  Technology Solutions Partners

    PeaceHealth  |  1115 SE 164th Ave.  |  Vancouver, WA 98683

    Learn about Quickbase and requesting an app.

    Use your PeaceHealth credentials when prompted -  3x3@peacehealth.org and your network password

    Need a Quickbase consult or working session? QuickBaseAnalystServices@PeaceHealthOrg.onmicrosoft.com/bookings/"> Book it HERE.

     


    This message is intended solely for the use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable state and federal laws. If you are not the addressee, or are not authorized to receive for the intended addressee, you are hereby notified that you may not use, copy, distribute, or disclose to anyone this message or the information contained herein. If you have received this message in error, immediately advise the sender by reply email and destroy this message.







  • 4.  RE: Return to default edit parent form for user's role when saving a child record. Multiple forms.

    Posted 3 days ago
    Hmmm, are you launching the Add child button while in the ADD mode on the Parent before the Parent is saved?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------



  • 5.  RE: Return to default edit parent form for user's role when saving a child record. Multiple forms.

    Posted 3 days ago

    This is from the url on the form: a=er&dfid=10

     

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    Sherry Blackburn  |  Sr. Applications Systems Analyst - Quickbase  |  Technology Solutions Partners

    PeaceHealth  |  1115 SE 164th Ave.  |  Vancouver, WA 98683

    Learn about Quickbase and requesting an app.

    Use your PeaceHealth credentials when prompted -  3x3@peacehealth.org and your network password

    Need a Quickbase consult or working session? QuickBaseAnalystServices@PeaceHealthOrg.onmicrosoft.com/bookings/"> Book it HERE.

     


    This message is intended solely for the use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable state and federal laws. If you are not the addressee, or are not authorized to receive for the intended addressee, you are hereby notified that you may not use, copy, distribute, or disclose to anyone this message or the information contained herein. If you have received this message in error, immediately advise the sender by reply email and destroy this message.







  • 6.  RE: Return to default edit parent form for user's role when saving a child record. Multiple forms.

    Posted 3 days ago

    I am in ADD mode, before the parent record is saved. I do have it set to auto save before adding the child record.

     

    color-lineRGB_email

    Sherry Blackburn  |  Sr. Applications Systems Analyst - Quickbase  |  Technology Solutions Partners

    PeaceHealth  |  1115 SE 164th Ave.  |  Vancouver, WA 98683

    Learn about Quickbase and requesting an app.

    Use your PeaceHealth credentials when prompted -  3x3@peacehealth.org and your network password

    Need a Quickbase consult or working session? QuickBaseAnalystServices@PeaceHealthOrg.onmicrosoft.com/bookings/"> Book it HERE.

     


    This message is intended solely for the use of the individual and entity to whom it is addressed, and may contain information that is privileged, confidential, and exempt from disclosure under applicable state and federal laws. If you are not the addressee, or are not authorized to receive for the intended addressee, you are hereby notified that you may not use, copy, distribute, or disclose to anyone this message or the information contained herein. If you have received this message in error, immediately advise the sender by reply email and destroy this message.







  • 7.  RE: Return to default edit parent form for user's role when saving a child record. Multiple forms.

    Posted 3 days ago
    The low tech solution  is to only  offer the Add child button when in edit or view mode. It is probably possible to get it working in Add mode with more complex code. 

     The thread here deals with Mike's somewhat frustrating experience in trying to get that working. But we just recently got an enhancement but in theory should make it possible. 

    https://community.quickbase.com/communities/community-home/digestviewer/viewthread?GroupId=103&MessageKey=b23cb6c8-3578-4318-88b3-d4c3d9571b44&CommunityKey=d860b0f8-6a48-487b-b346-44c47a19a804&tab=digestviewer&ReturnUrl=%2fcommunities%2fallrecentposts

     I have not yet invested the time to figure out how to reliably use the new feature. But the point of the new feature is to make use of the record ID for a record that has not yet been created.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------