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Specify which form to use that doesn't involve roles

  • 1.  Specify which form to use that doesn't involve roles

    Posted 01-29-2020 18:16
    Is there a way to specify which form is linked to another form based on name rather than role?

    I have three tables Estimate, Project & Buyouts.  Under the Buyouts Table I have two forms.  A detailed form (main form) and a simplified form.  Under the Project table form, there is a button link to the Buyout form that pulls up the detailed form.  Works great.  I would like to add a button on the Estimate table form to the simplified Buyout form.  Currently the only way I can figure out how to get to the simplified form to come up is by changing the user role. The problem is that someone assigned the role of Project Manager could need both based on if they are working on an Estimate or a Project.  Is there a way to assign which form to use that does not involve the user role?

    Thanks

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    Brianne Jacobsen
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  • 2.  RE: Specify which form to use that doesn't involve roles

    Posted 01-29-2020 18:30
    Edited by Mark Shnier (YQC) 01-31-2020 13:44
    Are you looking to push a button to have the correct form come up in the mode or edit mode? Or are you hoping for some other method to bring up the right form?

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



  • 3.  RE: Specify which form to use that doesn't involve roles

    This message was posted by a user wishing to remain anonymous
    Posted 01-30-2020 10:01
    This post was removed


  • 4.  RE: Specify which form to use that doesn't involve roles

    This message was posted by a user wishing to remain anonymous
    Posted 01-30-2020 12:50
    This post was removed


  • 5.  RE: Specify which form to use that doesn't involve roles

    Posted 01-29-2020 21:52
    Brianne,

    If you can define the criteria mathematically  then you can build a Formula Rich Text that will send the User anywhere you want.  Assume you are worried about busy they are through out the day and are trying to manage peak brain power.

    // Images
    var text IMGFolderQ =     "<img src=https://images.quickbase.com/si/24/146-folder_q.png>"
    var text IMGFolderH =     "<img src=https://images.quickbase.com/si/24/146-folder_h.png>"

    // Variables

    var text Early = "Early morning form";
    var text MidDay = "Midday form";
    var timeofday ManagerTime = Now();

    // URLs

    var text URLEditEarly =

      URLRoot() & "db/" & Dbid() & "?a=er&rid=" &URLEncode([Record ID#]&
      "&dfid=2"&
      "&z=" & Rurl();

    var text URLEditMid =

      URLRoot() & "db/" & Dbid() & "?a=er&rid=" &URLEncode([Record ID#]&
      "&dfid=10"&
      "&z=" & Rurl();

    // HTML
    var text HTMLEarly =  "<a href=" & $URLEditEarly & "' title=\"Click Me\">"  & $IMGFolderQ &  "</a>";
    var text HTMLMID =  "<a href=" & $URLEditMid & "' title=\"Click Me\">"  & $IMGFolderH &  "</a>";

    // Logic

    If (  $ManagerTime< ToTimeOfDay("1:00 PM")   , $HTMLEarly, HTMLMID ) 


    You can control the form, the images and the criteria where to send the User.

    ------------------------------
    Don Larson
    Paasporter
    Westlake OH
    ------------------------------



  • 6.  RE: Specify which form to use that doesn't involve roles

    Posted 01-30-2020 09:58
    Thank you for the formulas.  That is kind of what I want to do.  Except if you are using the form in the Early Table you go to IMGFolderQ but if you are using the form in the Midday Table you go to IMGFolderH. It wouldn't be an if/then from the same form. 

    My problem is I'm not very familiar with programming and don't know how to specify which form to use in the formula.  The formula I found

    URLRoot() & "db/" & [_DBID_BUY_OUTS] & "?a=API_GenAddRecordForm&_fid_77=" & URLEncode ([Record ID#])& "&z=" & Rurl()

    will only take me to the default form.  Other than the form id number, I'm not sure how to differentiate between the two forms.  And I don't know the terminology to modify the formula to say use this form instead using the form id number.  Any help with that?

    Thank you for your help.  I hope I'm making a little sense.



    ------------------------------
    Brianne Jacobsen
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  • 7.  RE: Specify which form to use that doesn't involve roles

    Posted 01-30-2020 10:04
    The syntax to specify a form is

    &dfid=xx

    So for example

    URLRoot() & "db/" & [_DBID_BUY_OUTS] & "?a=API_GenAddRecordForm&_fid_77=" & URLEncode ([Record ID#])
    & "&dfid=10"
    & "&z=" & Rurl()
     

    or do display a record

    URLRoot() & "db/" & dbid() & ?"a=dr&dfid=10&rid=" & [Record ID#] 

    or do edit a record

    URLRoot() & "db/" & dbid() & ?"a=er&dfid=10&rid=" & [Record ID#]

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



  • 8.  RE: Specify which form to use that doesn't involve roles

    Posted 01-30-2020 10:18
    Thank you.  That is what I needed.

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    Brianne Jacobsen
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  • 9.  RE: Specify which form to use that doesn't involve roles

    Posted 01-30-2020 13:09
    Brianne,

    Go out to the App Exchange and do a search for Magic Buttons and download that Application to your realm.   It was put together by Kirk Trachy who is the Godfather of this functionality at Quick Base.  He has been helping everyone extend their applications and meet User expectations for over ten years.

    You will find it very helpful.



    ------------------------------
    Don Larson
    Paasporter
    Westlake OH
    ------------------------------