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Forms displayed in a pop-up window

  • 1.  Forms displayed in a pop-up window

    Posted 11 days ago
    In a parent table (example: [PROJECTS]), when inside the form for adding a new record to this table [PROJECTS] is it possible to add a record to a child table (example: [TASKS]) via a button (example: the "Add Task" button) in a pop up window similar to an alert?

    Unfortunately, selecting the "Open Target in New Window" option in Field Properties opens a new tab and it doesn't perform the specific action I'm looking for.

    The UX that was requested is to have the new window open in a smaller pop-up window in which the the child record can be entered and then closed without leaving the original form on the parent record. 

    I've been told that this is not supported, however, I was wondering if there were any known workarounds out there.


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    T$
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  • 2.  RE: Forms displayed in a pop-up window

    Posted 11 days ago
    Thomas, currently forms to display as pop-up functionality is not in QB (to my understanding) except when you are adding a new value to drop-down for which the field is referenced from your master table, the QB will popup the form to add new value by displaying add record in master form. 

    The otherway to achieve this is to create a form using javascript and load that script on your button click. Javascript experts can jump-in here.

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    Babi Panjikar
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  • 3.  RE: Forms displayed in a pop-up window

    Posted 11 days ago
    You can display the child table on your form and have it editable from that form rather than having to open a window or new form:

    Use these setting in your form:


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    Adam Keever
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  • 4.  RE: Forms displayed in a pop-up window

    Posted 10 days ago
    Thank you Adam. Your solution is a good compromise that I had not considered. However, aesthetically Babi's .js button is a better solution, be it with far more work by comparison.

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    Thomas Easterling
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  • 5.  RE: Forms displayed in a pop-up window

    Posted 10 days ago
    Just an FYI, I was advised to not utilize the image on load technique and other js solutions as they would not be supported by Quick Base and may not function on mobile.

    Read more here:
    js unsupported

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    Adam Keever
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  • 6.  RE: Forms displayed in a pop-up window

    Posted 10 days ago
    They are half right. They do not support custom JS solutions, YOU as the creator get to support it. Most of the custom script I deploy and support still works (yes works on mobile also).

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    Everett Patterson
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  • 7.  RE: Forms displayed in a pop-up window

    Posted 10 days ago
    You can use jquery dialog along with API_AddRecord to generate a nice look while never leaving the original form/report.

    See Dan's post, How To Dialog?



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    Everett Patterson
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