Discussions

Expand all | Collapse all

Open a record automatically in edit mode

  • 1.  Open a record automatically in edit mode

    Posted 24 days ago
    I am clicking on a report link and it is going to  a single record in view mode. How do I get it to automatically open in edit mode.

    ------------------------------
    George Bramhall
    ------------------------------


  • 2.  RE: Open a record automatically in edit mode

    Posted 24 days ago
    If you set the form to display the records directly on the form as an embedded table, then the user can decide to open individual records in View or Edit Mode. 

    In addition, you may choose to  set the form property for the embedded report to be "editable" which would allow the users to to edit the child records in Grid Edit mode while editing the parent record.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 3.  RE: Open a record automatically in edit mode

    Posted 24 days ago
    My report Link is in a report, not on a form. The link opens a record in a child table. It only opens in view mode., would like it to open in edit mode without the user having to anything.

    ------------------------------
    George Bramhall
    ------------------------------



  • 4.  RE: Open a record automatically in edit mode

    Posted 24 days ago
    Is there always only one child record maximum?  ie the parent has either no children or 1 child?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 5.  RE: Open a record automatically in edit mode

    Posted 24 days ago
    Actually this is a Date Summary field that is set to only show a single record, the record that is maximum in the child table. Sorry not a Report Link. See attached. 


    ------------------------------
    George Bramhall
    ------------------------------



  • 6.  RE: Open a record automatically in edit mode

    Posted 23 days ago
    There is not a way to make it behave differently with a simple setting.  
    But if you go back to that relationship and lookup that summary maximum date  down to the child records, you can then create a new summary field to obtain the maximum [Record ID#] of the children where the date matches that Maximum date.

    Then you can make a formula URL button to click on to directly edit that record. 

    The formula would be like

    URLRoot() & "db/" & [_DBID of the child table] & "?a=dr&rid=" & [Record ID# of child with maximum date]

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 7.  RE: Open a record automatically in edit mode

    Posted 23 days ago
    To add to Mark's solution:

    If you want the record to open in edit mode, you can use the following:
    URLRoot() & "db/" & [_DBID of the child table] & "?a=er&rid=" & [Record ID# of child with maximum date]

    The only difference is that the user is being sent to the "edit record" (er) form instead of the "direct record" (dr) form.

    ------------------------------
    Evan Westbrook
    PRIME Developer
    Harder Mechanical Contractors Inc.
    Portland OR
    ------------------------------



  • 8.  RE: Open a record automatically in edit mode

    Posted 23 days ago
    yes, thx for the correction!

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 9.  RE: Open a record automatically in edit mode

    Posted 8 days ago
    Thank you. How do I show the value (date) of the single record that I am linking to vs seeing a button or defined text which seem to be my only options with a URL formula field?

    ------------------------------
    George Bramhall
    ------------------------------



  • 10.  RE: Open a record automatically in edit mode

    Posted 8 days ago
    You can make a formula rich text field as a hyperlink.

    var text Words = ToText(Max Date Summary]);

    var text URL =URLRoot() & "db/" & [_DBID of the child table] & "?a=er&rid=" & [Record ID# of child with maximum date];


    // this last part is always the same

    "<a href=" & $URL & ">" & $Words & "</a>"


    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 11.  RE: Open a record automatically in edit mode

    Posted 8 days ago
    Excellent, thank you all.

    ------------------------------
    George Bramhall
    ------------------------------



  • 12.  RE: Open a record automatically in edit mode

    Posted 8 days ago
    Edited by George Bramhall 8 days ago
    Resolved #14 below. However, end user now wants the link to open in a new tab and in edit mode. How is that achieved?​

    ------------------------------
    George Bramhall
    ------------------------------



  • 13.  RE: Open a record automatically in edit mode

    Posted 7 days ago
    try this

    "<a target = _blank href=" & $URL & ">" & $Words & "</a>"

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    markshnier2@gmail.com
    ------------------------------



  • 14.  RE: Open a record automatically in edit mode

    Posted 8 days ago
    George,

    Change to a Formula Rich Text field and build a Magic Button to show what you want in the field.  For lots of examples download Kirk's Magic Button application.

    As simple example:

    // Variables
    var text RecordDate =  ToText([Date Created]);
    var text URLEdit = URLRoot() & "db/" & [_DBID of the child table] & "?a=er&rid=" & [Record ID# of child with maximum date];

    // User Interface
    "<a href=" & $URLEdit & "' title=\"Click Me\">"  & $RecordDate &  "</a>"


    Now you will have the Date Created as hyperlink text to the record for editing.
    Obviously your architecture and business case will drive how you build and display the variables.


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



  • 15.  RE: Open a record automatically in edit mode

    Posted 8 days ago
    Is there a way to show a null value if there are no matching records in the child table? With the formula above, if there is no child record a value of 12/30/2099 appears.

    ------------------------------
    George Bramhall
    ------------------------------