By default there's an "Add XX" button to add data to a second table related to an item in my first table. I'd like to take that one step further to make an "Add" button that pulls the data from table 2 based on it related data in other tables.
I have 4 tables that are related. I'll use the QuickBase favorite apartment/rental example since I think that's easier to follow that my actual table names which relate to a QA inspection process:
Table 1: Tenants
Table 2: Rental Agreements
Table 3: Type of Rental Agreement
Table 4: Buildings
Tenants can have many Rental Agreements – one-to-many relationship
Buildings can have many Tenants – one-to-many relationship
Buildings can have many Rental Agreements – one-to-many relationship
Buildings can have many Types of Rental Agreements – one-to-many relationship
Note on Types of Rental Agreements: There are only three types (annual, month-to-month, 5yr), but have different specifics depending on the related Building, that's why this is a separate table and not just a multiple choice field. For example Building A's month-to-month lease does not allow dogs, but Building B's month-to-month lease does. Also note that a Building may have more than one "annual" type rental agreement, but only one that is "current" which is determined by a checkbox field.
I have a Tenants table and I want to add a Rental agreement. There's a standard "Add Rental Agreement" button. I've used dynamic rules to pull the related Building info into the Rental Agreement form. I have a conditional field to choose the Type of Agreement. This works fine.
However, I would like instead to have an "Add Annual Rental Agreement" button that would automatically set the Type of Agreement to the "Annual" type for the related building? The reason is not just that I don't want to have to pick when I open the form, but because I only want user to be able to select this type of agreement when adding a new Tenant. Later, other types of agreements may be added.
Is that something I can code into the button somehow? Do I need to pull down information from the Type of Rental Agreement to the Tenants table? Is there something I can do with form rules or separate forms that would make this possible?
The standard "Add Rental Agreement" button code looks like this:
URLRoot() & "db/" & [_DBID_RENTAL_AGREEMENTS] & "?a=API_GenAddRecordForm&_fid_9=" & URLEncode ([Record ID#])& "&z=" & Rurl()
Below is what I tried, but it didn't work. Field 38 is my rental agreement type. I wasn't sure if I could just add text there like that, but anyway, it also doesn't consider there may be multiple "annual" types, and I need it to look at the one with the check box set to "current."
URLRoot() & "db/" & [_DBID_RENTAL_AGREEMENTS] & "?a=API_GenAddRecordForm&_fid_9=" & URLEncode ([Record ID#])& "&z=" & "?a=API_GenAddRecordForm&_fid_38=Annual" & Rurl()
Any recommendations on how to approach this or specific code to add to the button are greatly appreciated.