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Button to Create New Form With Fields that Populate

  • 1.  Button to Create New Form With Fields that Populate

    Posted 19 days ago
    Hello,

    I am trying to build a button that will allow for me to take the client and build the lead with the info that is provided in the variable boxes that I have listed and the set variables that are included in the formula below. It is putting the phone number, first and last name, but it is not putting the lead source or the "referral" status. It is then directing back to Dashboard and not to the edit record view in form 12 like i would like it to. Please let me know what you would change to make this work my phone number is the key field for the table we are adding to:

    "https://seniorchoiceplans.quickbase.com/db/bqfx8k92p?a?a=API_addRecord" &
    "&apptoken=xxxxxxxxxxxxxxx" &
    "&_fid_101=" & URLEncode(User())&
    "&_fid_32=Prospect" &
    "&_fid_83=Referral" &
    "&_fid_7="&[Phone Number]&
    "&_fid_6="&[First Name]&
    "&fid_38="&[Last Name]&
    "&rdr=" &
    URLEncode(URLRoot() & "db/" & Dbid() & "?a=er=fid=2&rid" & [Phone Number])

    ------------------------------
    Benjamin Brooks
    ------------------------------


  • 2.  RE: Button to Create New Form With Fields that Populate

    Posted 19 days ago
    Try with these corrections

    "https://seniorchoiceplans.quickbase.com/db/bqfx8k92p?a?a=API_addRecord" &
    "&apptoken=xxxxxxxxxxxxxxx" &
    "&_fid_101=" & URLEncode(User())&
    "&_fid_32=Prospect" &
    "&_fid_83=Referral" &
    "&_fid_7="&[Phone Number]&
    "&_fid_6=" & URLEncode([First Name])&
    "&fid_38="& URLENcode([Last Name])&
    "&rdr=" &
    URLEncode(URLRoot() & "db/" & Dbid() & "?a=er&key=" & [Phone Number])

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



  • 3.  RE: Button to Create New Form With Fields that Populate

    Posted 19 days ago
    First Name is good
    Last Name is good
    Phone number is good
    Nothing in 101,32,83

    brought me to dashboard and not return to form 12 in edit which the button exists on form 18

    ------------------------------
    Benjamin Brooks
    ------------------------------



  • 4.  RE: Button to Create New Form With Fields that Populate

    Posted 19 days ago
    Fid 32 and 83 area text multichoice btw

    ------------------------------
    Benjamin Brooks
    ------------------------------



  • 5.  RE: Button to Create New Form With Fields that Populate

    Posted 19 days ago
    try this one.



    "https://seniorchoiceplans.quickbase.com/db/bqfx8k92p?act=API_AddRecord" &

    "&apptoken=xxxxxxxxxxxxxxx" &
    "&_fid_101=" & totext(User())&
    "&_fid_32=Prospect" &
    "&_fid_83=Referral" &
    "&_fid_7="&[Phone Number]&
    "&_fid_6=" & URLEncode([First Name])&
    "&_fid_38="& URLENcode([Last Name])&
    "&rdr=" &
    URLEncode(URLRoot() & "db/" & Dbid() & "?a=er&key=" & [Phone Number])

    The redirect should work, but if for some reason we cannot get it to work, then tnhis would land the user onthe recor in view mode

    "https://seniorchoiceplans.quickbase.com/db/bqfx8k92p?act=API_AddRecord" &
    "&apptoken=xxxxxxxxxxxxxxx" &
    "&_fid_101=" & totext(User())&
    "&_fid_32=Prospect" &
    "&_fid_83=Referral" &
    "&_fid_7="&[Phone Number]&
    "&_fid_6=" & URLEncode([First Name])&
    "&fid_38="& URLENcode([Last Name])&
    "&disprec=1"

    if your formula is not working,  can you post the latest version?





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



  • 6.  RE: Button to Create New Form With Fields that Populate

    Posted 19 days ago
    Edited by Benjamin Brooks 19 days ago
    Above is the form that we are filling out and the button that is new client referral is our work in progress this is form ID  18


    Above is what we are trying to push to this is form id 2

    Tried this and got the same:
    "https://seniorchoiceplans.quickbase.com/db/bqfx8k92p?a?a=API_addRecord" &
    "&apptoken=xxxxxx" &
    "&_fid_101=" & ToText(User())&
    "&_fid_32=Prospect" &
    "&_fid_83=Referral" &
    "&_fid_7="&[Phone Number]&
    "&_fid_6=" & URLEncode([First Name])&
    "&fid_38="& URLEncode([Last Name])&
    "&rdr=" &
    URLEncode(URLRoot() & "db/" & Dbid() & "?a=er&key=" & [Phone Number])

    As well as this and got the same:

    "https://seniorchoiceplans.quickbase.com/db/bqfx8k92p?act=API_AddRecord" &
    "&apptoken=xxxxxxxxxxx" &
    "&_fid_101=" & ToText(User())&
    "&_fid_32=Prospect" &
    "&_fid_83=Referral" &
    "&_fid_7="&[Phone Number]&
    "&_fid_6=" & URLEncode([First Name])&
    "&fid_38="& URLEncode([Last Name])&
    "&disprec=1"

    Neither are taking me to the form that i want though it is taking me to dashboard!


    ------------------------------
    Benjamin Brooks
    ------------------------------



  • 7.  RE: Button to Create New Form With Fields that Populate

    Posted 19 days ago
    The Bold part in the first line is incorrect.  I'm surprised its working at all.

    The first line should read
    "https://seniorchoiceplans.quickbase.com/db/bqfx8k92p?a=API_AddRecord" &


    Then change the last line to this assuming that you want to edit on form #12.

    URLEncode(URLRoot() & "db/" & Dbid() & "?a=er&dfid=12&key=" & [Phone Number])


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