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URL api button in the summary report

  • 1.  URL api button in the summary report

    Posted 4 days ago
    Hi,

    I have "Bills" (child) table and "Customers" (parent) table.
    Each Customer has many Bills.
    The Summary report of the "Bills" table, summarized by amount and grouped by Customer's name.
    Also I have "Tax type" multi choice field in "Estimates" table.
    Tax types can have many customers.
    Each "Bill" populate "Tax type" from "Customer" table using Customer ID.

    I would like to have a button in the Summary report, witch will open "Customers "Tax type"  form in pop-up window and will allowed to change the "Tax type" in the "Customer" table.

    ThUAll


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    Andrew S
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  • 2.  RE: URL api button in the summary report

    Posted 4 days ago
    It sounds mostly possible. Try this as a Rich Text formula field.  It will open in a new tab, not a pop up though.

    var text URL = URLRoot() & "db/" & [_DBID_CUSTOMERS] & "?a=er&rid=" & [Related Customer];

    var text Words = "Edit Tax";

    "<a class='Vibrant Success'" & " a href=" & $URL & " target=_blank" & ">" & $Words & "</a>"

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



  • 3.  RE: URL api button in the summary report

    Posted 4 days ago
    Thank you for fast response Mark,

    I have "Customer 1" and "Customer 2" table, so this formula use the "Customer 1" by default, how can I change it?



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    Andrew S
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  • 4.  RE: URL api button in the summary report

    Posted 4 days ago
    Actually my "Customers" table connected table to the another APP, and formula can't recognize it.

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    Andrew S
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  • 5.  RE: URL api button in the summary report

    Posted 4 days ago





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    Andrew S
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  • 6.  RE: URL api button in the summary report

    Posted 4 days ago
    So, I used alias instead of table name, but it still doesn't work.
    My key field in the "Customers" table is "Id" and it reference field in the Bills is "Customer ID"
    So I have this request: https://builderprogram-jrynders.quickbase.com/db/brg4q76gd?a=er&rid=3673

    And this result:




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    Andrew S
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  • 7.  RE: URL api button in the summary report

    Posted 4 days ago
    Can I see a copy and paste of your formula

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



  • 8.  RE: URL api button in the summary report

    Posted 4 days ago
    var text URL = URLRoot() & "db/" & [_DBID_TABLE_2] & "?a=er&rid=" & [Customer ID];

    var text Words = "Edit Tax";

    "<a class='Vibrant Success'" & " a href=" & $URL & " target=_blank" & ">" & $Words & "</a>"

    ------------------------------
    Andrew S
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  • 9.  RE: URL api button in the summary report

    Posted 4 days ago


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    Andrew S
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  • 10.  RE: URL api button in the summary report

    Posted 4 days ago
    If the Key field of the customers table is not the Record ID# field then try this

    var text URL = URLRoot() & "db/" & [_DBID_TABLE_2] & "?a=er&key=" & [Customer ID];


    var text Words = "Edit Tax";

    "<a class='Vibrant Success'" & " a href=" & $URL & " target=_blank" & ">" & $Words & "</a>"

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



  • 11.  RE: URL api button in the summary report

    Posted 4 days ago
    Thanks Mark, it works
    I'm really impressed and excited.
    And I will be Happy if it will open new window.
    How to do it?

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    Andrew S
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  • 12.  RE: URL api button in the summary report

    Posted 4 days ago
    POP-UP window

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    Andrew S
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  • 13.  RE: URL api button in the summary report

    Posted 4 days ago
    Another question: how to add this field to the Summary report?

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    Andrew S
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  • 14.  RE: URL api button in the summary report

    Posted 4 days ago
    That code should cause the button to open in a new window.  You can just add this field to your summary report as a "Group By" after the Customer.

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



  • 15.  RE: URL api button in the summary report

    Posted 4 days ago
    Sorry, I mean POP-UP window.

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    Andrew S
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