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change the native add record button to go to a certain form instead of using the one this table is set to be used in view mode.

  • 1.  change the native add record button to go to a certain form instead of using the one this table is set to be used in view mode.

    Bronze
    Contributor
    Posted 09-06-2018 01:54
    I want to change the native add record button to direct to a certain form. I know I can do tht by changing the entire report to use a certain form but I don't want to do that since I still want for viewing to be able to use the form I currently set to be using for this report.

    I know with a simple onload technique you can do that. Just need some guidance.

    Thanks in advance


  • 2.  RE: change the native add record button to go to a certain form instead of using the one this table is set to be used in view mode.

    Bronze
    Contributor
    Posted 09-06-2018 11:19
    You know you can assign different forms for each mode, right? In our case, our add project form looks nothing like the edit/view project form. I just assigned the add form to the add mode and the other form to the edit and the view modes.


  • 3.  RE: change the native add record button to go to a certain form instead of using the one this table is set to be used in view mode.

    Posted 09-06-2018 11:21
    Hi - there is native capability for this that you do not need to use a JavaScript modification for. If you were using a custom Formula - URL/Text field, you could append:
    &dfid=X

    Where X is the form ID. We also have many native controls on the behavior of forms as it relates to view vs add vs modify and even mobile. You can read more about that here: https://help.quickbase.com/user-assistance/cs/cs_about_custom_forms.html.


  • 4.  RE: change the native add record button to go to a certain form instead of using the one this table is set to be used in view mode.

    Bronze
    Contributor
    Posted 09-06-2018 11:35
    Harrison is right. If I could add to it, you could modify the existing "Add..." formula URL to append the &dfid=X parameter to it. But if you assigned the add form to the add mode, quickbase will automatically take care of that under the hood for you.


  • 5.  RE: change the native add record button to go to a certain form instead of using the one this table is set to be used in view mode.

    Bronze
    Contributor
    Posted 09-07-2018 03:38
    Thanks for the replies.

    I need to know where to set that when I create a new record from the native green button, it should use a specific form which I want to use to create records. I know its built in that I can set each element in a form if it should show at view edit or add however I need to use a specific form when the user clicks the native green add record button.

    Thanks again


  • 6.  RE: change the native add record button to go to a certain form instead of using the one this table is set to be used in view mode.

    Posted 09-07-2018 05:33
    In the Settings for a Forms Usage, you control, by Role, which Oirm is used for Add, Edit, View, and Grud Edit.