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Adding/updating a child (detail) record using URL formula

  • 1.  Adding/updating a child (detail) record using URL formula

    Posted 03-07-2018 20:39
    I have an estimating form with the following (simplified) structure: Estimating_Header -> Tasks.

    In a form of an Estimate_Header, user can enter a Discount value that is passed to Tasks using a URL formula Apply_Discount. Depending on whether Discount was entered previously, the formula creates or edits child/detail record using API_AddRecord or API_EditRecord.

    When user changes Discount value in Estimate_Header form and hits Apply_Discount button, QB offers to save the current (master) record. However, the Discount value is not always passed to the formula and user often has to hit Apply_Discount again.

    Is there something I can add to pass the value straight away?

    Thanks for your help.


  • 2.  RE: Adding/updating a child (detail) record using URL formula

    Posted 03-07-2018 22:18
    you can probably avoid that pop up question by going to advanced properties for the Estimate Header and and checkbox  "Save parent record automatically when a child record is created"

    As for the button not populating, that probably happens if you have not tabbed out of the input field for the discount before clicking the button.  

    You may need to contrive a way to get the user to tab out or maybe only allow Apply Discount in View mode.


  • 3.  RE: Adding/updating a child (detail) record using URL formula

    Posted 03-08-2018 19:50
    Mark,

    Thank you. Pop up question is fine as sometimes I want to revise Discount value, and it helps to know the record is being saved.

    I did not know about tabbing out of the field - this works. I previously used "Save & keep working" button but tabbing out is easier. Not sure I can force people to do it, maybe a reminder text next to the field might help (not that anyone reads that).

    Thanks again.

    Arkady
    PS: Mountains behind you are very tempting. I'm skiing in France for a few days next week.