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Button to Save record and open same it in different form view

  • 1.  Button to Save record and open same it in different form view

    Posted 12-24-2020 09:23

    How do i save a record and open it in a different form with a button So that the same record is open?



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    Test USERS
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  • 2.  RE: Button to Save record and open same it in different form view

    Posted 12-24-2020 09:41

    Can you tell us if you are adding or editing a record and where you are launching from to do this action?



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 3.  RE: Button to Save record and open same it in different form view

    Posted 12-24-2020 13:27

    HI Mark,
    Sorry my post wasn't informative . 

    1. We are using GENCOPY to copy a record

    2. We now want to "save" the record and at the same time open the added record using a different form(dfid) which is much more detailed.



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    Test USERS
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  • 4.  RE: Button to Save record and open same it in different form view

    Posted 12-24-2020 13:53

    Actually, sorry, but I don't have a native solution for that because we don't know the Record ID# until it's saved.



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 5.  RE: Button to Save record and open same it in different form view

    Posted 30 days ago

    So, you're using GenCopyRecord from the default View mode form (I'm assuming), which will take you to a new record and show the default Add mode form. Instead of having to then save the record and open it up into yet another form, maybe you could change the form the user is directed to when they click the button? So, instead of the default Add mode form, direct the user to your Copy form. Would that be sufficient for your process?



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    Blake Harrison
    bharrison@datablender.io
    DataBlender - Quick Base Solution Provider
    Atlanta GA
    404.800.1702 / http://datablender.io/
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  • 6.  RE: Button to Save record and open same it in different form view

    Posted 30 days ago

    Actually in thinking about this some more I think there is an elegant solution. All you are really saying is that you want to have a short form for ADD mode and in EDIT  mode do you want a longer form. So all you need to do is to have a single form and use a form rule to detect whether the user is an add or edit mode.

    What I typically do in the situations is to make a field called [Record ID# mirror].  The formula will just be [Record ID#]

    I have no idea why but using Dynamic Form Rules you may not access the [Record ID#] field but you can access a formula field that is based on the [Record ID#]. 

    So just have a form rule which detects if the Record ID exists  (ie [Record ID# mirror] >0 ) , which means that the user is now in edit mode, in which case to show Tabs or Sections for editing those extra fields.



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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  • 7.  RE: Button to Save record and open same it in different form view

    Posted 30 days ago
    Edited by Prashant Maheshwari 30 days ago

    Thank you ! This is indeed an elegant solution . Will try this 

    Any elegant way to open added record in edit mode ? 



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    Prashant Maheshwari
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  • 8.  RE: Button to Save record and open same it in different form view

    Posted 30 days ago
    • We were using a different form to add the new record (shorter form with only basics ) 
    • after the record was added we simply wanted to redirect the user to the added record but in a longer form (another form)


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    Prashant Maheshwari
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  • 9.  RE: Button to Save record and open same it in different form view

    Posted 30 days ago

    Many here is a simple answer.  Make the default for be the long form.  For the button to add a record use syntax to force the shorter add record form.  When the form is saved it will default back to the long form.



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