Discussions

Hi,
I'm having the same issue.  I have a parent table and three child tables.  On the parent table form, the three child tables are displayed and have grid editors.

On the parent table, I created a 'TEST DATE' date/time field with a form rule that sets the 'TEST DATE' to the current date/time.

I don't see any changes made to the TEST DATE field when I open or save the parent record.  How does the form rule need to be formatted?

Also, if the form is configured so the 'dummy' field is updated, if the user clicks the Home icon, will that save the parent and children?  I do not see this happening, but wanted to verify.

Thank you.

------------------------------
Kathy Hewett

Original Message:
Sent: 09-28-2022 21:50
From: Mark Shnier (Your Quickbase Coach)
Subject: Auto Save When Redirected Table Setting Not Working

Yep, been there, know all about it. I think I know about the solution from Ms. Junkie. @Sharon Faust

The issue is that the parent record hast to get dirtied in order that Quickbase do the auto save. If you just edit the grid edit children the system doesn't have that same recognition.​

I was just working through the same issue with a client and my solution was to make a form rule which will always make a trivial edit to the form in a dummy field. For example you could have a date time field and then have a form  rule that always makes that field change to the current date time. That is enough to dirty the parent record and it will auto save when you navigate away.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-28-2022 19:42
From: Curtis Middleton
Subject: Auto Save When Redirected Table Setting Not Working

Hi,

The "Auto save when redirected away from the page" setting does not seem to work when I'm entering data into a Grid Editable report on a form on an existing record. It does work when the record is being added, but as soon as the record is created and has a record ID#, it no longer works and asks me if I'm ok leaving the page without saving:

Any ideas why this is and how I can get around it? At first I thought it was my JS button, but I tried to create a solution where it would use a standard URL button after record has been saved, but that doesn't work either.

------------------------------
Curtis Middleton
------------------------------

re:
I don't see any changes made to the TEST DATE field when I open or save the parent record.  How does the form rule need to be formatted?

Did you deselect that little hidden check box at the bottom of the form rule so that it does in fact fire all the time?  The forum rule would say something like
when the date/time field is not equal to the current date time
Change date time to the current date / time.

Should work except if the user and it's the record twice in the same minute, which is certainly possible, then this formula is not going to fire. The other way to dirty the record would be to have a data entry numeric field on the record, and then a formula field equal to that field plus one. Then have a form rule that says if the data entry numeric field is not equal to the formula field then change the data entry field to the value in the form of the field.  

Rules are evaluated three times so it will increment the data entry field by three.

Hi,
I'm having the same issue.  I have a parent table and three child tables.  On the parent table form, the three child tables are displayed and have grid editors.

On the parent table, I created a 'TEST DATE' date/time field with a form rule that sets the 'TEST DATE' to the current date/time.

I don't see any changes made to the TEST DATE field when I open or save the parent record.  How does the form rule need to be formatted?

Also, if the form is configured so the 'dummy' field is updated, if the user clicks the Home icon, will that save the parent and children?  I do not see this happening, but wanted to verify.

Thank you.

------------------------------
Kathy Hewett

Original Message:
Sent: 09-28-2022 21:50
From: Mark Shnier (Your Quickbase Coach)
Subject: Auto Save When Redirected Table Setting Not Working

Yep, been there, know all about it. I think I know about the solution from Ms. Junkie. @Sharon Faust

The issue is that the parent record hast to get dirtied in order that Quickbase do the auto save. If you just edit the grid edit children the system doesn't have that same recognition.​

I was just working through the same issue with a client and my solution was to make a form rule which will always make a trivial edit to the form in a dummy field. For example you could have a date time field and then have a form  rule that always makes that field change to the current date time. That is enough to dirty the parent record and it will auto save when you navigate away.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-28-2022 19:42
From: Curtis Middleton
Subject: Auto Save When Redirected Table Setting Not Working

Hi,

The "Auto save when redirected away from the page" setting does not seem to work when I'm entering data into a Grid Editable report on a form on an existing record. It does work when the record is being added, but as soon as the record is created and has a record ID#, it no longer works and asks me if I'm ok leaving the page without saving:

Any ideas why this is and how I can get around it? At first I thought it was my JS button, but I tried to create a solution where it would use a standard URL button after record has been saved, but that doesn't work either.

------------------------------
Curtis Middleton
------------------------------

Thanks Mark for the information and quick response.

I did NOT deselect the hidden option.  After deselecting, the TEST DATE field does update.  

I do seem some impact.  If the user makes a change in grid edit then clicks an "Add" button to create a new record, the form is saved and pending grid edit changes are saved.

If the user edits a record on grid edit then clicks the pencil icon on another record in grid edit, the saving does not occur.  Instead, the Leave Site browser warning displays.

Is there a way to have the save occur if the user has pending grid edit changes and navigates to an existing grid edit record?

Thank you for your insight!

re:
I don't see any changes made to the TEST DATE field when I open or save the parent record.  How does the form rule need to be formatted?

Did you deselect that little hidden check box at the bottom of the form rule so that it does in fact fire all the time?  The forum rule would say something like
when the date/time field is not equal to the current date time
Change date time to the current date / time.

Should work except if the user and it's the record twice in the same minute, which is certainly possible, then this formula is not going to fire. The other way to dirty the record would be to have a data entry numeric field on the record, and then a formula field equal to that field plus one. Then have a form rule that says if the data entry numeric field is not equal to the formula field then change the data entry field to the value in the form of the field.  

Rules are evaluated three times so it will increment the data entry field by three.

Hi,
I'm having the same issue.  I have a parent table and three child tables.  On the parent table form, the three child tables are displayed and have grid editors.

On the parent table, I created a 'TEST DATE' date/time field with a form rule that sets the 'TEST DATE' to the current date/time.

I don't see any changes made to the TEST DATE field when I open or save the parent record.  How does the form rule need to be formatted?

Also, if the form is configured so the 'dummy' field is updated, if the user clicks the Home icon, will that save the parent and children?  I do not see this happening, but wanted to verify.

Thank you.

------------------------------
Kathy Hewett

Original Message:
Sent: 09-28-2022 21:50
From: Mark Shnier (Your Quickbase Coach)
Subject: Auto Save When Redirected Table Setting Not Working

Yep, been there, know all about it. I think I know about the solution from Ms. Junkie. @Sharon Faust

The issue is that the parent record hast to get dirtied in order that Quickbase do the auto save. If you just edit the grid edit children the system doesn't have that same recognition.​

I was just working through the same issue with a client and my solution was to make a form rule which will always make a trivial edit to the form in a dummy field. For example you could have a date time field and then have a form  rule that always makes that field change to the current date time. That is enough to dirty the parent record and it will auto save when you navigate away.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-28-2022 19:42
From: Curtis Middleton
Subject: Auto Save When Redirected Table Setting Not Working

Hi,

The "Auto save when redirected away from the page" setting does not seem to work when I'm entering data into a Grid Editable report on a form on an existing record. It does work when the record is being added, but as soon as the record is created and has a record ID#, it no longer works and asks me if I'm ok leaving the page without saving:

Any ideas why this is and how I can get around it? At first I thought it was my JS button, but I tried to create a solution where it would use a standard URL button after record has been saved, but that doesn't work either.

------------------------------
Curtis Middleton
------------------------------

This is from support:

Upon further review, it looks like this is actually a bug when you try to redirect after making changes to an embedded grid edit report. A Bug ID, QBE012011, was created.

Thanks Mark for the information and quick response.

I did NOT deselect the hidden option.  After deselecting, the TEST DATE field does update.  

I do seem some impact.  If the user makes a change in grid edit then clicks an "Add" button to create a new record, the form is saved and pending grid edit changes are saved.

If the user edits a record on grid edit then clicks the pencil icon on another record in grid edit, the saving does not occur.  Instead, the Leave Site browser warning displays.

Is there a way to have the save occur if the user has pending grid edit changes and navigates to an existing grid edit record?

Thank you for your insight!

re:
I don't see any changes made to the TEST DATE field when I open or save the parent record.  How does the form rule need to be formatted?

Did you deselect that little hidden check box at the bottom of the form rule so that it does in fact fire all the time?  The forum rule would say something like
when the date/time field is not equal to the current date time
Change date time to the current date / time.

Should work except if the user and it's the record twice in the same minute, which is certainly possible, then this formula is not going to fire. The other way to dirty the record would be to have a data entry numeric field on the record, and then a formula field equal to that field plus one. Then have a form rule that says if the data entry numeric field is not equal to the formula field then change the data entry field to the value in the form of the field.  

Rules are evaluated three times so it will increment the data entry field by three.

Hi,
I'm having the same issue.  I have a parent table and three child tables.  On the parent table form, the three child tables are displayed and have grid editors.

On the parent table, I created a 'TEST DATE' date/time field with a form rule that sets the 'TEST DATE' to the current date/time.

I don't see any changes made to the TEST DATE field when I open or save the parent record.  How does the form rule need to be formatted?

Also, if the form is configured so the 'dummy' field is updated, if the user clicks the Home icon, will that save the parent and children?  I do not see this happening, but wanted to verify.

Thank you.

------------------------------
Kathy Hewett

Original Message:
Sent: 09-28-2022 21:50
From: Mark Shnier (Your Quickbase Coach)
Subject: Auto Save When Redirected Table Setting Not Working

Yep, been there, know all about it. I think I know about the solution from Ms. Junkie. @Sharon Faust

The issue is that the parent record hast to get dirtied in order that Quickbase do the auto save. If you just edit the grid edit children the system doesn't have that same recognition.​

I was just working through the same issue with a client and my solution was to make a form rule which will always make a trivial edit to the form in a dummy field. For example you could have a date time field and then have a form  rule that always makes that field change to the current date time. That is enough to dirty the parent record and it will auto save when you navigate away.

------------------------------
Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com

Original Message:
Sent: 09-28-2022 19:42
From: Curtis Middleton
Subject: Auto Save When Redirected Table Setting Not Working

Hi,

The "Auto save when redirected away from the page" setting does not seem to work when I'm entering data into a Grid Editable report on a form on an existing record. It does work when the record is being added, but as soon as the record is created and has a record ID#, it no longer works and asks me if I'm ok leaving the page without saving:

Any ideas why this is and how I can get around it? At first I thought it was my JS button, but I tried to create a solution where it would use a standard URL button after record has been saved, but that doesn't work either.

------------------------------
Curtis Middleton
------------------------------