I need an URL to allow me to Add a record, then save it, and then allow me to edit it. When hitting the add record button it creates a form filled out but the users need to add a document then hit a checkbox on a report link. When the users hit save the checkbox from the report link did not go through. They then have to edit the record and hit the checkbox again. This checkbox is in a report link that is to another table. I need it to where they don't have to keep going back to reselect the checkbox. This is the current formula: URLRoot() & "db/" & [_DBID_TABLE_1] & "?a=API_GenAddRecordForm&_fid_8=" & URLEncode ([Field 1]) & "&_fid_22=" & URLEncode("Document") & "&z="------------------------------Ricky WhiteRicky------------------------------

If you want to essentially save and keep working, so that the record is saved and you land the user in the record in edit mode, then you can provide a Formula Rich Text Button with this code below. You would need to provide instructions to the users to use this special button and not the regular save button. This should have the same effect as the user manually selecting the "split" drop down option on the regular Green save button to Save and Keep Working. That option is a bit obscure so not really discoverable for regular users. This button will work in both Add Mode or Edit Mode. var text RID = If([Record ID#]>0, ToText([Record ID#]), "%%rid%%"); var text URL = URLRoot() & "db/" & Dbid() & "?a=er"& "&rid="& $RID; "<a class='SaveBeforeNavigating' data-replaceRid=true style=\"text-decoration:none; background: #117a39; border-radius: 5px; color: #FFFFFF; display: inline-block; padding: 4px 4px 4px 4px; width:140px; text-align: center; text-shadow: none; border: 2px solid #0863f5; font-size: 12px \"href='"& $URL& "'>Save and Continue</a>"------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------

So to clarify - you want them to add a record - then save - then do you intend for them to land in a way that they can check the box or have the box checked also upon save? If the checkbox is in another table - how are you identifying the record that needs to have the box checked? ------------------------------Chayce Duncan------------------------------

Are you using an editable report link? Meaning when you try to use the editable report link in add mode, it doesn't add the child correctly (selecting a checkbox would in essence be adding a child). There are instructions in Kirk Trachys magic buttons to add a child record, save it, then land on the child record in edit mode. Is that what you need?------------------------------Mike Tamoush------------------------------

Yes, I need it to save and keep working. It seems that the embedded report link doesn't save when it's just an added record. So, I will try this out.------------------------------Ricky WhiteRicky------------------------------

It sounds like perhaps what you are describing is when creating a new record, the embedded report of related records, is not displaying as you're expecting. This is because the new record (in the process of being created) hasn't saved, thus doesn't have an ID under the hood. The related records can't be displayed until their parent record is saved linking their IDs together. Here are some things worth considering: You may check a box in your formula url by setting the field to 1 (true) e.g. &_fid_999=1 (where 999 is the ID of the checkbox) In Table Settings -> Forms -> Properties tab check "Show save & keep working choice" as Mark eluded Use Form Rules instead, to check the box when appropriate Consider a formula checkbox instead (that self checks when conditions are met)? Look into Pipelines to perform checking a box after the record is saved The latter seems like overkill for this situation For me, it's unclear which table stores the checkbox data from your example. And what specifically it represents. Anyway, hope that helps! ------------------------------Brian Seymour------------------------------

URL Add Record then Save | Qrew Discussions

14 Replies

ChayceDuncan
Qrew Captain
6 months ago
So to clarify - you want them to add a record - then save - then do you intend for them to land in a way that they can check the box or have the box checked also upon save? If the checkbox is in another table - how are you identifying the record that needs to have the box checked?

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Chayce Duncan
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- MikeTamoush
  Qrew Commander
  6 months ago
  Are you using an editable report link? Meaning when you try to use the editable report link in add mode, it doesn't add the child correctly (selecting a checkbox would in essence be adding a child). There are instructions in Kirk Trachys magic buttons to add a child record, save it, then land on the child record in edit mode. Is that what you need?
  
  ------------------------------
  Mike Tamoush
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  - MarkShnier__You
    Qrew Legend
    6 months ago
    If you want to essentially save and keep working, so that the record is saved and you land the user in the record in edit mode, then you can provide a Formula Rich Text Button with this code below. You would need to provide instructions to the users to use this special button and not the regular save button. This should have the same effect as the user manually selecting the "split" drop down option on the regular Green save button to Save and Keep Working. That option is a bit obscure so not really discoverable for regular users.
    
    This button will work in both Add Mode or Edit Mode.
    
    var text RID = If([Record ID#]>0, ToText([Record ID#]), "%%rid%%");
    
    var text URL = URLRoot() & "db/" & Dbid() & "?a=er"
    & "&rid="& $RID;
    
    "<a class='SaveBeforeNavigating' data-replaceRid=true style=\"text-decoration:none; background: #117a39; border-radius: 5px; color: #FFFFFF; display: inline-block; padding: 4px 4px 4px 4px; width:140px; text-align: center; text-shadow: none; border: 2px solid #0863f5; font-size: 12px \"href='"
    & $URL
    & "'>Save and Continue</a>"
    
    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------

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URL Add Record then Save