Forum Discussion

JeffPeterson1's avatar
JeffPeterson1
Qrew Captain
5 years ago

Allow users to save and close a form on another page without leaving current form?

I have a form where the users fill in some info,  then click a button called 'add dispatch'.     currently, the button takes them to another table where they must use the green save and close button, ...
APIs and custom code
Button
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
try this


var text dispatchButton = URLRoot() & "db/" & [_DBID_DISPATCHES] & "?a=API_GenAddRecordForm&_fid_7=" & URLEncode ([Item #]) & "&z=" & Rurl();

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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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JeffPeterson1's avatar
JeffPeterson1
Qrew Captain
5 years ago
It still takes me to the Dispatches Table where  I must click 'Save & Close' (once I do this I'm returned to the parent record though).  Is there a way to do this without the user even leaving the parent record?

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Jeff Peterson
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    Are you asking if you can have a separate little pop up window to add the dispatch and then that pop up would close when you save the dispatch?

    if so, the answer is "no", it would be nice to have that functionality, but we do not have that functionality at this time.  You would need to put tat into a UserVoice suggestion.

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • JeffPeterson1's avatar
      JeffPeterson1
      Qrew Captain
      5 years ago
      No, we shouldn't even need a pop-up.  

      Basically,  the question is:  Can the 'Save & Close' button function on the dispatches table be built into this 'Add Dispatch' button, so the user isn't being taken to another form to have to click 'Save & Close' before being returned?  Essentially, making a 2 click process 1 click?

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      Jeff Peterson
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        Sorry, I'm not understanding your desired workflow.  But before I ask my question have you considered allowing the uses to just create Dispatch record(s) in grid edit mode on the parent table? have an embedded table of dispatches and make the form property for the embedded  reports to be editable and they can enter a parent and the child record(s) dispatches on the same form and Save in one Save click and also avoid the Add Dispatches button.

        You seem to have a lot of conditions on when you show that button.  You would need perhaps to use a similar formula field called [Show dispatches Grid Edit?] in a Form Rule, to show/hide that grid edit embedded report.

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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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