Forum Discussion
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Jeff Peterson
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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.
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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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- JeffPeterson15 years agoQrew CaptainNo, 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
------------------------------- MarkShnier__You5 years ago
Qrew Legend
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
------------------------------- JeffPeterson15 years agoQrew Captain
I'm just trying to remove a click from the current workflow which looks like this:
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1. Service request is entered on Site Visits table.
2. Our users add some info and verify some other fields are correct.
3. Our users click ' Add dispatch ' button.
4. They are shown the new record on the 'Dispatches' table.
5. They click 'Save & Close'
6. They are redirected back the original record on the 'Site Visits' table.
What I'm trying to do is remove 4 and 5 from the list above from the workflow. I'd like them to be able to just click 'add dispatch' and remain on that record to create the new record in the 'dispatches' table and not have to got there to view the record and click 'Save & Close'.
We probably wouldn't do this via grid edit as there is a lot of info contained in these records that needs to be verified, so they are best done individually.
The conditional rules on the button visibility are to protect against double dispatches and dispatches that are missing info being created accidentally (this works perfectly)
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Jeff Peterson
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