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811locate's avatar
811locate
Qrew Member
3 months ago

Auto change record to 'Expired' when copied.

New learner here. I'm trying to copy a ticket record and open new copy in edit mode. After I copy, I need the original record I copied from to automatically mark the <Status Field> (which is a text-m...
  • DonLarson's avatar
    3 months ago

    Here is one possible solution

    Create a button that will execute the API_GenAddForm

    Here is a very simple example of building the URL to do that

    var text URLGenAdd =

      URLRoot() & "db/" & Dbid() &   "?a=API_GenAddRecordForm&_fid_8=" & URLEncode ([Record ID#])& "&dfid=10";

    This says to Open Form 10 and fill field ID 8 with the Record ID# of where you started with.   

    You would keep adding to this for the fields in the new record you want to copy the values from the original record.

    Then you would create a Pipeline that fires when a record is saved and Field ID 8 is filled in.   That Pipeline goes to your original record and changes the status.