Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
Can we clarify the heart of your question
You say this.
What i would like to do is add a URL Formula button on my 'Travelers' form that finds all the related 'Job Details' Records for the 'Job' this Traveler belongs to and creates a new 'Traveler Detail' record for each one with some default values
It sounds instead that you want a button on the Job Record to identify its Job Detail child records and copy them into equivalent Travellor details records. Is that your real question?
If so yes that can easyily be done with native Quick Base, no code.
You say this.
What i would like to do is add a URL Formula button on my 'Travelers' form that finds all the related 'Job Details' Records for the 'Job' this Traveler belongs to and creates a new 'Traveler Detail' record for each one with some default values
It sounds instead that you want a button on the Job Record to identify its Job Detail child records and copy them into equivalent Travellor details records. Is that your real question?
If so yes that can easyily be done with native Quick Base, no code.
- samhari7 years agoQrew TraineeAlmost, because of the way my client is using the application they would like the button to appear on the Traveler Record not the Job record. Other than it being on a different form i'd like for it to function exactly as you mention.
- QuickBaseCoachD7 years agoQrew CaptainCall just before I get into my explanation I want to be sure of the ask.
How can the button be on the traveler form?. If we do that then there�s no way to identify which job we need to create the travel details for.
I have a feeling that what they mean is that the button would be on a report of jobs which is embedded on the traveler record. - samhari7 years agoQrew TraineeI double checked, it is the Traveler form i want the button on Not the Job form.I can know the identity of the job through the Traveler, it has a field 'Job #' that contains the ID of the Job this traveler belongs to.
Currently i have a button 'Add traveler Detail' on the traveler form. This is the formula for the buttonURLRoot() & "db/" & [_DBID_TRAVELER_DETAILS] & "?a=API_GenAddRecordForm&_fid_7=" & URLEncode ([Record ID#])& "&z=" & Rurl()
Normally when the user is on the Traveler Detail form one of the fields is a select box that populates based off of the 'Job Details' table, this select box only shows Job Detail records that dont have a corresponding Traveler Detail Record. (This was setup before the client started using my company for IT, I'm not sure how that works, still reading quickbase docs). When the user makes a selection it auto fill's the rest of the form and saves it. This works well for single job details but some jobs have 50+ details and manually doing this for each one has been a pain for them.
All i really want is a button that will automate the task of
- click add traveler detail - this opens the traveler detail form
- select any entry from the select box
- save
- repeat if the select box is empty(All details have been added) stop
Thank you so much for trying to help