Button in Embedded Report

Thanks for the response Mark.

So I have the Assignments table, and included a Formula URL as a field.
I gave the field some code, had it appear as a button, and had the button colored.
The button shows up in the Report of that table, as well as in the form of that table.

However, when I have the report embedded in the form of another table, the column for the button field is present, but no button is visible.
When I click on the cell for the button, nothing happens, and when I double click it states:

The field is a formula field and is not editable in the embedded report.

That leads me to believe that I can't have the button be usable in an embedded report.

---------------------------------------------

As I was typing the above, I had a thought of how I could possibly achieve what I need.
I wanted to have a button in each row of the embedded report. So that when I click that button it generates a new record for the row and allows me to input the associated data. I need to have the record generated before I input data into the record because I have to bring down some data from grandparents and parents. I have a field that is conditional based upon that data from the Grandparent/Parent.

However, after giving it some thought, I think that the better way to do it would be to have a single button, like the "Add Record" button, in the form.
But it would need to be customized to do what I need/want.

Normally, the add record button will take me to the child record form where I can input the data, then save/close. It then takes me back to the parent form.
I believe that the customized button would need to generate a child record, save/close, and take me back to the parent record immediately. I shouldn't even see the child record form.

I think that this would give me the same result.

Thoughts?

------------------------------
Andrew
andrew.fry25@gmail.com
------------------------------

Eric,

Thanks for the response. I am still new to quickbase, so trying to learn as much as I can. Any response helps.
So I think my solution is a few parts, and I want to be able to combine them all into one button, if possible.
I believe I have some of it, but am still struggling with the other parts.

Currently the user opens a new Work Order fills in any needed data, clicks the "Add Job" button, the Work Order record is saved and the user is taken to the Job form. On the job form, the user inputs information for the job, and then in the assignments editable embedded report, enters additional information. They click the Save & Close button, the Job and related assignments are saved, and the user is taken back to the parent work order in edit mode to continue if needed. That process flow is smooth and what I would like to maintain, if possible, or at least as close to that as is possible.

Issue:
I need to bring down a related client from the parent record (Work Orders) to the child record (Jobs). That related client also has to be brought down to the grandchild record (Assignments). All this is to allow a Contacts list in the grandchild record to be conditional based upon the related client, and show only the related contacts to that related client. The grandchild is an editable embedded report  in the child form. The Child and Grandchild being Parent and Child.

In order to have the related client flow down from the child to the grandchild, the child record has to be generated/saved first. Then for the related client to populate in the grandchild record so that the conditional contacts list functions, the grandchild record also has to be generated/saved first too.

It breaks the process flow to require a user to enter some data, save, go back and edit, enter some more data, save, go back and edit, and then save again.

Solution:
I think that I have a solution, but I am only part way there.

My Jobs form didn't incorporate the default "Add Assignment" button because the embedded report is editable.
However, I think that I will add it and edit the code in it.

When clicked, I need it to do the following:

• Generate/Save the Job form
  • This will allow the related client to be brought down to the Job, and in turn eventually to the assignment
• Generate/save a new assignment related to the Job
  • This will allow the related client to be brought down to the assignment, and in turn allow the conditional contacts list to function properly.
• Take me back to the Job form in edit mode so that I can continue making any changes as needed.

One caveat is that in doing this, I need to ensure that I maintain the return path back to the Parent (Work Order) record, so that when I click on Save & Close in the Job form, it saves and then takes me back to the work order in edit mode.

The code I have thus far is the following:

URLRoot() & "db/" & [_DBID_ASSIGNMENTS] & "?act=API_AddRecord"
& "&_fid_6=" & URLEncode ([Job ID#])
& "&rdr=" & Dbid()& URLEncode("?a=er&rid="&[Job ID#])​

This is in the Job form, generates a new Assignment and keeps me in the Job form in edit mode.

What it is lacking is saving the Job first (then doing the above), as well as maintaining the return path to the Parent record in edit mode.

I am currently reading through the API guide to get a better understanding of the calls and syntax, as well as messing around with the "URL Formula Buttons for Dummies" app by Mark Shnier, and also wrapping my head around the "Magic Buttons - Having Fun with Formula URLs" app by Kirk Trachy.

If you have any suggestions, thoughts, input, ideas, etc., it is very welcomed!!

P.S. I will have to check out those Empower sessions you recommended.

Too much to absorb, not enough time!! hahaha lol

------------------------------
Andrew
andrew.fry25@gmail.com
------------------------------