Forum Discussion

ChrisSwirtz3's avatar
ChrisSwirtz3
Qrew Member
3 years ago

Button that creates a new record based on the selection in the new record

I have an app with a Companies Table and a Offices Table related by a one Company to many Offices relationship. When a Company wants to create a new Office request, there is a few types of request to ...
Buttons
ChrisSwirtz3's avatar
ChrisSwirtz3
Qrew Member
3 years ago
Thanks again Mark, this worked well, as per usual.

I wonder if this can be incorporated with the solution you provided in regard to linking users to a specific company?

Basically the client wants a Company user to be able to log into the app, and from the home screen be able to create a specific type of New Office Request (i.e., New Annual Lease, Renewal) which is based on a selection in the New Office Form, for the specific Company that user is linked to. Can I combine both solutions you provided to accomplish this?

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Chris Swirtz
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
3 years ago
Yes, that is possible.  You would display a "report" of those users we discussed on the home page filtered where the User is the current user.  So it will be a one record report.  The only fields that you need to offer are the ones like [Create New Annual]  or [Create Renewal].

Since the user record knows their office, you would just adjust the buttons to have an extra line like

& "&_fid_999=" & [Related User Office]

so that he correct Office auto populates  .. although I think that we were going to also do that via a form rule anyways so this is sort of belt and suspenders.

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Mark Shnier (YQC)
mark.shnier@gmail.com
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  • ChrisSwirtz3's avatar
    ChrisSwirtz3
    Qrew Member
    3 years ago
    So it would look something like this?



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    Chris Swirtz
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      3 years ago
      yes

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      Mark Shnier (YQC)
      mark.shnier@gmail.com
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      • ChrisSwirtz3's avatar
        ChrisSwirtz3
        Qrew Member
        3 years ago
        Ok excellent, thanks! I was hoping there was a way to be able to break those buttons out on their own but I think this will end up working just find.

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        Chris Swirtz
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