Forum Discussion

SarahClark's avatar
SarahClark
Qrew Cadet
6 years ago

button to create a record that is not a child

I've got a parent table (Cases) with two different child tables (Activities and Tasks).

I figured out how to create a button in Tasks that creates a new Activity. (Go me!)

What I can't figure out is how to map fields (for example, to grab the parent Case from the Task and make it the parent Case on the Activity).

Here is the formula I have so far. I copied it from one of the automatic "Create Child" buttons that are created when you create the relationship, and then I changed the name of the table. I didn't know what else to change.

URLRoot() & "db/" & [_DBID_ACTIVITY_SUMMARY] & "?a=API_GenAddRecordForm&_fid_22=" & URLEncode ([Record ID#])& "&z=" & Rurl()
  • LauraThacker's avatar
    LauraThacker
    Qrew Captain
    6 years ago
    Either:
    (to create an Activity connecting it to the Case from a Task without connecting it to the Task)

    URLRoot() & "db/" & [_DBID_ACTIVITY_SUMMARY] & "?a=API_GenAddRecordForm&_fid_xx=" & URLEncode ([Related Case])
    & "&z=" & Rurl()

    or 
    (to create an Activity from a Task connecting it to both the Task and the Case)

    URLRoot() & "db/" & [_DBID_ACTIVITY_SUMMARY] & "?a=API_GenAddRecordForm&_fid_xyz=" & URLEncode ([Record ID#])
    & "&_fid_abc=" & URLEncode ([Related Case])
    & "&z=" & Rurl()


    xx and abc is going to be the [Related Case] (reference) field ID# in your Activities table (connecting it to Cases)

    xyz is going to be the [Related Task] (reference) field ID # in your Activities table (connecting it to Tasks)

    If, when the User saves the new Activity records, you want them to stay in the new Activity rather than go back to the Task they came from; then remove the & "&z=" & RURL() from your formula.
  • SarahClark's avatar
    SarahClark
    Qrew Cadet
    6 years ago
    Followup question: I also want the text in the field "Task" to become the text in the field "Subject" (fid 15) in the new Activity. I tried adding to the formula as follows, but I'm getting an error message. What did I do wrong?

    URLRoot() & "db/" & [_DBID_ACTIVITY_SUMMARY] & "?a=API_GenAddRecordForm&_fid_20=" & URLEncode ([Related Case #])&_fid_15=" & URLEncode ([Task])
    • SarahClark's avatar
      SarahClark
      Qrew Cadet
      6 years ago
      Oh - never mind - I figured out what I was missing. Works now. Man, I feel so powerful! :)
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    6 years ago
    Sarah,

    A couple of resources to learn this syntax stuff are my app in the exchange called URL Formuals for Dummies and also Kirk Trachy's "Magic Buttons App".

    Mark

    • SarahClark's avatar
      SarahClark
      Qrew Cadet
      6 years ago
      Got 'em both, and I'm sure they'll be immensely helpful. For now I need an answer soon, so it was easier to ask. :)
  • SarahClark's avatar
    SarahClark
    Qrew Cadet
    6 years ago
    Okay, here's a new challenge. :)

    Now I want the button to "Mark Complete and Create Activity." Complete is a checkbox in the Tasks table, fid 9.

    Here is where my formula stands now. What do I add to have it mark the task as complete?

    URLRoot() & "db/" & [_DBID_ACTIVITY_SUMMARY] & "?a=API_GenAddRecordForm&_fid_20=" & URLEncode ([Related Case #])&"&_fid_15=" & URLEncode ([Task])

    • LauraThacker's avatar
      LauraThacker
      Qrew Captain
      6 years ago
      My question here is; can you leverage Form Rules to mark the Task as complete before creating the Activity; or is it only because you are creating the Activity that your Task is being marked as complete?

      You can update the button you have built to edit the Task first, but just wanted to be sure you are needing this modification when another solution is not viable.

      I'll post the API_EditRecord updated formula in a few minutes....
    • LauraThacker's avatar
      LauraThacker
      Qrew Captain
      6 years ago
      URLRoot() & "db/" & Dbid() & "?act=API_EditRecord&apptoken=xxxxxxxx&rid=" & [Record ID#]
      & "&_fid_9=1"
      & "&rdr=" & URLEncode(
      URLRoot() & "db/" & [_DBID_ACTIVITY_SUMMARY] & "?a=API_GenAddRecordForm&_fid_20=" & URLEncode ([Related Case #])
      & "&_fid_15=" & URLEncode ([Task])
      )
    • SarahClark's avatar
      SarahClark
      Qrew Cadet
      6 years ago
      Thank you so much!
      Form rules won't work because these buttons will be pressed from a report rather than a form.