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 ou...
Forum Discussion
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])
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])
- 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.... - 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])
) - Thank you so much!
Form rules won't work because these buttons will be pressed from a report rather than a form. - Well that makes complete sense.
