Button to Create Record in Edit Mode

AdamKeever1
Qrew Commander
6 years ago
There is a way to do this Howard. You will need another table to summarize the Maximum Record ID# from your data table.

Here is what I did. I made two tables:

I added a single record to the MAX RIDs table. No new fields needed, just add a single record.

Then I added a formula numeric field called [key] to the Records table and gave the formula a value of 1. This relates all records to the single record in the MAX RIDs table.

Next I created a one MAX RIDs to many Records relationship using the [key] field as the reference field and then added a summary field for the Maximum Record ID# and a lookup field for the Maximum Record ID#.

Then I added a formula numeric field with the following formula:

[key - Maximum Record ID#] + 1

Then lastly I added a formula rich text field for the button with the following formula:

"<a class='Vibrant Success' style=\" text-align: center; border:1px solid #6BBD57; background-color:#6BBD57; \"href='"& URLRoot() & "db/" & Dbid() & "?act=API_AddRecord&apptoken=YOUR_APP_TOKEN_GOES_HERE"& "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=er&rid=" & [MAX RID plus 1] & "")&"'>YOUR_BUTTON_NAME_GOES_HERE</a>"

You can see the actual Record ID# on the far left and the lookup Record ID# on the right with the index field that adds 1 to the maximum Record ID#. This is needed for the redirect in the button or else it would not open the correct Record ID# for at the time the code is executed, the new Record ID# does not yet exist.

Here is the table:

and here is the record that is created then opened in edit:

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Adam Keever
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- CurtisMiddleton
  Qrew Trainee
  6 years ago
  Hey Adam,
  
  @Adam Keever
  I am trying to implement this by creating a new child record from the parent table. Then going to the record in edit mode.
  I couldn't get Don's solution to work and was able to make some progress with your solution, but I have hit a hurdle.
  
  Here is my code:
  var text Token = "abcdef";
  
  "<a class='Vibrant Success' style=\" text-align: center; border:1px solid #6BBD57; background-color:#6BBD57; \"href='"
  & URLRoot() & "db/" & [_DBID_COMMUNICATION_LOG] & "?act=API_AddRecord&apptoken=" & $Token
  & "&rdr=" & URLEncode(URLRoot() & "db/" & [_DBID_COMMUNICATION_LOG] & "?a=er&rid=" & ([Maximum Record ID#]+1) & "")
  & "'>YOUR_BUTTON_NAME_GOES_HERE</a>"
  
  From the Stakeholder table I am trying to create a Communication Log record. The first issue I am hitting is that the newly created record is not tied back to the Parent record. I have even tried altering the code but it says the function doesn't exist (assume there is no apptoken):
  
  var text Token = "abcdef";
  
  "<a class='Vibrant Success' style=\" text-align: center; border:1px solid #6BBD57; background-color:#6BBD57; \"href='"
  & URLRoot() & "db/" & [_DBID_COMMUNICATION_LOG] & "?a=API_GenAddRecordForm&_fid_12=" & URLEncode ([Record ID#]) & "&z=" & Rurl()
  & "&rdr=" & URLEncode(URLRoot() & "db/" & [_DBID_COMMUNICATION_LOG] & "?a=er&rid=" & ([Maximum Record ID#]+1) & "")
  & "'>YOUR_BUTTON_NAME_GOES_HERE</a>"
  
  Now assuming we solve this, the next issue I have is that the Summary field for Maximum Record ID # is only summarizing the records associated with the parent. So the Max +1 becomes invalid as soon as another parent creates a child record.
  
  So my 2nd question is: Is there a way to make the summary field summarize ALL child records and not just the related ones?
  
  Thank you,
  
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  Curtis Middleton
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  - AdamKeever1
    Qrew Commander
    6 years ago
    I am not sure if this can be done. Essentially what you are wanting is to determine the maximum record ID# of the children of a parent record if I am understanding what you are trying to do correctly.
    
    The solution that was provided functions using a single parent record to determine the maximum record ID# of the child records of one single parent.
    
    In order to do what you want, you would need to have a summary field on the parent table that determines the maximum record ID# of only related child records. I don't see an option for that and am not sure of a work around at this point. The summary function applies to all child records and the summary field matching criteria only allow for evaluation of the child record information and does not allow comparison between the parent and child.
    
    There is probably a way to do this with an action or automation.
    
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    Adam Keever
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DonLarson
Qrew Elite
6 years ago
Howard,

Your button is using API_Addrecord. That creates a new record but does not put the user on a Quick Base form. Try this:

The information in the Label and Link text should be what you need to manage it and not the values in the screen shot.

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Don Larson
Paasporter
Westlake OH
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