Forum Discussion
JoshuaCase
6 years agoQrew Cadet
Is this still possible? This would be for a set role and not a EOTI role. I would like the user to be able to edit a record but force them to use a formula button I created to save the record that also in the background sends data to another connected table.
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Joshua Case
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Joshua Case
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MarkShnier__You
Qrew Legend
6 years agoWould Automations help you here?
re: created to save the record that also in the background sends data to another connected table.
ie Can you have the user do a normal save and the trigger an Automation to add that record in another table? So a no code, no risk solution.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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re: created to save the record that also in the background sends data to another connected table.
ie Can you have the user do a normal save and the trigger an Automation to add that record in another table? So a no code, no risk solution.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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- JoshuaCase6 years agoQrew CadetSo I actually had already set up automation after sending my initial comment but I still need the same thing i.e. hide the default green save buttons in order to drive users to use my custom save/submit URL button.
My automation creates the record in the separate table BUT if you save via the default green button it just saves the record and keeps the user on that same page/record. The issue with this is for me (open to suggestions) is that my app is for customers to see their related records/requests and adds the ability for external customers to comment on a record i.e. asking for an update. I've added an embedded report under the submit comment section to show all comments related to the record but the newest one that was just created once saved via the green button will not display in the record unless you refresh the page after you save. I feel this will lead to confusion on the client-side that the system is not working. So my custom URL save button saves and loads to a code page saying "Thanks for submitting your comment" while the automation does its thing and then the code page redirect's the user back to the home page of the app. So then when they navigate back to the record they see there new comment posted.
Hope that makes sense. Any help or suggestions are appreciated.
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Joshua Case
------------------------------- MarkShnier__You6 years ago
Qrew Legend
I suggest you use the same cheat that Quick Base did when they first demoed Automatons in front of 1,000 EMPOWER attendees. They put the child table on a Tab. By the time the user clicks the tab, the children will be there.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- JoshuaCase6 years agoQrew CadetI tested that and it does not work. You hit "save and close" and click the next tab and the new record is not in the embedded report. I have to refresh the record to show it.
I will move forward with my URL button as I named the button "Submit Comment" which makes the user think they have to click that to submit the comment. It loads the code page stating that their comment was submitted and they are none the wiser.
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Joshua Case
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