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Jan-WillemSpeck's avatar
Jan-WillemSpeck
Qrew Assistant Captain
6 years ago

Conditional Forms [2]

Hi all,

There is already a topic opened under Conditional forms but that is not really helping me I'm afraid :-(.

I'm constructing an app around project management.
One thing that makes it special is that the projects-table is linked to  itself so we can nest and link projects together in Parent-child and in Clustered projects. But this is not the real challenge for this topic.

I'm aware that you can do a lot with dynamic form rules but the problem I encounter is that you can have field behavior  only once declared and only the last rule is in effect.
I've so many unique and different fields and behaviors in projects that managing this by hiding fields and sections make the DynamicFormRule creation and future maintaining over complicated and risky.

Is there really no workaround to open a record (project) in a specific form designed for the record type (project)?

Thanks JWS.

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Jan-Willem S
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    I suggest that you stick with Form Rules as having multiple forms will be endlessly frustrating to view and edit on the correct form.

    The thing that you need to wrap your head around is to control fields (or a section or a whole tab) based on a rule, as opposed to  to trying to make a rule that applies to a project type.

    You need to ask yourself "for this field (section / tab)", under what conditions should it show hide or editable not editable.  Then move onto the next field or section.  Obviously if there are whole sections, that that will reduce the #of rules.​

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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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    • Jan-WillemSpeck's avatar
      Jan-WillemSpeck
      Qrew Assistant Captain
      6 years ago
      Thanks Mark.
      I will give it a thought and seek for a solution in dynamic rules
      I would say that one of the problems is that in my current setup and plan fields are logically grouped following the project process which is a complete different layout when the applicable fields are grouped by project type.
      Based on project type I would prefer to even change the 'alternate label text' based on the record type.

      Would there be at least an workable process to switch between forms in view, edit and creating mode?

      Thanks

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      Jan-Willem S
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        6 years ago
        Sure, you can control the form usage by report, so if you can mainly control the work flow so that users are working off reports to find and edit records, then you have perfect control over sticking to a particular form for a particular project type as long as the reports are separate by Project Type. 

        However, if a user does land on the wrong form, it is very easy to make a button to view on a a specified form or to edit in a particular form.

         for example a formula URL button

        URLRoot() & "db/" & dbid() & "?a=dr&dfid=10&rid=" & [Record ID#]

        that will Display Record

        for edit change dr to er

        The dfid=10 says to use the form ID #10​

        ------------------------------
        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
        ------------------------------