Forum Discussion

SherryBlackburn's avatar
SherryBlackburn
Qrew Trainee
5 years ago

Customize "Save and Keep Working" when there are two forms

I have two forms in my Project Portfolio table that each display different data for a project record: Project Request and Project Record. The project request form is limited to only specific intake fields and the project record is a complete record of project data. 

The table has multiple relationships, pulling related data from other tables/apps. When the project request form is used, and the requestor needs to relate a project to a facility or contact, they have to save and keep working. When they do, it redirects them to the full project record form which I don't want to happen. I want the save and keep working to save and stay on the project request form. 

Is this possible, and if so what do I need to do? I can't restrict the forms by roles because sometimes a requestor is also a project manager and they would need access to the full project record form to do other work.

Thanks in advance for your help! :)

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Sherry Blackburn
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2 Replies

  • Maybe not a helpful answer, but you could disable the Save and Keep Working option.

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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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    • MarkShnier__You's avatar
      MarkShnier__You
      Qrew Champion
      I emailed directly with Sherry and Sherry will try reducing down to one form and using form Rules to hide Tabs, Sections or Fields when the form is still in a status of UnSubmitted.

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