Forum Discussion

BrandonClark's avatar
BrandonClark
Qrew Cadet
6 years ago

Enter text on form or single record in view mode?

Basically I'm just wanting to have a quicknote box on projects, services tickets etc where if the users are viewing a record they can type in a note, hit a button, and add the note as a child record.   I know how to do it using a dummy text box on the parent record and writing the value to the child record (note) when it's created.  But I don't know the best way, if even possible, to let our users add notes without going into add/edit mode on the parent record. 

Best,

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Brandon Clark
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  • UrsulaLlaveria's avatar
    UrsulaLlaveria
    Qrew Assistant Captain
    6 years ago
    Hi Brandon, not sure if this helps, but if you already have a notes table, you can create the relationship and have an empty editable table on the parent form. On the Parent Record, input your report, and set the checkbox to Editable. This will display a Grid Edit report that can easily be updated without much work. Good Luck!

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    Ursula
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    • BrandonClark's avatar
      BrandonClark
      Qrew Cadet
      6 years ago
      Thanks Ursula.  It's not quite the look I'm looking for but will work to accomplish the objective for now.


      Brandon

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      Brandon Clark
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      • EverettPatterso's avatar
        EverettPatterso
        Qrew Captain
        6 years ago
        You can make a button that opens a dialog box to capture to notes and use the API to add notes to the child table.

        Here are some dialog box examples from Dan
        How To Dialog?



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        Everett Patterson
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