Forum Discussion

LizChartrand's avatar
LizChartrand
Qrew Cadet
3 months ago

File Manager Plug-in for Add Record Any Creative Solutions?

Hello, I'm wondering if there's any clever solutions to route to the file manage plug-in so end users can add documents to child records when they are also adding a parent record. I know natively that's not available due to lack of RID on the parent.

But I was hoping to leverage some other formulas I've used in the past to circumvent this issue, but I'm getting syntax errors when I attempt to combine elements - I'm curious if this is user error or due to the plug-in it's simply not adaptable?

general use case:
User adds accounting record for invoicing, as a legal requirement in 2026 they have to now add several large documents for which I would like to leverage the file manager plugin. 

Samples of what I've concocted:

The intention is to save before navigating/opening the file manager and/or use the %%rid%% to provide a new RID for the parent record so the user can bulk add documents with the parent form submission - I think I've scrambled somethings:

//original plug=in URL. do not tamper

var Text realmHostName = NotRight(NotLeft(URLRoot(), 8), "/");

var Text pidRaw = "" & [Record ID#] & "";

var Text pidQueryParam = URLEncode($pidRaw);

var Text URL="https://api.plugins.quickbase.com/launch?pluginId=qb-uploader&pid=" & $pidQueryParam & "&configId=#####&appId="&AppID()&"&realmHostname=" & URLEncode($realmHostName);

//"var text URL="" and end ";" added when updated to rich text formula.

//button colors

var text bgcolorone = "#7f81aa"; var text txtcolorone = "white"; var text styleone =

"style=\"text-decoration: none; width: 100px; text-align: center; background:" & $bgcolorone & "; border-radius: 5px; padding: 5px 5px; color: " & $txtcolorone & "; display: inline-block; font: normal 700 40px/1 \"Calibri\", sans-serif; text-shadow: none;";

"<a class= 'SaveBeforeNavigating' " & $styleone & " data-replaceRid=true href='/db/abc?a=dr&rid=%%rid%%'" & $URL & "'> Upload Documents </a>"

 

 

If this isn't possible, are there alternative solutions out there?
Thank you for your help!

formulas

2 Replies

  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    3 months ago

    I would be quite astonished if you could trick the File Manager Plug In to work in Add mode.

    My suggestion would be to provide a button labelled Upload Documents, which would just use the  %%RID%% method to Re-Display the previously unsaved record in Edit mode. That button would only appear in Add mode. I don't think it's such a terrible user experience to have one extra click on a clearly labelled button located where the Plug in field is on the form.  

    Lots of time in Quickbase we achieve a non-perfect but pretty good solution, accept it as good enough and then move on to the next hundred things on our to do list. 

    • LizChartrand's avatar
      LizChartrand
      Qrew Cadet
      3 months ago

      I hear you, so often I try to mash everything into one formula. That was my next thought %%RID%% then file manager swap out. Thank you, I'll tinker with that!