Forum Discussion

JoshuaCase's avatar
JoshuaCase
Qrew Cadet
6 years ago

Form Data to HTML Page

I have a need to get certain field data from individual record ID's to an HTML page that was created by making an Excel sheet into HTML code.  This code page has the accurate field references in it already that exist in the form.   I have been told that I need to do API_DoQuery.  I have never done this before.  

In a nutshell, this is for a ticketing system app for service that I created and I want to get the form data to this HTML page to create an invoice when the ticket is billable to the customer.  So hours worked on the issue, the companies bill rate, the requestor detail, etc..  It would be great to have a URL button that does this from the ticket/form and generates the invoice once clicked in a new window.  

I am trying to avoid using a separate vendor or company to create this.

Any help is appreciated.  


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Joshua Case
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APIs and custom code
Wizards and add-ons
  • EvanWestbrook's avatar
    EvanWestbrook
    Qrew Cadet
    6 years ago
    Joshua,

    As Don mentioned, this sort of thing can get complicated fast. I've listed some options below that answer your specific question, but you may want to consider Option 3. It would allow you to stay in the native QuickBase features without having to build a code page.

    1. Create a Formula URL button to link to the code page
    • The URL Link would be something like "https://YOURREALM.quickbase.com/db/APPID?a=dbpage&PageID=YOURCODEPAGEID#[Record ID#]".
      • Underlined items are things you would update based on your app
      • The key item here is that you put a payload after a "#" in the URL for the page to use. This payload is what you'd feed to API_DoQuery
      • You could place this button on the ticket record
    • On the code page, use the browser's window functions to extract everything after the # (in this case [Record ID#])
    • Use the extracted [Record ID#] in API_DoQuery to get the remaining info you need
    2. Create a template HTML Page populated with API_GenResultsTable
    • Write a custom HTML page in the format of your invoice.
    • Use API_GenResultsTable to inject a table with the necessary information into this HTML page template
    3. Use API_GenAddRecordForm
    • API_GenAddRecordForm allows you to click a button that goes to a new record form pre-populated with data from an existing record
    • You could click the button from the ticket record, generate an invoice record, and print the new invoice record's form
    4. QB Solutions Provider
    Many QuickBase Solutions Providers offer template engines for purchase.

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    Evan Westbrook
    PRIME Developer
    Harder Mechanical Contractors Inc.
    Portland OR
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    • JoshuaCase's avatar
      JoshuaCase
      Qrew Cadet
      6 years ago
      Thank you very much for this info.  I will look into the suggestions and let you know how I make out.  I hope to meet with some QB solutions engineers as well soon so hopefully, we will have success.

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      Joshua Case
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  • DonLarson's avatar
    DonLarson
    Qrew Elite
    6 years ago
    Joshua,

    Have you tried using Exact Forms?

    https://help.quickbase.com/user-assistance/creating_exact_forms.html

    Instead of a completely custom solution with the API, this is likely to much faster.

    If this does not meet your needs, I suggest the Third Party Route.  Document generation is a mature space that will save you countless hours trying to develop the tools that have already been created.  My personal favorite is Juice Technology.   

    https://www.juicedtech.com/

    The pricing is very reasonable.

    Good luck with the project.

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    Don Larson
    Paasporter
    Westlake OH
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    • JoshuaCase's avatar
      JoshuaCase
      Qrew Cadet
      6 years ago
      Thank you. I unfortunately do not run a 32-bit windows machine so I cannot use this although I have considered requesting one through our IT department just to test it since it seems that it would solve the issue.

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      Joshua Case
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