Forum Discussion

rdaughdril's avatar
rdaughdril
Qrew Member
27 days ago

Forms button

I have made my forms look better and it is easier to enter data.  My question is how I can get someone to press a button or tab to bring up these forms in a "New" data entry form?

                                   Equipment type I (child table) Tab/Button

 Agency(table)-------Equipment type II (child table) Tab/Button

                                    Equipment type III (child table) Tab/Button

  • Are you saying that you had Legacy (old style) forms and you built New Style firms and now you want to enable them for use?  


    Or are you saying that you saying that the users are are used to using Legacy forms and you want to give them a button to view or edit on new forms?

    If it's the former, you go to settings and forms and forms usage to permanently  enable new forms.

    If it's the later, you get the Form ID number off the list of forms and make a URL formula button like this 

     

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

    Replace the dr with er to edit the record in the new form 

    Replace 10 with the Form ID#

     

     

     

  • Where do I find this?

    "If it's the former, you go to settings and forms and forms usage to permanently  enable new forms."

    Thanks for the help

     

  • np,

    just go to settings for the table and then Forms and then twist open the twisty for Forms usage and set your new style form to be used as the default for all roles for add and edit

  • SWLAMA's avatar
    SWLAMA
    Qrew Member

    I have an app with a primary Table and 5 child tables. On my dashboard, I have a report on the primary table (Agency) and a report listing each of the different asset tables. 

    Currently, I can add a new asset, but it uses my default form.  I could update this form,

    My question is how to get the Agency table report button to upload my designed form instead of the default form. (figure 2)

    Note:

    You had stated:

    just go to settings for the table and then Forms and then twist open the twisty for Forms usage and set your new style form to be used as the default for all roles for add and edit

    I am not sure what TWIST and TWISTY meant.

     

    Thanks for all the help.

  • In your attached Figure 3, not included in your screen shot, but there is a heading called Forms Usage. Open up that section of the panel and set which form should be used.  This can be set globally for all roles or by role or an override by report.