Forum Discussion

ChrisFaye1's avatar
ChrisFaye1
Qrew Cadet
5 years ago

Formula Rich Text Button - File to Add Record

Hi, 

I'm using a formula rich text button to add record in a different table when click. The button includes the action of copying multiple field values into the newly added record. I have one field that is a file upload field and need to copy this file into the corresponding field on the newly added record as well. Can this be done in the rich text formula? If not, how might you do this?

Example:
Approval Record:
Name 
Date
Amount
JPG (image of the agreed terms)

When clicking 'Approve' button, a new Transaction Record is created with all of the approved info:
Name
Date
Amount
JPG (***Need to duplicate this file to the newly created record)

Thank You!
Chris

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Chris
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  • It is not possible to use a formula URL to copy a file.  That would require a code page, I believe.  however, if its useful you van easily provide a link to a file (as it seems that each record swill need the same file).  Then the user would easily pull down own a copy of that template file.

    You could have a documents table to store such standard templates.  If you tell me the DBID table name and the field in which the file attachment is stored and the Record ID of the record that has the std file, I can give you the formula to link to it.

    The link will look like this

    URLRoot() & "up/" & [_DBID of where the file is stored] & "/a/r" & [Record ID#of where the file is stored] & "/e99/v0"


    Replace the e99 with exx where xx is the field ID where the file is stored.

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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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    • ChrisFaye1's avatar
      ChrisFaye1
      Qrew Cadet
      Thank You, Mark! 

      To give you a bit more context, these files are always unique - almost always a screenshot or pdf of an email with an outside person confirming the current property/broker commission rate. 

      That being said, if there's a way to populate the link for the file and push that link to the new file that would work! Am I dreaming there?
      The trouble is these two records (separate tables) are not related in any way currently. It's meant to be an electronic carbon copy if you will.

      Anything come to mind?



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      Chris
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        Well it seems to me that the record you are launching off of has the file attachment so you can easily build  a link to the very record that you launched off of and the field that has the file attachment in it.
        If you want to file attachment to appear exactly as it does on the original record then let me know and I can help you if you need it with the format for a hyperlink field which would have the file name for the user to click on as opposed to a "click here" type button


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