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 DateAmountJPG (image of the agreed terms)When clicking 'Approve' button, a new Transaction Record is created with all of the approved info:NameDateAmountJPG (***Need to duplicate this file to the newly created record)Thank You!Chris------------------------------Chris------------------------------

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 thisURLRoot() & "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.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

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?------------------------------Chris------------------------------

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 ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Having the file attachment appear exactly as it does on the original record sounds perfect!So does that mean this would be a local formula field that displays the associated link and then that field would be copied into the new record?If that's accurate and you can give me the basic formula breakdown, I'd really appreciate it! I've been thinking through this one for too long with no success.------------------------------Chris------------------------------

OK, so you want a hyperlink to open a file. Create a Rich Text formula field on the Source record var text Words = ToText([File Attachment field]);// replace the 99 below with the field of the field holding the file attachment.var text URL =URLRoot() & "up/" & dbid() & "/a/r" & [Record ID#] & "/e99/v0";// this last part is always the same"<a href=" & $URL & ">" & $Words & "</a>"If the nature of the documents are that they will open up in the browser, you probably want to force a new tab, so replace the last line with this<a target='_blank' & $URL & ">" & $Words & "</a>"Then copy the value of the formula field to the target record into a Rich Text field type.------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

Formula Rich Text Button - File to Add Record

12 Replies

MarkShnier__You
Qrew Legend
5 years ago
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.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- ChrisFaye1
  Qrew Cadet
  5 years ago
  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?
  
  ------------------------------
  Chris
  ------------------------------
  - MarkShnier__You
    Qrew Legend
    5 years ago
    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
    ------------------------------
mmontiel
Qrew Member
2 days ago
Following up on this to see if it's still a limitation on not bringing attachments over to new records. Thanks!

Forum Discussion

Formula Rich Text Button - File to Add Record

12 Replies

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