Help! Embedded report as a lookup field
Hey hey, I want my user to open up a new form and select a client from a drop-down menu. I then want client data to populate as lookup fields (I already have this set up), however, I also want an a...
Forum Discussion
Check out this post.
https://community.quickbase.com/quickbase/topics/is-it-possible-to-create-a-save-and-keep-working-button-from-a-formula-url-field
I used the variable and rich text method posted by Alex Wilkinson. Works like a charm!
For our use case, we purchased a signature add-on and the signature can only be added when a record ID exists so rather than instructing everyone that they must save & keep working, we added a button named "Ready for sign off" towards the end of the form that performs save & keep working and once the record ID is no longer blank, the signature options are displayed on the form. This made the workflow intuitive for the users.
https://community.quickbase.com/quickbase/topics/is-it-possible-to-create-a-save-and-keep-working-button-from-a-formula-url-field
I used the variable and rich text method posted by Alex Wilkinson. Works like a charm!
For our use case, we purchased a signature add-on and the signature can only be added when a record ID exists so rather than instructing everyone that they must save & keep working, we added a button named "Ready for sign off" towards the end of the form that performs save & keep working and once the record ID is no longer blank, the signature options are displayed on the form. This made the workflow intuitive for the users.