Forum Discussion
There are two ways to go here. Low Tech and high Tech.
Low Tech
You will notice that when you use the More button while viewing a record and click to Copy this Record, the URL you see looks like this
mycompany.quickbase.com/db/xxxxxx?a=GenCopyRecord&rid=770
So the low tech solution is just to make a URL formula button to make that URL
The formula would be
URLroot() & "db/" & dbid() & "?a=GenCopyRecord&rid=" & ToText([Record ID#])
When you use that option by default all the data entry fields on the form will copy across to an Add Record Form. If you do not want certain fields to Copy across then you individually go to each field that you do not want to copy across and uncheck the property
Auto-fill Copy the value when using "Copy this Purchase Order" to add a new Purchase Order
The best way to quickly get to the field Properties is to right click near the field on the form.
The only downside of this method is that if any fields on the form are set to be Read Only or are not visible on the form, I don't think that they will copy across.
Higher tech
So the more reliable way would be to use an API
Here is an example
URLRoot() & "db/" & Dbid() & "?act=API_GenAddRecordForm"
& "&_fid_12=" & [Purchase Order #]
& "&_fid_42=" & URLEncode([Component or Bulk item?])
& "&_fid_38=" & [Related Bulk item Master]
& "&_fid_24=" & [Related Component]
& "&_fid_28=" & ToText([Line Item Cost Override])
& "&_fid_53=" & URLEncode([PO Line Comment])
Note that when you use this method you are building a URL, and URLs may not have spaces or specials characters in them. So where there might be a strong that you are putting into a field, which might have special characters or spaces you need to URLEncode as I have done above. The "fid's" are the field ID numbers.
Lastly, if you did decide that you wanted to actually create the record and display it to the user, then you could do this
URLRoot() & "db/" & Dbid() & "?act=API_AddRecord"
& "&_fid_12=" & [Purchase Order #]
& "&_fid_42=" & URLEncode([Component or Bulk item?])
& "&_fid_38=" & [Related Bulk item Master]
& "&_fid_24=" & [Related Component]
& "&_fid_28=" & ToText([Line Item Cost Override])
& "&_fid_53=" & URLEncode([PO Line Comment])
& "&disprec=1"
Low Tech
You will notice that when you use the More button while viewing a record and click to Copy this Record, the URL you see looks like this
mycompany.quickbase.com/db/xxxxxx?a=GenCopyRecord&rid=770
So the low tech solution is just to make a URL formula button to make that URL
The formula would be
URLroot() & "db/" & dbid() & "?a=GenCopyRecord&rid=" & ToText([Record ID#])
When you use that option by default all the data entry fields on the form will copy across to an Add Record Form. If you do not want certain fields to Copy across then you individually go to each field that you do not want to copy across and uncheck the property
Auto-fill Copy the value when using "Copy this Purchase Order" to add a new Purchase Order
The best way to quickly get to the field Properties is to right click near the field on the form.
The only downside of this method is that if any fields on the form are set to be Read Only or are not visible on the form, I don't think that they will copy across.
Higher tech
So the more reliable way would be to use an API
Here is an example
URLRoot() & "db/" & Dbid() & "?act=API_GenAddRecordForm"
& "&_fid_12=" & [Purchase Order #]
& "&_fid_42=" & URLEncode([Component or Bulk item?])
& "&_fid_38=" & [Related Bulk item Master]
& "&_fid_24=" & [Related Component]
& "&_fid_28=" & ToText([Line Item Cost Override])
& "&_fid_53=" & URLEncode([PO Line Comment])
Note that when you use this method you are building a URL, and URLs may not have spaces or specials characters in them. So where there might be a strong that you are putting into a field, which might have special characters or spaces you need to URLEncode as I have done above. The "fid's" are the field ID numbers.
Lastly, if you did decide that you wanted to actually create the record and display it to the user, then you could do this
URLRoot() & "db/" & Dbid() & "?act=API_AddRecord"
& "&_fid_12=" & [Purchase Order #]
& "&_fid_42=" & URLEncode([Component or Bulk item?])
& "&_fid_38=" & [Related Bulk item Master]
& "&_fid_24=" & [Related Component]
& "&_fid_28=" & ToText([Line Item Cost Override])
& "&_fid_53=" & URLEncode([PO Line Comment])
& "&disprec=1"
- Mark,
I follow your Low Tech example above. Here is my question. Where do you actually add the formula? When I right click to get the field properties edit page I cannot locate a place where I would add this formula in. Thanks - Montgomery,
you would create a new field of type Formula URL and then put it on the form and set the form properties to show the field in View Mode. - Thank you Mark. I'm curious, your title suggest you are a trainer. Do you offer one on one training packages by chance. I am finding the resources for QB very limited._
- I�d be happy to discuss the free Quick Base University training offerings and my �contact me when you are stuck� services. Yes I love to do training and act as a resource to keep you moving when you hit an obstacle.
Contact me at www.QuickBaseCoach.com
