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Ifuloseulose's avatar
Ifuloseulose
Qrew Trainee
2 days ago

How to Save and Refresh a Report Link Table in a Form?

Hi All,

I have multiple report link tables in a form (using the older form layout). The way my form works, is the user will fill in each cell in the report link table to update the records for child tables to the current form. I have some formula fields in the same page that is meant to update when filling in the report tables. 

However, this becomes very tedious because currently the user will have to fill in the report tables then click "save & close", then return back to the previous page to save the inputed data, and update the formula calculations. Is there a way to include a save & refresh button that will save the data inputted in the reports, and keep the user in the same page? 

The way it is now, if I use a custom save & refresh button it saves data inputted in the form fields, but not the data inputted in the reports.

Any help is much appreciated!

reports
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    16 hours ago

    np,

    On Legacy Forms, When you refresh the page the "Auto save when redirected away from the page. " happens IF data on the parent form changes.  I have heard the expression that the main form is dirtied.  But if you just make grid edit changes to children, then a page refresh does not force up that nice yellow "I'm saving" box and your Grid Edit data entry changes are lost.

    So, the cheat that I use is to create a numeric field called [Dummy to Force Save] and another formula Numeric field called [Dummy to Force Save +1].  Not surprisingly the formula for that field is simply.

    [Dummy to Force Save] + 1

     

    Then I make a form rule that says 

    when the field [Dummy to Force Save] is not equal to the value in the field [Dummy to Force Save +1]

    Action

    Change [Dummy to Force Save] to the value in the field [Dummy to Force Save +1].

    The form will execute that form rule three times (ie not an infinite loop), and the effect of this will be to dirty the record as soon as the parent record is open for editing.  Thus, if you make a button to refresh the page or navigate away, the parent record will have been dirty and will cause that nice yellow box to come up to save the Parent record (and hence any Grid Edit changes) as you navigate away or refresh the record.