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BenSalisbury's avatar
BenSalisbury
Qrew Trainee
7 years ago

I need help creating a button that will ""convert"" a lead.

I am new to quickbase and am working on the sales process for our client. I have a table called Prospects (basically leads) and what I am trying to do is create a button in the prospect record that is called "Convert". What I want is for when they click convert it will create an account record and populate some of the fields with info from the prospect. Seems simple enough but I keep getting an error when trying to save the URL formula field.  Any help would be greatly appreciated. 
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  • BenSalisbury's avatar
    BenSalisbury
    Qrew Trainee
    7 years ago
    Yes so when I use this 

    URLRoot() & "db/" & [_DBID_OPPORTUNITIES] & "?a=API_GenAddRecordForm&_fid_276=" & URLEncode ([Record ID#])& "&z=" & Rurl()
    It will take me to the new account record form but when I try to add fields for it to populate like this 

    URLRoot() & "db/" & [_DBID_OPPORTUNITIES] & "?a=API_GenAddRecordForm&_fid_10"&[Account]&"&=&_fid_276=" & URLEncode ([Record ID#])& "&z=" & Rurl()

    it is not populating the account field.
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    Try this
    URLRoot() & "db/" & [_DBID_OPPORTUNITIES]& "?a=API_GenAddRecordForm"
    & "&_fid_10="   & [Account]
    & "&_fid_276=" & URLEncode ([Record ID#])

    & "&z=" & Rurl()
    • QuickBaseCoachD's avatar
      QuickBaseCoachD
      Qrew Captain
      7 years ago
      I like to line up my syntax vertically to help avoid syntax errors.  I still often have initial errors, but at least when I go back in to debug them, they are easier to spot.spot.