Forum Discussion

SystemAdmin4's avatar
SystemAdmin4
Qrew Member
11 years ago

I want to create a link / button on my homepage that takes the user to a specific form to edit the only record that user has access to in a table.

HI,

I'm struggling to get my head around how to do something which intuitively it feels like ought to be possible and quite simple, but I cannot work out how.

I have a table where each record represents a user. Each user only has view and edit access to their record, which I've done using the access controls for the table.

I want to create various buttons on my application home page which takes the user directly into their record in either edit or view mode, using a specific form (each form will contain different info for that user, either for their information or 'config' type data they need to maintain - hence the need to drive the user to specific forms)

At present the only way I can find to do this is to either display a report on the homepage (showing their single record) or have a button which takes them to the report, then they click buttons on the report to view / edit the record using specific forms.

Whilst both these solutions work, they are not aesthetically what I want to achieve, and involve what I feel are redundant clicks for the user.

So the question is how do I construct a dynamic URL button on my homepage which takes the user to a specific form in edit mode, for the only record that specific user has such access to?

Thanks in advance.

David

Branding and app management
Forms
reports and charts
  • CharlesGuilbert's avatar
    CharlesGuilbert
    Qrew Member
    11 years ago
    You could do this by creating buttons as formula URL or formula text field in the table in question. Then create a report that only contains the button fields. Since a user is only able to see their own record, then this report should only contain one record/row. Now you can use this report on the dashboard.

    Now for the specific form and edit vs view. You can craft the URL in the following way in the formula

    URLRoot() & "/db" & dbid() & "?a=dr&rid=" & [Record ID#] & "&dfid=10"

    dr is used for view and er is used for edit

    dfid is used to select the form you want to use

    I know this solution is not the most elegant but is will work.
  • SystemAdmin4's avatar
    SystemAdmin4
    Qrew Member
    11 years ago
    Hi Trinity, Thanks for your response. This is similar to the approach I was thinking of - using a report on the homepage, which as you say is not the most elegant, but works, so will go with it for now.

    D
  • JasonRake's avatar
    JasonRake
    Qrew Trainee
    7 years ago
    Over the past 4 years has there been a better solution to this issue. I found it today and I want to do basically the same thing but agree with the original poster that this method involves redundant clicks. 
    thanks,
    Jason. 
  • QuickBaseCoachD's avatar
    QuickBaseCoachD
    Qrew Captain
    7 years ago
    Well,  Dashboard buttons are static, so they can't have fancy IF statements or formuals. 

    But you can have a report of employees on the dashboard filters by where the userid of the EE is "the current user".  Ok so that will be a 1 record report so not too "deep" on the dashboard in terms of space. 

    Then jam some other stuff next to it (two other dashboard elements) and it will take up only 1/3 rd of the width (so not too wide, either).  Then make the report just have a formula URL button to take the user where they need to go.   So it will basically just be a button on the dashboard, which is a cheat that it's a button an a very small report.

    • JasonRake's avatar
      JasonRake
      Qrew Trainee
      7 years ago
      Thanks, I'll give that a try and see how it looks.