Forum Discussion
QuickBaseCoachD
7 years agoQrew Captain
It sounds like you are asking for a way to more quickly add children to a parent record. I do have a Quick Select method I can implement for you. Contact me directly if you would like a quick demo and then it usually takes under 90 minutes to get it working on a Go To Meeting.
The technique is 100% native with no scripting, but it is too complicated to explain to you on his forum unless you already have a good familiarity with URL formula buttons.
QuickBaseCoach.com
The technique is 100% native with no scripting, but it is too complicated to explain to you on his forum unless you already have a good familiarity with URL formula buttons.
QuickBaseCoach.com
SalesInfo
7 years agoQrew Assistant Captain
QuickBaseCoach App Dev./Training,
I have read through your solution in the linked but have not started on my app yet.
Do I necessary have to create a new table "Focus Product"?
Can you please make any adjustment on your below solution based on my table so I can have a better understanding?
OK, here goes. The goal is to select a "Focus Product" and then go to report of items which are not yet connected to a Product and be able to use full dynamic filters and the filer box to to get at the items and then easily click click click to associate them with the Product.
I will make the assumption here that speed is the most important thing here, so after each item is selected, we don't want to disturb the Items report, as it may have been filtered, so we don't want it to be refreshed. The user can then refresh the page when they choose.
I will also assume that this is intended to be a single user system for assigning items to products. I have a slightly more complicated setup which would allow for multiple concurrent users.
So we will first make a table to hold the [Focus Product Record ID#]. So make a Table called Focus Product and make a field called [Record ID# of Focus Product]. Let assume it is fid 6.
Add 1 record to that table. It will be record ID# of 1.
make a field on the items table called [Link to Focus Product] as a formula numeric field and make the formula a 1.
Make a relationship back to the Focus Product table using that field as the reference field on the right side of the relationship. Lookup the value of the [Focus Product Record ID#] down to the items. Great, now every item know the Focus Product Record ID#.
Also make a report of items which have not Parent Product, so where the field [Related Product] is blank. Let say it is query ID# of 10.
Make a formula URL button on the Products table called [Set as Focus Product].
var text URLONE = urlroot() & "db/" & dbid() & "?act=API_EditRecord&rid=1&_fid_6=" & totext([Record ID#[);
var text URLTWO = urlroot & "db/" & [_DBID_ITEMS] & "?a=q&qid=10";
$URLONE
& "&rdr=" & urlencode($URLTWO)
OK, so that button should set the focus product and run the report of items not already associated with a Product
Next we need to make a URL formula field on the Items table to select items. That button will simply edit the item to populate the field for [Related Product] and pop up a confirmation message to the user
var text URL = URLRoot() & "db/" & dbid() & "?act=API_EditRecord&rid=" & totext([record ID#])
& "&_fid_99=" & totext[Focus Product Record ID#]); // replace 99 with the fid for the field [Related Product]
"javascript:" &
"$.get('" &
$url &
"',function(){" &
"$.jGrowl('This Item has been added to the Focus Product', {life: 5000, theme: 'jGrowl-green'});" &
"});" &
"void(0);"
You will probably want to also make a button to allow the user to navigate back to the Focus Product to see it with its embedded table of Items.
Thank you!
I have read through your solution in the linked but have not started on my app yet.
Do I necessary have to create a new table "Focus Product"?
Can you please make any adjustment on your below solution based on my table so I can have a better understanding?
OK, here goes. The goal is to select a "Focus Product" and then go to report of items which are not yet connected to a Product and be able to use full dynamic filters and the filer box to to get at the items and then easily click click click to associate them with the Product.
I will make the assumption here that speed is the most important thing here, so after each item is selected, we don't want to disturb the Items report, as it may have been filtered, so we don't want it to be refreshed. The user can then refresh the page when they choose.
I will also assume that this is intended to be a single user system for assigning items to products. I have a slightly more complicated setup which would allow for multiple concurrent users.
So we will first make a table to hold the [Focus Product Record ID#]. So make a Table called Focus Product and make a field called [Record ID# of Focus Product]. Let assume it is fid 6.
Add 1 record to that table. It will be record ID# of 1.
make a field on the items table called [Link to Focus Product] as a formula numeric field and make the formula a 1.
Make a relationship back to the Focus Product table using that field as the reference field on the right side of the relationship. Lookup the value of the [Focus Product Record ID#] down to the items. Great, now every item know the Focus Product Record ID#.
Also make a report of items which have not Parent Product, so where the field [Related Product] is blank. Let say it is query ID# of 10.
Make a formula URL button on the Products table called [Set as Focus Product].
var text URLONE = urlroot() & "db/" & dbid() & "?act=API_EditRecord&rid=1&_fid_6=" & totext([Record ID#[);
var text URLTWO = urlroot & "db/" & [_DBID_ITEMS] & "?a=q&qid=10";
$URLONE
& "&rdr=" & urlencode($URLTWO)
OK, so that button should set the focus product and run the report of items not already associated with a Product
Next we need to make a URL formula field on the Items table to select items. That button will simply edit the item to populate the field for [Related Product] and pop up a confirmation message to the user
var text URL = URLRoot() & "db/" & dbid() & "?act=API_EditRecord&rid=" & totext([record ID#])
& "&_fid_99=" & totext[Focus Product Record ID#]); // replace 99 with the fid for the field [Related Product]
"javascript:" &
"$.get('" &
$url &
"',function(){" &
"$.jGrowl('This Item has been added to the Focus Product', {life: 5000, theme: 'jGrowl-green'});" &
"});" &
"void(0);"
You will probably want to also make a button to allow the user to navigate back to the Focus Product to see it with its embedded table of Items.
Thank you!