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ChrisSwirtz2's avatar
ChrisSwirtz2
Qrew Cadet
6 years ago

Need Formula Field to always navigate to report of child records

See attached Excel file for explanation of what I am looking for but in short, I am looking to replace a report link field with a formula field that will always take me to the report of child records ...
Formulas and functions
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
6 years ago
You can make a URL formula button to run any report.
A report link field is just a built in feature to run a report with one extra filter - that being how the Report Link field is configured, typically but not necessarily where the Record ID# field on the parent matches the field [Related Parent]] on the child record.

So, first step is to make your perfect report with an <ask the user>  for [Related Parent]
Run the report, answer the question and observe the URL.

Now make a formula URL to mimic that URL

URLRoot() & "db/" & [_DBID_of the child table found in advanced properties] & "?a=q&qid=99&nv=1&v0=" & [Record ID#]

So translated that says:
Go to my Realm and then to the child table and run report #99 which has 1 question and the answer to the zeroth question (don't ask me why but computers sometimes like to start to count from zero) is [Record ID#] of the parent record.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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ChrisSwirtz2's avatar
ChrisSwirtz2
Qrew Cadet
6 years ago
so if the DBID of the child record is bp9s6xp7v how would that get entered into this formula? Every way I add it I get a syntax error, but I'm sure I'm doing it wrong.


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Chris Swirtz
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  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    6 years ago
    look at the advance properties tab for the child table.  ASt the bottom it will give the table alias like

    _DBID_CHILDREN

    so you just put that in the square brackets like below including the leading underscore

    [_DBID_CHILDREN]

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • ChrisSwirtz2's avatar
      ChrisSwirtz2
      Qrew Cadet
      6 years ago
      This worked perfectly, thank you!

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      Chris Swirtz
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      • ChrisSwirtz2's avatar
        ChrisSwirtz2
        Qrew Cadet
        6 years ago
        Mark,

        Is it safe to assume that this same style formula could be utilized to take a user to a specific form instead of a report?

        For instance, if a user is in the Workstation table and clicks  "Add Peripheral" it takes them to one form, but if they are in the Assessments table and click "Add Peripheral" it takes them to a different form?

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        Chris Swirtz
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