Hello,
Does anyone know if they've released similar functionality to the legacy forms that allows editing embedded reports?
We have a new form that needs a child relationship to capture n-records. The problem is that this record creation is available to EOTI and they should only be able to Add Records, not View or Edit. In other words, if they navigate away from the record they're creating (parent) to create a child they'll never be able to get back!
Apparently not...
I may have a suggestion but am not sure I fully understand your situation. Is this what you are trying to do?:
Do I understand it correctly?
Qrew LegendMy suggestion is to make a super mini Legacy Style form with a couple of identifying fields at the top and an Embedded Child report which is set to be editable.
Then make a simple formula URL button to put the record into Edit mode using that form. Then you will get the Legacy Form Experience.
URLRoot() & "db/" & Dbid() & "?a=er&dfid=11&rid=" & [Record ID#]
// 11 is the Legacy form style mini form ID.
Qrew LegendIf the EOTI situation is that the user is both creating the aprent and the child records, then we should be able to use the SaveBeforeNavigating to keep the user on the same record. Let me do a test ...
Qrew LegendIf you use this syntax the user can save the newly added record and stay on the record in edit mode.
var text RID = If([Record ID#] > 0, ToText([Record ID#]), "%%rid%%");
var text URL = URLRoot() & "db/" & Dbid() & "?a=er&dfid=11&rid=" & $RID;
"<a class='SaveBeforeNavigating' data-replaceRid=true style=\"text-decoration:none; background: #1ba802; border-radius: 5px; color: #ffffff; display: inline-block; padding: 0px 0px 0px 0px; width:100px; text-align: center; text-shadow: none; border: 2px solid #1ba802; font-size: 12px \"href='"
& $URL
& "'>Add or Edit Children</a>"
The problem will be that you are saying that the EOTI User has no ability to View or Edit Parent records, only Add. Is there a chance that you can relax that restriction to allow them to have access if the current date time ie now() is within say 10 minutes of the [Date Created]?
The other thought is to somehow leverage the new Feature for Secure links for EOTI https://helpv2.quickbase.com/hc/en-us/articles/29353956195220-Secure-links
So for example, the user enters the Parent name on the form and then you construct a secure link using that Parent Name in the access key formula. Then allow them to edit the record as long as the access key is valid. Does your plan level support Secure Links - I believe you need to be on the Business level plan.
