Forum Discussion

ChristopherWhea's avatar
ChristopherWhea
Qrew Cadet
2 months ago

New Forms - Editable Embedded Report

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!

  • If 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 ...

    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend

      If 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.

    • AaronB's avatar
      AaronB
      Qrew Trainee

      I may have a suggestion but am not sure I fully understand your situation.  Is this what you are trying to do?:

      • An EOTI user accesses a Parent record using the new form view
      • They need to create a child record from that parent/form via an embedded report
      • They should NOT be able to edit any existing children from that report

       

      Do I understand it correctly?

      • ChristopherWhea's avatar
        ChristopherWhea
        Qrew Cadet

        Hi Aaron,

        The use case is that EOTI can click a link on a public-facing website that will allow them to create a new record on a table.  It's similar to the long-standing solution of allowing contacts to update their information without a login using the GenAddRecord API (Kirk Trachy's, maybe?).  So they cannot View or Edit any records.  Everything has to happen in one shot because as soon as they navigate away from the page the record is saved ("submitted").