One record per person per day
(First, I'm new to QB. So, sorry in advance.) I have been asked to create functionality where employees can check-in/check-out at the beginning/end of day. I found some apps in the exchange that we...
Forum Discussion
Clearly I'm new to all of this. So, I'm going to get out some presumptions I'm now realizing I'm making and I GREATLY appreciate you disabusing me of my mistaken notions.
First, it seemed to me that the API_GenAddRecordForm was pulling up the form itself although you could specify field values. I was hoping that the AddRecord API was going to add a record without having to interact with the form. Is that even close to right? What is the difference between these two?
Also, I was presuming I could take the URL that gets generated when I create the Formula URL Field in the form and drop it into a button on a button bar in the dashboard, but I'm now wondering if that will work like that. How would I put something more than just the stock add a new record button on a dashboard?
All I'm hoping to do is for the user to click a "Check-in" and a "Check-out" button on the dashboard and have a record recorded in the "Check-in/out" table with the one variable field set to check-in or check-out and the owner be the current user and the created date be the date time the record was created, which I was presuming would happen automatically, and have it appear like they never left the dashboard (maybe with a redirect after an automatic save.)
First, it seemed to me that the API_GenAddRecordForm was pulling up the form itself although you could specify field values. I was hoping that the AddRecord API was going to add a record without having to interact with the form. Is that even close to right? What is the difference between these two?
Also, I was presuming I could take the URL that gets generated when I create the Formula URL Field in the form and drop it into a button on a button bar in the dashboard, but I'm now wondering if that will work like that. How would I put something more than just the stock add a new record button on a dashboard?
All I'm hoping to do is for the user to click a "Check-in" and a "Check-out" button on the dashboard and have a record recorded in the "Check-in/out" table with the one variable field set to check-in or check-out and the owner be the current user and the created date be the date time the record was created, which I was presuming would happen automatically, and have it appear like they never left the dashboard (maybe with a redirect after an automatic save.)