Forum Discussion

MichaelTamoush's avatar
MichaelTamoush
Qrew Captain
4 years ago

Add Record then Add Child to Record with Button Push

If I want to use a button push to add a record, and then add a child to the record, is my only option to add record, then trigger an automation or pipeline as the second part of that button push? I...
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Pipelines
Quick_BaseJunki's avatar
Quick_BaseJunki
Qrew Captain
@Gabe Figueroa Are you using a different key field from the record ID?

Try running a sample url through your browser, such as (https://mycompany.quickbase.com/db/parent_dbid?a=API_addrecord​)

You'll see something like this:
The "get inner HTML" for the 'rid' is referring to the <rid>X</rid>, so if you don't see that it could be the issue.
You may also need to add an apptoken if your app requires them.


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Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
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GabrielFigueroa's avatar
GabrielFigueroa
Qrew Member
4 years ago
Thank you, the issue was the apptoken. Honestly that had crossed my mind earlier but got distracted.

The function works but it is adding a blank record &redirecting me to that record and not the one I intended.
If I were to subtract 1 from the myrid then I would land on the record desired but the blank records would still get created.

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Gabe Figueroa
Miami FL
214-490-1719
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  • Quick_BaseJunki's avatar
    Quick_BaseJunki
    Qrew Captain
    4 years ago
    @Gabe Figueroa can you provide more details/steps on the workflow you're looking to achieve and where it will be initiated from?

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    Sharon Faust (QuickBaseJunkie.com)
    Founder, Quick Base Junkie
    https://quickbasejunkie.com
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    • GabrielFigueroa's avatar
      GabrielFigueroa
      Qrew Member
      4 years ago
      The user will be on a new Add record.
      The new Add record form will have a dropdown of Solicitation records from another application whose data is maintained by another team.
      Once they select the Solicitation then if they could save the record & stay there that would be great.

      The reason to stay on the newly added record (in Edit now) is so that they can start selecting as many or as few
      transportation companies as required due to how large or small the Solicitation is.

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      Gabe Figueroa
      Miami FL
      214-490-1719
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      • Quick_BaseJunki's avatar
        Quick_BaseJunki
        Qrew Captain
        4 years ago
        @Gabe Figueroa This sounds more like "Save & Keep Working"... Is that an option for your users on this form? If you're not familiar with this feature please see this video.

        Also, where are you're users accessing the "Add Record" from? The app dashboard, the table, another location. Often after an initial save the user is returned to where they started. If this is a dashboard, the button for it likely has options to control what happens after the save. Even if they are using an "Add Child" button it's possible to remove the "&z=" & Rurl() at the end of the formula URL to prevent the user from going back to the original location (it won't put it into edit mode though).


        Otherwise, do I understand correctly that the 'new' record is the child and the 'Solicitation" is the parent in this scenario?

        You want to open the new record, select its parent (Solicitation) from a dropdown record picker then save the new record and have it (the child) re-displayed in edit mode?


        ​

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        Sharon Faust (QuickBaseJunkie.com)
        Founder, Quick Base Junkie
        https://quickbasejunkie.com
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