Forum Discussion
Quick_BaseJunki
Qrew Captain
@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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Sharon Faust (QuickBaseJunkie.com)
Founder, Quick Base Junkie
https://quickbasejunkie.com
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GabrielFigueroa
4 years agoQrew Member
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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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_BaseJunki4 years agoQrew Captain@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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