Create New Entry, Options
I have a parent and child table (Projects --> Invoices). I want my users to be in a project and create an invoice (so it automatically is assigned to that project). However, I also want them to be ...
Forum Discussion
In the Role settings for the User Interface, you should disable the show Add button for some or all Roles. Users can still Add records, but not with the add button. This is the normal setup when you only want records created if they will be child record to a parent. (no orphans allowed).
As for pushing a button to create an invoice, this can be doe either with an Automation or a URL formula button or simply the native Add Child button that comes with every relationship. That will pop up the Add Record form and populate the [Related Parent], but leave the user to fill in the fields and save the child (invoice).
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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As for pushing a button to create an invoice, this can be doe either with an Automation or a URL formula button or simply the native Add Child button that comes with every relationship. That will pop up the Add Record form and populate the [Related Parent], but leave the user to fill in the fields and save the child (invoice).
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
------------------------------
Adding to Mark's response, when you create parent child relationship, add child url button is default created for you. You can edit this url formula to place addition condition to show the 'add' option .
example:
If ( a=b and c=d,
URLRoot() & "db/" & [_DBID] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#])& "&z=" & Rurl()
)
replace the dummy variables and conditions as needed.
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Babi Panjikar
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example:
If ( a=b and c=d,
URLRoot() & "db/" & [_DBID] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#])& "&z=" & Rurl()
)
replace the dummy variables and conditions as needed.
------------------------------
Babi Panjikar
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