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JeffHughes's avatar
JeffHughes
Qrew Trainee
15 days ago

Reference Current Parent with Button on Child

Okay so I have a parent table, call it Daily Reports.  

I have another table called Purchase Orders.

Users populate purchase orders as they go.

I've built a bullpen type report within Daily Reports to show all purchase orders that aren't linked to a daily report.   I want a button on the purchase order level to say "Link to Current Daily Report Record".   That would run an API Edit and update the related Daily Report to the record I'm currently on.

I cannot figure this out, or if its possible, to reference the current record a user is on IF the button is in a child table that's not currently linked.  

  • There is a way to have a button on the Daily Report to set the current user's "Focus" to that daily Report Record.  Then when clicked it would refresh the Parent Daily Report record and show the embedded report of unlinked Purchase Orders.  If relevant (and I'm just guessing here) that embedded report could be filtered for just the Purchase Orders created by the current user.

    Then now that the child table is exposed by a form rule that knows that the Daily Report is in focus the child record table would have a button to link to the focus Daily Report. 

    The page would refresh and the Daily Report record would now show one more linked PO and one less orphan PO upon each successive click.

     

    This can be set up with an hour of consulting time as they step by step of how to do this is a bit too complicated to do on his forum.  Please contact me at mark.shnier@gmail.com and I can give you a quick demo of the look and feel of this and you can decide if it's worth investing on a hour of consulting time.

  • I follow that, and I thought about that as an answer.  My fear is User 1 selects "Set Focus" and it records the record ID to a table which I can then lookup in my PO to trigger the "Link to Record" button. 

    But User 1 is halfway through their list and then User 2 clicks "Set Focus" on a different report, and now User 1 is clicking the link button and thinking its linking to the report he's on, but it's actually linking to the report User 2 is on.