Rich Text Custom Dropdown Menu
I am attempting to drive a custom drop down via a rich text field. I am seeking more dynamic functionality than what is offered by native quick base drop downs. Is this even plausible with a formula r...
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As for your issue, I did start to answer it, but never completed an answer. I cannot help you with a javascript approach, but I certainly have felt your pain with needing to protect the super valuable Copy Master Detail and avoiding the dreaded red "looping relationship error".
My solution in other apps was to implement what I can my quick select method. I make a formula URL button which launches off the record and records the [Record ID#] in a User Focus table where the Key field is the user. Then the user lands on a report to select which choice they want. The report can be anything we like, so it can be filtered like the CDD would have been filtered. The user clicks the choice and is landed back on the record. We do have to ensure that the record we are creating has been saved so that the User Focus record knows when record to edit.
Let me know if you feel that approach can work for you and we can get on a GTM call and work though this.
My solution in other apps was to implement what I can my quick select method. I make a formula URL button which launches off the record and records the [Record ID#] in a User Focus table where the Key field is the user. Then the user lands on a report to select which choice they want. The report can be anything we like, so it can be filtered like the CDD would have been filtered. The user clicks the choice and is landed back on the record. We do have to ensure that the record we are creating has been saved so that the User Focus record knows when record to edit.
Let me know if you feel that approach can work for you and we can get on a GTM call and work though this.
My method does not require saving. Just click click click to make the selections which adds the required record on each click. Then another click to return to the Parent Record.