Specify which form to use that doesn't involve roles

Question

Is there a way to specify which form is linked to another form based on name rather than role?

I have three tables Estimate, Project & Buyouts. Under the Buyouts Table I have two forms. A detailed form (main form) and a simplified form. Under the Project table form, there is a button link to the Buyout form that pulls up the detailed form. Works great. I would like to add a button on the Estimate table form to the simplified Buyout form. Currently the only way I can figure out how to get to the simplified form to come up is by changing the user role. The problem is that someone assigned the role of Project Manager could need both based on if they are working on an Estimate or a Project. Is there a way to assign which form to use that does not involve the user role?

Thanks

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Brianne Jacobsen
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donlarson · Answer

Brianne,If you can define the criteria mathematically&nbsp; then you can build a Formula Rich Text that will send the User anywhere you want.&nbsp; Assume you are worried about busy they are through out the day and are trying to manage peak brain power.

//&nbsp;Images
var&nbsp;text&nbsp;IMGFolderQ&nbsp;=&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"&lt;img&nbsp;src=https://images.quickbase.com/si/24/146-folder_q.png&gt;";&nbsp;

var&nbsp;text&nbsp;IMGFolderH&nbsp;=&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;"&lt;img&nbsp;src=https://images.quickbase.com/si/24/146-folder_h.png&gt;";&nbsp;// Variablesvar text Early = "Early morning form";var text MidDay = "Midday form";var timeofday ManagerTime = Now();// URLs

var&nbsp;text&nbsp;URLEditEarly&nbsp;=

&nbsp;&nbsp;URLRoot()&nbsp;&amp;&nbsp;"db/"&nbsp;&amp;&nbsp;Dbid()&nbsp;&amp;&nbsp;"?a=er&amp;rid="&nbsp;&amp;URLEncode([Record&nbsp;ID#])&nbsp;&amp;
&nbsp;&nbsp;"&amp;dfid=2"&amp;
&nbsp;&nbsp;"&amp;z="&nbsp;&amp;&nbsp;Rurl();

var&nbsp;text&nbsp;URLEditMid&nbsp;=

&nbsp;&nbsp;URLRoot()&nbsp;&amp;&nbsp;"db/"&nbsp;&amp;&nbsp;Dbid()&nbsp;&amp;&nbsp;"?a=er&amp;rid="&nbsp;&amp;URLEncode([Record&nbsp;ID#])&nbsp;&amp;
&nbsp;&nbsp;"&amp;dfid=10"&amp;
&nbsp;&nbsp;"&amp;z="&nbsp;&amp;&nbsp;Rurl();
// HTMLvar text HTMLEarly =&nbsp; "&lt;a&nbsp;href="&nbsp;&amp;&nbsp;$URLEditEarly &amp;&nbsp;"'&nbsp;title=\"Click&nbsp;Me\"&gt;"&nbsp;&nbsp;&amp;&nbsp;$IMGFolderQ&nbsp;&amp;&nbsp;&nbsp;"&lt;/a&gt;";var text HTMLMID =&nbsp; "&lt;a&nbsp;href="&nbsp;&amp;&nbsp;$URLEditMid &amp;&nbsp;"'&nbsp;title=\"Click&nbsp;Me\"&gt;"&nbsp;&nbsp;&amp;&nbsp;$IMGFolderH &amp;&nbsp;&nbsp;"&lt;/a&gt;";// LogicIf (&nbsp; $ManagerTime&lt;&nbsp;ToTimeOfDay("1:00 PM") &nbsp; , $HTMLEarly, HTMLMID )&nbsp;You can control the form, the images and the criteria where to send the User.------------------------------Don LarsonPaasporterWestlake OH------------------------------

markshnier__you · Answer

The syntax to specify a form is&amp;dfid=xxSo for exampleURLRoot() &amp; "db/" &amp; [_DBID_BUY_OUTS] &amp; "?a=API_GenAddRecordForm&amp;_fid_77=" &amp; URLEncode ([Record ID#])&amp; "&amp;dfid=10"&amp; "&amp;z=" &amp; Rurl()&nbsp;or do display a recordURLRoot() &amp; "db/" &amp; dbid() &amp; ?"a=dr&amp;dfid=10&amp;rid=" &amp; [Record ID#]&nbsp;or do edit a recordURLRoot() &amp; "db/" &amp; dbid() &amp; ?"a=er&amp;dfid=10&amp;rid=" &amp; [Record ID#]------------------------------Mark Shnier (YQC)Quick Base Solution ProviderYour Quick Base Coachhttp://QuickBaseCoach.commark.shnier@gmail.com------------------------------

briannejacobsen · Answer

Thank you.&nbsp; That is what I needed.------------------------------Brianne Jacobsen------------------------------

markshnier__you · Answer

Are you looking to push a button to have the correct form come up in the mode or edit mode? Or are you hoping for some other method to bring up the right form?

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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briannejacobsen · Answer

Thank you for the formulas.&nbsp; That is kind of what I want to do.&nbsp; Except if you are using the form in the Early Table you go to IMGFolderQ but if you are using the form in the Midday Table you go to IMGFolderH. It wouldn't be an if/then from the same form.&nbsp; My problem is I'm not very familiar with programming and don't know how to specify which form to use in the formula.&nbsp; The formula I found 
URLRoot() &amp; "db/" &amp; [_DBID_BUY_OUTS] &amp; "?a=API_GenAddRecordForm&amp;_fid_77=" &amp; URLEncode ([Record ID#])&amp; "&amp;z=" &amp; Rurl()will only take me to the default form.&nbsp; Other than the form id number, I'm not sure how to differentiate between the two forms.&nbsp; And I don't know the terminology to modify the formula to say use this form instead using the form id number.&nbsp; Any help with that?Thank you for your help.&nbsp; I hope I'm making a little sense.------------------------------Brianne Jacobsen------------------------------

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Specify which form to use that doesn't involve roles

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