Forum Discussion

Shelly_AnnAiken's avatar
Shelly_AnnAiken
Qrew Member
4 years ago

Tracking Record ID of the record I copied

I am building a Renewal capability into my application. When an approval is expired, i would like for the user to copy the expired request and do a renewal. however i want to track the record ID of the expired report for traceability.

Anyone know how to do that?

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Shelly Ann Aiken
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App builders
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    4 years ago
    Are you looking to click on an expired "Approval" and copy it to make a new approval but also log the Record ID# of the old approval?

    If so, you have a few choices of how to do that.

    You can make a formula URL button to copy forward the record.  Did you want to leave the user on an add record form with most of the fields filled in or on a record actually created.  Let us know that and we can help with the formula.



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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • Shelly_AnnAiken's avatar
      Shelly_AnnAiken
      Qrew Member
      4 years ago
      Yes, I would like for the user to click on an expired "Approval" and copy it to make a new approval but also log the Record ID# of the old approval.

      Ideally we would want the user to land on the new record with the fields filled in, and showing the old record ID (copied record).

      Your help is appreciated.

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      Shelly Ann Aiken
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        4 years ago
        not tested so if this does not work, you will need to npost back with your formula and the error message.

        There is an app in the exchange called formula buttons for dummies which can help you lean how to write simple URL formula buttons.

        URLRoot() & "db/" & dbid() & "?act=API_AddRecord" // two slashes means a comment
        & "&apptoken=xxxxxxxxxxx"   // if you have the need for application tokens enabled, then you need it here.
        & "&_fid_6=" & urlencode([field name 1]) // you will need ton populate each field like this. 
        & "&_fid_7=" & urlencode([field name 2])
        & "&_fid_8=" & urlencode([field name 3])
        & "&_fid_9=" & urlencode([field name 4])
        & "&_fid_10=" & urlencode([field name 5])
        & "&_fid_99=" & [Record ID#] // remember to populate the field that will hold the record ID# of the original record.
        & "&disprec=1" // this means to display the new record, .. ie to land the user on the new record.


        Give it a try and post back if you get stuck.

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