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 th...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendAre 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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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.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
- 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
------------------------------- MarkShnier__Younot 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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