url button add record to same table, edit new record, and table report

Question

I can?t seem to wrap my head around this one today, but I?m pretty sure it can be done.

I need to add a URL button. This button will:

Change the Billing Status field to Complete

Add new record to the same table. Two fields in the new record need to auto populate as follows:

Billing Start Date field populates to the day after the Billing End Date field from the previous record.

Billing End Date field populates to 30 days in the future from the Billing Start Date

This button will be placed in a table report for quick manager approval.

I need to place this button in a table report for the manager to approve the record without going into it. I don?t want the screen to refresh, so they can go down the whole table without having the screen reload. Is it possible for the button to only have the ability to be pressed once? I?d also include the Billing Status field in the table, so they could see that the button worked and that the status did indeed change.

quickbasecoachd · Answer

Yes this can be done, but I would suggest refreshing the report do as to prevent the button from being pushed twice. When the report refreshed it would drop the Approved Record off the report.

The basic Syntax would be

var text URLONE = and the the code to edit the record;
var text URLTWO = and the code to add a record;
Var text URLTHREE = and the code to run the report;

$URLONE
& "&rdr=" & URLEncode($URLTWO)
& URLEncode("&rdr=" & URLEncode($URLTHREE)

Do you also need help with the code for the individual formula variables?

hillarywhitney · Answer

YES, please, code help! My brain just isn't in the right place for code today and I'm under a deadline! I would appreciate any help you could give.

quickbasecoachd · Answer

I�m just finishing up a cycling trip and to provide a complete code solution would take a lot of typing on my iPhone.

I have put an app in the Exchange called URL Formulas for dummies. Can you download that as a start and then give the code a shot and I can help you correct any syntax problems?

Or else contact me via my website QuickBaseCoach.com and we can book some one on one time next week to get this working.

kevinslider · Answer

For this instance, I would recommend a growl button that will allow the user to approve multiple records without navigation.

I understand the recommendation to prevent the button from being pushed twice however, so I would add a condition to hide the button when the status equals Complete on the button formula, and include some indication not to press for same record in the growl message. Erroneous data can be deleted.

hillarywhitney · Answer

Thank you for the offer. Unfortunately, they need it done today in order to write the process. Maybe I just need to walk away from it and come back to it later, sometimes that helps me. I've been in the URL for dummies referencing all morning and I'm not seeing what I'm needing. My QB has been very buggy in Chrome and likes to hide things from me and when I switch to IE they appear, but I don't get all of my functionality like in Chrome...ugh!

Forum Discussion

url button add record to same table, edit new record, and table report

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