ContributionsMost RecentMost LikesSolutionsRe: Report link on new forms - create new record Mike, I have not done this cross-app, but across tables I will use API_GenAddRecordForm and put that in a formula URL. Chris ------------------------------ Chris Sipes ------------------------------ copyMasterDetail but not all fields in sub records Hi Quickbase community, I have a parent table and child table, where I want to duplicate the child records. I would like to duplicate all of the child record fields, but change the value in one of the text fields to "new" to clearly identify the duplicates. This is my formula URL: "javascript:void(copyMasterDetailButtonHandler( '&relfids=7 &destrid=" & [Record ID#] &" &sourcerid=" & [Record ID#] & " ', 'xxxxxxxx' ))" The xxxxxxxx is the master table ID and the relfids=7 refers to the field for the report link for the child table. Is there a parameter that I can add which would not copy every field in the child record? Many thanks. Chris ------------------------------ Chris Sipes ------------------------------ Re: URL button to create document copyBlake, Thanks for the suggestion. Currently, I email the file out to everyone. They save it locally, and then upload as needed. It works, but not efficiently. I first considered putting it on our network drives. That would require our employees to connect via VPN to get it. That is possible, but even less efficient. They would revert to saving it locally, even if I could figure out how to provide a link. I also considered putting it on Google Drive or Dropbox and just putting in the link. The problem there is permissions. While it is not super-private, I would not want it open to the world. Contrary to popular belief, not everyone has a Google account, and trying to manage personal Google accounts with our enterprise information just seemed wrong in many ways. It is not catastrophic. It just seemed like it should be easier. ------------------------------ Chris Sipes ------------------------------ Re: Automations being phased out?!Unfortunately, same boat here. And, like you, I have a full set of job responsibilities, and have to find a way to manage QuickBase for our company's users on the side. While I understand the need for upgrades, every hour that I have to spend to redo something that is working is an hour essentially wasted. (And it is rarely ever in the single digits here.) I am certain that the new capabilities are great, but if I don't need them, that is the definition of waste. ------------------------------ Chris Sipes ------------------------------ URL button to create document copyI have a table of "requisitions" and a table of "documents" which are linked. The requisitions can have many documents. These may be pdf or docx or they may be photos or other items as well, depending on the request. I have one "blank document" that is used in certain types of requisitions so it is used a lot, but not every time. It is a pdf which needs to be attached by the requestor in blank format. It is then revised by various people throughout the process using the QuickBase document revision process that is covered in the online manual. I would like to put a button on the form for the New Requisition that will add the specific "blank document" if the user clicks the button. I have uploaded "blank document.pdf" to my document repository and I have the full URL for it. Here is my button to add a document. URLRoot() & "db/" & [_DBID_DOCUMENTS] & "?a=API_GenAddRecordForm&_fid_9=" & URLEncode ([Requisition #])& "&z=" & Rurl() How do I make a variation that will select "blank document.pdf" specifically and create a copy of it for that Requisition (and leave the original document for the next requisition)? Thanks, Chris ------------------------------ Chris Sipes ------------------------------ Re: Opt out of email notification to all users in a role We kind of use that as the reminder. If the email comes in blank, then the user knows he needs to take action in order to be paid. ------------------------------ Chris Sipes ------------------------------ Re: Opt out of email notification to all users in a role The email seems to still send to him, but with an empty table. (For the other users, I need them to get the emails, even when empty, which is why that selection box is checked.) Did I do something incorrectly? ------------------------------ Chris Sipes ------------------------------ Re: Subscriptions Can you elaborate on adding a "Test" button? ------------------------------ Chris Sipes ------------------------------ Opt out of email notification to all users in a roleI have my users grouped in roles. I have email subscriptions that send to all users in a role. I have one user who would like to opt-out of one of the emails, but I need him still to be in that role for access purposes. How do I set the "Deliver to" field on my subscription to exclude him? ------------------------------ Chris Sipes ------------------------------ Re: user name not spelled correctlyI am having a similar issue. The email is correct, but it is just the first name that is incorrect. I cannot change any of them, though. ------------------------------ Chris Sipes ------------------------------