ContributionsMost RecentMost LikesSolutionsURL on home page to use fieldI have a very random problem that I'm unsure if it is feasible. I have a formula URL in a table which adds a new record with a bunch of formulas for the date, the button works great in the table. My dilemma is trying to find a way to run this from the home page (Since that is where the data is visible). I can create the url with a single case scenario which will fill out all the information fully but I would like it to reference the field created in the table so that it can calculate the current date. ------------------------------ Jeremy Cohen ------------------------------ Force Edit Record from Kanban Change? Good Morning, I am looking for a way to force the user to have to edit a record based upon a Kanban change. For instance: I move the record from the "In Process" column to a "Completed" column if in the form it will require additional fields to be filled out. Is there a way to direct the user to the form when a record is moved via Kanban. Thank you for any help! ------------------------------ Jeremy Cohen ------------------------------ Re: Replication of Team oriented SurveyThe Contacts are in Quickbase. I recently changed the key field to the full name so that if it is in a text it could relate across. They will be associated to a project in a separate table for the "Assessment" which is intended to be a roll up field for each individual assessment. This one got me into a conundrum so my temporary solution is to export the related "assessment" record #and the related contact name into an excel sheet. The excel sheet will then take all the other contacts within the project (up to 50) and list them out. It will force the user to enter a 1-5 scoring system for the criteria needed and then I can upload all the individual scores for each person into the table I want to roll into the "assessments" table. I was hoping for a native solution but it would essentially be a permutation/computation formula to figure out how I can relate 1 name to all the others on the list and create records as such. For instance...5 people are on the team... member A assesses Members B,C,D,and E. so I would need 4 records for him/her and 4 for all the other 4 people relating in a similar fashion. If you even have an idea on a direction I would appreciate it...if you think it could create that many records with a user inputted field. ------------------------------ Jeremy Cohen ------------------------------ Re: Create a new parent record based on criteria on child recordHey Mark, That works for just adding a record. So your saying I should just create lookup fields for every possible field I need when it is related and then use the url to simply add a new record...i guess that would be a much simpler approach to it. In that case any fields I'm changing due to the conditional I could just tie directly to the fid....I'll try the approach. Thank you very much for the help Mark! ------------------------------ Jeremy Cohen ------------------------------ Re: Create a new parent record based on criteria on child recordHey Mark, Sorry for the delayed response. I would be sitting in the child record and need to initiate a new parent record. The two do not need to tie together. The system I am integrating with through csv reads each change as an individual record so it would be a new line for every addition or subtraction. The user just needs to initiate the new record being generated. The user will be in the form of the child. This is why I was leaning towards a url button. I was just having a hard way to go with how to replicate a parent record associated to the child form and then make a few minor alterations to that record so that it is unique. The attachment will happen more external to the system than internal. ------------------------------ Jeremy Cohen ------------------------------ Replication of Team oriented SurveyWe currently utilize Survey Monkey to set up a team survey at the end of a project. It is a very simple tool to create a template of questions with a 1-5 scoring. The issue I am running across is a way to allocate names based on a "contacts" list which is not associated to users and have it generate all the required forms necessary. For instance a team of 30 people...I would need a way to generate 29 forms for all 30 people so they can grade each individual at the end of a project. For the user experience it would be great if I had a simple action that created this. Then I could have those grades roll up to what each individual got as a score (as an average). I have been racking my brain thinking of a good methodology to accomplish this but keep hitting walls in the process. I would really appreciate some help. ------------------------------ Jeremy Cohen ------------------------------ Re: Create a new parent record based on criteria on child recordHey Mark, Thank you for your response. I need to add a parent record while in the child form. I need it to create a new parent record while in the child based on a situation within the child record. I took a stab at trying it as an automation but I definitely would prefer it to be a URL button as it is a much easier and efficient user experience. Details: There is a commitment out there which states a budget (Parent Record) but the rules dictate that it can be overspent up to a certain threshold. As the invoice is processed against the commitment within the child record if it falls within that threshold then a new parent record can be established for the difference. ------------------------------ Jeremy Cohen ------------------------------ Create a new parent record based on criteria on child recordI am working with a record tie in of a parent table being a total volume while a child record utilizes an amount of the parent. In certain instances the child record can create more volume in the parent, but with systems it has to be in a new line. So the long and short... I need to create a URL button that would get the parent info that is related to what is being used in the child and create a new record in the parent with that criteria. I started a formula with the API_GetrecordInfo Which does great in giving me it all. Now I just need to know how to "Copy" all of that data and then edit the record with the information created in the child record. I figured I could use javascript to form 3 URL's to accomplish this, just not sure the middle one. 1st "Get info" which would pull all the information in the parent. 2nd "Copy info" which would probably be a generate new record with the information of "Get info" 3rd "Edit info" which I would believe is a simple translation of a few fid's to the represented data. I hope I did a good job explaining this. Any help would be very much appreciated! ------------------------------ Jeremy Cohen ------------------------------