ContributionsMost RecentMost LikesSolutionsRe: Set field value on page load but allow user to overwriteThanks so much, Mark! That did the trick! :) ------------------------------ Dawn Quitschau ------------------------------ Set field value on page load but allow user to overwriteI have an application that tracks educational courses and for each course, there can be multiple versions. When my users create a new version, they want some of the fields on the form to default to values from the last published version (LPV). I found a way to do this using a dynamic form rule that states: when the Course ID is not blank (ie - it's a new Version of an existing Course and not a new Course), change "Source File Type" to the value in "LPV Source File Type". This works great for initially setting the value, however, my users need the ability to update the value. In this particular example, "Source File Type" is a drop-down and the form allows me to change the value, but then the dynamic form rule kicks back in and sets the selected value back to "LPV Source File Type". Is there a trick I can use that allows a value to be set on page load, but then allows it to be changed by the user? ------------------------------ Dawn Quitschau ------------------------------ Creating a Report Filter of Items the Current User OwnsI have 3 tables (2 and 3 are sync tables from another system): 1) Products contains documents that belong to a given Business Portfolio (Product ID, Document, Business Portfolio ID) 2) Business Portfolio (BP) contains a list of all valid Business Portfolios (Business Portfolio ID, Portfolio Name) 3) Business Portfolio Owners (BPO) contains a list of Business Portfolio Owners (Business Portfolio Owners ID, Business Portfolio ID, Owner Last Name, Owner First Name, Owner Email) I want to filter a report of Products so that it displays records for Business Portfolios that the Current User is an Owner of I have relationships between "Products - Business Portfolio" and "Business Portfolio - Business Portfolio Owners" When I display "Current User" on a form, it is in the format "LastName, FirstName", so I'm assuming the field I want to compare it to in the filter needs to be in the same format. I created a text field "Full Name", which is a combination of "Owner Last Name, Owner First Name" and am able to summarize these on BP, but I can't summarize on "Full Name User", which is equal to ToUser([Full Name]). Seems I can only summarize on text fields. I also tried creating a new Formula Userlist field in BP and set it to ToUserlist ([Full Name]) but I get an error: "Expecting user/userlist but found textlist". ------------------------------ Dawn Quitschau ------------------------------ Re: Button on Report Row to Set a Value in a FieldI got it working, Mark. Thanks! :) ------------------------------ Dawn Quitschau ------------------------------ Re: Button on Report Row to Set a Value in a FieldDoes the pipeline solution require the user to be in grid edit (you mentioned "grid at save")? If so, I would just have them set the priority via the Priority drop-down using grid edit. I was hoping to offer them a quicker solution with the buttons - was hoping for some type of in-place update, where the Priority field was populated immediately with the click of a button. I'd like to give the page refresh a try and would appreciate help with the formula. ------------------------------ Dawn Quitschau ------------------------------ Button on Report Row to Set a Value in a FieldWhile in a report, is it possible to set the value of a field based on a button click? For example, one of my users is tasked with reviewing field values and prioritizing each record. Rather than traversing through each record via a form, I'd like to present the data in a report with a cell that contains buttons (ex: High, Medium, Low) and when the button is clicked, I'd like the value in the Priority cell to be set accordingly. I don't want to use grid edit for this since his job is to only set priority and it would be fastest if he could just click, click, click through the report and have the priorities be set as he moves from row to row. ------------------------------ Dawn Quitschau ------------------------------ Re: Refresh Current Page After Save & Keep WorkingSharon, I tried both of these approaches and I get the same error - when I click on "Save and Keep Working" (native QB button in the first example) I get a pop-up that says "On the tabAsset, the fieldAsset IDis required." When I click OK, I'm returned to the Assets form, which is showing the Asset ID is blank and temp id is set to 3 question marks (???). ------------------------------ Dawn Quitschau ------------------------------ Re: Refresh Current Page After Save & Keep WorkingSharon, thanks for the quick response. The code you provided is what I started with when I created my custom button, however, it still doesn't return the updated Asset ID. (It appears to perform the same functionality as the native Quickbase "Save and Keep Working" button.) I can see the record was saved and it does return the Record ID# and temp id, but the Asset ID is still set to 1. If I click on the browser refresh button to manually refresh the browser window, the updated Asset ID appears. So somehow, I need to mimick that functionality. Or provide a delay between the save and re-display to allow the pipeline to run following the save. ------------------------------ Dawn Quitschau ------------------------------ Refresh Current Page After Save & Keep WorkingI have a table (Assets) with a custom key called Asset ID (default value of 1). In order to set Asset ID, I am using a calculated field (temp id) that is set to Record ID# + 10M (Asset ID is used by an external system and needs to be a large number). I have a pipeline that runs when a record is created in the Assets table that has an Asset ID of 1. The pipeline updates the Asset ID to the value in temp id. When the user enters a new Asset (completes the form and saves it), I would like the Asset ID to be displayed on the form. To complicate this a little more, I have a child table (Versions) and on the Assets form, there are tabs for both Asset and Versions (an Asset can have many versions). The Versions tab contains an embedded report of all associated Versions (blank initially) and it also includes the Asset ID. The pipeline that runs to update the Asset ID also creates a Versions child record, which contains some basic information from the parent (including Asset ID). So, the end goal is to have Asset ID visible on both the Asset and Versions tabs. Currently, when a record is saved, I have both the Record ID# and temp id in hand. However, in order for the Asset ID and Versions child record to display, I have to refresh my browser window. My goal is to get them to display without the user having to take any additional actions (aside from the initial save of the record). I am currently playing with a custom "save and keep working" button and am trying to add a page refresh following the save, but I can't seem to force a page refresh. I'm a relative newbie and am trying some things I've found on Community. (Questions - when should I use URLENCODE? And what does rdr do (redirect?)?) var text rid = If([Record ID#]>0, ToText([Record ID#]), "%%rid%%" ) ; // create Edit Record URL & RefreshPage variables var text url = URLRoot() & "db/" & Dbid() & "?a=er&rid=" & $rid; var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & $url; //var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl(); "<a class='Vibrant Primary SaveBeforeNavigating' data-replaceRid=true href='" & $url & "&rdr=" & $RefreshPage & "'>Save & Keep Working - Rich Text</a>" // "<a class='Vibrant Primary SaveBeforeNavigating' data-replaceRid=true href='" & $url & "&rdr=" & URLENCODE($RefreshPage) & "'>Save & Keep Working - Rich Text</a>" ------------------------------ Dawn Quitschau ------------------------------