Skip to main content
Question

Is it possible to have a copy parent record button also make changes to some fields?

I have a Tenants table that is the parent of a Leases table. I used the wizard in app management to create a Copy Lease button (which I renamed "Assign Lease"). However, what I want is when the Assign Lease button is clicked, for it to automatically check a checkbox field called "Lease Assigned" in the original Lease record and permit the user to choose a different existing parent record for the newly created/copied Lease record.

So for example, a user might be in a Tenant record for Tenant A, clicks the Assign Lease button and then the record for Tenant A is saved with the Lease Assigned field checked, and the user then selects Tenant Q as the parent for the newly created/copied Lease record and saves. 

I've seen some examples of formula url buttons that change data in fields but I don't kn ow how to combine that with the copy record button created by the wizard. Any guidance would be greatly appreciated!

AJ

------------------------------
Albert Campani
------------------------------
This topic has been closed for replies.

MarkShnierYou
Forum|alt.badge.img+24

The wizard uses an API which will copy all fields. there are no parameters to change that  


So Plsn B is to have a button for the user to push when the record identifier field begins with the word Copy of to clear out the field and say leave the user in edit mode 

You could use a form rule to hide sections of the form when the name begins with Copy Of  

post back if you need help with the button formula  


 




------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
Mark Shnier. Your Quickbase Coach
    Terms & ConditionsAccessibility statement