Is there any manual to create Approval/Reject buttons?

I can try to help, but there are lots of ways to make an approval process.  Can we back up a step here?  What EXACTLY do you want the button to do.

One technique is to update a field which logs changes in order to be able to trap who approved and when and what value they entered (ie Approved or Rejected).

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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Annie,

Mark is correct that you need to be much more specific about what it means to Approve.   Here is an example of an architecture to do that and provide you the flexibility to answer the inevitable questions that will follow later.  


Imagine that your Opportunity Status Table has the following values.

Sales
Quoting
Proposed
Approved
Rejected

Putting the Opp Status Change table in between the Opportunity and the Opportunity Status tables means that you are capturing the life cycle of the Opportunity as it goes from person to person.    You know what the status is, when it changed and who changed it.  That gives you the ability to do all sorts of trend analysis on your Opportunities.

Now getting to your specific question.  Quick Base will automatically build you a button called Add Opportunity Status when you build the tables.  Pushing that will add a record to the Opportunity Status Change table.  The user can pick any value from the Opp Status table.  You can limit those options by building a Record Picker and setting it on the form.

If you want a single button that will add a record to the Opp Status Change table with a specific value of Approved for the Opp Status, you need what is referred to as a Magic Button.  Kirk Trachy has documented these very well with an application called Magic Buttons in the Exchange.  I also recommend going to his seminar at Empower 2020 in San Diego.  You will not regret it as you can add images, icons, change colors and really enhance your application.

Quickly what your button uses is the API_AddRecord.   Here is a sample of how to do it with a Formula Rich Text Field.

You need to put the value of your application token in the Token variable
I am assuming that Field ID #6 is the Related Opportunity field
I am assuming that Field ID #7 is the Related Opp Status
I am assuming the Approved is Record ID# 4 in the Opp Status Table
The image in this case is a green check box on the Quick Base Server
The last line is Java Script.  It executes the API call and brings you right back to the form that you are on.  It is the "Magic"

//  Declare Variables




So for the architecture in the diagram, this will give you a button to mark the Opportunity Approved.


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Don Larson
Paasporter
Westlake OH
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