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Allow users to edit multiple forms

  • January 2, 2025
  • 0 replies
  • 177 views
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Hi all,

I have two forms - 2024 and 2025 versions of the same form. I would like to simultaneously allow users to:

  1. Click the edit button next to a record and be taken to a certain form (ex. 2024)
  2. Click a link and be able to edit either the 2024 or 2025 form

Right now #1 is working fine, but #2 brings up the "primary" form (aka the one that is set in the Forms menu for edit permissions for all roles) regardless of the form ID I use in the URL. 

Is there some way I can override what form is utilized for the URL fields? 

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  • DonLarson
  • Registered
  • January 2, 2025

Clicking the edit button will always take the User to the default form based upon their Role in the application.

You can build a custom button that will take the User to any form that you want to direct them to.   The logic about that can be as complex or as simple as you want.

This variable defines a URL that will put the User on to the current record, in Edit Mode using form XX.

var text URLEdit =

  URLRoot() & "db/" & Dbid() & "?a=er&rid=" &URLEncode([Record ID#]) &

  "&dfid=XX"&

  "&z=" & Rurl();

 

 

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  • DonLarson
  • Registered
  • January 2, 2025

Your URL takes them to form 11, that is the a=dr part.

If you use a=er then the User lands on form 11 in Edit Mode.

If I was doing this I would build a Formula Rich Text field with two formulas, one for each of your forms.   Then with a little HTML in the field you can have that user click either one to go to the form they want.

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