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Auto change record to 'Expired' when copied.

  • August 12, 2024
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New learner here. I'm trying to copy a ticket record and open new copy in edit mode. After I copy, I need the original record I copied from to automatically mark the <Status Field> (which is a text-multiple choice field) to "Expired" and the new ticket record <Status Field> to "Current".  I'm not sure the best way to do this, or if there may be a more efficient way not using the <Status Field>.

Best answer by DonLarson

Here is one possible solution

Create a button that will execute the API_GenAddForm

Here is a very simple example of building the URL to do that

var text URLGenAdd =

  URLRoot() & "db/" & Dbid() &   "?a=API_GenAddRecordForm&_fid_8=" & URLEncode ([Record ID#])& "&dfid=10";

This says to Open Form 10 and fill field ID 8 with the Record ID# of where you started with.   

You would keep adding to this for the fields in the new record you want to copy the values from the original record.

Then you would create a Pipeline that fires when a record is saved and Field ID 8 is filled in.   That Pipeline goes to your original record and changes the status.

 

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  • DonLarson
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  • Answer
  • August 12, 2024

Here is one possible solution

Create a button that will execute the API_GenAddForm

Here is a very simple example of building the URL to do that

var text URLGenAdd =

  URLRoot() & "db/" & Dbid() &   "?a=API_GenAddRecordForm&_fid_8=" & URLEncode ([Record ID#])& "&dfid=10";

This says to Open Form 10 and fill field ID 8 with the Record ID# of where you started with.   

You would keep adding to this for the fields in the new record you want to copy the values from the original record.

Then you would create a Pipeline that fires when a record is saved and Field ID 8 is filled in.   That Pipeline goes to your original record and changes the status.

 

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