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Form access/URL??

  • October 12, 2020
  • 0 replies
  • 111 views
Hi folks

Wondering if you can help?

My app tracks a set of customers (as in B2B brands) who are our clients (we are a software company) - Each customer has consultancy time bundled into their contract as standard and can use as they wish. Our consultants go in and chalk of timesheets against these customers and their respective buckets of work.

- Occasionally our consultants need to do work for Prospects (in order to secure a deal or just for general support). I have a default 'Customer' form for consultants to fill out which populates a Timesheet, but I have now created a timesheet for 'Prospect' which is going to be a lot more basic.

I want to add a button to access it to the homepage for that user or even at the top of the main table report if I can, but I can't manage to find the URL to access that form anywhere - what am I doing wrong? :( 


Thanks!

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Michael Bretton
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Best answer by BlakeHarrison

Double-check the URL that you've entered into the dashboard. The easiest way to make sure you have the correct URL is to start a new record and then add &dfid=## (## being the ID of your form) to the end of it. Once you've verified that it's now re-directed you to your new form, copy/paste the entire URL from your address bar into the URL field of the button/link you're building on the form.

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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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This topic has been closed for replies.

So, your standard 'Add Record' URL formula would be something like this:

URLRoot() & "db/" & [dbid_alias] & "?a=nwr"​To direct a user to a different form on that table, you'll add the form ID to the formula like this:

URLRoot() & "db/" & [dbid_alias] & "?a=nwr&dfid=10"​

Just go into the settings on that table and under 'Forms' find the Form ID and replace the '10' in my example with the correct number.



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Blake Harrison
bharrison@datablender.io
DataBlender - Quick Base Solution Provider
Atlanta GA
404.800.1702 / http://datablender.io/
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