Formula Rich Text Button - File to Add Record

Question

Hi,

I'm using a formula rich text button to add record in a different table when click. The button includes the action of copying multiple field values into the newly added record. I have one field that is a file upload field and need to copy this file into the corresponding field on the newly added record as well. Can this be done in the rich text formula? If not, how might you do this?

Example:
Approval Record:
Name
Date
Amount
JPG (image of the agreed terms)

When clicking 'Approve' button, a new Transaction Record is created with all of the approved info:
Name
Date
Amount
JPG (***Need to duplicate this file to the newly created record)

Thank You!
Chris

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Chris
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MarkShnierYou · Answer

It is not possible to use a formula URL to copy a file. That would require a code page, I believe. however, if its useful you van easily provide a link to a file (as it seems that each record swill need the same file). Then the user would easily pull down own a copy of that template file.

You could have a documents table to store such standard templates. If you tell me the DBID table name and the field in which the file attachment is stored and the Record ID of the record that has the std file, I can give you the formula to link to it.

The link will look like this

URLRoot() & "up/" & [_DBID of where the file is stored] & "/a/r" & [Record ID#of where the file is stored] & "/e99/v0"

Replace the e99 with exx where xx is the field ID where the file is stored.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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