In other words, its a long process (5 step process) using one form. It makes more sense on our end to use the one form vs 5 form method, we tried that already haha, no bueno.
Is there a way where I could set up a formula so that when the button is clicked, it opens the record in edit mode with certain sections already collapsed?
P.S. Side question, can I make it so certain sections are un-collapsable? (without having to leave the name blank)
Thanks!
Question
Is there any way to create a button that will open a form with some sections already collapsed?
This topic has been closed for replies.
+12QuickBase just rolled out the new feature to set sections as collapsed by default. You could take advantage of this.
You can also hide/show sections using simple Form Rules where users trigger the rule by populating a checkbox.
A more complicated route, however, and this depends entirely on the circumstances and desired effect is to build a form with specific sections collapsed; then have the user navigate to that custom-form from a button. You would need to make sure, however; that the button saves the record before redirecting in case they were editing the record first. A standard formula-URL should do this well enough.
Then, when the user is in the other Form, update information and click SAVE they will then revert back to their default-Form.
Also - you can set different Forms for View, Edit and Add modes for Roles. It's important to remember that each time you create a new form; you need to update all your forms when you add/modify fields etc. - so don't get too Form-Happy unecessarily.
You can also hide/show sections using simple Form Rules where users trigger the rule by populating a checkbox.
A more complicated route, however, and this depends entirely on the circumstances and desired effect is to build a form with specific sections collapsed; then have the user navigate to that custom-form from a button. You would need to make sure, however; that the button saves the record before redirecting in case they were editing the record first. A standard formula-URL should do this well enough.
Then, when the user is in the other Form, update information and click SAVE they will then revert back to their default-Form.
Also - you can set different Forms for View, Edit and Add modes for Roles. It's important to remember that each time you create a new form; you need to update all your forms when you add/modify fields etc. - so don't get too Form-Happy unecessarily.
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