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Question

Save with fields remaining the same

  • February 1, 2018
  • 0 replies
  • 115 views
We create records that have the same data but only a few fields change.  I want to create a way to save and add new record with the data remaining.  
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The low tech solution is to be sitting on a record  in View mode and then use the More button to Copy this record.  

Note that you can set in each respective's field's Properties whether it copies forward (or is blank)  when you do that.

If you want to make a formula URL button to do that to make that more obvious to your users, you can make a formula URL button with this formula

URLRoot() & "db/" & dbid() & "?a=GenCopyRecord&rid=" & [Record ID#]
  • anomDiebolt
  • Registered
  • February 1, 2018
Write a formula URL using API_AddRecordForm and fill in the fields you want to copy:

https://help.quickbase.com/api-guide/index.html#gen_add_record_form.html

If you don't want to edit the record but rather just create the record use API_AddRecord
  • ArchiveUser
  • Author
  • Registered
  • February 1, 2018
Okay this works.  Is there a way to be in edit mode, so during creation of a record.  This is going on the floor and will probably be too complicated.  If not, maybe an alternative would be instead of save and close or save in new option to save and stay in the current record then copy.  
I'm not sure I understand.  You can only copy a record that has been already saved.  So the Operator would navigate to a record and then copy it to make a new record. 
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