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Question

Specify which form to use that doesn't involve roles

  • January 29, 2020
  • 0 replies
  • 63 views
Is there a way to specify which form is linked to another form based on name rather than role?

I have three tables Estimate, Project & Buyouts.  Under the Buyouts Table I have two forms.  A detailed form (main form) and a simplified form.  Under the Project table form, there is a button link to the Buyout form that pulls up the detailed form.  Works great.  I would like to add a button on the Estimate table form to the simplified Buyout form.  Currently the only way I can figure out how to get to the simplified form to come up is by changing the user role. The problem is that someone assigned the role of Project Manager could need both based on if they are working on an Estimate or a Project.  Is there a way to assign which form to use that does not involve the user role?

Thanks

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Brianne Jacobsen
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This topic has been closed for replies.

MarkShnierYou
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Are you looking to push a button to have the correct form come up in the mode or edit mode? Or are you hoping for some other method to bring up the right form?

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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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Mark Shnier. Your Quickbase Coach
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  • DonLarson
  • Registered
  • January 30, 2020
Brianne,

If you can define the criteria mathematically  then you can build a Formula Rich Text that will send the User anywhere you want.  Assume you are worried about busy they are through out the day and are trying to manage peak brain power.

// Images
var text IMGFolderQ =     "<img src=https://images.quickbase.com/si/24/146-folder_q.png>"; 
var text IMGFolderH =     "<img src=https://images.quickbase.com/si/24/146-folder_h.png>"; 

// Variables

var text Early = "Early morning form";
var text MidDay = "Midday form";
var timeofday ManagerTime = Now();

// URLs

var text URLEditEarly =

  URLRoot() & "db/" & Dbid() & "?a=er&rid=" &URLEncode([Record ID#]) &
  "&dfid=2"&
  "&z=" & Rurl();

var text URLEditMid =

  URLRoot() & "db/" & Dbid() & "?a=er&rid=" &URLEncode([Record ID#]) &
  "&dfid=10"&
  "&z=" & Rurl();

// HTML
var text HTMLEarly =  "<a href=" & $URLEditEarly & "' title=\"Click Me\">"  & $IMGFolderQ &  "</a>";
var text HTMLMID =  "<a href=" & $URLEditMid & "' title=\"Click Me\">"  & $IMGFolderH &  "</a>";

// Logic

If (  $ManagerTime< ToTimeOfDay("1:00 PM")   , $HTMLEarly, HTMLMID ) 


You can control the form, the images and the criteria where to send the User.

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Don Larson
Paasporter
Westlake OH
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    • DonLarson
    • Registered
    • January 30, 2020
    Brianne,

    Go out to the App Exchange and do a search for Magic Buttons and download that Application to your realm.   It was put together by Kirk Trachy who is the Godfather of this functionality at Quick Base.  He has been helping everyone extend their applications and meet User expectations for over ten years.

    You will find it very helpful.



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    Don Larson
    Paasporter
    Westlake OH
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