Add button that creates record on calendar

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I want to create a button on a form that when the button is click the task name will appear and also the timeline on a calendar. eg. work 1 jan 1-2


I have no experience in creating buttons. :(

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Ann

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Posted 3 years ago

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QuickBaseCoach App Dev./Training, Champion

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One source of how to create buttons is an app I put in the Exchange. It is called URL formula Buttons for Dummies.
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Ann

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I need to show two fields (task name and person-in-charge) in the calendar. The length of time will depend on the Task start and end fields... how can i do that?
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James

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Hi Mishael,

Thank you for reaching out to the QuickBase Community! As a Customer Care Representative I would suggest you create a support case for your question. This will allow us to get further information from you and if needed we can set up a phone call to do a screenshare. To create a support case click "Help" > "Manage Support Cases" > "+New Support Case".

Regards,
James Travaglini
QuickBase Support
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Polina

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Hi Mishael Ann, 

I would propose you to create a new field the type of Checkbox, let's name it "Task in the calendar". Then to create another field the type of Formula-URL, name it "Add to the calendar button" and use the following code:

var text URLONE = URLRoot() & "db/" & [your table name] & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_123=1";

var text URLTWO = URLRoot() & "db/" & [your table name] & "?a=dr&dfid=2" & "&rid=" & [Record ID#];

$URLONE

& "&rdr=" & URLEncode($URLTWO)

To know your table name go to the table settings -> advanced, you'll see the name at the bottom of the page. "&_fid_123=1" changes the checkbox value to 1 or being checked, 123 - field ID of the "Task in the calendar" checkbox. (please set to your value). 

"?a=dr&dfid=2" returns you to the specific form, that you can define. The form ID is 2 in my case.


In the "Add to the calendar button" field settings specify the Link text, for example, "Add this task to the calendar" and choose to display it as a button.

Create a report the type of Calendar for your table, where define which fields has to be shown (task name and person in charge in your case). Then assign a filter, stating that only those tasks have to be shown, where the "Task in the calendar" is equal to checked.

Then it means that as soon as you click the button "Add to the calendar button" (which you have to place on the form), the corresponding task will appear in the calendar.

Hope this helps!

Polina
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Ann

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Thank you so much!