Is there any way to create a button that will open a form with some sections already collapsed?

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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!
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Manny De La Cruz

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Posted 2 years ago

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QuickBasePros (Laura Thacker), Champion

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QuickBase 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.
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Manny De La Cruz

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Thank you, I figured using form rules would be a part of this. Thanks again!