I'm currently downloading a report with a single record and saving as a spreadsheet in order to auto-populate a form (formulas in 'Sheet 1' reference cells copied into 'Sheet 2' from QB). What I'm interested in exploring is the ability to create a Formula-URL field that is a button on each Employee Record that will automatically run the "Excel Export" report and filter the report to display only the Employee Record and then execute the "Save as Spreadsheet". This is basically a work-around to avoid having custom API and coding implemented. Any chance this is possible?
Step 1. Make an report filtered on Record ID equals <ask the user>. Set the output format near the bottom to be CSV format. Run the report and answer with a Record ID and observe the URL. Now all we need to do is make a URL formula to replicate that URL.
Step 2. Make a URL formula field.
URLRoot() & "db/" & dbid() & "?a=q&qid=99&nv=1&v0=" & ToText([Record ID#])
Just replace the 99 with your Report number.
The formula says
mycompany.quickbase.com/db/123456/. That is the path to your table.
Then it says action = Query (ie run a report)
Then and the qid (query id) is 99
and number of variables = 1. (Ie there was one ask the user question)
And the variable zero to answer the question is the Record ID. (Computers like starting to count at zero sometimes.
Instead of a URL create a hyperlink and set a download attribute equal to the name of the file you want to save the URL as: <a href="..." download="file.csv">Click Me</a>
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