Why can't I copy tasks from one record to another?

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  • Updated 7 years ago
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When I try to "Add Standard Tasks from Template" I get as far as clicking OK to copy the record. Then I get "Please wait while we copy your record and all its detail records." and nothing ever happens. It began with Firefox a few weeks ago and I switched to IE, where it worked. Now it won't work in IE either. After the 9/30 debacle, er upgrade, it started showing this:

First, identify the location of the table where you want to place the Copy button. Enter one of:
  • www.quickbase.com
  • mycompany.quickbase.com (where mycompany is your account URL)
  • myrealm.quickbase.com (where myrealm is your realm URL)
Which makes no sense--I don't want to place a Copy button. If I OK for www.quickbase.com, I get to the option to browse and select a table to copy from. Then the message and stall. What's up? I'm crippled without this feature.
    Photo of Marny

    Marny

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    Posted 7 years ago

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    Photo of keirab

    keirab

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    I recently asked Intuit support about this as some of my customers were also experiencing this problem. My understanding from their response is that this was intentionally implemented as part of the transition to all accounts having their own subdomain with the "New QuickBase". I encouraged them to update the way they are communicating what is going on with this since it is very confusing. Basically, it is trying to run the wizard that initially creates the "Add Standard Tasks from Template" type of formula URL button. Of course, this is done by an Admin, not by an end-user and it is the end-user that is usually trying to run the script. Supposedly when this runs now, it creates a new "copy" button in your app, that then will run properly. I'm skeptical since I didn't experience that, and if your button has been configured with custom parameters (which most have), then the new button probably doesn't include them and of course, it is not integrated into your app for your end-users. I think your best bet is to update the existing formula url button to point to a more generic location that Intuit has for the script that is not subdomain dependent. The formula url button you are using probably points to the Support Center (/db/6mztyxu8 or /db/9kaw8phg) in the path somewhere. If you replace that part of the formula with "tools/copyParentChildren.html" it should work. So your formula url button would look something like this (except with your dbid and fids and other parameters):
    "javascript:void(window.open('"& URLRoot() & "tools/copyParentChildren.html" & "?a=dbpage&pagename=copyParentChildren.html&dbid=XXXXX&recurse=1&dest=new&namefid=16&rid=0&rpqid=63&_fid_102=" & URLEncode([Record ID#]) &"','copyRecursive','top=240,left=320,width=600,height=300,location=no,menubar=no,toolbar=no'))"
    Hope that helps,
    Keira
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    Marny

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    Thank you for such a comprehensive answer. I think I've figured out where I can change that, but my script begins with: javascript:void(window.open('https://www.quickbase.com/db/6mztyxu8... So do I leave the www.quickbase stuff and replace the db/6mztyxu8 with tools/copyParentChildren.html? Do I need an & in there? (I'm no programmer!)
    Photo of keirab

    keirab

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    You should replace what you have at the beginning with:
    "javascript:void(window.open('"& URLRoot() & "tools/copyParentChildren.html" &

    the URLRoot() part is instead of the www.quickbase.com part and will position you better for when your account transitions to "New QuickBase" and you get a subdomain (ie. yourcompany.quickbase.com). After the ampersand (&), the next thing should start with a double quote like in my earlier example code. It is probably a question mark after that, but if you aren't sure, send more of the beginning of your code and I'll try to help. I'm not a programmer either, but I've worked with these formula URL fields for a long time, so I can figure out the pieces of them. The ampersand concatenates the pieces of the URL. You could leave off the ampersand and double quote if the next piece is a text string, but since I don't know exactly what is next in your formula, I figured it was safer to treat them as individual pieces.
    Hope that helps, Keira
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    Marny

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    Sorry, I didn't see that you'd answered my second question! Thank you!
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    Marny

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    That did it! Thank you!!!!

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