Create a simple edit record button
I am attempting to create a button to use on a table or a form to allow not so familiar users to find easily. I am using this formula "?act=API_EditRecord" in a URL-formula field but am getting an error. Is the URL-Formula field the way to go? ------------------------------ Michael Hall ------------------------------
Copy Master & Detail Records bottun
Hi Everyone, I'm pretty new to QuickBase so I 'm not sure if this question is addressed somewhere else or not. I created a button to copy a record and it looks like the formula is working fine. I'm just wondering if there is any way to modify this formula? Basically, I would like to change the value of a specific field(the field is a Text - Multiple Choice) when I copy the record. Copy Formula: "javascript:void(copyMasterDetailButtonHandler('&relfids=61,14©Fid=6&destrid=0&sourcerid=" & [Opportunity #] & "', 'br74dayx8'))" ------------------------------ Michael Naser ------------------------------
Modify Add Task Button to Checkbox on New Task/ Sub-Table
Hey Community - I'm looking to simply modify the existing/standard "Add Task" (Sub-Table) Button on my Parent table so that it can update a checkbox field for me on the new sub-record being created. I modified the URL formula code but it doesn't seem to work and just takes me back to the home screen - no error message. the checkbox field is FID194. Please let me know what's wrong with my code below. Thank you, URLRoot() & "db/" & [_DBID_TASKS] & "?a=API_GenAddRecordForm" & "_fid_192=" & URLEncode ([Record ID#]) & "&_fid_194=true" & "&z=" & Rurl() ------------------------------ Jack Woods | Low Code 4 Lyfe ------------------------------
Press Save & Keep Working then Refresh the page
Hello, I got a working code from a previous thread Discussions global variable: <a class='Vibrant' style='font-size:14px; color:white; background:#6BBD57; white-space:nowrap;' onclick='$("#saveAndKeepWorkingMenuOption").click();'>Save & keep working</a> this does the Save & Keep working part but i also would like to add that it refreshes the page or redirects to the same page - whichever is easiest, unfortunately, i couldn't seem to figure out how to add a redirect to this variable properly and was hoping to get some guidance! Thank you in advance EDIT: it seems like redirecting the page does not show the new information that has changed, i still needed to refresh it Additional info: The elements being edited are information within the current table and information that is within an embedded report. Once an option is selected on the embedded table, it generates a new option and this is where the refresh is needed. ------------------------------ Tim D ------------------------------Custom Button Working on Browser/PC - Not on Mobile?
Hey Community, I made a simple button so that external web users could submit records into my table. It works great on PC but does not seem to save the record on mobile. On mobile it just does the redirect. This caused some issues because I thought it was working - when really it wasn't submitting any of the details the user just entered. How can I update my button to make sure it's saving the record on mobile then redirecting to that other webpage? URLRoot()&"db/"&Dbid()&"?a=dbpage&pagename=thankyou.html&ifv=20" ------------------------------ Jack Woods | Low Code 4 Lyfe ------------------------------
Create a table record with a custom formula URL button without using a relationship
I'm trying to figure out a way to allow users to create a table record via a formula URL or formula rich text field button while still hiding the button to add a record to the table directly. I want to programmatically allow them to create only a specific type of Operations Task, like a Service Only task which I can program into the button with a URLEncode("Service Only") method in the GenAddRecordForm API button. Each record below represents a patient where the technician is able to add a task from a Patient's table, but only for a specific patient. What I'd like to do is create a formula URL or formula rich text field that allows the user to create a generic task record in the Task table, without having to associate a patient with the task. The issue I'm having is where do I put this (formula rich text) button that I created in the Operations Tasks table? I tried to add it to the technicians home page, but there's no option to add a custom button to a home page. I also created a code page with a button using fetch and the RESTful Insert/Update record(s) API, but this only creates a new record without directing the user into QuickBase to view the record that was created. Is there any way to add the custom formula URL button to the tech (user) home page or somewhere that is not directly related to a line item record in another table? ------------------------------ AR ------------------------------
Button to clear 'primary address' some other record and allows adding to the current child record
Hi. Another question. I seem to be missing something about how buttons seem to work. For this post, I referred to Setting a 'Primary' address- How to ensure only 1 child record has a checkbox checked | Discussions (quickbase.com). I needed that functionality, but I've got another question to follow up that one. I'm wondering, however, if a user is in the midst of adding a New address, what can the user do to clear that primary address checkbox from other records in order to allow adding the new address as a primary? Is there a button/url design that will function this way during the Add process? I tried adding a ToggleCheckbox button (thanks Kirk Trachy) which triggers an automation to do the search and clear, but it only seems to fire correctly when editing the record, not when entering a new record. And I suppose another option is to use a button to make the changes in the parent form after the new record is entered with the similar buttons and maybe an automation (thanks again Kirk Trachy) but I want to be able to allow the user to change it when they think of it as they are entering the new record. Is that possible? Thanks Dave ------------------------------ Dave Halter ------------------------------Update Date & Time field with URL Button
Hey Community, I'm working on some cool approval functionality and want to be able to use a URL button field to 1, change the status and 2, update the date and time of a field. I have everything worked out excepted for the date and time stamp of "today" or "now" & "fid_67="Today()" what's is the proper formula to update this field to the current date and time? Let me know if you need any additional information. Thank you :) ------------------------------ Jack Woods ------------------------------
