Is it possible to copy a record from one table to another?
Table A has records that I need to copy into Table B. I don't need all of the fields from Table A to be copied to Table B - only certain ones. Table B has different field lables than Table A. Is it possible to create a button that will create a new record in Table B using the data from the record in Table A? If so, is this something I can do myself within QB or would I need a programmer/3rd party to do it for me? Thanks!!9Views0likes9CommentsCreating a web form
I am setting up an app to send an embedded report to the customer for billing. At the bottom of the report I have a click to Approve or Declined. The click to Approve works fine. The click to Decline button is a redirect to a page where they can enter a reason for the Decline. My issue is pulling the rid from the original Decline link so that when the reason is entered and submitted, I update the existing record rather than creating a new record. I used the QB form generator which writes code to add and no option to edit a record. Since the rid is in the link of the button, I need to transfer that info. Any help or suggestions would be greatly appreciated....I am not a coder but always looking to learn.7Views1like3CommentsExact Form
Hi Team, I need two tables side by side in exact form but i am not able to create this because tables are getting created in next available line. I need below layout in exact form. but i am able to create this Thanks Preeti ------------------------------ preeti verma ------------------------------6Views0likes1CommentExact Forms Checkbox
Is there any way using the ExactForms tokens or Javacript to check or uncheck a checkbox. I have many checkboxes like the one below, which I need a case statement or something of the like to check the correct box. Has anyone done something link this with Exact Forms? Thanks ------------------------------ Matt Holmen ------------------------------5Views0likes1CommentExact Forms - Extra Spaces with Rich Text fields
I have a multi line rich text field in an exact form. In the past I used html to manage the spacing which worked fine. When Quickbase changed the formatting on this field I can no longer use html in the field successfully (I can put html in the source). My issue is for every hard return it adds an extra space at the bottom of the text. I used to be able to use </br> and write all the text on one line to eliminate this problem5Views2likes11CommentsFile Link -> URL with Path
"https://core.federatedservice.com/apps/downloads/dynamic_workorder.php?" & "clientid=Q1752" & "&appid=bhv9szun5" & "&tpdbid=" & [_DBID_DOCUMENT_TEMPLATES] & "&tpid=1" & "&fn=WorkOrder_" & [Work Order #] & "&msid=" & URLEncode ([Record ID#]) & "&msdb=" & Dbid() & "&faid=592" & "&efpdte=593" & "&addfiles=" & "&docfmt=pdf" & "&stream=y" & "&apptoken=d3dzsz2cndv7n7bbg5y8q87xbw4" & "&doc_name=" & "WorkOrder_" & [Work Order #] & "_" & [Record ID#] & "&file_name=" & "WorkOrder_" & [Work Order #] & "_" & [Record ID#] & "&file_link=" & "https://fss.quickbase.com/up/bhv9szup6/g/rb3tz/eus/va/WorkOrder_" & [Work Order #] & "_" & [Record ID#] & ".pdf" & "&customer_rid=" & [Related Customer] & "&project_no=" & [Project #] & "&project_rid=" & [Related Project] & "&workorder_no=" & [Work Order #] & "&workorder_rid=" & [Related Work Order] & "&visit_rid=" & [Record ID#] & "&partner_rid=" & [Related Deployment Partner] & "&technician_rid=" & [Related Technician] & "&is_internal_download=true" & "&user_name=" & URLEncode(Trim(UserToName(User()))) & "&user_email=" & URLEncode(Trim(UserToEmail(User()))) This formula calls our javascript code, which in turn invokes your aspx code thusly: var wko_link = 'https://www.quickbaseutilities1.com/FederatedServices_1752/DocumentMerge/doc_merge_UA.aspx?' + 'clientid=' + $.url.param('clientid') + '&appid=' + $.url.param('appid') + '&tpdbid=' + $.url.param('tpdbid') + '&tpid=' + $.url.param('tpid') // Record Id of the specific document template + '&fn=' + $.url.param('fn') + '&msid=' + $.url.param('msid') + '&msdb=' + $.url.param('msdb') + '&faid=' + $.url.param('faid') // faid=file attachment field & efpdte=date document was created + '&efpdte=' + $.url.param('efpdte') + '&addfiles=' + $.url.param('addfiles') + '&docfmt=' + $.url.param('docfmt') + '&stream=' + $.url.param('stream') + '&apptoken=' + $.url.param('apptoken'); This all works as we intend, and dynamically creates the desired work order file, calling theExact Forms Plus code indirectly instead of directly. But it appears that the line in our code ("&file_link=" & "https://fss.quickbase.com/up/bhv9szup6/g/rb3tz/eus/va/WorkOrder_" & [Work Order #] & "_" & [Record ID#] & ".pdf") fails to save the correct path to the dynamically created work order. Our guess is that the value "rb3tz" in that line should be a variable, as it seems to change in the different dynamically created work orders. But we do not have any idea how that value "rb3tz" is created. Is there any way we can calculate that value ourselves? Or is that even a 'good' solution to our problem of saving the url? We tried using the "Work Order Document" field that Exact Forms Plus fill in the Site Visits table (which we read via the QuickBase Do_Query API), but the API seems to only return the file name, not the entire path to the file. We assume this is because it is not a URL field, but a File Attachment field. This is strange, since when we hover a mouse over the value in the Site Visits table, it does show the entire url at the bottom of the screen (see screenshot below). To reiterate, when we look at our QuickBase Site Visits table, we see that theExact Forms Plus aspx code IS in fact storing the file, and saves what appears to be a link to it in the "Work Order Document" field which I have circled in the screenshot below. Hovering a mouse over the "Work Order Document" field reveals the url link to the file at the bottom of the page, which I have also circled. But we have been unable to retrieve this entire url through the Do_Query API, getting instead only the file name. We notice that the path in the url seems to have a different value for each different document created where we see "rb33r" in the screenshot below (which I have underlined in red). Other than this value, we believe the path is always the same for other dynamically created work orders. Can you offer us any advice on how to save the path to the work order dynamically created by the call to Exact Forms Plus? Whether by dynamically creating our own path to the file or by somehow reading the path underlying the "Work Order Document" field? Thank you. ------------------------------ Earl Adkins ------------------------------5Views0likes5Comments