Forum Discussion

UchennaOgbejesi's avatar
UchennaOgbejesi
Qrew Trainee
5 years ago
Solved

Edit Record Formula Button

Hello everyone, I hope everyone is staying safe out there. I'm trying to create a formula button to edit an existing record on a different table. When I created the formula initially, it brings...
APIs and custom code
Button
  • MarkShnier__You's avatar
    MarkShnier__You
    5 years ago
    You are saying that there will only be 1 Gating Questionnaire per gate. 

    But even if there were more than 1, you would want to edit the most recent one.

    So just make a summary field of the Maximum of the Record ID# of the Gating Questionnaires table.  Now the Parent Gating record knows which child record to edit.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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UchennaOgbejesi's avatar
UchennaOgbejesi
Qrew Trainee
The two tables that I'm using for this button are: Gating and Gating Questionnaires. Gating is used to mitigate risks for projects by having projects stop at different gates to make sure the project is meeting different requirements to move through the gates. The questionnaire is used to fill out whether they have met these requirements essentially.

Gating is the parent table and Gating Questionnaires is the child table. One Gate can theoretically create multiple questionnaires, however, I'm restricting the creation of multiple records for each gate.

I have two buttons on a report: Complete Questionnaire (works) and Edit Questionnaire (not working). When someone completes a questionnaire, that button disappears and the edit questionnaire button appears. Basically, once a questionnaire has been completed, I'm trying to edit that questionnaire that was completed, but I can't get it to work because the Record ID# of the questionnaire is not on the Gating table to use in the formula button.

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Uchenna Ogbejesi
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MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
You are saying that there will only be 1 Gating Questionnaire per gate. 

But even if there were more than 1, you would want to edit the most recent one.

So just make a summary field of the Maximum of the Record ID# of the Gating Questionnaires table.  Now the Parent Gating record knows which child record to edit.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
  • UchennaOgbejesi's avatar
    UchennaOgbejesi
    Qrew Trainee
    5 years ago
    Thanks, Mark! This works.

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    Uchenna Ogbejesi
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