Auto change record to 'Expired' when copied.

New learner here. I'm trying to copy a ticket record and open new copy in edit mode. After I copy, I need the original record I copied from to automatically mark the <Status Field> (which is a text-m...

formulas

DonLarson
2 months ago
Here is one possible solution
Create a button that will execute the API_GenAddForm
Here is a very simple example of building the URL to do that
var text URLGenAdd =
URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm&_fid_8=" & URLEncode ([Record ID#])& "&dfid=10";
This says to Open Form 10 and fill field ID 8 with the Record ID# of where you started with.
You would keep adding to this for the fields in the new record you want to copy the values from the original record.
Then you would create a Pipeline that fires when a record is saved and Field ID 8 is filled in. That Pipeline goes to your original record and changes the status.

DonLarson

Qrew Commander

Here is one possible solution

Create a button that will execute the API_GenAddForm

Here is a very simple example of building the URL to do that

var text URLGenAdd =

URLRoot() & "db/" & Dbid() & "?a=API_GenAddRecordForm&_fid_8=" & URLEncode ([Record ID#])& "&dfid=10";

This says to Open Form 10 and fill field ID 8 with the Record ID# of where you started with.

You would keep adding to this for the fields in the new record you want to copy the values from the original record.

Then you would create a Pipeline that fires when a record is saved and Field ID 8 is filled in. That Pipeline goes to your original record and changes the status.

811locate

Qrew Member

24 days ago

I am trying to create my pipeline but I do not see an option for "when record is saved". I tried to create one for when a record was added but it is changing my newly created record and not the original one.

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Auto change record to 'Expired' when copied.