Button to edit existing record and create / copy all information to new record

PeterKrasznekew
Qrew Trainee
4 years ago
Hi Mark,

Thank you for your response.

Let me try walking through our process to see if it makes a bit more sense.

1. User fills out a form to create a record (Record 1) with field "Type" as "x"

2. Record 1 is routed for approval

3. Once Record 1 is approved...
a. Field 26 in Record 1 is set to approved (currently how approved button is functioning)
b. Record 2 is created with Fields 1-10 being the same as in Record 1 but field "type" is left blank to be filled in by user

Since the goal is to have the "approved" button trigger the creation of the new record, it just needs to refresh the current page where the approved button was clicked as the new record will not need to be viewed/edited by the user who will approve Record 1.

Thank you.

------------------------------
Peter Krasznekewicz
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- MarkShnier__You
  Qrew Legend
  4 years ago
  See if this helps.
  
  The generic nesting syntax do do successive URL calls is this.
  
  $URLONE
  & "&rdr=" & URLEncode($URLTWO)
  & URLEncode("&rdr=" & URLEncode($URLTHREE))
  & URLEncode(URLEncode("&rdr=" & URLEncode($URLFOUR)))
  & URLEncode(URLEncode(URLEncode("&rdr=" & URLEncode($URLFIVE))))
  & URLEncode(URLEncode(URLEncode(URLEncode("&rdr=" & URLEncode($URLSIX)))))
  & URLEncode(URLEncode(URLEncode(URLEncode(URLEncode("&rdr=" & URLEncode($URLSEVEN))))))
  
  , and you just slice off as much of the salami as you need.
  
  In your case you need to do three URL calls in sequence.
  
  1. Update the record you are on.
  2. Create a new record.
  3. Land the user on the original page refreshed in part to suppress the XML response from the previous step.
  
  So you will define Three formula variables.
  
  var text FlagAsApproved = URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid=" & [Record ID#] & "&_fid_26=Approved";
  
  var text CreateNewRecord = URLRoot() & "db/" & Dbid() & "?a=API_EditRecord"
  & "&_fid_10=" & URLEncode([field name for fid 10]]
  & "&_fid_11=" & URLEncode([field name for fid 11]]
  & "&_fid_12=" & URLEncode([field name for fid 12]]
  & "&_fid_13=" & URLEncode([field name for fid 10]];
  
  var text RefreshPage = URLRoot() & "db/" & Dbid() & "?a=doredirect&z=" & Rurl();
  
  Then we slice off three slices formula above and put in the proper formula variable names.
  
  $FlagAsApproved
  & "&rdr=" & URLEncode($CreateNewRecord)
  & URLEncode("&rdr=" & URLEncode($RefreshPage)
  
  ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
  
  .... the reason that this part below s URLEncoded is only if you are putting values into this URL string that you are building which are not A-Z or 0-1 plain characters. The "click" needs to travel though the whole internet and the internet does not handle spaces or nor many other special characters, so they need to be URLEncoded if there is any risk that the contents will have spaces or special characters.
  
  & "&_fid_10=" & URLEncode([field name for fid 10]]
  & "&_fid_11=" & URLEncode([field name for fid 11]]
  & "&_fid_12=" & URLEncode([field name for fid 12]]
  & "&_fid_13=" & URLEncode([field name for fid 10]];
  
  ------------------------------
  Mark Shnier (YQC)
  Quick Base Solution Provider
  Your Quick Base Coach
  http://QuickBaseCoach.com
  mark.shnier@gmail.com
  ------------------------------

Forum Discussion

Button to edit existing record and create / copy all information to new record