I have a report that lists customers. When I choose a customer it brings up a form that has a ton of useful summary info about the customer brought in from many parts of the application (this is done with report links, charts, etc).I would like to be able to insert buttons (or links) on other forms (in other tables) in the app so that when I am viewing a particular customer I can reference info for the customer by launching that useful summary form for that specific customer. Ideally the form with the summary customer info would open in another window so the user can easily reference info between that new window and the form they were working on (or at least open it in a new tab). I assume this can be done with a formula url field but I am not clear on the code to use that calls the specific form I need and also ties to the customer of the record I am in at the time. Any thoughts would be appreciated.Tony

no problem here is the formula urlroot() & "db/" & [_DBID_CUSTOMERS] & "?a=dr&dfid=XX&rid=" & [related customer] You get the [DBID_CUSTOMERS] which is the name of your Customers table from the Advanced Settings for the table. The dfid ("da form ID") is from the URL you see when you preview the form. Then you need to either feed it the record id ("&rid=" & [the field containing the record id of the customer]) or else you can also feed it a key field instead ("&key=" & [my key field])

Mark....thank you! Works great!

Hi Mark, thanks for this explanation. How can I make the form to open in view mode. It currently opens in Edit mode?

If its opening in edit mode then your formula must be having thisa=er (which says "action = edit record")instdwad ofa=dr (which says "action = display record")

Never mind Mark, I figured it out. Thanks.

Link/button to open specific form

MarkShnier
Qrew Cadet
11 years ago
no problem

here is the formula

urlroot() & "db/" & [_DBID_CUSTOMERS] & "?a=dr&dfid=XX&rid=" & [related customer]

You get the [DBID_CUSTOMERS] which is the name of your Customers table from the Advanced Settings for the table.

The dfid ("da form ID") is from the URL you see when you preview the form.

Then you need to either feed it the record id ("&rid=" & [the field containing the record id of the customer]) or else you can also feed it a key field instead ("&key=" & [my key field])
- ArchiveUser
  Qrew Captain
  8 years ago
  This works great, but to take it one step further, would there be a way to automatically call up the print function so that I could print using the specific form rather than just displaying the record using the specific form? I have a form that includes a ton of information, but only certain information is needed when the record is printed. I've created the form to use for printing and created the formula URL button using your suggestion below, but rather than just directing my user to a different form and then them having to choose "More" and "Print", it would flow a lot better if the formula URL button just pulled up the print function using the specific form for printing.
- QuickBaseCoachD
  Qrew Captain
  8 years ago
  Try this as a UIRL formula field
  
  URLRoot() & "db/" & Dbid() & "?a=printr&dfid=14&rid=" & ToText([Record ID#])
  
  This will print using form ID 14.
- ArchiveUser
  Qrew Captain
  8 years ago
  Works great! Thanks Mark! And thanks for the quick reply!
Axsess_EnergyGr
Qrew Cadet
11 years ago
Mark....thank you! Works great!
ArchiveUser
Qrew Captain
11 years ago
Hi Mark, thanks for this explanation. How can I make the form to open in view mode. It currently opens in Edit mode?
QuickBaseCoachD
Qrew Captain
11 years ago
If its opening in edit mode then your formula must be having this

a=er (which says "action = edit record")

instdwad of

a=dr (which says "action = display record")
ArchiveUser
Qrew Captain
11 years ago
Never mind Mark, I figured it out. Thanks.
ArchiveUser
Qrew Captain
11 years ago
Hi Mark, I just saw your email after posting the previous comment. Thank you much for your quick response and being of help to us.
AntoninaAntonin
Qrew Member
9 years ago
Dear, how can I make the button sending to another from for the same table? Thanks a lot.
QuickBaseCoachD
Qrew Captain
9 years ago
Please post a new question.
ArchiveUser
Qrew Captain
9 years ago
locate the form ID (dfid) and insert it after the API_GEN.... as shown below using "##". you can find the form ID by going to settings/Forms of the child table.

API_GenAddRecordForm&dfid=##&.....

Hope this helps.
AntoninaAntonin
Qrew Member
9 years ago
what if I need not to open form for Add Record, but rather to Edit Current record? Thanks for help

Forum Discussion

Link/button to open specific form