Link/button to open specific form
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
How do I find the application ID.
I want to grab information from another application to a table in a separate application. When I go thru the process to do this... I am presented with a few feilds one of them being "Application ID" I can NOT proceed unless I enter in a "Application ID" Where can I find this?Add Logo to Quickbase Header
I'd like to add our company logo to the header area of Quickbase, but am having trouble. If I use the 'Basic' option, the field to insert the logo is too short for the full URL. With the 'HTML' option, I don't know where to put the file so it can be referenced. Ideas? ------------------------------ Leah Langowski ------------------------------URL Formula Button Refresh current page not Redirect
What I have now is an application dashboard for our Director to select a name of a manager. Then it takes them to individual Dashboards with ALL of the reports for that one manager on the page for employee performance metrics (measured across multiple tables and entry points). One report on the dashboard is a "Address at the next 1:1" list. On the report i have a URL button field that changes the status from "Address" to "Closed" so that the director can just click on the button without editing each record every time just to change status and save. One click entry without leaving the dashboard view. Since i cannot redirect to the main table dashboard (since she would have to select the name and re-enter the specific employees dashboard). I would like for the page to just refresh itself on the current dashboard. Keep in mind that i cannot code a specific dashboard since there are 40+employee dashboards each with a different URL that utilize the same table, but different reports. Here is what i have: URLRoot() & "db/" & Dbid () & "?act=API_EditRecord&rid=" & [Record ID#] & "&_fid_12="&URLEncode("Closed") & "&rdr=" & URLEncode(URLRoot() & "db/INSERT THE MAIN TABLE ID YOU CAN FIND THIS BY CLICKING HOME") <--I cannot use this because i want to just refresh current page Found this suggestion on further research, but it gives me "Formula Syntax Errors" when i add this to the bottom of the code below "javascript:" & "$.get('" & $URL & "',function(){" & "location.reload(true);" & "});" & "void(0);" Any help is greatly appreciatedAdd Logo to Quickbase Header
I'd like to add our company logo to the header area of Quickbase, but am having trouble. If I use the 'Basic' option, the field to insert the logo is too short for the full URL. With the 'HTML' option, I don't know where to put the file so it can be referenced. Ideas? ------------------------------ Leah Langowski ------------------------------
How to Link to Related Records in Same Table
I have a Projects table and want users to be able to list related projects, which would be siblings records in the same table. I related the Projects table to itself, but cannot seem to get the [Related Project ID] field to display on the form (which I hoped would display as a record picker). When I'm editing the form, the [Related Project ID] field appears in the fields list, but is greyed out and can't be selected. I am looking for the easiest way that a user can say projects A and B are related -- such that looking at Project A will show a link to Project B and visa versa...without having to edit both records, if that's possible. It's fine if the user doesn't get a record picker field to choose from and instead just types the Record ID field from one record into another. Is this possible and--if so--how?
