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How do I create a URL button on a QB Form that saves the current record and then displays a report?

  • 1.  How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 02-10-2016 19:36

    Our team frequently works by looking up a record, editing that record, and then looking up the next record.

    They start by using a look-up report (Prompt the user for a Record #, for example.)

    Currently, they must return to the Home page, or the report list to re-run the look-up report.

    I'd like to add a URL button to the native QuickBase form which saves the current record; and then runs the look-up report.

    I'm not seeing a way to do this with a single click.

    If we click the report button, we are prompted to save the record -- which is OK, but not ideal.

    Ideally, I would like to click one button and do both steps.

    What ideas / suggestions do you have?

    Thank you in advance for your help.

    - David in Tucson


  • 2.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 03-14-2016 11:28
    David,

    I guess this is not possible OOB in QuickBase form since QuickBase always calls the Save dialog before redirecting to the mentioned URL. However, there is a long way to achieve using Image onload by pasting the following code in the Image Onload script.

    $("a:contains('<button text')").off('click').on('click',function(){$("#dialogLinkAway").hide();LinkAwayNo();DoSave()})


    Here the <button text> needs to be replaced with the actual text that you want to show in the button. In the button formula, you just need to place a space character.


  • 3.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Silver
    Contributor
    Posted 02-28-2017 13:08
    Helpful :)


  • 4.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 04-08-2016 21:34
    Thank you Dinesh.

    We implemented the 2-step process and kept going.  

    When I get to experiment I'll try this suggestion.

    - David


  • 5.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 04-08-2016 21:44
    David, not tested, but maybe there is a simple solution using nexturl to make customized EDIT button.

    var text URLONE = urlroot() & "db/" & dbid() & "?a=er& rid=" & ToText(Record ID#])
    var text URLTWO = urlroot() & "db/" & dbid() & "?a=q&qid=xx"

    $URLONE
    & "&nexturl=" & urlencode($URLTWO)


  • 6.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Bronze
    Contributor
    Posted 05-21-2018 16:05
    This works on desktop for me, but doesn't seem to work in mobile. 


  • 7.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 07-03-2018 12:42
    HI Kelly, did you manage to get a solution for mobile, as I have the same problem?


  • 8.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Bronze
    Contributor
    Posted 07-03-2018 12:53
    No, sorry, I did not. You might just want to add a line of text to instruct users to save and then add their child records.


  • 9.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 04-26-2016 18:51
    Hi Mark,

    I'm sorry, I'm not following.

    If I'm reading this correctly, URLONE is a link to edit the record.
    URLTWO is a link to display a report

    I can't find anything about nexturl in the help.  Is this a parameter for URL calls, or simply the name of the variable you defined in your example.

    I'm interested and not quite following.

    Would this button be on the original report?  
    - when clicked open the record for editing and then go back to the report when saved?


    Thank you for your help.

    - David


  • 10.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 04-26-2016 19:18
    I'm expecting that you would put this button on your report that you want to return to - which is the one with the <ask the user> question.  You might even suppress the regular edit button on the report and put in this as a little button as the first column of the report.

    The "&nexturl=" part is undocumented but it seems to work in all the situations I have used it on so far.


  • 11.  RE: How do I create a URL button on a QB Form that saves the current record and then displays a report?

    Posted 04-27-2016 16:46
    Thank you Mark.  I'll experiment with it and let you know what I find. - David