Hi folks,
Seems like an easy one but I am struggling. I want a button that, when clicked, creates a new record then opens the record for editing.
I set up an action to 'add a new row to another table using values from this row' as another thread suggested this for adding a record. This works well enough (despite my best efforts to build an awkward table schema) and adds a record.
I set up a second action to 'open a form to add a new row to this table (not a row level action)' with the expectation that this is the next thing to do.
I then used a grouped action to run action 1 then action 2.
Initial issues:
Action 1 runs, creates a record. Action 2 does not run.
The action button appears against all records inline where i only need it to appear in a single view and, more specifically, as a primary button in that view.
Any thoughts?
Solved! Go to Solution.
Firstly, you can set up behavior on the action to make it only appear in one view. Use something like CONTEXT('View')='Name of your view' in behavior.
Any actions in a grouped action after a you link to a form will not work. You have a few options
Firstly, you can set up behavior on the action to make it only appear in one view. Use something like CONTEXT('View')='Name of your view' in behavior.
Any actions in a grouped action after a you link to a form will not work. You have a few options
I'm sure this works as a solution, but i couldn't get it to work for me. More than likely the way i built the app, database or the even just my coding ability.
My workaround was to create an action button that creates a new record then just manually edit the record thereafter. Simple enough to do.
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