In the Card view, you have access to the actions and can replace them with a custom action.
Your custom action should run a LINKTOFORM() expression. This function opens a NEW record and allows you to preset the Form column values - which in your case will be copied from the current row.
In the Card View, there are several places where there is an “On Click” action property. You will simply need to replace one of these with your custom action. See explanation below.
Creating your custom Action
- Replace “Existing form View” with name of your Form for the ID rows
- For the column to b e preset, insert the table column name IN QUOTES and then follow with the table column name IN SQUARE BRACKETS. This will copy the value of that column from the current row into the new for under that column.
Adding Custom Action to Card View
The default action when clicking on the card is to go to the Detail View where you can then enter into Edit mode. If you wish for this to instead to use your Custom Action to go to a Form that adds a New row, then you will want to change the “On Click” property (shown below) from “Go to Details” to your custom action using the dropdown arrow.
If instead, you wish to change one of the 4 actions in the action bar, click that action in editor view (see bottom of image above), then change IT’S “On Click” action to your custom action.