Open form for ref record from parent form

Jordan_Davis1 · 02-12-2021 12:49 PM

I have a form that displays child records and when I click on the child records it opens up the detail view modal. Is there any way to enable quick edit on this modal and, if not, is there a way to change the behavior to open that record in form view?

For context, I have a table of client requests. I add a new request, the client opens it and responds.
For certain types of requests, there are related child records which each require a unique response. In order to make this work I have a workflow which inserts the request id onto each related row of the child table and it’s fairly complicated/prone to error.

TyAlevizos

You should be able to use Linktoform() in this context, and preload the existing values from the record details. Have you tried this?

Jordan_Davis1

The link to form is an Action and I don’t believe Actions are available in forms.

TyAlevizos

Ah, I read this wrong, you are right about that… I guess I’m confused: you are already in edit/form mode, but also want to enter into a new form mode?

Jordan_Davis1

Yes exactly. Let’s say you were a history teacher, one of the classes you teach is AP History and I’m asking you to confirm the grade each of your students received for their end of year exam. The request is for your “AP History” class and the ref table lists each of your students. You’d need to select one and enter the grade for that student. I don’t believe this is an option in appsheet but the fact that it’s not is kind of mind blowing. As i said, i’ve figured out a solution but it’s the kind of solution that you create and think to yourself “i must be doing this wrong because this is way too much work”.

TyAlevizos

Have you considered making that ref view a table, then turning on quick edit mode for that view? Then the teacher clicks the “view” link on the child ref table, which brings up the full list. On that screen is the quick edit mode button.

Steve

It is not possible to edit existing child rows from within the form view of the parent. You can add and then edit new children under some conditions, but not existing children.

Jordan_Davis1

Is it possible to change the behavior of the ‘Row Selected’ behavior for child rows? I don’t necessarily need to edit the record in the same window, I just need it to go to the form for that child record.

Steve

You cannot affect the navigation to a child row in a form view, but you can affect it for child records in an inline view in a parent row’s detail view.