Hi community,
I have two views (tables): Survey and Booking. Both are for storing ‘appointments’. One is for when we go out and do surveys and the other one is for actual bookings.
Surveys turn into bookings if the customer accepts our proposal.
In my Survey view - i want to be able to have a button which automatically creates a new Booking entry based on the data filled up in the Survey view.
How can i achieve this?
thanks!
Hi Steve,
so would the action look something like this?
For this table: Survey
Do this: App: go to another view within this app
Target: LINKTOFORM(“#view=Bookings”, “[Booking Date]”, “[Survey Date]”, )
With the first [Booking Date] being the name of the column in the Booking view, and the second [Survey Date] being the value of the Survey Date column in the Survey view?
The first argument to LINKTOFORM() should be the name of a form view, without any #view= prefix. After the view name are pairs of arguments that name a column and provide an initial value for the column. The column name should be just the column name without the square brackets (e.g., "Booking Date" instead of "[Booking Date]"). The initial value should be an expression (so [Survey Date] is correct, but without the quotes).
LINKTOFORM("Bookings", “Booking Date”, [Survey Date], )
Hi Steve,
thanks for getting back so quickly.
Actually i hadn’t set up my View , but i learned from the example
which was also super helpful.
working now, thank you