Open datapage with dual functionality

[BFuchs]

Hi,

 

How do I create a single datapage that will be used for adding and editing a record as well.

Meaning, when user clicks on a link (from another datapage) to open this datapage, if it does not have an existing record yet, it should be ready to add the record, otherwise if record exists, it should bring up that record with option to edit.

How is that possible?

PS. Or at least is it possible to set the datapage allow additions to false in case there are records?

 

Thanks

[Hastur]

Hello @BFuchs

It seems like the Tabular report with inline-insert and inline-edit functions enabled is a good fit for you!
You can enable these features in the DataPage Wizard on the step named "Results Page Editing Option".

[BFuchs]

Hi Andrew,

I know how to do the add feature in tabular report.

My question is how to hide that section in case there is already a record for this criteria and we dont want two records matching (only per employee).

See Attached.

Thanks,

Ben

[Vitalikssssss]

Hi @BFuchs,

I can suggest the following:

1. Create Details/Single record update DP and use it as a link in on your another datapage.

2. Don`t forget to put a parameter (unique identifier of a record) at the end of link.

3. Create a Submission DP to submit a record.

4. Create a new Localization with a simple JS i.o. "No records found" message.

Hope this helps.

Regards,

vitalikssssss

 

[BFuchs]

Hi,

So if there is no record yet, user will have to click twice, first on the link to open update DP and then on the link to open Submission DP?

My goal here is to have the user click it only once.

In addition of trying to use the least datapages possible.

Thanks,

Ben

[Vitalikssssss]

Hi @BFuchs

9 hours ago, BFuchs said:

So if there is no record yet, user will have to click twice, first on the link to open update DP and then on the link to open Submission DP?

No, user will be routed automatically to the Submission Form.

9 hours ago, BFuchs said:

In addition of trying to use the least datapages possible.

User does not have to click second time.

9 hours ago, BFuchs said:

My goal here is to have the user click it only once

I doubt that it will be possible. You may customize Tabular report with inline insert, however it will require some sophisticated JS code to cover all possible scenarios.   

Regards,

vitalikssssss