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From Enquiry form to New Client form


Kendall
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Hi, I am a newby.

 

I have built a data sheet to enquire if a client is in my database.

What I need to do is have a link from the results page, that I can click on, that will redirect me to add a New Client Form if there is no such client already in my database. I have already built my new client form.

I also need an option to go to my add a log form option if my result does find a client based on my search criteria.

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For the first link to add a new client, you can go to Localizations and edit the message for "No Records Found" if you only want the link to show up when no records are found. Otherwise, you can just add the same coded link in the Footer block:
image.png.cfc29584bb108fc068be7bb6b23bcea6.png

Coded link: <a href="NEW-CLIENTFORM-URL"> Add a New Client </a>

Here it is on Footer. Remember to disable HTML editor or go to SOURCE before typing it in so it will be rendered as code not text:
image.png.6062c8bb29a2539b3d979b7fe9dda886.png

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For the submission form to add new log you can just edit the destination of the DataPage and it should automatically redirect to the next form.
image.png.b6d500bb84871689ec0ef3747c4b8e8d.png

If you want to be optional and you want a link, same thing as my previous response. Use the coded link and add it to the Message:
image.png.83a4787e7f7176f00949b2b661c74768.png

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