TeamDesk Knowledge Base & Support

basenine 1/8/2018 5:49:48 AM

Create a Workflow action button and set it to Table View
Have it’s action Create new record (in the same table) and push through the fields you need to duplicate.

cooper collier  1/8/2018 8:33:32 AM

Exactly what basenine says to do.. Let me add,
Use the new "navigate" action. It is at the bottom of the Button Actions.

The Navigate button action is a new truly amazing feature. it will let you push values into the new record, (like a standard "create record") but MOST importantly it allows the cancel button to work.

ONE NOTE. The Navigate New record action will not allow you to push files from one record to another. There is a workaround if needed.

Philipp Matuschka (MMB) 1/9/2018 7:21:11 AM

As a workaround, I hear what you are saying, but it still means that this has to be coded for each table and then kept in sync with which fields have allowed set for add similar. On the other hand just making a button which already exists at record level available at View level would be so much easier.

cooper collier  1/9/2018 7:52:57 AM

Totally Agree.

Kirill Bondar  Staff  1/9/2018 8:48:17 AM

Indeed, navigate action is workaround - use Custom URL type with formula:

<%URLRoot()%>/edit.aspx?t=<%TableId()%>&rid=<%RecordId()%>