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Opening a Form in Edit or New mode depending on criteria

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Posted on by neill_long

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I am trying to open a form in either Edit Form or New Form depending on the criteria. I have 2 SP Lists, one that stores client details and the other will store costings.

These lists are linked with the ID number of the client list and MasterID column in the costings list.

What I would like the button to do is, if there is a record in the costings list that has a matching number in its MasterID column, then the form is to open in EditForm with the details showing.

However, if there is no record in the costings list that relates to the selected client, then the form is to open in NewForm.

This is the formula that i have tried:

Set(MasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID));
If(
 IsEmpty(MasterID),
 NewForm(Form3),
 EditForm(Form3));
 Navigate(Screen1,ScreenTransition.None)

There is currently no data in the costings list so the form should open blank but i just get the no item to display message.

Any suggestions on how i can fix this please?

thanks

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poweractivate 11,078 Most Valuable Professional on at

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//put the below Set on the OnVisible of Screen1 Set(MasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID)); // //now put the below in the DefaultMode property of the Form control itself If( IsEmpty(MasterID), FormMode.New, FormMode.Edit )

More detail:
EditForm, NewForm, DefaultMode, FormMode, FormMode.New, FormMode.Edit

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neill_long 708 on at

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@poweractivate

On the button, which is on another screen, I assume, this would just have the navigate(....)?

On my test, if there is a record in the SP list, the form does open in EditForm, but if there isn't a match, it is still displaying the no item to display.

I can add a plus button and put newform(formname) but was hoping I could get it to open if empty.

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poweractivate 11,078 Most Valuable Professional on at

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@neill_long

//put the below Set on the OnVisible of Screen1 Set(varMasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID)); // //now put the below in the DefaultMode property of the Form control itself If( IsEmpty(varMasterID), FormMode.New, FormMode.Edit ) //now put the below in the Item property of the Form control itself If( IsEmpty(varMasterID), Defaults(yourDataSourceName), varMasterID )
See if it helps @neill_long

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Drrickryp Super User 2024 Season 1 on at

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@neill_long

Try IsBlank instead of IsEmpty

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poweractivate 11,078 Most Valuable Professional on at

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@Drrickryp is right. A LookUp returns a single Record, not a Table, so you should use IsBlank @neill_long

//put the below Set on the OnVisible of Screen1 Set(varMasterID, LookUp(LDR_Enquiry_Costs, MasterID = varRequest.ID)); // //now put the below in the DefaultMode property of the Form control itself If( IsBlank(varMasterID), FormMode.New, FormMode.Edit ) //now put the below in the Item property of the Form control itself If( IsBlank(varMasterID), Defaults(yourDataSourceName), varMasterID )

IsEmpty would only be correct, if it was Filter (which returns a Table) rather than LookUp (which returns a single Record)

See if it helps @neill_long

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neill_long 708 on at

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@poweractivate & @Drrickryp thank you. Got it to work.

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