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How do I create a new record from a report? (Native Reporting)
How do I create a new record from a report? (Native Reporting)
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Creating T2s from a report

This will display a link to create a new Tier 2 record for each Tier 1 folder.

  1. Go to the record view for a new Tier 2 record and copy the URL. In this example, we used an attendance record with the URL https://apricot.socialsolutions.com/document/edit/form_id/28/parent_id/1806/id/new

  2. In the URL replace the parent ID, in this case 1806, with ',[column],' giving us the URL https://apricot.socialsolutions.com/document/edit/form_id/28/parent_id/',[column],'/id/new

  3. In your report, pull in the record ID from the Tier 1 records.

  4. Open the properties and change Data Style to “Custom Text”

  5. Use the expression below, replacing the URL with the desired Tier 2 record’s URL created in step 2.

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