Blog Post
JenniMurray
5 years agoQrew Cadet
We have a need to add a questionnaire form from App (B) into another App (A), where the team filling it out lives in. The reason for this is that the info from the survey should really reside in App (B) for reference and tracking. The team only needs to fill it out as management will be reviewing the answers and follow up with any requests.
My thought process was to put a button on App (A) for the team to click and be routed to fill out the form that lives on App (B). Would that be the best way, or would it be better to set up a table in App (A) then sync the info into App (B)? I'd like to avoid duplicating data.
Or is there a way to include/embed/iframe the form from App (B) in a home page within App (A), so it doesn't look like they are leaving App (A) to fill it out?
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Jenni Murray
Detroit, MI
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My thought process was to put a button on App (A) for the team to click and be routed to fill out the form that lives on App (B). Would that be the best way, or would it be better to set up a table in App (A) then sync the info into App (B)? I'd like to avoid duplicating data.
Or is there a way to include/embed/iframe the form from App (B) in a home page within App (A), so it doesn't look like they are leaving App (A) to fill it out?
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Jenni Murray
Detroit, MI
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- EvanMartinez5 years agoQuickbase StaffHi Jenni,
It is possible to pull in an app page into a dashboard using a webpage widget to pull in an add record page from that app. You can add an iframe to it as well if you want to narrow down the focus to just the form if you want to go that route. Alternatively, I have also seen buttons on dashboards or buttons on forms that take users right to the other app to put in data as well so they are aware of where they are going to enter data. Pretty much all the options you outlined are all viable depending on how much you want to hide the other app and how smooth you want the process to feel versus the extra steps in the process.
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Evan Martinez
Community Marketing Manager
Quick Base
------------------------------- JenniMurray5 years agoQrew CadetHi Evan,
Thank you for the response!
Oh good, glad I'm on the right mindset on how to do this. I like the idea of using a webpage widget for this or an iframe. I'll check those options out.
I'm looking for a clean easy user experience for our team to use. The more I can make it seem like it is all contained within App (A) the better. After thinking about it, using the button to open in the other app may confuse some, unless there is a way to reroute them back to the page they were on in the original app.
I'll take a stab at the page options first and let you know if I have any questions :)
~ Thank you
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Jenni Murray
Detroit, MI
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