I spent some time this morning looking at how a variety of businesses are adapting their approach to continue to live their mission in this new reality. My son's elementary school is holding physical...
Published 5 years ago
Version 1.0
Blog Post
Hi 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.
------------------------------
Evan Martinez
Community Marketing Manager
Quick Base
------------------------------
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.
------------------------------
Evan Martinez
Community Marketing Manager
Quick Base
------------------------------
Hi 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
------------------------------
Jenni Murray
Detroit, MI
------------------------------
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
------------------------------
Jenni Murray
Detroit, MI
------------------------------