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  • 1.  Open specific tab on a form based on the status?

    Posted 06-03-2021 16:56
    I have a form with a dozen tabs, each being a part of the sales process.  Is there a way for a user to be taken to a specific tab when opening the form based on their current status (lead, discovery, proposal, underwriting, etc)?  They need to be able to move back and forth between tabs, so hiding completed tabs isn't a good option.

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    Ann Gladstone
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  • 2.  RE: Open specific tab on a form based on the status?

    Posted 06-03-2021 17:00
    As far as I know, there is no way to land a user on a tab, and it's a long desired feature. However, I am going to keep poking my head back in on this post, hoping I am wrong and someone gives you a way!


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    Mike Tamoush
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  • 3.  RE: Open specific tab on a form based on the status?

    Posted 06-03-2021 18:43
    There is definitely not a way to land the user on a specific tab but you can show or high tabs based on a form rule if that helps.

    QuickBase is aware that we are wanting this feature but they're saying we will not be able to land on specific tabs until forms are re-designed and realistically that is at least a year away in my judgment.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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