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  • 1.  Help Migrating from Excel Input Form

    Posted 02-19-2020 12:42
    Edited by George Tipton 02-19-2020 12:53
    Currently, we have an internal process for collecting user input via an excel document. We want to migrate this process (for obvious reasons) to Quickbase so that we can better report on this input. We're going to store the data in a Quickbase app, pull it via an Alteryx workflow, and extract to Tableau for analytics and dashboarding.

    We've built a Quickbase app, mimicking the excel input form we currently have, but have some issues making it as efficient. In Quickbase, a form essentially represents a single row in our excel form. When users are filling the excel form out, they may input multiple rows for a given application. In Quickbase, this means they have to fill out and submit the form for each row in excel, which is considerably more inconvenient. We found that the 'Grid Edit' in Quickbase is a step in the right direction, as it lets the user quickly add data without having to create a new form, and submit it, though this feels a bit like a cheap workaround.

    Is there a way to:
    -Make a grid-based input form by default that the user can interact with, that allows us the same level of input control as the regular form does.
    -Allow for essentially multiple form fill-outs in one form submission, allowing them to get that 'multi-row' submission.

    We're just having a hard time making our app as convenient as the excel sheet was for inputing multiple rows of data, and I wanted to gather some suggestions here from the community.

    I've attached a copy of the excel form we currently use (with example data), as well as a screenshot of our current Quickbase form.

    Thanks!

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    George Tipton
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    Attachment(s)

    xlsx
    appExample.xlsx   14 KB 1 version


  • 2.  RE: Help Migrating from Excel Input Form

    Posted 02-19-2020 12:57
    Let's start with the basics.
    Are you just needing a convenient way to provide say a Dashboard button to put the users into a Grid Edit mode?

    One solution is to make a report of my data entry today, and filter it where the [Record Owner] is the current user and the date created is today.

    The report type could be a regular table report where the user would then use the Grid Edit button to flip into Grid edit mode, or else you can actually just make a Grid edit report type and either way make a dashboard button to access that report.

    You ca also limit the report further to say where date modified is within the last hour.  or if you wanted the report blank every time to do new data entry then limit the report to where the date modified is within the last minutes.  ( you would need to make a formula checkbox field to do this.


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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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