Discussions

Expand all | Collapse all

Mobile and Desktop form for same role?

  • 1.  Mobile and Desktop form for same role?

    Posted 12-06-2019 15:57
    Edited by Mike Tamoush 12-06-2019 16:00
    Can you create unique desktop and mobile dashboards for the same user role?

    ------------------------------
    Mike Tamoush
    ------------------------------


  • 2.  RE: Mobile and Desktop form for same role?

    Posted 12-06-2019 16:02
    Yes, when  you have Multiple forms, then there is an extra menu which appears under the list of forms to allow to control when to use each form, by Role and by Report ...  and each allows assigning a Form  for Mobile vs Desktop.

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



  • 3.  RE: Mobile and Desktop form for same role?

    Posted 12-06-2019 16:03
    SOrry Mark I tried to edit my post but dont think I did before you replied. I'm wondering if you can do a similar thing with the homepage (dashboard)

    ------------------------------
    Mike Tamoush
    ------------------------------



  • 4.  RE: Mobile and Desktop form for same role?

    Posted 12-06-2019 16:06
    Not yet,  but it's a known issue, probably high priority as in general Mobile is getting a lot of attention now, but no timeline that I know of has been revealed.

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



  • 5.  RE: Mobile and Desktop form for same role?

    Posted 12-06-2019 16:34
    Thanks. By the way, do you know if you can override the title of the home page? Or is it always whatever you name it? my EOTI home page is titled 'EOTI Home Page' which isn't really what I need it saying if someone is directed there. I can just change the name, but hoping there is an override so i can keep the name for my own records

    ------------------------------
    Mike Tamoush
    ------------------------------



  • 6.  RE: Mobile and Desktop form for same role?

    Posted 12-06-2019 16:37
    The name is the name is the name.  There is no other name.

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



  • 7.  RE: Mobile and Desktop form for same role?

    Posted 12-09-2019 10:20

    Hi Mike,

    Just want to echo Mark's answer here. Mobile specific homepages is something that is currently on our mobile roadmap for next year.

    The way we're currently thinking of implementing this is to allow users to specify for each widget on a dashboard if they would like it to appear for users on desktop, mobile, or both. This eliminates the need to create and manage a separate dashboard for each role by instead allowing users to manage the visibility of each widget on the dashboards they have already created. 

    Thanks,



    ------------------------------
    Alice Hinshaw
    ------------------------------