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CarolWoolmanA's avatar
Qrew Member
2 years ago

Adding a downloadable Excel template to a tab within an app

How do I add an Excel template to a tab within an app?

Carol WoolmanA

2 Replies

  • np,
    Make a file attachment field and set the form properties to allow edits on that field  for high level role(s) only, and then upload your template.  

    Put the file attachment field on a Tab.

    Mark Shnier (Your Quickbase Coach)
    • MarkShnier__You's avatar
      Icon for Qrew Legend rankQrew Legend
      Actually, sorry about that previous answer it was not correct as I realize now that you will have many records and they all need to have the same template.

      probably the easiest way to do this is to create a table of documents and have a report in that table that just has one record in it called template. Make a report link field to embed that record as a single record report on the form.

      to get the report link field to work, you can create a field called link to template records which is a Formula field which equal to a 1.  So just a 1.

      then make the same kind of field on the template records which calculates to a 1.

      then configure the report link field where the 1 matches up with the other 1.

      feel free to post back if you get hung up anywhere

      Mark Shnier (Your Quickbase Coach)