Forum Discussion

BenjaminNaismi1's avatar
BenjaminNaismi1
Qrew Member
5 years ago

Building a page where report link records are generated based on previous field input by user

Hi All,

I've been hitting a wall on this problem for a while now, so I'm hoping someone can help me think through this (note: I'm pretty new to QuickBase administration, and am still figuring out which tools to use in various scenarios):

Objective
I'm looking to create a form for external clients that asks them to select their company name from a drop-down, and once their name has been selected, I'm trying to have that name be used to populate table records in the form of a report link later on in the form. I'm hoping to have the form live-update once their name has been selected in the earlier field.

Once the report link updates, I'm planning to add a magic button that prompts the user to edit any of the populated records in the report link. (see image of my rough first attempt below)



Help that I Need
There seems to be a problem with the live-update, which I'm guessing may be related to forms perhaps not updating until they are submitted/saved (instead of updating mid edit/add).

It doesn't seem like a public-facing form is necessarily the best option for what I'm looking to achieve, since forms seem to be primarily for adding/editing individual records. If this is the case (and I can't achieve what I want via forms), I'm looking for some help with coming up with an alternative method of pulling the records on the report link based on the user "company name" input.

I'm considering perhaps adding a page to our company website, which would host an embedded QB Add-Record form, and simply has the user select their company name from a drop-down and then has them immediately submit that field. When they hit submit, that record could then be saved in a new QB table, and they could be taken to another page, where the record that they just submitted could be used to display a report link that references the "Company Name" field that they just submitted and pulls records that match that name, and they could then select the record they want to edit.

I'm hoping that there are some tools in QB that will prevent me from having to go through the embedding process (and I'm not entirely sure how to go about embedding QB forms in a clean way anyways), but I'm definitely drawing a blank after doing quite a bit of digging. Any help or suggestions are much appreciated.

Best,
Ben



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Benjamin Naismith
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  • I would suggest a different approach, as typically you don't want to expose one customer's info to another customer.   I suggest instead to have a process to email a link to all customers where they click the link and land on a customer record form which has its embedded table. 

    This link can be constructed with an obscure URL so that they will not easily be able  guess their way into other Customers' records.

    Setting up what is called an EOTI app, (Everyone On The Internet) can be a bit tricky to both allow open access, but still try control so each customer only sees their own data.  You might want to have some one one consulting to get this setup.   I'm happy to help you slowly on this Forum, or you might want to book to one on one time to move the project along more quickly..

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
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