I understand the EOTI access, role, etc. I have enabled that as an option for our Customer Survey App. I don't necessarily want them to land on a home page, I just want them to see our survey/form. What is the best practice for something like this? ------------------------------Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)IT Director City of New Braunfels------------------------------

So you're trying to get a link where they land on the form? If they're adding a survey response then you would just land them on the add record form for that table to have them fill out and save. So: URLRoot() & "db/" & your table id for the survey & "?a=nwr"------------------------------Chayce Duncan------------------------------

Not sure I understand that code and where to put it. Sorry, just getting started with this. Trying to learn my way through it.------------------------------Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)IT Director City of New Braunfels------------------------------

I'll start with the where to put it. How are you intending on sending out this link? If it's a survey - are you putting on your website? Sending it out via email? Common examples with EOTI might be that you have non-users in your system that when something happens like a project completes or on a schedule once a month you send an email and in this email you have a link to fill out the survey. In this case the 'link' you're sending is the add record form what whatever table you want these responses stored in. The code itself is just a generic add record string for any table. In your case lets say you go to your survey table and the url looks like this: https://cityofnewbraunfels.quickbase.com/db/abcd1234?a=td (yours will look different) Then if your goal is to have these EOTI Users add / create surveys for you - then the link that you want to create would be: https://cityofnewbraunfels.quickbase.com/db/abcd1234?a=nwr Where you then put that link is up to you. You can take that link and put it on your website under a 'Complete Survey' hyperlink, put it in an email from above, turn it into a QR code and print it on flyers etc. ------------------------------Chayce Duncan------------------------------

Chayce, Thank you for understanding and dumbing this down for me. I have it working now and it makes more sense. I am not historically an app developer, so I need a little hand-holding now and then. :) By the way, when I made it work I did have one problem. The drop down for "Department" wasn't working. I started to come to ask why, then I realized that app is another app and didn't have EOTI access. I made that happen, with view only rights, and now the drop down works. Hopefully that shows some knowledge progress on my end and is some encouragement that I can make all the things work eventually.------------------------------Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)IT Director City of New Braunfels------------------------------

Oh, and if you wanna see the end result and give me any feedback or pointers, my mind is open. https://tonygonzalez-3187.quickbase.com/db/btvz6tztb/form?a=nwr&page=1 ------------------------------Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)IT Director City of New Braunfels------------------------------

Customer Sat Survey - How to make just the Form available to EOTI

ChayceDuncan
Qrew Captain
10 months ago
So you're trying to get a link where they land on the form? If they're adding a survey response then you would just land them on the add record form for that table to have them fill out and save.

So:

URLRoot() & "db/" & your table id for the survey & "?a=nwr"

------------------------------
Chayce Duncan
------------------------------
- TonyGonzalez
  Qrew Trainee
  10 months ago
  Not sure I understand that code and where to put it. Sorry, just getting started with this. Trying to learn my way through it.
  
  ------------------------------
  Gonzo - A Newbie, but learning fast. (Former SmartSheet evangelist who is quickly converting to QuickBase)
  IT Director City of New Braunfels
  ------------------------------
  - ChayceDuncan
    Qrew Captain
    10 months ago
    I'll start with the where to put it. How are you intending on sending out this link? If it's a survey - are you putting on your website? Sending it out via email? Common examples with EOTI might be that you have non-users in your system that when something happens like a project completes or on a schedule once a month you send an email and in this email you have a link to fill out the survey. In this case the 'link' you're sending is the add record form what whatever table you want these responses stored in.
    
    The code itself is just a generic add record string for any table. In your case lets say you go to your survey table and the url looks like this:
    
    https://cityofnewbraunfels.quickbase.com/db/abcd1234?a=td
    
    (yours will look different)
    
    Then if your goal is to have these EOTI Users add / create surveys for you - then the link that you want to create would be:
    
    https://cityofnewbraunfels.quickbase.com/db/abcd1234?a=nwr
    
    Where you then put that link is up to you. You can take that link and put it on your website under a 'Complete Survey' hyperlink, put it in an email from above, turn it into a QR code and print it on flyers etc.
    
    ------------------------------
    Chayce Duncan
    ------------------------------

Forum Discussion

Customer Sat Survey - How to make just the Form available to EOTI