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.
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
Looks great! Just a couple comments:
I would suggest hiding the table link from the ribbon - so it looks more like:
Just makes it look a little cleaner since these individuals don't know anything about QB.
It's just me - but you might think about playing with the form layout to have some more left/right fields instead of all just stacked in one column up and down. Depending on screen size it leaves a lot of white space to the right of the form. That's personal to me though - I'm very attentive to how forms look and feel to the end user but it's perfectly fine as is.
Yes, now that I have the functionality I want/need, I need to work on cleanup. Colors, logo, hiding the table, etc. We are of the same mindset here, for sure. Thanks a ton!
Tried, but can't figure out how to hide the table link.
That is going to be a role > User Interface setting.
So you will go into the 'Manage Roles' section of your App settings and open the user role that you assigned to the EOTI role. From there, toggle the User Interface tab and you'll see a bunch of checkmarks - you'll click the checkmark next your table to hide it from the ribbon.
