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.
I found this on my own and did exactly as you replied. Thanks. In doing this though, I thought I had found the answer but was in the wrong place. The end result is i hid some icons for me as a Participant/Admin, etc. I can't see the QB buttons in the tabs section at the top, not sure what that strip is actually called. I can't see things like, "My Apps", "pipelines", "Solutions", etc. It's all Quickbase apps. I just can't find where I was to go turn it back on for us internally. ;)
