GeorgeTipton
6 years agoQrew Member
Help Migrating from Excel Input Form
Currently, we have an internal process for collecting user input via an excel document. We want to migrate this process (for obvious reasons) to Quickbase so that we can better report on this input. We're going to store the data in a Quickbase app, pull it via an Alteryx workflow, and extract to Tableau for analytics and dashboarding.
We've built a Quickbase app, mimicking the excel input form we currently have, but have some issues making it as efficient. In Quickbase, a form essentially represents a single row in our excel form. When users are filling the excel form out, they may input multiple rows for a given application. In Quickbase, this means they have to fill out and submit the form for each row in excel, which is considerably more inconvenient. We found that the 'Grid Edit' in Quickbase is a step in the right direction, as it lets the user quickly add data without having to create a new form, and submit it, though this feels a bit like a cheap workaround.
Is there a way to:
-Make a grid-based input form by default that the user can interact with, that allows us the same level of input control as the regular form does.
-Allow for essentially multiple form fill-outs in one form submission, allowing them to get that 'multi-row' submission.
We're just having a hard time making our app as convenient as the excel sheet was for inputing multiple rows of data, and I wanted to gather some suggestions here from the community.
I've attached a copy of the excel form we currently use (with example data), as well as a screenshot of our current Quickbase form.
Thanks!
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George Tipton
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We've built a Quickbase app, mimicking the excel input form we currently have, but have some issues making it as efficient. In Quickbase, a form essentially represents a single row in our excel form. When users are filling the excel form out, they may input multiple rows for a given application. In Quickbase, this means they have to fill out and submit the form for each row in excel, which is considerably more inconvenient. We found that the 'Grid Edit' in Quickbase is a step in the right direction, as it lets the user quickly add data without having to create a new form, and submit it, though this feels a bit like a cheap workaround.
Is there a way to:
-Make a grid-based input form by default that the user can interact with, that allows us the same level of input control as the regular form does.
-Allow for essentially multiple form fill-outs in one form submission, allowing them to get that 'multi-row' submission.
We're just having a hard time making our app as convenient as the excel sheet was for inputing multiple rows of data, and I wanted to gather some suggestions here from the community.
I've attached a copy of the excel form we currently use (with example data), as well as a screenshot of our current Quickbase form.
Thanks!
------------------------------
George Tipton
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