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. W...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendLet's start with the basics.
Are you just needing a convenient way to provide say a Dashboard button to put the users into a Grid Edit mode?
One solution is to make a report of my data entry today, and filter it where the [Record Owner] is the current user and the date created is today.
The report type could be a regular table report where the user would then use the Grid Edit button to flip into Grid edit mode, or else you can actually just make a Grid edit report type and either way make a dashboard button to access that report.
You ca also limit the report further to say where date modified is within the last hour. or if you wanted the report blank every time to do new data entry then limit the report to where the date modified is within the last minutes. ( you would need to make a formula checkbox field to do this.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Are you just needing a convenient way to provide say a Dashboard button to put the users into a Grid Edit mode?
One solution is to make a report of my data entry today, and filter it where the [Record Owner] is the current user and the date created is today.
The report type could be a regular table report where the user would then use the Grid Edit button to flip into Grid edit mode, or else you can actually just make a Grid edit report type and either way make a dashboard button to access that report.
You ca also limit the report further to say where date modified is within the last hour. or if you wanted the report blank every time to do new data entry then limit the report to where the date modified is within the last minutes. ( you would need to make a formula checkbox field to do this.
------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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