Forum Discussion

RezCury's avatar
RezCury
Qrew Trainee
6 years ago
Solved

The best way to collect info from a client?

Hello everyone!

I am developing a Quick Base app for Real Estate and I am stuck here:

When a [Client] wants to rent an [Apartment], they must send me an [Application].

The [Application] contains a lot of information that will already be on Quick Base, such as the [Client] name and number, as well as the [Apartment] address.

However, to complete the [Application], I need each [Client] to submit additional information, such as:

- Annual Income
- Social Security Number

As well as upload a few PDFs:

- Bank Statements
- W2

What is the best way to collect this data so it's plugged into my tables on Quick Base?

Thank you kindly!

Rez

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Rez Cury
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  • Depending on your application/circumstances; you would need a brand-new table.  This can either be in your existing application; or in a totally separate application.

    You then need to build an EOTI role. (everyone on the internet).  You need to lock this role down to the n'th degree and make it so that role can ADD records to your new table; but cannot view or edit any records.  Turn off all the menu icons; turn off every setting except Add Records.

    Then build a form in your new table in the layout you want for them to enter the information.

    Add a new user "everyone on the internet" (an actual user if you type it in that way) and assign that new "user" to the new EOTI role you built.

    Then, all you need to do is to simply post a URL link to the page where you Add a Record and allow your customer/clients to add new records and upload the files etc.

    You will probably need some kind of message on the Home Page that you assign to the EOTI role so they know what to do if they click "HOME" by accident in the Application.

    You can then extend the functionality of the table in the ways I suggested "connections" to other tables/apps.

    You can do an iFrame on a website and embed the GenAddRecordForm in a website page; but my experience recently with this; is that you have to accommodate the mobile-data entry users; which may require two separate Forms.  We cannot always assume your data entry will come from a computer/laptop.

    You can embed a simple hyperlink on a site or in your emails or do a bitly link... either way the full url they will go to will be usual URL you see when adding a record.

    Keywords to search for would be iframe, everyone on the internet, website integration..

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    Laura Thacker (IDS)
    laura@intelligentdbs.com
    (626) 771 0454
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  • Have you considered making a form which is available to everyone on the Internet?


    "complete the [Application], I need each [ClientI] to submit additional information"
    You can mark the above filed compulsory . 






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    Gunsham Lakhiani
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    • RezCury's avatar
      RezCury
      Qrew Trainee
      Hi Gunsham,

      Thanks for replying. Yes, I have considered that option, but I am unsure of how to do have that form and plug the "additional information" directly into the table.

      I've looked everywhere and I haven't found anything like that.

      Any links for tutorials you'd recommend?


      ------Original Message------

      Have you considered making a form which is available to everyone on the Internet?


      "complete the [Application], I need each [ClientI] to submit additional information"
      You can mark the above filed compulsory . 






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      Gunsham Lakhiani
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      • LauraThacker's avatar
        LauraThacker
        Qrew Captain
        You can leverage table-to-table imports to "move" the data components across to your live-application.  For the file attachments, it is a little more complicated.  You could either:

        1.  Connect your added record to your live-application table; so that you can use a formula-text field to access the file attachments
        2.  If your live table has documents as child-records; create them, but connect them to the original data-entry record so you can link the file attachments
        3.  Use the S3Sweep tool from Juiced Technologies to "sweep" the file into Amazon S3; and then you can "move" the text value of the stored file location into the records where you actually want the data to be visible so that the stored file can be downloaded directly from the place where you want to manage your documents.

        You could also use Automations or a Webhook if you prefer that method rather than a Table-to-Table Import.

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        Laura Thacker (IDS)
        laura@intelligentdbs.com
        (626) 771 0454
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    • LauraThacker's avatar
      LauraThacker
      Qrew Captain
      I would concur with this suggestion; with the added comments that for file attachments, you will need a separate field for each document you want to collect; because anonymous users should not be able to "view" records; which means that you cannot allow them to add records and then add a child-related table of records.  Instead, you should use file attachment fields within the record they create.

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      Laura Thacker (IDS)
      laura@intelligentdbs.com
      (626) 771 0454
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      • GunshamLakhiani's avatar
        GunshamLakhiani
        Qrew Cadet
        We use Quickbase to get recruiters to send us the CVs(pdf) of candidate along with basic details such as name , email etc. 

        We too simply send them the link to the form . I can send it across via PM if you want to have a look

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        Gunsham Lakhiani
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