Universal button on every form?
Is it possible to format a Form template such that there's a URL embedded on every single form as a universal part of the template? (I don't care if it's a button, but I do care that I can format it ...
Forum Discussion
MarkShnier__You
Qrew Legend
Qrew LegendI'm not quite sure if you mean the same URL on every form, but just in case this solves your issue you can put links in the bar above the table icons. You can actually make a hyperlink button with an image or words and have it appear at the top left, top right(ish), or bottom right.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
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Thanks Mark! The top of the table won't help me (I don't think). The forms I'm editing are a repository of logistics information about our clients, used by our employees as a reference guide for each specific client. On those, we also communicate alerts for (1) that specific client, e.g. "Their app is down, please do this other thing", and (2) for alerts that are universal, and so we want those to show on every client's form. I have a back-end guide that I'm linking them to, and just want a button to say "[Description of the current issue/alert]" - and when clicked, takes them to my trouble-shooting guide.
More or less, we try to build Quickbase as a one-stop shop for our employees to navigate to where they need to go while on a client call.
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Christine Kirk
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- MarkShnier__You
Are these buttons that do something when clicked or are they just informational messages, "per Client".
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------So for client-specific alerts, I'm just using a Rich Text field (though honestly if they're really lengthy, I'd rather it's just a button with brief description of the issue, click out for an issue help guide).
For Universal alerts - those are a click out to said issue help guide that I just created.
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Christine Kirk
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Here's a small screenshot describing how I'm doing this now. (I'm just using the field option, and did indeed then put this on every single form in the table, but I don't love that option):
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Christine Kirk
------------------------------- MarkShnier__You
You may be doing this already, but are you aware that you can have a Right Text formula field on a Parent Client record, and then look it up down to any child tables. You can do the same for Universal Notices on a special Universal notice table with one record. The lookup those messages down to the various child tables.
But I suppose that's a bit of an "old school" method as you can also use a Formula Query to pull those messages "down" to the children without and relationships or lookup fields.
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Mark Shnier (Your Quickbase Coach)
mark.shnier@gmail.com
------------------------------Thanks! I think that's what I'm doing - well. I just created a Child Buttons table, with the Clients table as Parent, and created that button with a Rich Text formula field.
I haven't worked with Formula Queries yet, and am very new to formulas in general.
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Christine Kirk
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