FreddieSabbs
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Joined 7 years ago
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Happy Retirement Kirk Trachy!
Hello Quickbase community! We wanted to take a moment to recognize a very important member of our Quickbase community. After 16 years of helping hundreds of people leverage Quickbase to solve a host of business problems, Kirk "Magic Buttons" Trachy is retiring at the end of the year. For those of you that have met Kirk, his passion and enthusiasm for our product, and our customers, is instantly palpable. If you have not met Kirk and you want to better understand the tremendous impact he has had, there are two places you should look. The first place is the app exchange. If you search Kirk's name, you'll find 50 applications that have been downloaded over 40 thousand times. Thanks to some work by Ellie Ellerman, we know that there are over 1700 currently successful apps in our community thanks to those templates. The second place to look is YouTube. Over the past several years, Kirk has submitted dozens, if not hundreds, of videos walking builders through a wide array of building tip & tricks to solve their unique business challenges. Kirk has played an oversized role in our community. If Kirk has helped you become a better QB builder, please share your thoughts/well wishes here in the Kirk Trachy Retirement Guest Book app that members of our awesome partner community put together. If you have ~8 minutes to spare, hear from some of Kirk's peers in this awesome tribute video Thank you! ------------------------------ Freddie Sabbs [email protected] ------------------------------Re: Populating A Reference Field When Parent Record Is Made After The Child Record
Hi Anaya, If I'm understanding your issue correctly, what you want to see happen is when you add a new parent record (Appointments), you want Quick Base to automatically relate it to any existing child records (Clients) for that parent. Two questions for you: 1. In the Appointments table...beside the [Record ID#] field, is there a field that is unique to each appointment (like an [Appointment ID])? And 2. Does that value exist currently exist anywhere in the Clients table? If the answer to both of these questions is yes - then we can easily accomplish this. If the answer to either of these questions is no, then we may have our work cut out for us. Let me know and perhaps we can find a solution ------------------------------ Freddie Sabbs Senior Solutions Consultant Quick Base [email protected] Cambridge MA ------------------------------Re: Formula for duration
Hey Mark, If the formula is working correctly otherwise, you should just be able to append it like so: If([Status] = "Completed" or [Status] = "Cancelled", null, ToDays(Today() - ([Due Date])) <= 0, null, Today() - ([Due Date])) ------------------------------ Freddie Sabbs Senior Solutions Consultant Quick Base [email protected] Cambridge MA ------------------------------How to display a thumbnail image on a table report
One of my favorite tips learned at EMPOWER2020 was from a session Chris Hutchens delivered titled Building for Mobile. He shared how to get a thumbnail image of a photo to display in a table report. While the session was geared towards mobile users, it's applicable to anyone that wants to show an image in a table report. I created a quick video to show demonstrate that little gem: https://youtu.be/M7p71Yo770c If you'd like to try this in one of your apps, simply watch the video and copy this code snippet to paste into a formula - rich text field: If(Length([Photo])=0,"","<img width=\"150\" src=\""&URLRoot()&"up/"&Dbid()&"/a/r"&[Record ID#]&"/e31/v0\"/>") Enjoy! ------------------------------ Freddie Sabbs Senior Solutions Consultant Quick Base [email protected] Cambridge MA ------------------------------Re: Calculating duration for business hours
Hello Endy, It sounds like you want this duration field to stop at 6pm regardless of whether or not they have populated the [Time Stamp At lender] field. I believe that would require adding a condition that states: If Now() => 6pm and [Time Stamp At lender]="", 6pm - [Date Created]. If you'd like I'd be happy to find 30 minutes tomorrow to help you think through this. Feel free to send me a note with some times that work ------------------------------ Freddie Sabbs Senior Solutions Consultant Quick Base [email protected] Cambridge MA ------------------------------Using HTML in Formula - Rich Text Fields
At EMPOWER2019 in Miami, Senior UX Designer Lisa Sawyer shared some awesome tips in her session Quick DIY solutions for beautiful & user friendly apps. Do yourself a favor and carve out an hour to check out this highly informative session. If you only have a few minutes to spare, check out this quick video highlighting my favorite tip: using HTML in Rich Text Formula Fields This is a great technique to quickly add some color and style app by highlighting key data points or KPI’s for your end users. Here is the code snippet that is used in the video: "<div style=\"color:#74489D;font-size:350%;font-weight:bold;\"align=\"center\">"& ADD YOUR FIELD &"</div>"& "<div style=\"color:#gray;font-size:150%;font-weight:bold;\"align=\"center\">PLACEHOLDER TEXT</div>" To learn more about which HTML Tags are allowed by Quick Base, click here ------------------------------ Freddie Sabbs [email protected] ------------------------------Looking for more help on a specific topic?
Check out Quick Base University, your one-stop-shop for training and resources. Follow along with Quick Base UniversityÕs inclusive lessons and transform from Quick Base novice to expert,or pick and choose individual courses to expand your knowledge of specific features and functions. Whether you learn best through hands-on instruction and the ability to ask questions while you go, or you prefer to follow along at your own pace, University has got you covered. Explore some of the training offers University has below: Live Training Quick Base University hosts instructor-led, live training multiple times a week. Here are some of our upcoming online sessions: Fundamental Training Take this course if youÕre new to app building to learn best practices to effectively plan and build your app,including how to create forms, protect data, and produce reports. A.K.A, Quick Base 101. Automating Your Apps Finding yourself wasting precious time with manual tasks? Then take back your work day by learning Quick BaseÕs three main automation features: dynamic form rules, formulas, and Automations. Relationships Score some relationship advice for your apps and learn how to remove unnecessary relationships, build report links, and take advantage of many-to-many relationships. eLearning There are also a ton of on-demand eLearning ready to show you how to plan, build, and manage your Quick Base apps whenever you want! Take the courses in order or just choose the topics you need help with. App Planning The secret to creating the most successful apps is thoughtful planning. So, take this 5-course series and learn best practices to planning effective Quick Base apps, including how to understand business processes, create a solid project team, design for efficiency, and follow through with your comprehensive implementation plan. App Building Whether youÕre just starting out or youÕve got multiple apps under your belt, this series is designed for you.Follow along to develop a solid understanding of core features and functionality in order to increase the effectiveness of your apps in automating your organizationÕs workflows. App Management Give yourself a pat on the back for finishing your app, but donÕt forget about this last step, as proper management of your app is just as important! Take this singular course and learn how to customize your appÕs properties and app management settings in order to streamline your teamÕs effective use of your app. So, donÕt wait- check out Quick Base University today. The path to building great apps is waiting!Quick Base Builder Challenge - Employee Engagement Survey
Welcome to our first Quick Base Builder Challenge, a series we're launching to help new and experienced builders challenge their skills and get exposure to new concepts. In this challenge, we'll walk you through the process of building a survey or questionnaire application in Quick Base. We hope this challenge inspires you to find new and innovative ways to use Quick Base. About this Challenge One excellent way to use Quick Base is to capture employee or customer feedback through a survey or questionnaire. In this challenge, we'll walk you through the process of creating a quick employee engagement survey. Here you can see an example of the end result (https://team.quickbase.com/db/bpejrde48?a=nwr*). As you can see we've only added a few questions, but this form can be as long or as short as you want it to be. This is the perfect chance to ask your employees all those burning questions your leadership team has or even whether they prefer Thai or Greek for the next lunch order. For this very first challenge, you will have to accomplish the following tasks: Create a new Quick Base application Create a table to store your survey data Add fields to capture responses Modify a form to require certain fields Create a Role so that your users are not able to see other people's responses Let's get started! Don't worry the community and our team here at Quick Base will be here to help answer any questions as you go! Builder Challenge-Engagement Survey 1. From the My Apps page, click "Create new app" *If you aren't set up to create applications in your Quick Base Account our Builder Program might be a great place for you to build apps, develop and advance your skills, and explore new features. If you want to learn more about getting a free personal account for building non-production apps that never expires, click here. 2. Select "Start from Scratch" and click "Next" 3. Name the app "Internal Feedback App" 4. Give it a description: "We use this app to capture any employee feedback (don't forget to sign your app!) Made by: Me" 5. Change the Icon 6. Click "Create App" Congrats you are now in your new app! 7. Click "New Table" and select "From Scratch" 8. Fill in those required fields and give your table and records a name then click "Create" Table Name: "Surveys" A single record is called a "Survey" Don't forget to pick an Icon for your new table You can skip the description this time 9. Add at least one Field Label and Type (If you want some suggestions we have a few below or you can use your own) 10. Click "Add" If the field type is Text-Multiple Choice or Multi-select Text, then we are going to ask for a list of choices for your users to choose from Otherwise, "Exit Settings" in the top left-hand corner of the page If you decide to go the multiple-choice route, you can offer these up for choices Strongly Agree Agree Neutral Disagree Strongly Disagree 11. Click on the "Surveys" Table and click "New Survey" 12. Click "Customize this form" in the upper right-hand corner 13. Make all fields required 14. Change Multiple Choice fields to radio buttons 15. Save the form 16. Click "Home" and click on "Settings" 17. Under the Basics column, click the "+New" button that appears next to Roles 18. Name the Role "Employees" and click Ok 19. Looking at your new Employees role under the Permissions Tab, select the "check" icon under Add then click "Exit Settings" 20. Click on the "Users" Tab 21. Click on the "+Share app with new users" option 22. Add the email address [email protected] and assign it the new "Employees" Role 23. Click "Add" and then "Send" along that invite 24. Congratulate yourself on your brand new app and Challenge Complete!
