MatthewLysinger
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Re: How to setup a client protal
You can create forms that you embed on the internet but the problem is without a user login (either for Quickbase or your website) there is no way to identify who the user is or what company they work for and filter the data they see. What I did was create a peoples table and a organizations table and created a relationship between them. You may need a third table which will have multiple relationships with the organizations table - the reference fields in this third table would be named Parent Company and Subsidiary. The peoples table should have a user field named "User Account". You should also have a formula checkbox field called "Is Current User" with the following code: If(User()=[User Account],true,false) In your organization table you need a summary combined text field that combines people from the people's table that have user accounts (user account is not blank) - this can be named Users. Then you need a formula checkbox field on the organizations table named "Current User Is In Organization" that says: Contains([Users], ToText(UserToEmail(User()))) Now when someone logs in and if they are related to that organization those checkboxes will be checked. Now that this is setup you can filter what the user see by saying only show data related to the organization the user is in. Also you may want to set the user field as the key field in the people's table that way on your form you can create a relationship with the people's table and set the user fields (reference) default value as current user. Since your user field is the key field you can then create lookup fields which will bring in additional information about that user. (I use a separate merged table for users instead of the peoples table). So basically when a user clicks "Create new form" or w.e. you may call it, the user field is automatically set to them and the data is filtered based on what organization they belong to. You can also use this method to further filter other types of data that the user has access too. I hope that has helped you. If you have any additional questions or ideas please let me know. ------------------------------ Matthew Lysinger ------------------------------38Views0likes0CommentsRe: How to setup a client protal
Hey Jordan, This is a big topic but there are 3 main ways to do this. Give clients a paid seat and setup an app that will only show certain information to that user based on a set criteria (the company they work for). Create a custom portal on a website that utilizes the Quickbase API (need someone with programming skills for this). Create a app that is open to everyone on the internet (this option is only good if you are not worried about restricting access to data to different groups of people). My company is an engineering company and we have created a portal for our clients to submit projects to us. We did this in Quickbase and gave users in the client companies paid seats. This worked well for me and my clients are happy with it. Essentially what I did was made only one app for all my clients and only gave clients access to that app. I then created tables in the clients app that mimicked the tables in our internal applications. I then setup automations to update the client tables with only the information the client app needs. This way they never actually need access to the main apps and you can control what information is stored in the clients app. Additionally, the information in my app is tied to a company so It was easy for me to make it so that each client user only sees information related to their company. Another alternative is using a service like Jotform and Zapier. You can have your clients fill out a form and have the information from that form automatically be inputted into quickbase. It's really hard to make recommendations without knowing what your business is and what data you want to control. If you have any questions or thoughts please let me know I will try my best to help. ------------------------------ Matthew Lysinger ------------------------------38Views0likes2CommentsRe: API Record Limits In Python
Hey Chris, Quickbase uses pagination in their API. This means that you need to write your code to make multiple calls to the API to get all of the records you are looking for. https://developer.quickbase.com/pagination I have written some code, in javascript (with the help of a software developer on stackoverflow), to make multiple calls to the API until I have received all of the records. Please see the answer to the stack overflow question I posted. This should help you understand what you need to do in order to make additional API calls. Unfortunately it is in Javascript so it does not 100% answer your question. https://stackoverflow.com/questions/66820192/how-to-parse-paginated-json-api-response-with-complex-nesting-and-unnamed-array ------------------------------ Matthew Lysinger ------------------------------50Views1like1CommentBlog Post Correction
@Brian Cafferelli I created this post to inform you that your formula in the following blog is not correct. Gross Margin is (Revenue - COGS) / Revenue * 100. You were dividing by COGS in your blog post. I could not figure out another way to notify you. https://community.quickbase.com/blogs/brian-cafferelli1/2021/04/19/supercharging-summary-reports-with-new-aggregation​ ------------------------------ Matthew Lysinger ------------------------------14Views0likes2Comments