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Question

Add Import box to table

  • June 5, 2020
  • 0 replies
  • 32 views

I am working on developing an estimating/proposal system to integrate with our current project management app that we have developed. Currently we receive estimates from several vendors and use an Excel sheet that we developed to aggragate those together into an estimate and proposal that we deliver to the client. Within Quickbase, we track this as an overall bid, and enter the total estimate amounts into the bid as well to start capturing the data as early as possible. I would like to develop a system where the estimators are able to either enter into a table layout on a sheet ( think table within a table) or copy and paste the same data if it fits into the correct format. This way the data is put in as early in the lifecycle of the project as possible, and can then be pulled within the table to make a proposal and mark it up accordingly. The import functions of Quickbase could work, but I am hoping to add a "table" field with in the estimating table to have it more end user friendly.

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Rich Reno
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This topic has been closed for replies.

MarkShnierYou
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It sounds like you want to use Grid Edit and I believe that using Grid Edit in a Browser from Microsoft will be compatible with copy and paste from Excel (you would have to test that).

Have to tried data entry via Grid Edit?


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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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