Ask Me Anything about Quick Base Mobile

  • 1
  • 2
  • Article
  • Updated 4 hours ago
  • (Edited)
To empower builders and make Quick Base even more accessible we automatically generate a touch-friendly mobile experience for each of your apps. This gives customers the freedom to communicate with all team members, regardless of location, by updating and sharing information in real time from any device. Now builders can direct their users to the Quick Base mobile app, for smartphone and tablets, to easily and securely access those applications from their mobile devices. We’re really excited to see users adopting the mobile app to make Quick Base more accessible, and want to get as much feedback from our Community as possible.

On Thursday, April 25th, we’ll host a live AMA (Ask Me Anything) featuring two members of esteemed mobile development team Chris Hutchens and Bob Gregor. Chris and Bob will be here from 2-3 p.m. EST to answer any questions you have about the mobile app, other ways we are planning to make Quick Base more accessible to mobile users, or anything else you’d like to know.  

You can start submitting your questions here in this Community thread between now and the event. Then Chris and Bob will be in this thread live to tackle them on Thursday! 



If you haven't had a chance to try our mobile app yet it is not too late. The Quick Base mobile app can be downloaded from Apple and Google Play app stores and is compatible with iOS (10.0 or later) and Android (4.1 or later) smartphones.

Photo of Evan Martinez

Evan Martinez, Community Manager

  • 11,948 Points 10k badge 2x thumb
  • Empowered!

Posted 2 months ago

  • 1
  • 2
 Instead of using the generic QuickBase mobile app, can we create our own mobile app, one for each quickbase application? In other words, if I create appA and appB, both being quickbase applications, can I create separate mobile apps, one for appA and another for appB? 
We need this type of capability also.  
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 580 Points 500 badge 2x thumb
Hey everyone! This is absolutely something we're looking to enabling in the future. Exactly how this will work is still being worked out, but you can look forward to custom app icons and custom in-app branding like logos, splash screens, etc.

What other types of capabilities around this are you all interested in?
We often have remote users, non-staff, collecting data at retail locations - across the country - who have never seen QuickBase before.  The apps need to be super simple - but with enough onscreen help - so they can be self-sufficient. - in the absolute minimum number of touches/clicks.
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 580 Points 500 badge 2x thumb
Absolutely. This is what we hear a lot and will support with the new functionality. Thanks again for sharing.
Photo of Carole Vandenberg

Carole Vandenberg

  • 104 Points 100 badge 2x thumb
Also interested in this!  Thx!
Photo of Mitch Koyle

Mitch Koyle

  • 100 Points 100 badge 2x thumb
I'm sure it's a popular question, but I'm fairly new to Quick Base so I'm unfamiliar with the road map. Will offline workflows be supported in the mobile app at any point in the near future?
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Howdy, Mitch!
We're actively working on offline capabilities - specifically the ability to add records offline, and then edit and upload them when you're back online. 

Other offline features such as the ability to read reports and view app level data are under investigation. 

What are other offline use cases that you're interested in? 
"ability to add records offline, ..... and upload them when you're back online. "
- exactly our need...
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
That's fantastic feedback, Robert! I'm going to share this with the mobile team
Photo of Jordan McAlister

Jordan McAlister

  • 790 Points 500 badge 2x thumb
Offline capabilities are also a need for our team. Currently, we send technicians out to collect data on equipment in the field using detailed forms. This equipment could end up being in areas where there is little to no cellular service, so It would be great if dynamic form rules could work offline, and they could save the form locally then "sync" when they have cellular service
Photo of Wes McAda

Wes McAda

  • 188 Points 100 badge 2x thumb
We would also be interested in this.
Photo of Forrest Parker

Forrest Parker

  • 1,332 Points 1k badge 2x thumb
I would like to know if the intent is to eventually create a single experience for both desktop and mobile.  With the two separate code basis, there are significant differences in functionality and user experience between the mobile and desktop experiences.  In most cases, I have found that I am almost forced to create a separate form for mobile. 

In my mind, the ideal scenario would be to have a responsive UI that essentially gives the same experience regardless of of which type of device you are using.  

If you want to see what I am talking about, try adding a user to an app from your phone.  It is almost impossible. 
Interesting use case.   
We need very different functions in the office/desktop compared to the field/mobile.  We often gather onsite audit data and photos. A single experience would probably not work for some of our apps. 
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 580 Points 500 badge 2x thumb
Forrest and Robert,

Thanks for bringing this up. What a big and nuanced question! I love it. I'll try and keep my answer as to-the-point as possible.

Our long-term intent is to create an experience that works everywhere (à la responsive UI), but can be optimized further in more specific ways for specific devices in ways that meet your users needs (à la mobile-specific, screen-by-screen forms, dashboards, etc.).

Our aim is to provide as much custom capabilities as possible in a way that is intuitive to use and consume. 

We'll be continuing to research specifics around this, so always happy to engage to hear more thoughts on this. 
Photo of Forrest Parker

Forrest Parker

  • 1,332 Points 1k badge 2x thumb
For me, the ideal is a seamless "web" experience regardless of device, but then an enhanced experience with additional feature (not just different) when using the mobile app.
Photo of Janet

Janet

  • 282 Points 250 badge 2x thumb
I'm looking forward to offline mobile capability, is there a timeline for that?
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Howdy, Janet!

Yes! We do have a timeline for mobile offline support - we're targeting end of 2019 for some form of offline capability. That may change based on the technical limitations and features you're looking for. 

What offline use-cases are you most interested in?
Photo of Douglas Folk

Douglas Folk

  • 236 Points 100 badge 2x thumb
Web experience: Layout of fields and field text. Need more flexibility is there a plan for that? 
If I am missing something please direct me to the right place.
(Edited)
If the apps are to look like "2020" apps - from a visual design perspective - we will need more options to control the fields, field labels, and free form text. 
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Yes! We're looking into product improvements across the web. Our builder teams will be having their own AMA to share some of the awesome work they're doing. 

The mobile experience is being modernized as we speak - and we're heavily investing in things that provide massive value for our mobile users: offline, barcode scanning, geolocation, push notifications. We're moving towards generally making it a more modern experience, and leveling up to the "2020" app standard as Robert shared. 
Photo of Marina Hart

Marina Hart

  • 134 Points 100 badge 2x thumb
Geolocation would be great!
Photo of Sertac Bircan

Sertac Bircan

  • 60 Points
looking for offline, barcode, geoloc, multiphoto/multifile and signature (simply a field to sign with stylus or even finger) for field survey and installation data collection. Timeline available for these features?
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 640 Points 500 badge 2x thumb
We're aiming to deliver some version of offline, barcode scanning, geolocation, and signature by the end of the year, but because we're always learning as we develop, that timeline could possibly shift. It's our target though, so stay tuned!
Photo of Martin

Martin

  • 116 Points 100 badge 2x thumb
Please improve speed and offline capabilities like a real native app!
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Thanks for your feedback - we're actively working on both areas. 
Photo of Olivia

Olivia

  • 62 Points
Our users have primarily been using desktop but a few are starting to use the mobile app. Our bootstrap buttons which work fine in the desktop version are not appearing on the mobile app. Do you have suggestions for either how to get them to appear on mobile forms, or ways we can work around this? Thank you!
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Great questions, Olivia!

You have two main options: 
  1. You can create code pages that are linked to from a button. The code page will be able to have the bootstrap CSS linked in it, and you can make a page that has bootstrapped styled buttons and other components. 
  2. Create a rich text field that you link into a form, which can be styled directly with CSS. We're going to follow up with a community article about some of the things we've learned internally about the best practices of this approach. 
Photo of Adam Keever

Adam Keever

  • 1,346 Points 1k badge 2x thumb
I use some rich text buttons on forms and they work fine on desktop, but no functionality on mobile. Am I missing something?
Photo of John Freire

John Freire

  • 320 Points 250 badge 2x thumb
There are some things that still do not work on Mobile. I just attended the Mobile session at Empower yesterday (6/13/19), and if you have access they will be on the University next week and you can check out Chris Hutchens presentation on 'Building for Mobile'. It was excellent.
(Edited)
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 672 Points 500 badge 2x thumb
Thanks for the feedback John. 

Adam, it depends on what the button is doing. I've seen many formula URL buttons and rich text buttons function properly on mobile. Please open a support ticket and we can help address your specific concerns.

Thanks,
Chris
We need to have access to more usable screen space for mobile.
For example;
- the option of multiple fields per row, 
- option to remove the "field outline boxes" around every field.
- to fully suppress field labels
 
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Robert,

We're actively investigating a new form building experience - engineered to be responsive. It'll give you a lot more control over the experience on a variety of devices, with the same level of trust you value in creating your business apps on our platform. From everything that Chris and I know - all that you've mentioned should be addressed in the new form building experience. For full transparency and candor - we don't have a timeline that we can share just yet. 
Photo of Jordan McAlister

Jordan McAlister

  • 1,002 Points 1k badge 2x thumb
Another thing I keep getting feedback about from my technicians is the "scrolling." We have a very long form for collecting equipment data that is broken up into 10 separate tabs in the desktop version and works very nice for designers at the desk, but in the mobile version, the form is turned into one massive page and each tab has to be referred back to while completing the form. They'll get to the bottom of the form and need to reference other parts of the form in other tabs(which no longer exist) and have to scroll back and forth constantly because the mobile version doesn't really support tabs in the same way. Is this part of the new mobile form design you guys are working on, or is there something I am missing that could perhaps alleviate this problem.

BTW, I really like the AMA format that you guys are using now!
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 640 Points 500 badge 2x thumb
Yes Jordan. We'd like to solve that pain point with the new forms. Thanks for the detailed feedback!
Photo of John Freire

John Freire

  • 320 Points 250 badge 2x thumb
A very important feature we need to have is a push notification capability on the mobile app. Email notifications do not work for this. Basically, we need the ability to alert the mobile user of a new or updated record etc..
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 660 Points 500 badge 2x thumb
Amen! Push notifications are something we'll be looking into later this year. It's absolutely the next step in communicating with your users and we hear this feedback a lot. Thanks for bringing it up.
Photo of melizzza

melizzza

  • 628 Points 500 badge 2x thumb
Where are we supposed to go to participate???
Photo of Evan Martinez

Evan Martinez, Community Manager

  • 11,898 Points 10k badge 2x thumb
Hi Melizza,

You can ask your questions right here and they will respond here. Chris and Bob are working their way through the questions right now!
Photo of Frank Smith

Frank Smith

  • 214 Points 100 badge 2x thumb
I would like individual users to be sent to one dashboard designed for a desktop when on a computer and be sent to a different dashboard when logging in using the mobile app. Is this on the horizon?
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 640 Points 500 badge 2x thumb
Absolutely Frank! We're aiming to deliver this by the end of the year. Stay tuned!
Photo of Frank Smith

Frank Smith

  • 214 Points 100 badge 2x thumb
Thank you. My personal preference would be that this is something we can set in the user interface tab for Roles, e.g.

Role desktop home page: Dashboard A
Role mobile home page: Dashboard B


(Edited)
That works for me too.
Photo of melizzza

melizzza

  • 628 Points 500 badge 2x thumb
At empower last year there was mention of a photo field that could take in more than one photo, is that still on the horizon? It would be immensely helpful for our field workers to take several photos but there could be 1 or 10 on each record.
Would like multi-photo also - but more importantly, I believe there is still a photo rotation problem - some sort of EXIF data issue
- if you take a photo on iPhoneX, it gets rotated counter-clockwise. 
Photo of Derek Hutchinson

Derek Hutchinson

  • 238 Points 100 badge 2x thumb
I would like to expand this to multiple attachments not just photos. I frequently have a group of files that could range from 1 to 15 different files that I need to attach to a single record but don't want to have to have a child table and table report just to see the attachments. 
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 580 Points 500 badge 2x thumb
Melizzza and Robert,

Yes, multi-file upload is on the horizon, although the timeline is still being determined. We are also very aware of the EXIF issue and are looking into the best way to address this.

Thank you both!
Photo of Forrest Parker

Forrest Parker

  • 1,330 Points 1k badge 2x thumb
We would really like to see a fix for the photo rotation issue.
Photo of Kat

Kat

  • 128 Points 100 badge 2x thumb
What's the roadmap look like for administrative functionality on the mobile app? I recently tried to make adjustments to table permissions using my phone (because it was urgent and I didn't have access to my laptop), and I was unable to do it from the mobile app or mobile website.
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 580 Points 500 badge 2x thumb
Hey Kat,

We're currently focused exclusively on the end-user experience and making that the most optimized experience possible.

That being said, we 100% understand the need for this functionality and would like to eventually have this functionality within the mobile app.

A way to get around this is actually through your mobile browser. If you log in from your mobile browser, tap on the three-line "hamburger" menu on the top left, then tap "Full site" it will take you to the same experience you have on your desktop. 

From there, all of your admin options are available, but it just requires quite a bit of pinching and zooming to get the job done. This isn't ideal by any means, but you can modify anything in an urgent situation.

Let me know if you'd like more guidance on this process and we can get you set up!

And thanks for bringing this up.
Photo of Forrest Parker

Forrest Parker

  • 1,330 Points 1k badge 2x thumb
Chris, I was recently in a similar situation as Kat and went to the "full site" in the mobile browser.  It was at this point that the non-responsive UI makes it almost impossible to actually accomplish the task at hand.  
Photo of Forrest Parker

Forrest Parker

  • 1,332 Points 1k badge 2x thumb
Are there any plans for adding the ability capture a signature?

Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Dear Forrest,

We're planning on it by the end of 2019. Do you have more information about your specific use case so I make sure we're meeting your needs? Are you thinking of a touch-based signature field that gets captured to a file attachment? Or are you thinking about something along the lines of a DocuSign / adobe sign integration that is encrypted and may require a password, etc.? 
Photo of Forrest Parker

Forrest Parker

  • 1,332 Points 1k badge 2x thumb
Not an integration with another service.  Just the ability to capture a signature. 

Saving that signature to a file attachment seems like a good option.
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Great feedback - thanks @Forrest!
Photo of Adam Keever

Adam Keever

  • 1,326 Points 1k badge 2x thumb
There are many other services that offer native signature fields. Ragic and Tadabase are a couple in case you would like to see how others are doing it.
Photo of Marina Hart

Marina Hart

  • 134 Points 100 badge 2x thumb
Is there a way to easily switch between the App View and Full Site View in the App? For my business we need to use the Full Site View because it has better visibility for reports etc. but I accidentally clicked the "Back to App View" banner at the top of the screen, and now I can't find a way to get back to Full Site View. (Also, the "Back to App View" button takes up quite a bit of screen space.)

Additionally, I'm not sure if this is the place to bring up functionality issues/bugs, but the main reason my business has been using web browser apps like Chrome instead of the QuickBase App is because we have had a few problems when using the App that we do not have when we use Chrome or Safari:

- Selecting "Save & New" on a record redirects to the "My Apps" page and does not save the record, or sometimes it gets frozen on "Saving..." and you have to go back to the "My apps" page or close the app, and the record does not save. 

- When adding a new record it seems you have to click outside of the field you have entered information into before saving, or else an error returns: "Sorry! It has probably been deleted." (This does not happen when using a web browser app.)

- I have not been able to delete records  - the "Delete" button appears and I can click it, but it does not appear to do anything. 

These are small problems, but they make the workflow cumbersome enough that it is more efficient for us to just use Chrome instead.
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 580 Points 500 badge 2x thumb
Hi Marina,

At this time, there is no way to self-direct to the full site from the mobile app. This is sometimes not ideal, but it is in fact an intentional choice.

Our goal is to continue to provide additional functionality in the mobile app so that navigating to the full site is no longer necessary for viewing reports, etc.

May I ask exactly what types of reports/views you prefer to use the full site for?

Regarding your other issues, I'm sorry to hear you've had those experiences and they all sound a bit puzzling to me. For that reason, I'd recommend you open a support case with our Care team to investigate further. You can contact our Care team when signed into Quick Base by clicking on the question mark icon in the upper right hand corner and selecting Manage Support Cases or directly here
(Edited)
Photo of Marina Hart

Marina Hart

  • 134 Points 100 badge 2x thumb
We are a carriage tour company and run a lot of tours each day, and for each tour we take the horses' temperatures and enter that data into QB. So there is a lot of vital information that we need throughout the day for planning and for making sure the animals are not too hot, are getting their breaks, etc. It's all very fast paced. 

We do almost everything from homepages that show table reports which have several fields, and we need to be able to see all of that information at the same time or just by scrolling. So going into records one by one to get small pieces of information does not work for us. 

Until the app experience is expanded and improved a fair amount we will need to stick to Chrome, but I will go ahead and enter support cases for those issues. 

Thank you!
(Edited)
We also ended up using Chrome instead of the QBapp.  
I think there will have to be some really significant benefits - that are clearly identified and demonstrated - for us to be able to convince our users (and IT staff) to use the QBapp.
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
What would make the internal demonstration a no-brainer for you and your team? We love the feedback :-) 
as a starting point
- a list of the benefits
- who does it benefit? who does it not benefit?
- how big or important is the anticipated benefit?
- is it quantifiable?
- how does it potentially affect the quality of the data? 
- how does it impact speed and the number of touches/clicks?
-...
Photo of Robert Gregor

Robert Gregor, Software Engineering Manager

  • 240 Points 100 badge 2x thumb
Thanks all - for your very insightful feedback. We're signing off for now - please continue sharing your valuable feedback, and we'll check back in.
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 672 Points 500 badge 2x thumb
Hey we're signing off now! But we'll take a peek back later to answer any lingering, urgent questions. Thanks for engaging in this "Ask Me Anything" and I personally am thrilled to deliver on some of these requests!

Take care,
Chris
Photo of Forrest Parker

Forrest Parker

  • 1,332 Points 1k badge 2x thumb
Thanks for the event! This seems like a great medium for providing feedback. We at CRH appreciate the continued effort to improve the Quick Base platform.  
Photo of Wes McAda

Wes McAda

  • 188 Points 100 badge 2x thumb
Why might a PDF file attachment not open properly from a form in the mobile app (android tablet or iphone) while it does open fine using a browser? Having the Adobe app on the device does not seem to help.

Also, will we be able to make schema changes at some point as administrators while using the mobile app?
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 640 Points 500 badge 2x thumb
Whoops forgot to respond to that part of your question! At this time, we're focusing exclusively on the end user experience and making that the best it can be.

That being said, we 100% understand the need for schema changes on the go and would like to eventually have this functionality within the mobile app. But because we're focusing so heavily on increasing the number of use cases the Quick Base mobile app can handle, we don't yet have a timeframe for admin or builder functionality from the app.

Great call out though, and thanks for bringing it up!

Take care,
Chris
Photo of Wes McAda

Wes McAda

  • 188 Points 100 badge 2x thumb
I found out that the checkbox "Use a new browser window for file attachments that can be opened in the browser" has to be checked in the field properties.
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 640 Points 500 badge 2x thumb
Interesting. Does the PDF then open in your browser or still inside the Quick Base mobile app?
Photo of Wes McAda

Wes McAda

  • 188 Points 100 badge 2x thumb
On my iPhone, the PDF is opening and displaying directly in the QB app.
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 640 Points 500 badge 2x thumb
Ok great that's the expected behavior. At least that checkbox is checked by default. Thanks for the intel!
(Edited)
Photo of Gina Corona

Gina Corona

  • 62 Points
Is geolocation currently available? I read Mobile App has geolocation capabilities, but cannot find any documentation. I'm looking to implement capturing geolocation of field staff when they take certain actions within the app. Thanks.

Are there any plans to enable the option to display chilc-record add buttons within dashboard reports? E.g. Dashboard display report of all Work Orders with work order details ass well as "Add Activity" button. Currently our field staff must click on the Work Order they need to add an activity to, then click more, then scroll on the form to find the Add Activity button. 
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 580 Points 500 badge 2x thumb
Hi Gina,

You can currently auto-populate an address field based on your current location, but true geolocation (i.e. lat/long) capabilities are not yet in the mobile app.

Rest assured, we're looking to add that functionality soon.

Regarding displaying buttons on table reports in mobile, it is something we're looking to incorporate in our new table reports that will be optimized for usability on mobile.

Thanks,
Chris
Photo of Jordan McAlister

Jordan McAlister

  • 1,182 Points 1k badge 2x thumb
I know this AMA was a month ago, but my users are running into a problem when cellular data is low. I know you guys said that an offline version is coming, but can you also add some sort of connection validation or something when trying to save records? Sometimes after collecting data in the field with bad service(1-2 bars) and hitting the save button, the three loading bars in the center will just continue their animation for a long time(sometimes up to 15 minutes, and then after waiting, it returns back to the form but with all the data lost. I'm not a tech wizard, so I wouldn't know if this is possible, but perhaps a popup saying, "Connection is bad or was lost. Save action cancelled." with the data still intact in edit mode.

Also, on a related side note, when quickbase saves a form after being edited, does it try to save everything at once, and if it fails, nothing is saved? Right now, our techs collect written data -- save -- then re-edit -- take pictures and then save again. When collecting data in the field, they take up to ten pictures and upload them into the attachment fields and if QB fails to save then all data is lost, so they save the written data first because that only takes 2 seconds where saving 10 pictures takes sometimes up to 10 minutes.

Sorry to ramble on, thanks!
Photo of Marina Hart

Marina Hart

  • 134 Points 100 badge 2x thumb
My users would find the "Save action cancelled" popup very helpful too if it's possible.
Photo of Geoffrey

Geoffrey

  • 1,980 Points 1k badge 2x thumb
OFFLINE! 

Im glad im not the only one! Please can we have forms work offline ASAP!  and also just make sure that the dynamic form rules follow through into the forms.  Absolute Godsend this will be!  I just hope that the UX will be decent when completing a form with complex rules
Photo of Chris Hutchens

Chris Hutchens, Quick Base Senior Product Manager, Mobile

  • 672 Points 500 badge 2x thumb
Jordan and Marina,

That's great feedback and we'll be sure to handle these types of cases when we enable offline data entry. And to answer Jordan's question, yes that there is no concept of "partially saving" a record right now.

Geoffrey - we're working on it as I type :)