how do I make a form public

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I need to make a survey table form public and accessible via the internet to everyone without having to login with a password. How do I do this? Thank you.
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Yemi

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Posted 6 years ago

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QuickBasePros (Laura Thacker), Champion

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Create the Role "Open to the Internet" and allow the Role only to ADD records to your table; so they cannot VIEW or MODIFY the table. This way they will not be able to see anything other people enter.

Make all the fields in the Form Required (if applicable) so they don't miss anything. Then post your link to the web in some way for them to access your Form.

I recommend customizing the Page they land on to a customized code page where you strip all the "quickbase" stuff out (Sign In, banners etc.) (see my attachment)

Also then customize the Form you have them populate so it strips out all the QuickBase stuff (see example attached).
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David

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Can you please elaborate a bit more on where to find the "customized code page" controls to enable stripping out all the quickbase stuff?
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Kelly

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I'd like to know as well!
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David_In_Tucson

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It may depend on your access.

Go to the home page (house icon), click Settings.

From Settings page (for the whole App, not just a single table), you should see a group called Pages.

Code pages are in there.

Click the New Page button and you will see three choices, one is Code Page.

Name it with the extension for the type of code you are working with (.HTML  .XML   .JS  .TXT)  so that browsers etc know what to do with the data.

I trust this helps.
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Ron

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Can you elaborate on creating a role that is open to everyone on the Internet (no login required)?
How did you remove the Sign In ?
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QuickBasePros (Laura Thacker), Champion

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I don't recommend this solution where you customize a code page to "strip out" the Quickbase elements.  It will break each time QuickBase rolls out an update (which are far more frequent now than they used to be) and you end up re-creating the code page constantly, which is not sustainable.  You can now remove nearly all the elements.  If there's a Sign In link; and they click it, they won't be able to login anyway, so it's a non-issue for security reasons.  The only other solution is a custom-built html interface that connects to QuickBase directly behind the scenes; where your Anonymous Users never even see QuickBase; but that can get expensive.
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QuickBasePros (Laura Thacker), Champion

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Ron - to add a Role, you simply create a Role like any other role; but you lock down all the components so that the user never sees the menu bars, hyperlink options etc; which are all options in the Role setup area.  Then you add a user called "Everyone on the internet" (you can find this when you do a search).  Then assign that "User" to the role you created.  Remember, Everyone on the Internet (EOTTI as I like to call it) should not have the ability to EDIT any records; only add them.  Then, remember to create a custom Form with text on it, so when the user SAVES their newly-created record and QuickBase tries to show them a Form in View Mode; you assign that custom Form so they see your message.