Autopopulate Form Fields
Hello, I was wondering when a user enters demographic info (i.e., First Name, Last Name, Date of Birth, etc.) on a form, is there a way to autocomplete / autopopulate a user's info? For context, this is a concern because we have staff members who often enters multiple entries for the same clients/members on QuickBase and they frequently have to reenter the same demographic info. Can non-users info be saved or accessed in an easier way? Please let me know if I need to elaborate. Thanks in advance!Solved28Views0likes1CommentWant the Approve/Deny buttons to disappear once ticket is approved.
I built a ticketing system for our department so we can receive requests from employees for assistance they may need. Once my manager reviews the ticket and approves and assigns it to a team member for them to work on it, I want the Approve/Deny buttons to disappear on the Internal Ticket Review Form's "Edit" view we see when we click on the ticket to open it once the ticket has been approved. I also don’t want the Approve/Deny instructional text to show after that either. How can I do this? Thank you.24Views0likes1CommentChanging from steps to tabs based on roll
I have a form where a requester enters the information in a form using steps. After submission an approver will approve the request in the same form (pipelines are used to push the approval info to the approval table). I don't want the approvers to see the steps when they edit the form. Is there a way to changed the view from steps to tabs in edit mode based on role?31Views0likes2CommentsDocument template barcode field
I'm creating a document template and I want to add a barcode of a text field. I've added this to the source directly from a rich text formula field. The resulting document is displayed as What is the proper notation to get the field "UDI" into the <img src....? Thanks.Solved82Views1like4CommentsFailed to check for record conflicts (New Forms)
I updated a form to the new version, and some users keep getting this error when trying to edit and save. I was able to reproduce it, but I can't find any reason for it. I've carefully gone over all of the form rules and there don't seem to be any conflicts. Has anyone run into this and successfully solved it?63Views0likes2CommentsCan Quickbase perform a screen capture?
My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows: Start Google Meet Open the interview form in Quickbase Start a screen/audio capture through Quickbase by clicking a button Fill out the whole interview form while interviewing the client Hit a button at the end of the interview to stop the screen/audio record Auto have that file upload to Quickbase I don't believe this is possible with Quickbase, but I wanted to verify. I suspect that we should screen capture with some other software and then upload after. Thanks!96Views1like2CommentsSet Legacy Forms as default for new tables?
Is there a way to set default form for new tables in an app to be legacy forms? I've noticed that in older apps, when I create a new table, it uses legacy forms, while in a new app I created recently, new tables default to the new form. The legacy form is available in the table's Form setting, and can be manually switched there. As to why I would want to do that - I'm just used to the old forms and I'm building a demo app with lots of tables, and I don't have time right now to figure out how to do all the things in the new forms that I could do with old forms. thanks!94Views0likes3Comments