Add-On to allow annotation of PDF File Attachment in QBase
Does anyone know of an add-on to Quick Base that either allows direct annotation and markup to a PDF within Quick Base or allows you to open it and auto save it back to the file attachment field? We switched from Wrike and one feature we all loved was that we could open an attachment with a system and make notes. It would auto safe to the record when closed vs having to download, annotate, and upload. I know it sounds trivial but with what we do we review PDF's and JPG's ALL DAY LONG and the constant download/upload takes up a lot of time and is a bit annoying. Thanks! Hope everyone is staying safe and healthy! ------------------------------ Ivan Weiss ------------------------------
Getting parent records to be related to multiple child record
There is a Master Copy and the Master Copy has a multi select with the master SOP names. I have a document storage app which has a table named Manuals and a table named Supporting Documents. Each has a File Attachment field of the same name. Each Manual has multiple Supporting Documents. This is handled by a standard one to many relationship. I found out today that each Supporting Document could potentially ?support? multiple Manuals. This could be handled by simply uploading the Supporting Document file multiple times, each record being related to a different Manual. Due to storage space and modifications of files I do not want multiple Supporting Document records that contain the same file attachment. I tried to use a multi-select field in the Supporting Documents table that would check off the multiple Manuals, and through a report link field link the Supporting Document to the Manual records. This won?t work because there are over 250 Manual records, and the Multi-select can only handle 100 values and 20 selections. Otherwise it would have worked. I could create a regular text field and manually type in the names of the Manuals that the Supporting Document supports, but I don?t want to do that either. What?s the cleanest way to get one Supporting Document to be able to be related to multiple Manuals?
Total Field or Column Header Colorization in a Summary Report
Hello, I have a summary report shown below, 1 of 9 that I'm building. Each of these summary reports takes a particular set of Statuses and totals them. Each total OR column headers will need to be colorized (red, yellow or green) and placed on our Homepage Dash. These status totals are not related to any dates or timelines. They are used for showing the total $ amount of insurance policies that were entered for the previous month, current month and next month by status. For example, the report above shows policies from the previous month. It would be amazing if I could make the Status and Annual TP column header red, given these totals represent policies that were Declined, Surrendered, Withdrawn etc. My next report would then be colorized yellow for policies that have a different set of statuses, then green column headers for policies for example that have been paid. Hope this makes sense! I'm open to any suggestions. Thanks for any help!
email attachments
I know I can connect QuickBase to an email account and attach incoming emails to certain records, based on rules. But in this case, the incoming emails have an attachment (Docusign contract) and I want to store the attachment as a "document" attached to a particular record within my app. Can this be done in QuickBase?
Looking for Consultant: Add time tracking to existing task management app.
I have a task management app and would like to add time management. Currently, we enter tasks into our Quickbase app and separately, we complete timesheets on an excel document. I would like to add the ability to track hours spent on a task and then generate our timesheet from the Quickbase data. This is the first of many projects that we're considering. ------------------------------ Justin Sligh ------------------------------
