BEST DRESSED: Styling Mastery with New Forms
What is the "Best Dressed" Course About? Meet Mr. Cruz, a dedicated entrepreneur who owns a manufacturing unit for wedding outfits. Managing orders, customers, and operations can get tricky, so he’s building forms in Quickbase to streamline his workflows. In this course, you’ll join Mr. Cruz on his journey to create dynamic forms tailored to different user needs. From adjusting form properties to adding creative design touches, you’ll learn how to create forms that suit your app’s needs perfectly. Why Should You Take This Course? Forms are the backbone of any Quickbase app. They allow users to input, view, and manage data effectively. This course will show you how to: - Personalize form layouts to match specific workflows. - Implement user-friendly design principles. - Add validation rules for accurate data entry. - Explore advanced features like form rules and navigation pages. What Will You Learn? Here’s what you’ll master in this course: Understanding form components and their settings. Testing forms with different preview modes. Applying key UI/UX design principles for usability. Creating dynamic record titles and custom layouts. Adding pinned sections, help text, and sub-forms. Validating data and customizing labels. Using advanced features like multiple-choice buttons and navigation pages. Start Learning Today! We offer this course in three formats. Choose your preferred learning style: On-Demand Training: Access this course anytime at Quickbase University. Semi-Private Training: Join other customers in an interactive session where you build alongside an instructor. Private Training: Contact your Account Executive or CSM to schedule a session exclusively with your organization. Don’t miss out – take the first step toward creating better forms today!
Record Picker in Grid Edit
Has anyone found a way to improve how the record picker works in grid edit? Say you are looking for the item that starts with CDV, When you type C it takes you to the beginning of the "C's" in the list and then when you hit D it jumps to the "D's" and so forth. When even using the default record picker in a form it doesn't have that behavior. I also tried creating a form for Grid Edit with a report for the picker and still reverts to single letter picking. Any ideas would be appreciated!
Notification based on dynamic approvers
I have what started as being a very simple form to get approvals on procedures. There are 2 static approvers (radio buttons - Approved/Rejected/Not Applicable). Then I have a multi-select box with 4 names in it for regional managers. You can select 1-4 names, and those names and radio buttons will become visible so they can approve or reject the new procedure. If I set the status to "Pending Approval" and submit, then an email goes to each of the 2-6 approvers. The email is a standard notification and provides the link for them to go in and approve or reject the procedure. This part is working. This is my challenge - What I want next is once all the selected/visible approvers select "Approved", another notification is sent to say the ticket is approved so the 2 static users who are responsible for the procedure know they can go into the ticket to review. Outside of setting up a notification for every combination of the 4 approvers, is there an easier way to say when "selected/visible approvers" all chose APPROVED, send a notification? Or would there be a better way to set this up in general to accomplish this?
Auto populate prefilled records
I have a project management app with a main project table and a tasks table which have a one to many relationship. My desire is to have the tasks table prefill 3 records once a new project is opened. Every project is required to have these tasks assigned so automating this step will streamline the overall flow Example: Step 1: New project is open and saved. Step 2: Task table populates Record #1 Field: Task Name: Value= "Documentation" Record #2 Field: Task Name: Value= "Client call" Record #3 Field: Task Name: Value= "Workflow"Are "Document Templates" still a feature in QB?
I was reviewing this link in QB Help : https://helpv2.quickbase.com/hc/en-us/articles/30472167462676-Build-document-templates It says this: "1. Go to the table settings for the table you want to add a template to. Select Document templates." However, when I go to a tables settings, I do not see option called "Document templates". Is this no longer an option? These are only Table options I see:
How can I avoid saving a form if I need the user to create another record in a related table first?
Hi I need support with the following issue, I have created a form. This form contains a button to add more product requests. But many times users do not add products to the request and the request remains open and empty, unattended and incomplete. Until the user comes to upload products and in the form selects that no more products need to be added, Quickbase executes rules and notifications to complete this multiple or single product order as completed and processes the request. The problem is that I don't know of a way to prevent them from creating and saving the empty product order. Is there any way to achieve that result?
