Client portal/App setup help
I would like to create an app that is specific to a Client, I can use paid seats for the users logins. Specifically, there are 2 main functions I need. The ability for submission of request and then once reviewed, the ability to view/access the requested information from the Client specific App. I do not want to give any access to our main application, which is why I was thinking the client specific app would be best to build. I want to set the new app up similar to a “portal”, where this Client can log in and do/see several things such as: Submit an estimate request through a form Check the status of this request Provide updates for the request Add authorizations and scheduling updates Send message or make notes Upload attachments I am thinking I could create tables in the Client App that will mirror the tables/fields etc. that are in the main app, thus assisting in relating the data. Then have some type of notification set up when a new submission is made. Our teams would then review any new submissions etc. prior to using a pipeline to import the information into our main app. Once we have reviewed and approved the data in our main app, then I would like to have the client app updated to reflect the “same” details. I know this is possibly, I am just not sure the best way to set it up. Does QB have any prebuilt apps like this I could customize to our needs??? Any suggestions are appreciated!!
Dynamic scaling of X-Axis
Hello team, based on a "Report Link" field I have added chart to my record form that prefilters the information shown in the chart below based on the opened record. However, I would also like to limit the displayed x-axis values (calendar weeks) based on the start date that is mentioned in the particularly opened record on top. Does anyone of you know how this can be realized?
Deleting Orphaned Children (records)
Hellos, I have a scenario where I have a table where orphaned children exists , they can be recognised visually from hyperlink (See Screenshot). The question is how to filter for them so they can be deleted in QuickBase . I can do this easily outside of QuickBase but how to do this natively ?"Can not update built-in fields values."
I am leaving Notion for QB. I created an exact copy of my Notion database (it was pretty simple) in QB and exported the Notion data into CSV. I started the import and in the preview screen it looked perfect. But every time I hit "import" I get "Can not update built-in fields values." I can't find any simple solutions to this, just very complex instructions about API, which is a little beyond my skills! Does anyone know of a simple workaround? Thank you!
