Sending Forms via email for completion by outside user
Good Morning All, I want to know how it is possible to submit a form to someone via email to where they receive a link that they can access to complete said form that gets captured in quickbase. Everytime i look on the forums, the only things that come up is how to send emails with changes that have been done to a form or another.. not exactly what I am looking for.. ------------------------------ Douglas ------------------------------29Views0likes2CommentsApp for submitting requests for a team but where users have no other access
Hello all, I'm part of a BI team that is taking over the support of QB at our company. I'm new to app building and want to see if anyone has heard/had the following scenario: We have many apps in QB which users have access. I'm building a new ticketing app for our team to support users who need help with QB or for other tasks that our team handles. For this app, I want users (either registered or non-registered) to be able to fill out the form I created but not have any other access to the app. The only people who will have access is our team (as admins) and very few managers from other teams (these will likely have QB licenses). My thought was that I would build a homepage that has a button to fill out the form (screenshot attached). Not sure if this is the best way to accomplish my task...so would love some input. My second question is about permissions. I read about EOTI but 1- that sounds risky and 2- we don't need it for anyone outside of our organization. I thought maybe the better option was granting access to all in our company per this article. However when I try that I get no results...is that how it's supposed to look? Thanks in advance for any help/advice you can give! :) ------------------------------ Julie Bowers ------------------------------25Views0likes4CommentsGroup's Records: Is the online documentation slightly inaccurate?
In the online documentation on the topic "Configure Permissions for the Role" there's a table-entry that describes what happens if permissions are set to "Group's Records." The entry says: "Grants view or modify rights to only those records created by a user belonging to a group ..." Would it be more accurate to say: "Grants view or modify rights to only those records whose record owner is a member of a group ... "? Is that what actually happens?15Views1like5CommentsGranting one user multiple roles
I recently assigned a user (not an admin) to multiple roles in the same app. That user has a management role as well as a test - front office role. I want the user to be able to view patients based on one form I created for the management role, but I also want this user to view a beta version of a new form I created under their test - front office role within the same table. My question is, how does this user toggle back and forth from multiple roles? Are they asked to select a role when they log in or do I need to go through an additional step(s) in order for this to work? ------------------------------ AR ------------------------------14Views0likes5CommentsCan I extract specific text from the middle of a string?
I have a field that contains serial numbers within blocks of sentence text. I want to extract the serial numbers and place them into their own field. I cannot control the input into these fields or mandate that a new field be filled out. For example, the field may contain: "Picked up S5442 at Boxies on Golden" or "S5931 inbound to home" What I'd like my formula field to display is "S5442" and "S5931" respectively. The serial numbers will always start with "S5" and be 5 characters long total. What would be ideal is something similar to excel's 'Find' formulas - for example: MID(A1, FIND("S5", A1,), 5) - However I can't seem to find anything analogous to this in Quickbase.14Views1like20CommentsDefault Role Settings Hide Tables
Hello, Is it possible to make it a default that new tables are hidden from roles instead of always visible to all roles? Often tables we dont want all roles to see it, it would be easier if the default was that new tables were hidden until granted access, not automatically grant access. Thanks! ------------------------------ Mackenzie Phillips ------------------------------13Views1like3CommentsDynamic Form Rules
Hello, I have a form where a user has to insert the number of products (1-3),then,if the user inserts 1, ONE row of fields of the products details should show and user will have to fill (Model1, Expiry Date1, Status1),if the user chooses 2, TWO row of fields of the products details should show and user will have to fill (Model1, Expiry Date1, Status1) AND (Model2, Expiry Date2, Status2) ,if the user chooses 3, THREE row of fields of the products details should show and user will have to fill (Model1, Expiry Date1, Status1) AND (Model2, Expiry Date2, Status2) AND(Model3, Expiry Date3, Status3) I have created 9 Fields: Model1, Model2, Model3 Expiry Date1,Expiry Date2,Expiry Date3 Status1,Status2,Status3 I created a rule: if number of products = 1, hideModel2, Model3,Expiry Date2,Expiry Date3,Status2,Status3 I wanted to create a second rule:if number of products = 2, hide Model3,Expiry Date3,Status3 but an error message showed up saying that: "Rules #1 and #2 are both 'show/hide' rules on the same field (Model3). Only the last (highest numbered) of these rules will have any effect. Consider combining these rules into a single 'multiple condition' rule instead. more..." how can I solve this? Thank you ------------------------------ Sarah Eldurini ------------------------------Solved12Views0likes4CommentsHow do I find the application ID.
I want to grab information from another application to a table in a separate application. When I go thru the process to do this... I am presented with a few feilds one of them being "Application ID" I can NOT proceed unless I enter in a "Application ID" Where can I find this?12Views0likes3Comments