How can make ""Denied"" user re-access the Quick Base app?
Currently, there are two users in my user list was denied status, that they couldn't access quick base app. I removed them from the app. and re - invited, still not working. I am the Administrator role, but can't do anything. Does anyone can help me?
Granting 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 ------------------------------
unverified user unable to receive invite -alternative way to register without invite?
We have issues with two users listed as Unverified. We've attempted to send the invites several times but they are not sending. We checked by sending test messages that were received so we know that the emails in QB are valid but not sure why the invites are being received. I've submitted a ticket but no response back and it's critical these users have access ASAP since they are on the road. Is there another way to register them without the invite?
How do I make my formula-URL link to a specific record?
I have a table in which I am storing revision controlled documents, and a table which manages project steps. These documents help guide users through the stepped process with things like negotiation and contract language, and I need them to appear in the respective sections of the project form. The two table are not related, nor do i think they need to be in that only admins will have the ability to update these controlled documents. When I use a simple URL, I can only set a static location in the default value that points to a specific document, not necessarily it's revision, nor does it populate for existing records. What i would love to do is create a button that will direct to say the latest negotiation document (this is a field that will be static while the revision may change.) Any ideas?
How do I edit the username for all of the users in my realm?
How do I edit the username for all of the users in my realm? When I access the user list from the Admin Console the First name, Last name and Username are greyed out. How do I get access to these fields? Is there a way to load from a text file?How can I add a data connection to an existing table?
I have an existing table that I have been manually importing a .csv file into every day. Now that the BOX connection functionality exists, it seems I can have this .csv file emailed to box and have Quickbase pull the data from there automatically. How do I get this setup on the existing table? I don't want to make a new one as the existing table has relationships to other tables where users have been manually selecting which item they're referencing.
Is there a way to lock the column headers for displaying a table report?
My table is for display on a public page, and when scrolling, the column headers are not visible. I would like to lock them at the top of the report display, similar to freezing panes in a spreadsheet row, so that the column names remain visible.