Recent Discussions
Image display
Is there a way to embed an image in a new form? Use case: Need to have a different image displayed every time I add a new form. Not file attachment. Ideally, be able to pick the image from a file explorer or paste the image on the new form. I have a "Parts" table and want to display the image of the part. ------------------------------ ed cooper ------------------------------0likes1CommentFormula Queries Blog
For anyone considering Formula Queries, you should start your FQ journey by reading this blog post by Brian Cafferelli: https://community.quickbase.com/blogs/brian-cafferelli1/2021/10/14/formula-queries-are-now-generally-available ------------------------------ Ben Simon bsimon@quickbase.com Do you have Feedback on how to make Qrew Discussions a better experience? Let's chat! https://calendly.com/bsimon-2 ------------------------------2likes0CommentsExample of SaveBeforeNavigating
Just came by to say it's verking! I am filled with so many happy's. "Builders can now use a new CSS class ( SaveBeforeNavigating ) inside of a formula-rich text field so that Quickbase saves the record before navigating when this setting is used. Note that only one of the above workflow classes is supported per formula-rich text." Example code of a button: var text btnName = If(Contains([Egnyte_Link_Text],""),"", If([Email Payroll Trigger],"Email Sent","Send Dispatch to Payroll")); //URL var text urlOne = If(Contains([Egnyte_Link_Text],""),"",If([Email Payroll Trigger], URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid=" & URLEncode ([Record ID#]) & "&apptoken=&_fid_369=0&_fid_370=\"\"" & "&z=" & Rurl(), URLRoot() & "db/" & Dbid() & "?a=API_EditRecord&rid=" & URLEncode ([Record ID#]) & "&apptoken=&_fid_369=1&_fid_370=" & Today() & "&z=" & Rurl())); var text urlTwo = URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & URLEncode([Record ID#]); var text url = $urlOne & "&rdr=" & URLEncode($urlTwo); //Style var text style = If(Contains([Egnyte_Link_Text],""),[styleGrey], If([Email Payroll Trigger], [styleGrey],[styleEdit])); //Target var bool popup = false; var text target = If($popup = true, "target = _Blank ", ""); var text title = "Click button to send Dispatch to Payroll"; //*****DO NOT EDIT BELOW THIS LINE***** //HTML "<a class='SaveBeforeNavigating' title=\"" & $title & "\"style =\"" & $style & "\"" & $target & "href=" & $url & ">" & $btnName & "</a>" //Syntax end ------------------------------ Jim Harrison transparency = knowledge + understanding : The Scrum Dudes ------------------------------Creating a Survey to Collect Data from Non-users
At the end of each coursein Quick Base University, ourtrainingteam uses a Quick Base app that I created to collect feedback from our learners. Some of our leaners are users in our app and some are not.We want to collect feedback from everyonewhether they are users in our realm, our app, or non-users(people who do not have permission on our realm or in our app). To do this,I created a formand a role for the group ÒEveryone on the InternetÓ (EOTI). The team then createsa customURL and embeds it on the web page in the last lesson of each course. 1. Create a survey form with a submit button You need a table to house survey questions.I create different tables for each type of survey because it makes reporting easier.I suggest using short field names. For example, if thequestion is,ÒHowwould you rate your overall experience on Quick Base University?Ó, agood field name might be ÒOverall ExperienceÓ. Then whenyoucreate theform,youcan add the full text as analternate label. Be sure to add a Submitbutton.Create itusing a Formula-Rich Text field type. The formula for thebutton is: "<a class='Vibrant Success' onclick='DoSaveAdd()'href='#'>Submit</a>" You can edit the default form orcreate a second form. Iuse 2 separate forms,a formfor myteamÕsrole anda formfor my EOTI view,because I have fields thatour teamusesto add comments and assign feedbackforteam membersto address. 2. CreatearedirectHTML page I created a simple thank you page.You can usecode pages to create an html page. You will need this page to load after a user submits feedback. You may want toincludesome text or images on this pageto notifythe user that the survey has beensubmitted. 3. Createarole with permissions to see only the necessary fields I create an EOTI role.I do this so that whenever I see the role I know that it is open to everyone and I need to be cautious about the permissions that I set.I usually set the role permissions on a survey table to only be able to add a record. I add custom rules for fields, so users assigned this role can see and modify only the fields on the form.You can createanEOTI roleand assign itto the ÒEveryone on the InternetÓ group. This will allow non-users to respond to your survey. 4.InvitetheÒEveryone on the InternetÓgroupto yourapp To allow non-users to access the survey,Isharedthe app with theÒEveryone on the InternetÓ group.When you aresharing with a new user,if you typeEveryone,the group will populate for you. Set the role for this group to the EOTI role that you just created. 5. CreatetheURL The team createsa uniqueURL for each course that they develop.Youcanedit the URL and theneither add it as a link or use an iframe to embed it on another page. Copy the form URL from your browser.It will look something like this: https://team.quickbase.com/db/bneukue8v?a=nwr You can hidethe Quick Base interface by adding&ifv=1to the end of yourURL. It will look something like: https://team.quickbase.com/db/bneukue8v?a=nwr&ifv=1 Our teamwantsto know which coursethefeedback came from,so we create a slightly different link for each course. We set the Course Number field in the URL.Youcan use&_fid=to set the text in the field. The Course Number field is field number22inourapp.We add the course number after the=. In this example the course number is ZZZZ. https://team.quickbase.com/db/bneukue8v?a=nwr&ifv=1&_fid_22=ZZZZ Our team wantsour end users to know that their feedback has been received,so we usearedirect pagewhich loads after the survey has been submitted. You can use&nextURL=toredirectthe iframeor page.You can find the URL for the page by going to the Pages page in your app, previewingthe page, and copyingthe URL from your browser. The URL will look something like this: https://team.quickbase.com/db/bneuj8f7m?a=dbpage&pageID=2 Youneed to encode anythingin the URLthat is not a number or letter.HereÕstheencoding you will need: Your finalURLwill look something like this: 6. Link or embed the URL On our team, we embed the survey using an iframe. You canembed the link with an iframeoruse the URL to create a link on a webpage or in an email.If you are embedding theform into another web page,wrap theURLin an iframe tag, like this: <iframe src="https://team.quickbase.com/db/bneukue8v?a=nwr&ifv=1&_fid_22=ZZZZ&nextURL=https%3A%2F%2Fteam.quickbase.com%2Fdb%2Fbneuj8f7m%3Fa%3Ddbpage%26pageID%3D2"></iframe> You are now on your way to gathering feedback using a Quick Base app. What do you want to learn next?Go toQuickBase Universityor leave a comment below.0likes3CommentsAnnouncing new forms beta
New form experience beta All customers will soon benefit from a more intuitive, modern form experience. We’ve started enabling our new form designer for select customers. Read more about the feature and how to get involved below. Over the last few years, we’ve released updated dashboards, table reports, charts, and new ways to build reports. Our journey to improve the Quickbase user interface continues with a reimagined form experience aimed to increase productivity for both app builders and their users. With the new version of forms, you can accelerate the app development process with a drag and drop, WYSIWYG form builder to help your team, see, connect, and control their most complex work. We’ll be enabling this feature in waves as we learn about your experience and gather feedback that will inform our roadmap on the way to General Availability later this year. Customers can join the wait-list by registering in this app. What’s new We want to empower you with the tools you need to make your apps and businesses successful. Though we've retained many of the features that Quickbase users love, our primary focus was on innovating for the future. You'll notice familiar and new patterns in our form designer. While you may not see every setting, toggle, or switch that you've grown accustomed to over the past two decades, we believe that we've incorporated the best of them into this new world. We’re excited to see what you create! Drag-and-drop building We believe that it’s important for you to view your forms from an end-user perspective during the building process. So, we created the drag and drop interface and quick add menu to allow you to see what your form will look like for your end users in real time. You can add elements and rearrange them with immediate results for quicker, more confident form building. Based on customer feedback, we’ve learned that builders want granular control over form layout and element positioning, so we’re introducing more ways to organize elements on the form builder canvas. In addition to pages and sections, builders can now use new columns and groups to separate and structure elements on their forms. Adding columns Use columns to group and arrange similar fields in a visually distinct and easily accessible way to enhance the end-user experience. Column widths are customizable. To shrink or expand a column, hover over the column, click, and drag to your desired width. Add headings and custom color styling to each column, and create form rules to apply specific actions like show, hide, or require all the fields within a column. Grouping elements You can group elements together to display them on the same row within a column for improved data entry and visualization experiences. To group elements, drag-and-drop them on top of one another. Once grouped, the fields can be moved as one object on the canvas. More intuitive ways to add elements to your form We’ll be improving upon many existing patterns to help builders of all experience levels get the most out of Quickbase. One of the first improvements in this area is adding embedded reports to your form. In addition to adding a report link directly to the form, you can choose to add a Report component and build the matching criteria on the fly. Better ways to enter data Displaying pages as steps We’re giving you new tools to simplify workflows that include complex data entry. When a form has multiple pages, you can customize the navigation experience for your users. Choose Steps from the navigation settings to turn your form into a series of steps that users proceed through as they enter data. Steps can be conditionally shown or hidden using form rules for more control over the end user experience. Note: while in beta, forms are limited to 10 pages/steps New pop-up form experience We want to make entering data into related tables as seamless as possible. To begin, we’ll start with a new in-window option for adding parent records directly from a child. When you click the (+)Create a new record button inside of the record picker, and the two tables both use a new form, a pop-up form will appear over the current record allowing you to create a record in context. This is a pattern we look forward to implementing in other areas of the product in the future. Improvements to form rules We’re excited to give our builders an entirely new form rule engine that will help them create sophisticated forms that dynamically change based on their business processes. New ways to build conditions In beta, you can write a boolean formula expression to define a rule’s condition. As we get closer to GA, we’ll release a more intuitive condition builder. In both cases, you’ll benefit from the ability to create complex expressions using nested conditions, and - when using a formula - create conditions that previously required building a separate field in the table to leverage. In this example, the builder is showing a set of fields when expense amount plus the current project costs would push the project over budget. New action types Now, you have more options to dynamically change the display of your form. To start, you can update the color of a column to draw a users attention to important fields. Later on, we’ll release new ways to display messages on a form and change the label displayed on a field, column, section, or page. Simpler, modern UI To help you create apps your end users love, we’re releasing improvements to our fields to make entering data easier than ever before. Date picker Use intuitive controls to find a specific date. Jump between months, years, and decades. Timezone helper Working across time zones can be a challenge, but we’ve made it simpler to reconcile app time, your local time, and your team's time. Now users can search for a timezone in our timezone helper to automatically fill the correct time. File attachment Take advantage of a large drop area to drag files directly into Quickbase and upload them to a record. A note on accessibility Ensuring that all users are able to get their jobs done in Quickbase is an important aspect of the work we do on the product team. We strive to meet WCAG 2.1 AA accessibility standards for end users. You can read more about our approach to accessibility on Quickbase Community. About Beta In beta, we’ll be looking for customers willing to partner with us to uncover issues and provide feedback on the overall experience. While in beta, expect to uncover bugs and gaps in functionality. We’ll use this opportunity to learn from our customers what works well and what needs improvement. Joining the beta We’ll be activating the feature for customers in waves over the next several months on our way to General Availability. Interested customers can join the wait-list in our beta registration app. Giving feedback We’ll be looking for your feedback to help provide direction on where you feel we can improve the new experience. You can log this feedback directly in the form designer by clicking the Give Feedback button in the page bar. Here you can give general feedback, report issues, and submit feature requests. We can’t wait to see what you build! What’s next We’re focused on delivering more features over the next few months, and beyond! Our goal is to create a foundation for customer innovation that will last for the next twenty years. We’ll be using your feedback to help inform us on our way to General Availability. Be on the lookout for news regarding: Additional capabilities in our form rules engine, like data changes and the ability to create conditions using a WYSIWYG expression builder. Backup and restore of forms Copying forms when apps and tables are copied, and allowing users to copy individual forms Making changes to new forms in a sandbox Adding more step customization options Adding multiple embedded reports of any type Supporting a table’s auto-save setting Showing new form activity in the Field Usage page0likes0CommentsMilitary time conversion
Trying to find a way to solve this: I am doing time and date tracking for a support app. I have a date field. I also have a start time and end time fields where I would like to user military time: Date:_05/12/2021____ Start Time:__1000 End Time: ____1130 I would like to convert the military times in the Start Time and End Time fields and subtract the Start Time from the End Time so the value in Total time needs to be in hours and minutes Total Time: __1.5 hours Help!! ------------------------------ ed cooper ------------------------------0likes6CommentsHow to get a application token?
I just took over the QuickBase Operation for our company. And I can find anything that allows me to create/review API token? Anyone can give me an idea where to look for it? ------------------------------ Andreas Nagel Senior Software Developer www.KEH.com ------------------------------What took so long?!
Just added myself to the Seattle Qrew! I'm a Solutions Consultant on our Strategic Accounts team here at Quickbase, approaching my 2 year anniversary (April). I reside in Seattle. Looking forward to connecting with you all here in our online discussions and hopefully one day in person! ------------------------------ Chad Ravancho ------------------------------0likes1Comment