Discussions

 View Only
  • 1.  Adding a downloadable Excel template to a tab within an app

    Posted 07-26-2022 17:43
    How do I add an Excel template to a tab within an app?

    ------------------------------
    Carol WoolmanA
    ------------------------------


  • 2.  RE: Adding a downloadable Excel template to a tab within an app

    Posted 07-26-2022 19:57
    np,
    Make a file attachment field and set the form properties to allow edits on that field  for high level role(s) only, and then upload your template.  

    Put the file attachment field on a Tab.

    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------



  • 3.  RE: Adding a downloadable Excel template to a tab within an app

    Posted 07-27-2022 07:17
    Actually, sorry about that previous answer it was not correct as I realize now that you will have many records and they all need to have the same template.

    probably the easiest way to do this is to create a table of documents and have a report in that table that just has one record in it called template. Make a report link field to embed that record as a single record report on the form.

    to get the report link field to work, you can create a field called link to template records which is a Formula field which equal to a 1.  So just a 1.

    then make the same kind of field on the template records which calculates to a 1.

    then configure the report link field where the 1 matches up with the other 1.

    feel free to post back if you get hung up anywhere

    ------------------------------
    Mark Shnier (Your Quickbase Coach)
    mark.shnier@gmail.com
    ------------------------------