Using QuickBase for Surveys
Surveys in QuickBase Part of the charm of QuickBase is that the platform can be used for many different purposes – there are all kinds of use cases already at work on the platform, but also every day new ones are being thought of to be implemented. One of the more popular ones is conducting surveys. Customers will need an easy way to gather survey-related data from either their customers or partners or others, and will need to report on this information to see how they are doing. Setting up an application to do this is relatively straightforward and reports can be easily created to display insights either in tabular or graphic format. The first thing you will need to do is create a table for storing the results. This is the easiest part. You may want to link this table to a customers table or elsewhere, but for now, let's keep the table on it's own. Next, grab your survey and take a look at the questions that make up your survey. Some will be questions that require a user to place a rating as a response, while others may be to select from a multiple choice type field. List out your questions in a document or spreadsheet, and then identify what types of fields they will be. Some will be ratings, others multiple-choice, while others may be open area text answers that will require some extra space. You'll probably want to save the date these survey results were added too. What may or may not be needed is the identification of the respondent. If it's possible that the responder will be a QuickBase user, then a user field will be needed. After listing out these questions and their field types, start by creating the fields in the table you have started. Don't worry about the order you enter them in, as you can reorder these on the form in a minute. Once you have the fields created, click on the "New ___" green button so that you can view your form, this is where the survey will come to life in a few minutes. Using the document where the questions and fields are listed, go through and right-click on each field in order to access the form's properties – you want to customize the form here, the fourth option in the menu list ("Edit the properties of this form element"). For each form element, you will simply click on the "Use Alternate Label Text" checkbox and type in what your survey question is for that field, where the answer or response, will go. Take time to get used to this editing process, and reorder your survey questions appropriately. You may want to also create formula fields that summarize respondent replies, so try to name your fields in a manner that makes sense to you, the administrator. You'll use these field names in formulas and reports, so it helps to keep them simple and straightforward. For further information on surveys, please take a look in our application exchange for several excellent examples! ------------------------------ Sean Padian ------------------------------8Views0likes0CommentsDynamic Form Rules Showing Section/fields - works on form edit but not on form view
Hey QB community! I'm working on my project management tool this morning and try to make a conditional rule for my tasks to show a few fields when the task is assigned to a specific department called communications. the problem is the rule works well when I click into edit the task. Once I fill in those fields and hit save to fields don't show in the "view" form when the task is saved and assigned to communications. I don't have the pink error message I have the fields set-up to show on Edit, Add, or View. Please help me update this form as I want my users to be able to see these fields when simply viewing the task. Peace & Love ------------------------------ Jack Woods ------------------------------5Views0likes8CommentsCreating Revision form in quickbase
Dear Quickbase Solver, I have a problem that i need to solve in my organization. We have form Purchase that already establish and i need to make a revision purchase form in it. For example, Purchase form is already submitted and approved and suddenly the requester want to change the items inside the form. Easy way to do this is requester just edit the items and click save, however we would like to record the previous form approved as a history record for us to view. I hope my question is clear enough to understand. How can i execute this function in Quickbase ? Many thanks ------------------------------ Quickbase Admin ------------------------------4Views0likes2CommentsBar Code Uses
Hello all! I found a useful app in the Exchange for making and reading QR and barcodes at App Detail (quickbase.com). I'm trying to use this for our calibrated tools inventory. We have a unique identifier for each tool. I'm able to use the rich text formula function to create a bar code or QR code for each of the tools. What I'm not sure of is how to put that into use. I want to be able to scan the code and then check the tool out (either for use or for calibration and testing), and then check it back in (either after use or to document its calibration). Does anyone have an example of something of that nature that I can try to implement? Thank you! Mike ------------------------------ Mike michael.rorstad@ameebay.com ------------------------------4Views0likes5CommentsCreating a Discussion board
I am working on creating a discussion board and struggling with connecting records. I was able to create a discussion board based on the sample on in QuickBase Builder, but cannot get the thread ID to populate and connect. Is there a class that will take me through start to finish on how to create a discussion board? ------------------------------ Lynda Schutter ------------------------------3Views0likes2CommentsNovice QBaser...
I'm struggling with building out a CRM with minimal tables. I have three tables...Company, Contact, Opportunity. Company has a one-to-many relationship with both Contact and Opportunity. Contact has a one-to many relationship with Opportunity. With each Opportunity, there are multiple stakeholders. I'd like to add those stakeholders to the Opportunity record and in some cases it might be two and in other cases it might be five. I cannot figure out a way to add multiple contacts to the Opportunity. I don't know if it complicates it or not, but some of the contacts might be connect to different companies. Here's a rough illustration: OPPTY NAME: Acme Mfg VALUE: $32,000 EXP CLOSE: May 2021 ACCT MGR: Bob Smith SOLUTIONS: 20 hrs consulting, 40 hrs development, 8 hrs training, compliance reporting STAKEHOLDERS ============================================================== contact company status phone email -------------------------------------------------------------------------------------------- John Doe ABC Consulting partner 205-221-2210 jdoe@abc.com Jane Doe Acme client 205-444-1310 jadoe@acme.com Bill Smith Acme client 205-444-1311 bsmith@acme.com Joe Smith Acme client 205-441-1312 jsmith@acme.com Ken Hamm Deloitte partner 800-877-1200 khamm@deloitte.com Is this doable in QuickBase? Without adding multiple "Contact" tables? I just want to pull multiple contacts from multiple companies into a list associated with each opportunity. I want to keep all companies and contacts in a single place. ------------------------------ Michael Murphree ------------------------------2Views0likes1CommentReal Estate Problem: Multiple agents per transaction and commission splits (help me!!)
Hi all! First time poster here. I have been working on this problem for a few days now, plus religiously combing through all these wonderful discussion posts; but still can't find my answer. Here's my problem: I work for a real estate company and am tasked with designing our database. Right now I have two tables, one is Transactions and the other is Agents. Every transaction has at least one agent, but sometimes it has two. I want to be able to assign each transaction to two different agents, so that when I pull an agent, it will show each transaction they were involved with. Each agent has a different split commission percentage. This means the total from the transaction is split differently for each agent in the transaction. I only want the split commission to be linked to each respective agent. So if Agent 1 is Jane Doe and Agent 2 is John Deer, I don't want Jane's commission to be linked to John and vice versa. I got through the first step, but the second one really stumped me. I set up reference fields for each agent and while it would allow me to select two different agents in the ref fields, it wouldn't let me split up the fields per agent. I built a pipeline for it but it didn't work (because I kinda suck at pipelines lol). Please please help, any advice is welcomed. Thank you so much in advance! ------------------------------ Karah W. ------------------------------2Views0likes1CommentHelp with Magic Button App - FID_200 - Press to Adjust %
So I am attempting to use the Rich Text formula field to allow a user to adjust the number of greenboxes selected to adjust a percentage field in my own app. I got the field to look correctly and copied the code and adjusted to my Percentage field ID but when I click to change the number of boxes filled with green nothing changes on reload. Any ideas? Am I missing something? I copied the code exactly and adjusted to my token and the correct FID for the %. ------------------------------ Joshua Case ------------------------------1View0likes1Comment