DescriptionCreate an easy way to vote on any record in a Quickbase app. A little visual thumbs up and down emoji allow users to show the thoughts in a record easily.
Great for apps that collect feedback or are used for retros in an agile team process.
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Steps to implementIn the table with the records you want to upvote:
1. Add 7 fields:
Thumbs-up icon (Type: Formula - Rich Text)
Thumbs-down icon (Type: Formula - Rich Text) ...
Copy paste codeThumbs-up icon: Formula - Rich Text (Copy the formula below)
DescriptionIf you allow your users to vote on a record in an app (see link below), you can use those vote counts to automatically color your rows to match different sentiment score. For example: Above 10 votes and the record turns green.
Relates to:
https://demo.quickbase.com/db/bpj7nsk6n?a=dr&rid=60&rl=n9h
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Steps to implement1. Customize any report OR open your default report settings if you want it on all data in an app.
2. In the Color-Coding section of the report settings, copy and paste the formula on the right.
Tip short nameConcatenate 2 fields together to use as a title
DescriptionWrite a formula to put to fields together as a label for form titles or other labels.
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Steps to implement1. In the table in which you'd like to concatenate 2 fields, add a new "formula - text" field
2. Copy and paste the formula on the right into the new fields formula box.
** Change the field names to the names of the fields you'd like to refer to in your table ...
DescriptionAdd a nicely styled KPI widget to a dashboard using a Rich Text formula field placed on a special form. This one is a bit more complicated. You should have a grasp of relationships, lookups and summary fields to handle most use cases.
For some data that you are looking to show, you might need to add a "Stats table" to your app. Tip for that can be found here:
https://demo.quickbase.com/db/bpj7nsk6n?a=dr&rid=58&rl=pcq
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Steps to implementBelow are the steps for a KPI that should summary info. You can use these KPI widgets with lot's of things - this is just one example.
1. Create a Summary field of the field you'd like to show in a KPI. (For Example: Total number of Engagements for the last 30 days)
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Copy paste codevar text stat = If ([YOUR_FIELDNAME] <> 0, ToFormattedText([YOUR_FIELDNAME], "comma_dot"), "TBD");
"<div style=\"color:#74489D;font-size:500%;font-weight:bold;\"align=\"center\">"& $stat &"</div>"&
"<div style=\"color:#gray;font-size:200%;font-weight:bold;\"align=\"center\">LABEL YOUR KPI</div>"
DescriptionBuilding a KPI widget dashboard might require a stats table depending on the data you'd like to display.
The KPI widget tip:
https://demo.quickbase.com/db/bpj7nsk6n?a=dr&rid=46&rl=pcn
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Steps to implement1. Create a new table in your app. No fields are needed besides the built in ones for now.
2. Create a relationship to the table or tables that you'd like to rollup data about.
For example - if you'd like to see a KPI on the number of your customers - this new stats table would be the parent to that Customers table. Any existing child of that Customers table would automatically be available to add data to your stats table. ...
Tip short nameDouble click to edit a dashboard button
DescriptionWhen building a home page, while in edit mode, double clicking on a button that you have dragged onto your page will allow you to edit the text more easily.
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Steps to implement1. Click on "Customize this Page" while on a dashboard
2. Double-click on a button element.
3. This will automatically highlight the text on the button and allow you to edit it without opening the "pencil" menu. (See animated gif)
DescriptionWhen in grid edit mode and you want to enter the same value into all fields in a column, use "fill down" to save time.
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Steps to implement1. Open a report that contains the field that you want to add the data into
2. Click "Grid Edit" - top right link next to the add new record button
3. Enter the value into the first field in the column
4. Right-click on the grey column header - the column will turn all yellow - and select the "fill down" option
5. The value will be filled into all records.
DescriptionMake your report grouping visually pop by grouping by a prettier styled formula field.
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Steps to implement1. Add a Formula - rich text field to the table with the report
2. Copy/paste the code on the right into that formula field. In this example, a field called "Status" is used and has the 3 options (In Progress, Overdue, and Complete).
Tip short nameTruncate a long text field with a more link
DescriptionLet's assume the text field is called "Notes". Create a formula rich text field with the following formula:
Left([Notes], 100) & " " &
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Steps to implement1. Create a formula rich text field with the code on the right. ("Notes" is the name of the field you want to truncate. The number eleven (11) is the identifier of the custom form that displays only the field "Notes")
2. The formula displays the first 100 characters of the "Notes" field. To display more or less characters change the number "100".
Tip short nameCreate a colorful visual status field
DescriptionIf you have a long process that has many status, creating a color coding system to more easily scan through information makes it easier to track things. Create a field to display the status from a multi-choice field.
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Steps to implement1. On the table with the field you'd like to create a fancy status on, add a Formula - rich text field.
2. Copy/paste the code on the right into the Formula area in this fields properties.
Tip short nameUse longitude and latitude in address fields
DescriptionAddress fields include several entries that make up the entire field. In the Street 1 and Street 2 sections/fields, you can enter longitude and latitude coordinates as values.
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Steps to implement1. Add an Address field to your app.
2. In the Street 1 field, enter a longitude value, for example: 42.394670
3. In the Street 2 field, enter a latitude value, for example: -71.146050
Tip short nameCustomize app branding (color, header, footer, and more)
DescriptionYou can change your app to use different branding elements, such as a different header color, organization image, a custom footer, and showing and hiding specific other user interface details.
To customize your app, enter Settings and visit Branding.
Tip short nameOrganize your form by putting fields on the same row
DescriptionBy default, Quick Base forms list fields one after another, from top to bottom. But you can arrange fields on your form so they appear on the same row.
This technique can be useful to arrange a series of checkboxes, for example. You can have a set of multiple checkboxes appear on the same row, next to each other, rather than having them appear in a stacked list.
To use this feature, be sure to check the Same Row column in the form editor. The first field in the row should be unchecked. Any fields with Same Row checked will appear on the same row as the unchecked field.
Tip short nameAdd color to individual fields on a report
DescriptionYou can add color and style to fields, such as status, level, or priority. The report might be easier to read and still give you an easy visual at a glance.
We used this tip to add color to the Beginner and Intermediate categories in this DIY app.
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Steps to implement1. Open the table that has a report that you want to add colorizing to
Tip short nameUse tabs and sections on forms to help information flow
DescriptionDon't overwhelm your users with too much information. Use tabs & sections to help with information hierarchy and user flow through the form.
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Steps to implement1. On a form, select the Section or Tab option in the form element drop down.
2. Any fields below will be automatically added to that tab or section
Tip short nameHide the Quick Base header on forms and reports
DescriptionAdd a bit of code at the end of your URL for links to reports and dashboards from homepage buttons, this hides the quick base table bar above and gives reports and dashboards a cleaner, simpler look.
You can add a URL parameter to your links and pages that will hide all the Quick Base headers. This can be useful for web forms where your users aren't interacting with Quick Base itself.
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Steps to implementOn any Quick Base URL, add the parameter &ifv=1. This will hide the header.
For example, this URL will load a Quick Base Help feedback form without the header:
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Copy paste code&ifv=1
Submitted byJosh Oliver (Business Intelligence Analyst)
Tip short nameKeep the dimensions of inline pictures tidy
DescriptionWhen you use an image in a rich-text formula, use CSS to give it a maximum width and height. Don't set width and height directly, or you'll inevitably have some pictures that get stretched or mess up your intended layout.
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Steps to implementTo set the maximum width and height of any image in a rich-text formula, add the adjacent code inside the <IMG> tag.
Adjust the numbers as needed. For example, in a report you might want to reduce the maximum height so your rows aren't made too tall by tall pictures. In a form, you might want to set the maximum width so that your layout stays consistent between records.
Tip short nameCreate targeted home pages & link them
DescriptionIf you have more information that will fit on a single home page, create another home page, and link to it with a button widget. This works well for information users only need to access occasionally.
Once you have a second or alternate home page created, here's how to add a button link:
DescriptionAdd field defaults to help users when filling in a form. For example, pre-fill dates and times, locations, or selection choices. This helps explain what values to enter and make forms as easy to fill out as possible.
To add field defaults, change the field properties and update the Default value.
The acceptable default value varies by field type, for example, a Checkbox field can be set to "Checked" by default, or a Date field can be set to "Today" by default.
DescriptionUse clear field labels, report naming, and descriptions.
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Steps to implementWhen creating fields, plan to use name that can help explain what each field should contain. For example, rather than naming a field as "Text1" or "Number2," try to use a name like "Customer Name" or "Merchandise cost."
If you have already named your fields, you can use an alternate label on forms. In the form editor, select the field. In the right panel, select "Use Alternate Label Text" and then enter a more descriptive name. (You can also leave the alternate label text blank to hide the field label altogether.)
When creating a report, make sure to change the default name to something meaningful. In the Description setting, take the time to add an explanation of what the report is doing or provides, plus select the "Show description on report page" check box.
Tip short nameEasily manage multiple form elements
DescriptionUse the Shift key to manage multiple elements in the form editor.
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Steps to implement1. Open Settings and choose a form to edit.
2. Select one field, then press the Shift key to select one or more adjacent fields.
3. With the fields selected, you can manage the fields all at once by choosing Up, Down, or Remove.
DescriptionChange your reporting defaults to save time every time you create a report. Set dynamic filters to something more meaningful (you can always change it for an individual report if needed), change sorting defaults, etc. Defaults are rarely set to something meaningful to your data, set a new default to base your reports off from!
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Steps to implement1. There are two ways to begin
a. Navigate to a table home page
b. Click Reports & Charts to view all available reports in the upper left- ...
Tip short nameAdjust the default record title for each table
DescriptionInstead of Record ID, update the record title to show a more meaningful field or set of fields so it is more understandable when viewing and editing.
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Steps to implement1. open Advanced Table settings
2. Scroll down to the Identifying Records section
3. In the Record Title section, change the radio button and choose a field that is more meaningful to your users.
Copy paste code
Submitted byMaryKate Gas (Senior Customer Success Manager)
DescriptionAdd help on a special home page or code page that walks your users through how to use the app.
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Steps to implementTo create a custom Help page, follow the instructions found here:
https://help.quickbase.com/user-assistance/creating_a_document_page.html
To create a special home page for help info, follow these instructions: ...
Tip short nameUse the fid URL parameter to populate field values
DescriptionYou can use the "fid" parameter to create URL links that automatically populate Quick Base records with values.
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Steps to implementWe use this tip on our Quick Base Help web site pages. When you click a link to give us feedback, the link includes a parameter where we can capture data from the web page and add it to a new record in a Quick Base app.
For example, the URL behind a link looks like this:
Tip short nameUse text editor functions in formula builder
DescriptionThe settings area for writing a Formula is now a proper text editor. You can use CMD and click to select multiple places in your formula and it will highlight more than one row so you can edit multiple things at once.
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Steps to implementSee the animated image below to see an example.
DescriptionIf you have mobile only users, optimize your app for mobile.
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Steps to implementSee this help topic for basic tips:
https://help.quickbase.com/user-assistance/mobile_developers.html?Highlight=mobile
At a session this year (Empower 2019) there is a session called "Building for Mobile" - it ran Tuesday at 11 am. This will be posted in Quick Base University with slides and a recording with more in-depth tips.
Tip short nameColor code a Kanban report based on user name
DescriptionIn the color coding field on a Kanban report, add a simple formula to color each card based on the user it is assigned to.
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Steps to implement1. Create a Kanban report and base the color coding off the user field (In the example on the right, the field is called [Contacted by]
2. Copy/paste the formula on the right into the color coding formula area in the report.
DescriptionConsistency is key. If you have multiple apps, always put a feedback table, always add help info, etc. Consistency help users know what to expect and how to react when they get lost or confused.
DescriptionAdd a Feedback table to all apps. App design is iterative - even though it's launched and being used, there is always feedback to be collected and updates to be made. A feedback table (and a notification to let the builder know when something new is added), is a great way to help user adoption.