Quick Base Tips and Tricks 5/21/2019
Forms and Quick Base Entry
Quick Base is a no-code, low-code platform used for creating custom solutions for businesses of all industries and sizes. The award-winning platform empowers users to build their own applications with little to no programming knowledge. If you want to learn about forms, check out the 4 tips and tricks below. For more advanced users, check out the rest of our Knowledge Center!
In Quick Base, forms allow users to add, edit, or display records.
1. Adding Input Fields to your Forms –
Forms are used to input data into your Quick Base applications. Most user interaction in Quick Base, such as Adding or modifying existing data, commonly occurs via a Quick Base form form. Specific input fields are added to forms to capture the desired data.
To learn the two common ways for how you can add fields to a form, see the full article with helpful screenshots here: Adding Fields to Forms | BASICS
2. Creating user friendly forms –
End users interact with forms often for viewing and making changes to data. Therefore, it is important to build user-friendly forms to help ensure the success of an app so that users can easily find and update the right info quickly. Creating a form that is easily navigated by the user can be accomplished with tabs, sections, and Dynamic Form Rules; to capture the necessary data points, the correct Fields must be created and placed appropriately to create a logic flow of entry.
To learn more about the tools available in the Elements tab of the customize form page, follow along here.
Dynamic form rules are a great place to start when building user-friendly forms; if you want to learn more about dynamic form rules, check out the next tip below.
3. Creating Form Rules –
Dynamic Form Rules are tools that can be used to tailor the functionality of a form based on certain conditions and/or users. All rules have three basic parts: When, Action, Otherwise. The When of a rule determines when the rule is applicable; the Action of a rule determines what will happen given the When; Otherwise determines what happens if the When is not applicable.
Let’s say a company has built a Quick Base app to manage their employee’s information. The app tracks name, title, department, schedule, salary, etc. in the Employee table. Based on the information collected about each employee, let’s walk through some useful dynamic form rules to add to the Employee form.
- Hiding Sensitive Information – employee salary information should not be visible to all users. To hide the information from all users but HR, create a dynamic form rule. When: the user is not in the HR role; Action: hide [Salary]
- Time Stamp – employees get promoted, but for it to be effective, it must be approved. To know when the approval happened is important and it can be automated with a dynamic form rule. When: [Promotion] is checked; Action: change [Approval Date] to today.
To create your own dynamic form rules, follow the detailed how-to guide here.
4. When to use grid edit
Creating User-Friendly Forms are great to help users add, edit, or delete one record at a time. When trying to maximize efficiency, a user will need to add, edit, or delete multiple records at once – this can be accomplished using Grid Edit. Grid Edit looks and feels a bit like Excel – allowing users to edit several columns for several rows of data at the same time, rather than opening each record one by one. Grid edit reports can be created from the Table Home Page, and can be embedded within forms to improve user experience (The ‘Editable’ checkbox must be checked in the form element).
When would I use Grid Edit?
- Edit multiple records by copying and pasting data between different records
- Edit multiple records by filling down the data from a field in one record to the records below
- Delete multiple records at once
- Add multiple records at once
To learn more, follow along here.
For more tips-and-tricks and how-to articles about Quick Base development, check out our full Knowledge Base. Here you can find articles ranging from Quick Base’s most basic features, to more Outside of the Box ideas.
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