Extending Basic QuickBase - Kirk Trachy
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Extending Basic QuickBase - Kirk Trachy

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Learn how to use native QuickBase features to add color, formulas and API functionality to your QuickBase applications. We will dive into three areas of day-to-day QuickBase use. ...

Learn how to use native QuickBase features to add color, formulas and API functionality to your QuickBase applications. We will dive into three areas of day-to-day QuickBase use.
- Using formulas to change colored fields, rows and buttons
- Developing team collaboration roles with formulas, summary and lookup fields.
- Using formula URL buttons to convert sales leads and create company account records that are already filled in.

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Extending Basic QuickBase - Kirk Trachy Extending Basic QuickBase - Kirk Trachy Presentation Transcript

  • Extending Basic QuickBase Using Formulas, Graphics and Buttons Your applications reinvented for the web Kirk Trachy
  • Items to Cover
    • Adding Color and Graphics to QuickBase
        • Row Colorization
        • Background Colors
        • Background Text
        • Buttons and Graphics
  • Adding Color to Fields and Buttons
  • Items to Cover
    • Using a Formula URL to Create a Record in Another Table
        • Add a Formula URL Field
        • Edit the field
        • Paste the code
  • Let’s jump in and do it
            • URLRoot() & "db/" & [_DBID_COMPANIES] & "?a=API_GenAddRecordForm&_fid_51=" & URLEncode ([Record ID#])&
            • "&_fid_6=" & URLEncode([Company]) &
            • "&_fid_15=" & URLEncode([Address]) &
            • "&_fid_16=" & URLEncode([City]) &
            • "&_fid_17=" & URLEncode([State]) &
            • "&_fid_18=" & URLEncode([Zip]) &
            • "&_fid_7=" & URLEncode([Ticker]) &
            • "&_fid_9=" & URLEncode([Phone]) &
            • "&_fid_29=" & URLEncode([Fax]) &
            • "&_fid_8=" & URLEncode([Web]) &
            • "&_fid_48=" & URLEncode([Lead Source]) &
            • "&_fid_41=" & URLEncode([Sales Rep]) &
            • "&z=" & Rurl()
  • Row Colorization
  • Color Background Step: Create a formula text field. Edit the field properties and paste the html code below into the formula section. Include the field either on forms or reports   Case ([Status],&quot;Not Started&quot;,&quot;<div style=&quot;background-color:pink;width:50&quot;>Not Started</div>&quot;, &quot;In-Progress&quot;,&quot;<div style=&quot;background-color:lightyellow;width:50&quot;>In-Progress</div>&quot;, &quot;Completed&quot;,&quot;<div style=&quot;background-color:honeydew;width:50&quot;>Completed</div>&quot;,null)
  • Color Text Step: Create a formula text field. Edit the field properties and paste the html code below into the formula section. Include the field either on forms or reports   Case([Status], &quot;Not Started&quot;, &quot;<font color=red>Not Started</font>&quot;, &quot;In-Progress&quot;, &quot;<font color=orange>In-Progress</font>&quot;, &quot;Completed&quot;, &quot;<font color=green>Completed</font>&quot;)
  • Color Graphics Steps: 1. Create a formula text field and paste the respective html code into the formula section of the formula text field's properties. 2. Select your icons and load them into QuickBase. 3. Copy their URL location and insert them into the html code below for the respective locations for the various status settings. 4. Don't forget to check the &quot;Allow some HTML tags&quot; checkbox. 5. Include the new fields on your reports.   Case ([Status],&quot;Not Started&quot;,&quot;<div><img src=&quot; https://www.quickbase.com/up/bdcwxur8p/g/rf/ej/va/227-rect_red.png&quot;></div >&quot;, &quot;In-Progress&quot;,&quot;<div><img src=&quot; https://www.quickbase.com/up/bdcwxur8p/g/rh/ej/va/229-rect_yellow.png&quot;></div >&quot;, &quot;Completed&quot;,&quot;<div><img src=&quot; https://www.quickbase.com/up/bdcwxur8p/g/rg/ej/va/228-rect_green.png&quot;></div >&quot;, null) 
    • Added a button to a form that created a record in another table.
        • Using Formula URL fields to create buttons
    Using Formula URL Field Buttons
    • You have qualified a Lead and you wish to create an Account
        • Create a Formula URL field
        • Edit the field
        • Paste similar to the following
    Convert a Lead To an Account
            • URLRoot() & &quot;db/&quot; & [_DBID_COMPANIES] & &quot;?a=API_GenAddRecordForm&_fid_51=&quot; & URLEncode ([Record ID#])&
            • &quot;&_fid_6=&quot; & URLEncode([Company]) &
            • &quot;&_fid_15=&quot; & URLEncode([Address]) &
            • &quot;&_fid_16=&quot; & URLEncode([City]) &
            • &quot;&_fid_17=&quot; & URLEncode([State]) &
            • &quot;&_fid_18=&quot; & URLEncode([Zip]) &
            • &quot;&_fid_7=&quot; & URLEncode([Ticker]) &
            • &quot;&_fid_9=&quot; & URLEncode([Phone]) &
            • &quot;&_fid_29=&quot; & URLEncode([Fax]) &
            • &quot;&_fid_8=&quot; & URLEncode([Web]) &
            • &quot;&_fid_48=&quot; & URLEncode([Lead Source]) &
            • &quot;&_fid_41=&quot; & URLEncode([Sales Rep]) &
            • &quot;&z=&quot; & Rurl()
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