New Feature – Grid Edit

I’m really excited about the new Grid Editing feature in this release. One common use of QBase is to replace the “spreadsheet shuffle”. Now we can replace that endless emailing of spreadsheets (and the asking of “Who has the latest copy?”) with a single shared database that is just as easy to edit.

Joe did an awesome job implementing it — I haven’t seen anything else like it on the web! Let us know what you think.

test2


  • Mike

    I am very happy with Grid edit. I’ve wondered for some time why QuickBase didn’t do this. It seemed like it was really needed. But now, I am very happy with the extent that the feature was created. For example, they thought about things like “fill down” and even “Reset to original values” and these weren’t even things I was thinking about. I had these problems. I would need to update a bunch of records… so I would create a view and then Search/Replace. But this didn’t work too well if I needed to change different values.

    This was all done very nicely. Now, I am only missing the ability to turn on grid edit for a view that is placed into a form from a link. A child set of records would really be great to have editable on the master edit form. This is something that many desktop apps don’t even do well… and it is certainly not seen on the web.

    One of the great things about QBase, is that it stretches your thinking for possibilities you didn’t even know were possible. Great job team!

    [Reply]

  • Mike

    I am very happy with Grid edit. I’ve wondered for some time why QuickBase didn’t do this. It seemed like it was really needed. But now, I am very happy with the extent that the feature was created. For example, they thought about things like “fill down” and even “Reset to original values” and these weren’t even things I was thinking about. I had these problems. I would need to update a bunch of records… so I would create a view and then Search/Replace. But this didn’t work too well if I needed to change different values.

    This was all done very nicely. Now, I am only missing the ability to turn on grid edit for a view that is placed into a form from a link. A child set of records would really be great to have editable on the master edit form. This is something that many desktop apps don’t even do well… and it is certainly not seen on the web.

    One of the great things about QBase, is that it stretches your thinking for possibilities you didn’t even know were possible. Great job team!

    [Reply]

  • Mike

    And since your mentioning new features…. I am absolutely in love with the conditions on summary fields. I never realized how powerful these are.

    For example, I have a QuickBase with two related tables (master & child). The child table has a checkbox column called “Active?”. This column tells me if the record is active. In my application, I treat inactive records much like they don’t exist. Therefore, my view shown on the master form is set to filter only active records. But I always like to include a field on the master with a record count. Once summary fields were created, I started doing as a practice. But this QuickBase was a problem, because my count always included the total records. It was confusing to see “Record Count 6″ and then only show 3 records.

    But now, I simply added a condition to my summary field and Vwala! The summary field now only counts the active records. This is so cool. Why do I get so excited about such a small thing? Because it didn’t require that I do any programming. It was easier than running the wash machine (and I still won’t admit I know how to do that).

    [Reply]

  • Mike

    And since your mentioning new features…. I am absolutely in love with the conditions on summary fields. I never realized how powerful these are.

    For example, I have a QuickBase with two related tables (master & child). The child table has a checkbox column called “Active?”. This column tells me if the record is active. In my application, I treat inactive records much like they don’t exist. Therefore, my view shown on the master form is set to filter only active records. But I always like to include a field on the master with a record count. Once summary fields were created, I started doing as a practice. But this QuickBase was a problem, because my count always included the total records. It was confusing to see “Record Count 6″ and then only show 3 records.

    But now, I simply added a condition to my summary field and Vwala! The summary field now only counts the active records. This is so cool. Why do I get so excited about such a small thing? Because it didn’t require that I do any programming. It was easier than running the wash machine (and I still won’t admit I know how to do that).

    [Reply]

  • Jana

    Hi, Mike,

    Thanks for the specific example on conditional summary fields… it helps us all understand exactly what all you can do. And the comparison to operating a washing machine… HA!

    Regarding grid edit from a form, I think this is in there, so maybe I’n not getting what you want. Two possible ways… include the view as an embedded view, and then you have a grid edit link from that view. OR, you can set up the view as a grid edit view (under additional options… format), then the view you link to is automatically in edit mode. Do either of those options fit? If not, can you tell us more?

    Thanks!
    Jana

    [Reply]

  • Jana

    Hi, Mike,

    Thanks for the specific example on conditional summary fields… it helps us all understand exactly what all you can do. And the comparison to operating a washing machine… HA!

    Regarding grid edit from a form, I think this is in there, so maybe I’n not getting what you want. Two possible ways… include the view as an embedded view, and then you have a grid edit link from that view. OR, you can set up the view as a grid edit view (under additional options… format), then the view you link to is automatically in edit mode. Do either of those options fit? If not, can you tell us more?

    Thanks!
    Jana

    [Reply]

  • http://www.bcbsnc.com/ james lacorte

    THE BAD
    Companies are afraid to turn over their data to an online application.
    I see this when I try to consult to businesses and with my own company I work for. It took months to get my company feeling comfortable to allow me to use it as a project portfolio tool.

    The issue seems to be companies feel like if they place their data online they loose control. Security, Virus, Access, Privacy, HIPAA issues played a big role in concerns. I not only used info from your site to explain the precautions Quick base takes but found a few customers to interview. After several months they allowed me to build the application.

    Not sure how to get companies over these concerns, in time this will be the norm and a memory :)

    THE GOOD
    I use quick base for many things. Two major ones have made me a hero for my dept. They have given our dept. recognition for being proactive to solve problems. I won company awards for building Quick base applications and training users (one on one, CBT, Job Aid)

    Application one – project profiles and status reports for all projects in the company

    Application two – tracking issues for a large dept. Users only see relevant info and managers can see all info.

    Alerts, reminders play a big role in keeping data fresh.
    This has gone far beyond the spreadsheet method and we are finding new ways to use quick base each day.

    I joke and say I am going to create my own dept just to build quick base applications for the company.

    [Reply]

  • http://www.bcbsnc.com james lacorte

    THE BAD
    Companies are afraid to turn over their data to an online application.
    I see this when I try to consult to businesses and with my own company I work for. It took months to get my company feeling comfortable to allow me to use it as a project portfolio tool.

    The issue seems to be companies feel like if they place their data online they loose control. Security, Virus, Access, Privacy, HIPAA issues played a big role in concerns. I not only used info from your site to explain the precautions Quick base takes but found a few customers to interview. After several months they allowed me to build the application.

    Not sure how to get companies over these concerns, in time this will be the norm and a memory :)

    THE GOOD
    I use quick base for many things. Two major ones have made me a hero for my dept. They have given our dept. recognition for being proactive to solve problems. I won company awards for building Quick base applications and training users (one on one, CBT, Job Aid)

    Application one – project profiles and status reports for all projects in the company

    Application two – tracking issues for a large dept. Users only see relevant info and managers can see all info.

    Alerts, reminders play a big role in keeping data fresh.
    This has gone far beyond the spreadsheet method and we are finding new ways to use quick base each day.

    I joke and say I am going to create my own dept just to build quick base applications for the company.

    [Reply]

  • Jana

    Wow… James, congrats on the awards and being a hero! That’s great. I recently talked with some industry analysts who were surprised by the emotion that our customers quotes had behind them. I told them that our customers are telling us that QuickBase was allowing them to do things they had never been able to do before, and that brought out emotion.

    Thanks for sharing your experience!
    Jana

    [Reply]

  • Jana

    Wow… James, congrats on the awards and being a hero! That’s great. I recently talked with some industry analysts who were surprised by the emotion that our customers quotes had behind them. I told them that our customers are telling us that QuickBase was allowing them to do things they had never been able to do before, and that brought out emotion.

    Thanks for sharing your experience!
    Jana

    [Reply]