Let me summarize that for you….

Hi everyone! I am Rob Donahue, one of the Application Specialists here at QuickBase. We often find that some "long time" QuickBase Users do not always take advantage of the newer features of QuickBase. Instead they "stick to what they know".

What a shame to think that folks are not using Conditional Summary Fields, Grid Edit, Reminders, or Time Zone features!

Do you find yourself falling into this group? I encourage you to take advantage of the Updates we post under QuickBase News on the My QuickBase page. This is a great place to see what we have added to the latest release and those prior.

Here are some examples of how we used the Summary Fields: In Sales we totaled the number of related Sales Activities to each account. We also, added them to the Manage Multiple Projects template to show the actual Start Date and End Date of a Project. I recently helped a customer compare a ‘Total # of Tasks’ summary field with a ‘Total # of Completed Tasks’ summary field to determine the ‘Percent Complete’ of a particular Project.

Have you used Summary Fields or another new feature? If so, let us know of some innovative uses.

  • Hunter Walker

    We use the reminders and updates functionality in a “Task Manager” application we built. Basically the users only get pinged 2 weeks and 1 week before a task with a status of “uncompleted” is due. Using the update feature, they are also automatically notified of any changes to certain key fields (due date, task description, etc). It works like a charm and user acceptance has been good so far.

    Another cool feature that Scott added was the ability to see “My Tasks”. Using a checkbox formula (see below), when the user logs on, they can only see tasks assigned to them b/c of this flag. This may have been posted somewhere in the forums already, but I think it’s nice, nonetheless.

    If(Contains(UserToName([Also Assigned To]),UserToName(User())) or Contains(UserToName([Assigned To]),UserToName(User())),true,false)

    I am happy to see the Email Notifications are going to allow the same amount of control as the Updates currently have. This is icing on the cake for us.

    Thanks!

    [Reply]

  • Hunter Walker

    We use the reminders and updates functionality in a “Task Manager” application we built. Basically the users only get pinged 2 weeks and 1 week before a task with a status of “uncompleted” is due. Using the update feature, they are also automatically notified of any changes to certain key fields (due date, task description, etc). It works like a charm and user acceptance has been good so far.

    Another cool feature that Scott added was the ability to see “My Tasks”. Using a checkbox formula (see below), when the user logs on, they can only see tasks assigned to them b/c of this flag. This may have been posted somewhere in the forums already, but I think it’s nice, nonetheless.

    If(Contains(UserToName([Also Assigned To]),UserToName(User())) or Contains(UserToName([Assigned To]),UserToName(User())),true,false)

    I am happy to see the Email Notifications are going to allow the same amount of control as the Updates currently have. This is icing on the cake for us.

    Thanks!

    [Reply]

  • http://whatsup.sujeet.net/ Sujeet

    The “Calendar view” is a very, very good new feature (maybe not so “new”), but here’s an interesting ‘bug’:

    One cannot add new entries into the Calendar view if the view is generated by either the “Date Created” or the “Date Modified” fields.

    Is this intentional?

    Regards,
    Sujeet

    [Reply]

  • http://whatsup.sujeet.net Sujeet

    The “Calendar view” is a very, very good new feature (maybe not so “new”), but here’s an interesting ‘bug’:

    One cannot add new entries into the Calendar view if the view is generated by either the “Date Created” or the “Date Modified” fields.

    Is this intentional?

    Regards,
    Sujeet

    [Reply]

  • Jana

    Hi, Sujeet,

    It is what I’d say is indirectly intentional. Date Created and Date Modified are system fields, and users cannot modify them. The add button in a calendar adds a record with that date field chosen filled out. Since you cannot fill out Date Created or Date Modified, then you can’t Add when viewing by those fields. If you describe the problem you are trying to solve, we can likely tell you how to handle it.

    Hope that helps!
    Jana

    [Reply]

  • Jana

    Hi, Sujeet,

    It is what I’d say is indirectly intentional. Date Created and Date Modified are system fields, and users cannot modify them. The add button in a calendar adds a record with that date field chosen filled out. Since you cannot fill out Date Created or Date Modified, then you can’t Add when viewing by those fields. If you describe the problem you are trying to solve, we can likely tell you how to handle it.

    Hope that helps!
    Jana

    [Reply]

  • http://whatsup.sujeet.net/ Sujeet

    Jana,

    I’m trying to create a personal productivity QuickBase that lets me marry a blog into a productivity system, of sorts. Therefore, I would like to have the “Add” button on my Calendar view, which is generated by the “Date Modified” field.

    I tried creating a field with the “Today()” formula. While this let me generate the Calendar view with the “Add” button as desired, I couldn’t create a form that would let me discard this new field.

    So, I would either have to forego the “Add” button in the Calendar view, or I would have to have a “Today’s date” field in every form in the QuickBase that would be blank during input and would be quite an eyesore.

    Regards,
    Sujeet

    [Reply]

  • http://whatsup.sujeet.net Sujeet

    Jana,

    I’m trying to create a personal productivity QuickBase that lets me marry a blog into a productivity system, of sorts. Therefore, I would like to have the “Add” button on my Calendar view, which is generated by the “Date Modified” field.

    I tried creating a field with the “Today()” formula. While this let me generate the Calendar view with the “Add” button as desired, I couldn’t create a form that would let me discard this new field.

    So, I would either have to forego the “Add” button in the Calendar view, or I would have to have a “Today’s date” field in every form in the QuickBase that would be blank during input and would be quite an eyesore.

    Regards,
    Sujeet

    [Reply]

  • http://quickbase.typepad.com/blog/2005/08/let_me_summariz.html keyasha

    The novel Lost and Found by Anne Schraff is a very interesting family novel. The main character in Lost and Found is Darcy Wills. All her troubles start when she partners up with Tarah Carson, a girl who is big and hard on the outside but is very sweet and kind-hearted on the inside. She makes new friends and loses some on the way. Darcy learns to change her attitude for the best. On top of all that her father who walked out on them five years ago just shows up in the middle of no where. Darcy also makes a new friend (Hakeem Randall) who turns out to be more then a friend. Then Darcy’s life turns upside down when her little sister (Jamee Wills) disappears. Jamee runs away because she doesn’t know which way to turn when her father comes back. Just like Darcy, Jamee doesn’t know if she should trust her father or not. Darcy gets help from her new friends when she needs them the most. But all’s well that ends well for Darcy and her friends and family. These events created the personality of __Darcy_, just as what follows has created the person I am in 2007.

    [Reply]

  • http://quickbase.typepad.com/blog/2005/08/let_me_summariz.html keyasha

    The novel Lost and Found by Anne Schraff is a very interesting family novel. The main character in Lost and Found is Darcy Wills. All her troubles start when she partners up with Tarah Carson, a girl who is big and hard on the outside but is very sweet and kind-hearted on the inside. She makes new friends and loses some on the way. Darcy learns to change her attitude for the best. On top of all that her father who walked out on them five years ago just shows up in the middle of no where. Darcy also makes a new friend (Hakeem Randall) who turns out to be more then a friend. Then Darcy’s life turns upside down when her little sister (Jamee Wills) disappears. Jamee runs away because she doesn’t know which way to turn when her father comes back. Just like Darcy, Jamee doesn’t know if she should trust her father or not. Darcy gets help from her new friends when she needs them the most. But all’s well that ends well for Darcy and her friends and family. These events created the personality of __Darcy_, just as what follows has created the person I am in 2007.

    [Reply]