Posts Tagged ‘Formulas’
by Kirk Trachy under QuickBase Advice & Tips
You can add buttons to your QuickBase forms that launch activities with other web services. Buttons for Google, Yahoo, Linked In, Twitter, etc.
To add these buttons:
- Right click over the name of a field that is close to where you want the button to be and scroll down to add a new field.
- Name it what you like and select a “Formula URL” field type and save. The text will show up on your form but we haven’t told the button what we want it to do so it is blank.
- Right click on the name of your button and select “Edit the field properties for this field…”. If you like you can cut and paste the example code into the FORMULA area. See the example code below.
Copy and paste the following example code. Use your own field names in place of the ones below. NOTE: Sometimes when you cut and paste the quotation marks pickup unwanted formatting. Especially the quotation marks. Make sure when you paste that they are the straight up and down quotation marks and not the angled ones. (Thanks Jared)
Google Information
“http://maps.google.com/maps?f=q&hl=en&q=”&URLEncode([Company]&”+”&[Address]&”+”&[City]&”+”&[State]&”+”&[Zip])
Google Finance
“http://finance.google.com/finance?q=” & URLEncode([Ticker])
“http://www.linkedin.com/search?search=&sik=1178917462007&keywords=”&URLEncode([Name]&”+”&[Company])
“http://twitter.com/search/users?q=”&URLEncode([Name])&”&category=people&source=find_on_twitter”
Virtually every web service has some widget that you might want to launch from QuickBase. Using Formula URLs can help integrate them with your QuickBase.
You are welcome to attend any of our 10 weekly webinars. Many of the webinars discuss online database items just like this.
by Kirk Trachy under QuickBase Advice & Tips
I got an email from Ryan who wants to create a unique identifier for each of his sales opportunities.
QuickBase already creates unique identifiers. Sometimes they are called Record IDs and in the case of his application (Sales Force Automation), the counter is a key field named [OpportunityID]. Whichever field name it is, it is counting every time a new opportunity is created. You can use this field or add to it by adding a number to make it larger say… a four digit number or you can add text to it by concatenating the text from some other text field to make this separate new formula text field.
If your want the result to be a number then use a formula numeric field and enter something like “[OpportunityID]+1000″.
If you want your result to be mixture of numbers and text like the company name then use a formula text field and add something like this: “ToText([OpportunityID]&”"&[Account - Company Name])”.
In other words, if the [OpportunityID] is “57″ and the [Account - Company Name] field is the company who’s name is “5M” the formula text field puts them together so they look something like: “575M”.
Here is an brief overview video:
We do things like this in our webinars every day. You are welcome to pop in and we can do it live.
by Kirk Trachy under Inside QuickBase, QuickBase Advice & Tips, QuickBase News
If you thought QuickBase was a powerful database before you are really going to be impressed with the addition of formulas, summary and lookup fields to our forms.
This isn’t just hiding or showing fields or sections on a form. This is controlling your form with formulas, changes to lookup, summary and reference fields.
This opens up many new possibilities for forms:
Say you have projects and you have a field called [Project Type]. You use that to describe whether it is a Marketing, Sales or Support type of project. Every time you add a task you need a different set of fields to show based on the project type. Before you would have to create a long task form with all the unneeded fields showing. With form rules now sensitive to lookup fields your project type can now control what your task form looks like. It’s fast, easy and simple.
How about a better way to keep on top of your project’s issues? Say you want to see your issues when they are open but want them to go away when closed. Using a Summary field you can now have them pop up when opened and disappear when closed.
Here’s another one, let’s say we are working on a task and it is overdue. How about using form rules to pops up an alert screen, switches the priority to high and require a note be entered? You can do that too.
We also enhanced our QuickBase alert functionality. You will notice them in applications and on your My QuickBase page.
“I cannot express how excited we are for the dynamic form rules. First conditional drop downs and now this! Christmas was early this year! Thanks QB Team!”
-Melissa
“This is incredible!!! I am so happy to be able to have more power over my form rules! This will save all those creative workarounds I was used to dreaming up! …Conditional Drop Downs & Form Rules!!!! Thank you QuickBase!!!”
-Hunter
“Thanks for listening and making it happen. Keep the enhancements coming!!”
-D.J.
Check out the video to see how you can use this new feature and review the release notes http://quickbase.intuit.com/resources/node/2004 for a complete item listing.
If you have any questions be sure to let us know or pop into any of our 10 free weekly webinars at http://quickbase.intuit.com/webinars/.
Have a blast!
by Kirk Trachy under QuickBase Advice & Tips
You can enhance your QuickBase Lead Tracking, Sales and CRM applications by adding a LinkedIn button that does intelligent lookups into LinkedIn. Frequently we call people and companies and we wished we knew more about who we are calling. Try adding a simple button to your application QuickBase. QuickBase will pass the company and contact’s name to LinkedIn for a quick lookup.
All you need to do is add the following to a new Formula URL field:
“http://www.linkedin.com/search?search=&sik=1178917462007&keywords=”&URLEncode([Name]&”+”&[Company])
If you only have “First Name” and “Last Name”, modify the link so it reflects your usage. Like this:
“http://www.linkedin.com/search?search=&sik=1178917462007&keywords=”&URLEncode([First Name]&”+”&[Last Name]&”+”&[Company])
We talk about things like this in many of our 10 weekly live webinars. All are welcome whether you want to ask questions or just watch.
http://quickbase.intuit.com/webinars/
Have a blast with your QuickBase.
Kirk Trachy
Intuit QuickBase | 781-370-4438 | kirk_trachy@intuit.com
