What's the easiest way to create a generic HTML data entry form for a QuickBase application that I can embed on my website?
Using IE6 or IE7, the easiest way to create the HTML for a QuickBase data entry form is to use the following wizard:
https://www.quickbase.com/db/6mztyxu8?act=DBPage&pagename=formWizard.html
NOTE: This wizard works with application tokens (read more at https://www.quickbase.com/help/app_tokens_wizards.html). If you want to use Application Tokens with this wizard add the following token to your application:
cwfcy7gdzqrsyncqbi2bn4u4kr
(read how at https://www.quickbase.com/help/app_tokens_wizards.html) If not, you can leave the application's token requirement set to disabled.
Otherwise you'll need to use IE 5.0 or greater for this alternate procedure. You'll also need to equip IE 5.0 with a particular web accessory. Navigate to:
http://www.microsoft.com/Windows/IE/WebAccess/default.asp
and scroll to the bottom of the page. Install the "Microsoft Web Developer Accessories". After you install the "Microsoft Web Developer Accessories" you'll need to close out of all your IE5 browsers and open them back up again.
Now go to the QuickBase application that you want to create a data entry form for. Select Customize > Create a new > Report. In the Report Builder screen that appears, within the "COLUMNS TO DISPLAY" section, select "Custom columns" and add the fields you want to appear in your data entry form from the left hand list to the right hand list. Do not select any of the "built-in" fields like "Record ID#", "Date Created", "Date Modified", "Last Modified By", and "Record Owner". Arrange the selected fields in the order you want them to appear on your form.
Under "ADDITIONAL OPTIONS" select the "Custom options" radio button. Then from the "Format:" drop down list select "XML (structured)" and then type the following into the "Associated XSL document" text box:
6mztyxu8?act=DBPage^pagename=genericform.xsl
Then hit the "Display" button at the bottom right of the page.
You should see a very simple data entry form. If you do a "View/Source" on this form all you'll see is the structured XML that QuickBase has output. To capture the HTML of the form you'll need to go to the IE's "Edit" menu and select "Select All". Then right click between two letters (don't right click on an input box or button) and in the pop-up menu select "View Partial Source". This will display the HTML of the form that you see in your browser's window. From the partial source window you can use the "Edit" menu to "Select All". Then using the "Edit" menu you can select "Copy" to put all the HTML onto the clipboard.
In most cases you want to be able to let anonymous users fill out this form and create records in a QuickBase table that has "Add Record" access for "Everyone on the Internet". However this table probably doesn't have "View" permission for "Everyone on the Internet". So you'll need to create a QuickBase table just for the purpose of holding your images.
From the application homepage, click on "Customize" drop down menu and select "Pages (Dashboard, etc.)". Then click on the "Add a New Text Page" button. Give your page a name by filling in the first text box. You should use a name without spaces or other characters that are problematic in URLs. Stick to letters, numbers, underscores and hyphens. HTML pages should be named ending in ".html".
Now paste the HTML you copied from the "View Partial Source" into the large text box below the first text box. Now you can edit the HTML in this large text box.
The one piece of this HTML that you will almost certainly want to customize is the hidden field called "rdr". The value of this field determines the page that the user sees after filling out the form. It's set to "https://www.quickbase.com" initially like this:
<input type=hidden name=rdr value=https://www.quickbase.com>
You'll need to change it to something like this:
<input type=hidden name=rdr value=http://www.yourdomain.com/confirmation.html>
or if you're using a "text page" in QuickBase as a confirmation page, the hidden field would look something like this:
<input type=hidden name=rdr value=https://www.quickbase.com/db/dbid?act=DBPage^pagename=confirmation.html>
The "dbid" above is the QuickBase application identifier of the QuickBase that contains your Pages. To learn how to determine a QuickBase's dbid please read the following:
http://quickbase.intuit.com/developer/node/2106
To understand how to add hidden credentials to your add record form for those situations where your form is on a non-publically accessible intranet please read:
http://quickbase.intuit.com/developer/node/2155
Another bit of customization you can do is to add some images to your form and/or your confirmation page. All you have to do is upload an image to your QuickBase that you created for this purpose.
Go to your "My QuickBase" page. Click on "Create a New Application". Then click on "Create from Scratch". Define only one field. Call it "image" to indicate that it will contain images for your pages. Make it of type "File Attachment" so that it can contain pictures. Finish the application creation process, naming this new application in such a way as to indicate its purpose as a repository of your pictures in your HTML pages.
When you get to the application dashboard page click on "SHARE" and then on "Manage Users". Set permissions for "Everyone on the Internet" to "Viewer". Make sure the "Viewer" role has no "Modify" or "Add Record" or "Administer" rights.
Now you're ready to host your images in this new application.
Let's say you uploaded an image file called "logo.gif". Once it's in your QuickBase you can right click on the picture's URL and select "Copy Shortcut". You can add the following html to display the picture on your form or confirmation page:
<img src="paste the url of the picture here">
Click on the "Save Page" button to save your page.
Now your HTML page is available at:
https://www.quickbase.com/db/dbid?act=dbpage^pagename=yourpage.html
- Printer-friendly version
- Send to friend
- 7009 reads



Comments
Web forms
I was able to follow the directions all the way to creating the page in that application section. The new page is listed and the URL posted correctly, but it isn't clear to me how I now get to the web from. I can launch it from my reports section in Quickbase, but how do I get there when outside of QB? I also got lost in the rdr section and am concerned that when I am able to get to the page, I will be directed to the Quickbase site. Can anyone offer additional help?
Thanks.
Thanks a lot for your shared.
Esaul Daris
Thanks a lot. that's very
Thanks a lot. that's very detailed explanation. I would also like to know how can I create this quickbase database application in IE8...
Thanks a lot. that's very
Hi Stephen,
The instructions in this article work for IE8 as well as IE6 and IE7. You'll want to run in compatibility mode, however, as we don't fully support IE8 at this time.
To enable compatibility mode, log into QuickBase, then look just to the right of your address bar and you should see a padlock icon, to the immediate right of that is the button to enable compatibility mode.
Thanks,
Karis
QuickBase Support
I like quickbase too, can you
I like quickbase too, can you post a guide to use it on IE8?
Thank you.
I like quickbase too, can you
Hi,
The instructions in this article work for IE8 as well as IE6 and IE7. You'll want to run in compatibility mode, however, as we don't fully support IE8 at this time.
To enable compatibility mode, log into QuickBase, then look just to the right of your address bar and you should see a padlock icon, to the immediate right of that is the button to enable compatibility mode.
Thanks,
Karis
QuickBase Support
Redirect
The one piece of this HTML that you will almost certainly want to customize is the hidden field called "rdr". The value of this field determines the page that the user sees after filling out the form. It's set to "https://www.quickbase.com" initially like this.
Thanks!
"Another bit of customization you can do is to add some images to your form and/or your confirmation page. All you have to do is upload an image to your QuickBase that you created for this purpose."
I love quickbase and this helped me out with an issue I was having. Thanks
JS
-------------------------
Cheap Cigars
Post new comment