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Typically in QuickBase, forms usage is determined at either the role level, or at the report level. You can, however, use a formula URL button to call upon specific forms regardless of forms usage settings. This is useful if you‘ve created multiple data entry forms, each with their own layout, that you wish to call upon at various stages of the record entry process.
In a recent webinar a customer asked how they might use an email notification to embed an "approve" and "reject" button such that when their client opened their email, they could make the selection right there in the email and the result would be to update the record and log the client's choice to include an audit trail of the person, the decision date and time.
The table below describes some of the most common actions QuickBase performs and how they affect system performance. If you are trying to optimize performance in QuickBase, it’s helpful to understand these actions so that you can make any necessary adjustments.
If you have a QuickBase Enterprise account, you can take advantage of the Developer Sandbox feature. The Developer Sandbox provides you with a safe environment in which to try out your changes, without affecting users or data in your live application.
Yes you can!
You can create a formula text field that will display the value you want to see on the calendar as well as showing a color. In other words, if you want to see the Status of a record in red on your calendar, you could create a formula text field that displays the value from the field Status and is colored red.