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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 IE8, 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 does not currently work with IE9.

Note: This wizard works with application tokens. If you want to use Application Tokens with this wizard add the following token to your application: cwfcy7gdzqrsyncqbi2bn4u4kr. If not, you can leave the application's token requirement set to disabled.

Comments

Submited results blank

Added the token, ran the wizard, snagged the output (posted here). After disabling 'required' for one field in QB, I found I got a new record in my table, but it is blank.

My guess is that the field IDs aren't matching the database, maybe the "new" Quickbase uses different nomenclature? Or something else simple?

I'm really excited to have this almost working.

RE: 'Submited results blank'

Hi Dave,

 

This can happen if the code for the form is using 'www.quickbase.com'. I would try changing that to 'https://youraccounturl.quickbase.com', and if it's still not working, please visit our Support Portal at https://quickbase.intuit.com/support/portal/ and open a support case for this issue. A support rep will reach out to you, and will be happy to give you a hand.

 

Thanks,

Brian

Intuit QuickBase

QuickBase Form Creation Wizard - Not seeing QB / tab

Hello - I'm using the QuickBase Form Creation Wizard. I'm not seeing the QB tab I'm trying to pull data from in the dropdown menu. Is there something I need to do in the tab set-up to have it appear in the dropdown?

Thanks!

Anna

RE: 'QuickBase Form Creation Wizard - Not seeing QB / tab'

Hi Anna,

 

If you open a case via the Support Portal at https://quickbase.intuit.com/support/portal/ a support rep will be happy to take a look at your form.

 

Thanks!

Brian

Intuit QuickBase

I'm not sure what to fix, please help!

This XML file does not appear to have any style information associated with it. The document tree is shown below.

<qdbapi>

<action>API_AddRecord</action>

<errcode>50</errcode>

<errtext>Missing required value</errtext>

<errdetail>Sorry, you did not supply a value for the required field named "Customer Name" with field id 6. Please provide a non-blank value for this field.

</errdetail>

</qdbapi>

XML has no format

Hi --

You are correct -- XML files have no style defined in the file. XML structures, transports and stores information. When you decide how you want to display the information, you'll need to create a stylesheet to accomplish that. There are many many helpful websites on these topics. See http://www.w3schools.com/xml/xml_whatis.asp and http://www.w3schools.com/xml/xml_display.asp for some basics.

Hope this helps,

--Sybil

Reference Data

Is it possible to put data into a field in the web form which is a look up field in Quickbase, and have that field pull data from any reference fields?

Example: In the webform enter in employee ID# into specific field.  That field is a look up field in Quickbase.

That look up field references fields from another table in that application.  Once the data is entered into the webform that employee ID# pulls in the employee name, employee's address, etc. into the table.  

Hey Jason,The best way to get

Hey Jason,


The best way to get assistance with this would be to enter a support ticket at https://quickbase.intuit.com/support/portal/. A member of our team will be able to discuss your specific requirements with you and offer some suggestions.

Best,

Phil

Form Wizard?

When I click save,  where does the information populate?  I want to send customers a certain form built with this wizard, and when they click save, I want it to populate a certain record in quickbase.

Is that what this is for?

 

Thank you.

A

Data is saved to the app you specified...

The information is saved into the application and table you specified in the first step of the wizard. Clicking Save on the data entry form creates a new item in that table; it cannot be used to modify existing records. From that point on, you can access the data you entered within QuickBase.

Hope this helps,

--Sybil

XML file does not appear to have any style info

after following the wizard, I get this error, in IE8 and Firefox.

anyone know how to fix that?

------------------------------------------------

This XML file does not appear to have any style information associated with it. The document tree is shown below.

<qdbapi>

 <action>API_AddRecord</action>

 <errcode>0</errcode>

 <errtext>No error</errtext>

 <rid>10</rid>

 <update_id>1331568758465</update_id>

</qdbapi>

standard browser response

Hi Rey --

That's not a QuickBase error -- if you look at the response content from <qdbapi> down, the XML you're seeing indicates that record ID# 10 was added with no error. The "error" you're seeing is the standard browser response when there is no stylesheet present to display the XML data. Since the QuickBase APIs communicate via XML, this is expected.

Thanks for writing,

--Sybil

IE9

Can't get it to work in IE9. The Form Wizard just shows up blank. Do you not support IE9?

re: IE9

This wizard doesn't currently work in Internet Explorer 9. We've updated the article above to reflect that; we'll update again when we've resolved the issue. Thanks for pointing this out.

Regards,

--Sybil

Wonderful But!!

The wizard works awesome as long as you are not using Intuit's website builder program (homesite) will not generate a new record in quickbase.  Works great if you copy html to notepad a save as .html and input data that way..otherwise...click to save and nothing happens.

Wounderfull But

I have this same problem homestead is not giving me a solution can some one help?

The wizard works awesome as long as you are not using Intuit's website builder program. Homestead will not generate a new record in quickbase.  Works great if you copy html to notepad, save as .html and input data that way..otherwise...click to save and nothing happens.

Homestead and the wizard

Many website builder programs consider the HTML code to be under their control -- that is, when you make changes manually, they may be overwritten. Homestead may also not allow certain types of scripts to be run. Either of these would interfere with the wizard. I would suggest that you contact QuickBase Support directly to try to find a solution: http://quickbase.intuit.com/support/portal/

Regards,

--Sybil

Since the HTML produced by

Since the HTML produced by the wizard appears to be valid, I would suspect that the issue is due to something in your website. I suggest opening a case with the Intuit Homestead group.

Homestead issue

In working with a customer via a support case, the issue with Homestead appears to be the two functions this wizard generates at the end of the code. If you deleted the "function CheckForOther" and "function validateForm" sections, this code will work as expected.

html form wizard

Hello,

I used the wizard and two things would be nice, but not sure if it's possible:

1) Is there a way for the wizard to output the HTML form, based on a form that's already been setup in Quickbase, specifically form layout, ordering of fields, and outputting the section headings/text?

2) Is it possible to pass in hidden fields, so the form input can be related to a record in another table? 

Thanks!

Jan

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 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

Hello,I used the wiz

Hello, I used the wizard and two things would be nice, but not sure if it's possible:1) Is there a way for the wizard to output the HTML form, based on a form that's already been setup in QuickBase, specifically form layout, ordering of fields, and outputting the section headings/text? 2) Is it possible to pass in hidden fields, so the form input can be related to a record in another table? Thanks! Jan

re: suggested changes

Hi Jan --

Those are useful suggestions, but most of our wizards are presented as-is to accomplish a specific task in a specific way. Probably not the answer you were looking for -- but I can tell you that most if not all of our wizards have been built using the QuickBase HTTP API. Our partners can assist you in building custom solutions if there are a specific set of changes you are interested in.

Thanks for writing in,

--Sybil

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.

Redirecting

I want to get the record id of the record that was just added and then redirect the user to that record in display mode. How do I do that? Any sample code would be greatly appreciated.

already happens

Hi --

When you add a record, the new record is shown in display mode when you click Save. Was there another use case you were thinking of?

Regards,

--Sybil

Getting the RDR while in Display mode

I want to add a button that will copy a limited number of fields from a record while in display mode and create a new record in the same table. For example, a salesperson creates a new job for a customer, the same customer wants a few extra jobs done, and the salesperson clicks "copy job" to create the similar, but different jobs. We can't do this using "add similar" because much of the data in the record is pulled from separate tables. The problem with copying the entire record is it populates a few fields that should not be pre-populated. 

I think one way to do this is using GenAddRecordForm and querying the existing record for the fields we want, then placing those variables into the GenAddRecordForm request. Can you point me to anything to get started on this? The biggest obstacle for me is the code to get the existing record ID when viewing it in display mode (and then I need to know how to get the query done and put the results in an array the is used with GenAddRecordForm). 

Hey Kevin,The best way to get

Hey Kevin,

The best way to get assistance with discussing this further would be to enter a support ticket at https://quickbase.intuit.com/support/portal/. A member of our team can work with you to see if they can offer you any more specific suggestions!


Thanks!

Phil

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