Application

How do I add a user to my application?

It's easy to share your application with a user or even a group of users. Please read https://www.quickbase.com/help/sharing_a_database.html.

To learn more about user management please read: https://www.quickbase.com/help/adding_a_user.html.

February 5th, 2009 - 6:02 PM

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How can I auto-assign records to users of my application using a formula? I want to randomly and evenly assign leads to my sales reps as the records are created.

There is a way to do this using Application Variables and a Formula User field.

The first thing you need to do is define the number of users that will be participating in the 'round-robin' by creating an Application Variable. For this example let s call the variable [number_of_reps]

February 5th, 2009 - 6:02 PM

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How do I get my contact information out of MS Outlook and into QuickBase?

1. From within MS Outlook click on the Contacts Folder.

2. Then click on the "Views" menu and select under "Current View" the name of the view that contains all the information you want to bring into QuickBase.

3. Then click on the "Edit" menu and select "Select All".

4. Then click on the "Edit" menu and select "Copy".

February 5th, 2009 - 6:02 PM

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I want to capture the date that a status field changed in a date field, and I don't want the date field to change unless the status field changed. How can I do this?

This can be accomplished by adding a new table to your application and using the snapshot property of a date field.

February 5th, 2009 - 6:02 PM

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Can I control access to my application so some people see everything while others see only a portion of the information?

Please read:

https://www.quickbase.com/help/about_roles.html

February 5th, 2009 - 6:02 PM

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If I set permissions on an application to "Everyone on the Internet", does that mean everyone at my company?

No. Setting permissions to "Everyone on the Internet" means that anyone with access to the QuickBase Web site has access to that application. You should only use this feature for applications you consider public.

February 5th, 2009 - 6:02 PM

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How can I create Reports that will show records with dates that fall in This Week, Next Week, or Last Week?

If your boss is like my boss, she wants to know what I accomplished this week, what I accomplished last week, and what I plan to accomplish next week. Building Reports in QuickBase to help you manage this reporting requirement can be a little tricky, but with some well-built formula fields in your data table, you can get it done.

February 5th, 2009 - 6:02 PM

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Why do I get strange column misalignments when I export data from QuickBase to some spreadsheets and database programs?

This would occur if the spreadsheet's or database's CSV (comma separated values) parser is substandard. Excel comes with an excellent CSV parser that knows how to deal with hard returns (aka line breaks, paragraph markers, etc.) that are embedded within the contents of a field.

February 5th, 2009 - 6:02 PM

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How do I display a table using API_GenResultsTable and the jsa option?

The HTML to display the List All report from the "6mztyxu8" table looks like this:

<html>
<head>
<SCRIPT Language="JavaScript" src="https://www.quickbase.com/db/6mztyxu8?a=API_GenResultsTable&qid=1&jsa=1">
</SCRIPT>
<SCRIPT Language="JavaScript">
function WriteTable() {

February 5th, 2009 - 6:02 PM

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