QuickBase: The Missing Manual. The Missing Manual Nancy Conner

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• QuickBase: The Missing Manual
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  • Introduction
    • What You Can Do with QuickBase
    • What You Need to Get Started
      • A QuickBase Account
      • Browser Requirements
    • About This Book
      • About the Outline
    • The Very Basics
      • AboutTheseArrows
      • Safari Books Online
  • 1. Signing Up and Taking a Quick Tour
    • Creating an Account
      • Creating a New Account
      • Accepting an Invitation
      • Signing In
        • Forgot your password?
        • Signing out
    • Using Your My QuickBase Page
      • Viewing and Organizing Your Applications
        • Using categories to organize your applications
        • Hiding an application from My QuickBase
        • Restoring an application youve hidden
      • Keeping Tabs on Your Data: Using the Home Tab
        • Adding a Report to the Home Tab
        • Adding a Text Box to the Home Tab
        • Working with Elements on the Home Tab
      • Managing Your Account Information
        • Edit user information
        • Edit user preferences
        • Change password
        • Manage user accounts
        • Manage application tokens
      • Managing Your Billing Account
        • Summary tab
        • Applications tab
        • Groups tab
        • Permissions tab
        • Deny tab
        • Users with Access tab
      • Alert! Alert!
    • Getting Started with Applications
      • Open an Existing Report
      • View a Record
      • Add or Modify a Record
        • Modify a record
      • Find an Existing Record
      • Find a Record Youve Worked on Recently
      • Create or Modify a Report
        • Create a new report
        • Modify a report youve created
      • Stay on Top of Things with Email Notifications
      • Get Help When You Need It
  • 2. Different Ways of Displaying Your Data
    • QuickBases Report Formats
      • Table Reports
      • Grid Edit Reports
      • Summary and Crosstab Reports
      • Calendar Reports
      • Chart Reports
      • Timeline Reports
    • Creating, Editing, and Printing Reports
      • Creating a Report from Scratch
      • Edit, Copy, or Delete a Report
        • Editing a report
        • Copying a report
        • Deleting a report
      • Print a Report
    • Tips for Creating Specific Report Types
      • Table Reports
      • Summary and Crosstab Reports
      • Calendar Reports
      • Chart Reports
        • Pie charts
        • Bar charts
        • Line charts
        • Area charts
      • Timeline Reports
  • 3. Working with Data and Documents
    • Getting Data and Documents into QuickBase
      • Adding a New Record
      • Copying a Record
      • Importing Data into QuickBase
        • Import using copy and paste
        • Import from a file
      • Tips and Tricks for Importing Data
        • Cleaning up Your Spreadsheet
        • Importing into a Multi-Table Application
          • Organizing your data
          • Importing data into a master table
        • Keeping master records and details records together
        • Importing data to the details table
      • Adding Documents
    • Finding, Changing, and Exporting Data
      • Finding Information
        • Search for an application
        • Search for information inside an application
        • Fine-tune your searches with Advanced Find
        • Save search results
      • Searching for Data and Replacing It
        • Use Search and Replace for a User field
        • Use Search and Replace for a checkbox field
        • Search and Replace for other kinds of data
      • Modifying an Existing Record
      • Deleting Records
        • Delete a bunch of records from an application
        • Delete all the records in an application
      • Exporting Data
    • Editing and Collaborating on Documents
      • Finding a Document
      • Reserving a Document
        • Release a reservation
      • Viewing a Documents Revision History
      • Restoring a Previous Version
      • Managing the Revisions List
      • Deleting a Version of a Document
  • 4. Report Sharing, Change Notifications, and Reminders
    • Sending Reports to Yourself and Others
      • Quickly Emailing Individual Reports
      • Printing Reports
      • Creating Report Subscriptions
        • Subscribing to reports for yourself
        • Sending subscriptions to others
    • Modifying Report Subscriptions
      • Editing a Subscription
      • Temporarily Disabling a Subscription
      • Deleting a Subscription
    • Triggering Change Notification Emails
      • Signing Up for Emails for Yourself
      • Sending Notification Emails to Others
      • Editing, Disabling, and Deleting Email Notifications
    • Sending Reminders
      • Creating Reminders
      • Editing, Disabling, and Deleting Reminders
    • Customizing Your QuickBase Emails
      • Customizing the Text of Your Notification Emails
      • Customizing the Look of Your Notification Emails
    • Using vCard and iCalendar with QuickBase
  • 5. Planning Your QuickBase Solution
    • Defining the Problem
      • Clarifying Your Problem
      • Identifying Your Objectives
    • Exploring Your Workflow
      • A Typical Day in the Life of a Task
        • Example 1: Distribution company
        • Example 2: IT department
    • Tracking Information
      • What Information Do You Need to Track?
        • Example 1: Distribution company
        • Example 2: IT department
      • What Information Do People Need?
        • Example 1: Distribution company
        • Example 2: IT department
    • Keeping the Team on Track
      • How Does Your Team Know What to Do and When?
        • Example 1: Distribution company
        • Example 2: IT department
      • How Do You Know When the Works Done?
    • From Planning to Application
      • Start from a Prebuilt Application
      • Design Your Own Application
      • Consider the QuickBase Enterprise Edition
  • 6. Using QuickBases Prebuilt Applications
    • A Tour of QuickBases Application Templates
      • Project Management
      • Sales Management
      • Customer Management
      • Marketing
      • Professional Services
      • Employee and Training Management
      • IT and Back Office
      • Legal
      • Real Estate
      • Process Excellence (Six Sigma)
    • Templates in Action: Three Examples
      • National Sales Management
      • Residential Property Management
      • Project Management
    • Creating an Application from a Template
      • The Getting Started Guide
      • The Dashboard Page
    • Adapting a Template to Suit Your Needs
      • Customizing an Applications Appearance
      • Customizing Fields and Tables
        • Add a field
        • Add a field in a specific spot
        • Modify a field
        • Delete a field
        • Add a table
  • 7. Creating Your Own Application
    • Building a New Application
      • Single-Table or Multi-Table?
      • Creating a Single-Table Application: Spreadsheet Style
        • Assigning field types
      • Creating a Multi-Table Application: Database Style
        • Creating relationships between tables
    • Creating an Application by Importing Data
      • Copying and Pasting
      • Importing a File
      • Importing from Microsoft Project
    • Modifying an Applications Properties
    • Give Your Applications Users a Guided Tour
      • Creating a User Guide for Your Application
      • Tips and Tricks for Working with User Guides
        • Adding Images to a Guide
        • Creating More than Three Guides
  • 8. Managing Applications
    • The Administrators Dashboard
      • Customizing Your Dashboard
        • Heading
        • Buttons
        • Left Column
        • Main Column
        • Rearranging Dashboard sections
        • Deleting Dashboard sections
    • Sharing an Application
      • Basic Sharing
      • Inviting Users
      • Bulk Sharing
      • Sharing with Everyone in Your Organization
      • Converting Placeholders to Real People
    • Adding and Modifying Fields
      • Adding Fields
      • Modifying Fields
        • Renaming a field
        • Reordering fields in the default report
        • Reordering fields in an existing Table report
        • Editing a fields properties
        • Changing a fields type
        • Seeing how much use a field is getting
        • Hiding a field from Quick Find searches
        • Duplicating a field
        • Deleting a field
        • Creating Conditional Drop-Down Lists
      • Applying Field Restrictions
        • Restricting access from the Fields tab of the Tables page
        • Restricting access from the Roles page
    • Creating Dependencies
    • Deleting an Application
      • From the My QuickBase page
      • From the application youre deleting
      • From your Billing Account page (billing account administrators only)
    • Managing Tables
      • Adding a Table to an Application
        • Add a new table
        • Absorb an existing table
      • Managing an Applications Tables
        • Properties tab
        • Fields tab
        • Relationships tab
        • Forms tab
        • Reports tab
        • Emails tab
        • Permissions tab
    • Using QuickBase Enterprise Edition
      • A Realm of Ones Own
      • Establishing Your Realm
        • Setting access levels
        • Setting password policies
        • Setting sign-in policies
        • Customizing your realm
      • Mastering Your Realm
        • Maintaining the realm
          • Budgeting and Controlling Expenses
          • Monitor Usage and Growth
          • Monitor Application Managers
          • Find Inactive Users and Applications
        • Controlling access to the realm
          • Monitor External Access
          • Monitor General Access
        • Restricting an application to approved users
        • Turning on IP filtering
    • Enhancing an Applications Security with Tokens
      • Step 1: Create a Token
      • Step 2: Assign the Token to an Application
  • 9. Managing Roles and Groups
    • Managing Roles
      • QuickBases Built-in Roles
        • Modify an existing role
      • Creating a Brand-New Role
      • Assigning a Role
      • Prioritizing Roles
      • Creating Different Dashboard Pages for Different Roles
        • Assigning a Dashboard to a role
      • Adjusting What Roles Can See and Do
        • Hiding tables or buttons
        • Preventing multiple-record edits
        • Hiding buttons on the menu bar
        • Custom Access to Fields
          • Customizing Access
        • Restricting reports
        • Restricting a users ability to save reports
        • Changing someones role
        • Copying a role
        • Deleting a role
    • Managing Groups
      • Creating a Group and Adding Members
      • Designating Group Managers
      • Nested Groups
      • Making Changes to Groups
        • See whos in a group
        • See which applications the group can access
        • Assign a group a role
        • Copy a group
        • Delete a group
        • Change a groups name or description
  • 10. Creating Relationships Between Tables
    • How Table Relationships Work
      • The One-to-Many Relationship
    • Creating a Relationship
      • Creating a Relationship Across Applications
      • Adding a Master Record from the Details Table
      • Adding a Field to a Relationship
      • Deleting a Field from a Relationship
        • Deleting a relationship
    • Deleting Related Records
    • Working with Advanced Fields
      • Lookup Fields
      • Snapshot Fields
      • Shared Multiple-Choice Fields
        • Sharing an existing multiple-choice field
        • Creating a new shared multiple-choice field
      • Summary Fields
      • Report Link Fields
        • Create a Report Link field when creating a relationship
        • Create a Report Link field between existing tables
  • 11. Automating QuickBase with Formulas, Forms, and Dynamic Rules
    • Writing Formulas
      • The Parts of a Formula
      • Understanding Data Types
      • Creating a Formula Field
      • Formula Writing Basics
        • Example 1: Calculate a Minimum Payment
        • Example 2: Keep a Countdown to a Projects Launch Date
        • Example 3: List a Name and Mailing Address in Standard Address Format
      • Using Special Functions in Formulas
        • The If Function
        • The Case() Function
        • Null Values
      • The Fields & Functions Menu
      • Using Variables in Formulas
      • Using Formulas to Design Reports
      • Troubleshooting Formulas
    • Customizing Forms
      • Creating a Custom Form
      • Working with Embedded Reports
        • Embed a report within a form
        • Edit an embedded report
      • Dynamic Forms
        • Set the condition
        • Specify the action
      • Using Form Rules to Create Nested Multiple-Choice Lists
    • Collecting Data via Web Page Forms
      • First Things First: Setting up Your Application
        • Creating a role
        • Assigning users to the new role you just created
        • Checking your applications table
      • The Form Creation Wizard
      • Customizing Your Form
    • The QuickBase API
      • What Can the QuickBase API Do?
      • Online API Resources
        • Community Forum
  • 12. Exact Forms: Creating Sophisticated Documents
    • Downloading and Opening the Template
      • Downloading the Exact Forms Template
      • Open the Template
    • Designing Exact Forms
      • Using Field Codes to Place Information
      • Inserting a Date Using Formulas
      • Adding an Image Stored in QuickBase
        • Inserting images from QuickBase records
        • Adding the same image to every document
      • Inserting a Table of Detail Records
      • Choosing Which Columns Appear in an Embedded Table
    • Saving Your Exact Form
    • Printing Your Documents from an Exact Form
    • Editing an Exact Form
      • Deleting an Exact Form
  • 13. Switching from Microsoft Access to QuickBase
    • Why Make the Switch?
      • Ease of Use
      • Sharing Data
      • Keeping Your Data Secure
      • Ending Maintenance Headaches
      • When Youre Ready to Learn More
    • Getting Started
    • Working with Tables
      • Creating a Table
      • Working with Table Fields
        • Editing a Field in a QuickBase Table
        • Writing Formulas
      • Relating Tables
    • Working with Forms
      • Adding a New Record
      • Editing an Existing Record
      • Editing a Form
    • Finding and Displaying Data
      • Querying a Table
      • Creating Reports in QuickBase
  • The Missing Credits
    • About the Author
    • About the Creative Team
  • Index
  • About the Author
  • SPECIAL OFFER: Upgrade this ebook with OReilly

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