
QuickBase: The Missing Manual
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Content
- Intro
- 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 you've 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 You've Worked on Recently
- Create or Modify a Report
- Create a new report
- Modify a report you've created
- Stay on Top of Things with Email Notifications
- Get Help When You Need It
- 2. Different Ways of Displaying Your Data
- QuickBase's 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 Document's 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 Work's Done?
- From Planning to Application
- Start from a Prebuilt Application
- Design Your Own Application
- Consider the QuickBase Enterprise Edition
- 6. Using QuickBase's Prebuilt Applications
- A Tour of QuickBase's 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 Application's 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 Application's Properties
- Give Your Application's 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 Administrator's 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 field's properties
- Changing a field's 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 you're 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 Application's Tables
- Properties tab
- Fields tab
- Relationships tab
- Forms tab
- Reports tab
- Emails tab
- Permissions tab
- Using QuickBase Enterprise Edition
- A Realm of One's 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 Application's Security with Tokens
- Step 1: Create a Token
- Step 2: Assign the Token to an Application
- 9. Managing Roles and Groups
- Managing Roles
- QuickBase's 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 user's ability to save reports
- Changing someone's 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 who's in a group
- See which applications the group can access
- Assign a group a role
- Copy a group
- Delete a group
- Change a group's 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 Project's 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 application's 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 You're 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
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