Quickbase: The Missing Manual

Overview

QuickBase is a Web-based, workgroup-friendly, data-sharing program that puts you in control of your work. Like a crackerjack assistant, it lets you quickly and easily manage and share the information that makes your business tick: sales figures, project timelines, drafts of documents, purchase or work requests–whatever you need to keep business flowing smoothly. No more coordinating your team through a blizzard of emails or playing frustrating games of "guess which document is the right one."

Still, QuickBase is a database at heart, and most mortals need some guidance to get it humming perfectly. If you're the type who thinks designing a database solution for your business needs sounds about as fun and easy as a do-it-yourself root canal, prepare to have your mind changed. QuickBase: The Missing Manual will show you where to dive in (the water's fine!) and how to get started. Before you know it, you'll want to use QuickBase for everything from managing sales leads to organizing your grandmother's recipe collection.

If, on the other hand, you've been managing information and designing databases ever since you first got bored with coloring books and nursery rhymes-if you dream in rows and columns-QuickBase: The Missing Manual will elevate you to QuickBase guru, helping you use the site to its full potential.



Table of Contents

Introduction
Signing Up and Taking a Quick Tour
Creating an Account
Using Your My QuickBase Page
Getting Started with Applications
Different Ways of Viewing Your Data
QuickBase's View Formats
Creating, Editing, and Printing Views
Tips for Creating Specific View Types
Working with Data and Documents
Getting Data and Documents into QuickBase
Finding, Changing, and Exporting Data
Editing and Collaborating on Documents
Reports, Change Notifications, and Reminders
Sending Reports to Yourself and Others
Modifying Report Subscriptions
Triggering Change Notification Emails
Sending Reminders
Using vCard and iCalendar with QuickBase
Planning Your QuickBase Solution
Defining the Problem
Exploring Your Workflow
Tracking Information
Keeping the Team on Track
From Planning to Application
Using QuickBase's Prebuilt Applications
A Tour of QuickBase's Templates
Templates in Action: Three Examples
Creating an Application from a Template
Adapting a Template to Suit Your Needs
Creating Your Own Application
Building a New Application
Creating an Application by Importing Data
Modifying an Application's Properties
Managing Applications
The Administrator's Dashboard
Sharing an Application
Managing Applications
Managing Tables
Managing Roles and Groups
Managing Roles
Managing Groups
Creating Relationships Between Tables
How Table Relationships Work
Creating a Relationship
Working with Advanced Fields
Automating QuickBase with Formulas, Forms, and Dynamic Rules
Writing Formulas
Customizing Forms
The QuickBase API
Exact Forms: Creating Sophisticated Reports
Downloading and Opening the Template
Designing the Exact Form
Saving Your Exact Form
Printing Your Documents from an Exact Form
Editing an Exact Form
The Missing Credits