New App that vendors can log in and see there metrics
I want to build a new app that our vendors can view their metrics with out having to use paid seats for them to log into. We need to basically compile data into tables and they can see the compiled data when they log in. So I guess I would need some sort of guest role? ------------------------------ Johnny DeVilla ------------------------------
Downloading large data table
I tried to download a large table over 600,000 records into a CSV file, but it exceeds the limits. I read some old posts that say to divide it into chunks. I would like to do that. As a viewer of the file I am unable to do anything but download the file. I could get by with just a subset of the data to use in some new reports. I'm not sure how to do this? ------------------------------ Bob T. ------------------------------
Email Survey help
I have an email with a button in it that leads to a survey in QB. However, i just tested it and it's saying "you must sign in to procitypaitning.quickbase.com to view that page." How do I disable the need for them to log in?? Thank you! ------------------------------ Michael Brumfield ------------------------------Permissions??
If I have a "roll" where I don't want them access to the app at all (hahah, sounds funny), but I want to send them reports in emails and also emails with buttons that fire off things in my app. Will the emails still work if they don't have permissions?? ------------------------------ Michael Brumfield ------------------------------
New Role's Home Page gets Access Needed when testing
I have created a new Role. This Role will have its own Home Page. Initially, this Home Page has a single report (more to be added later). The report, when I display it, shows exactly what I want. When I view the Home Page in settings, it shows the report I want. When I go to Manage Roles and select the Role, the list of tables currently shows for View and Modify All Records. Add and Delete are not checked (I want users to be able to see existing data and edit records but not add new records or delete any existing records. Fields for all tables show Full Access. App Level Permissions for this role are Basic. When I want to test, I select Test this app as A Role and select the role. What I get is 'Access needed', You don't have permission to access that page. When I look at Pages from App Settings, I don't see where to change the access for the Home Page. I want to limit the reports and access for this Role. What am I missing? ------------------------------ Katherine Oakey ------------------------------Dashboard Help
I have a table that has several supervisors and each of those supervisors has employees. The dashboard is set up to view that table and a few reports off that table. The supervisors are set up as users in the quickbase with the role that uses that as it's main dashboard. How do I get the dashboard to only show the employees of the supervisor that is logged in? The supervisor cannot see the other employees in the table only their own. ------------------------------ Katherine Park ------------------------------
Granting one user multiple roles
I recently assigned a user (not an admin) to multiple roles in the same app. That user has a management role as well as a test - front office role. I want the user to be able to view patients based on one form I created for the management role, but I also want this user to view a beta version of a new form I created under their test - front office role within the same table. My question is, how does this user toggle back and forth from multiple roles? Are they asked to select a role when they log in or do I need to go through an additional step(s) in order for this to work? ------------------------------ AR ------------------------------
Button that can change a field and then go to edit mode
I have a declined button where when you press it the status will be set to declined. However, I put in a rule where a status cant be declined without a decline reason. Currently, when the button is pressed it bypasses my rule. Is there any way I can make my button change the status to declined and then go to edit mode, so I can choose a decline reason? ------------------------------ Endy Lu ------------------------------
