Form(s) on Home Page | Discussions

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Form(s) on Home Page

  • 1.  Form(s) on Home Page

    Posted 12-19-2017 23:10
    I can't be the only one who is needing this, and maybe it is so simple that it is just too dumb to have on the forum, but I also have had a struggle looking through basic help on this. 

    I would like to put an intake form, maybe even two forms, directly on the home page. Like bam! first thing. No click a button to go to a table. Just form first thing. 

    I would like it to just say Thanks or can even go to a report or something afterwards, but I can get to that later. 

    Again, simplest solution to the problem is best. This is not an open to the internet solution, but could be later. Swift help would be awesome. 

    (I also wanted to put this out here so that others could have a solution as well)


  • 2.  RE: Form(s) on Home Page

    Posted 12-19-2017 23:24
    It's hard to even picture a solution which did not involve a button click.  So your hope is that the user would come into the app and automatically be on a Add Record form in Add mode? 

    And if I may ask, considering it is an internal application, is it too much to ask the staff, who are presumably employee users,  land on a dashboard and have only two giant buttons to click, like Click here for form A and click here for form B?


  • 3.  RE: Form(s) on Home Page

    Top
    Contributor
    Posted 12-30-2017 17:15
    >It's hard to even picture a solution which did not involve a button click.

    It is almost 2018. A form can be submitted based on the enter key being pressed, a mobile gesture, a timer, timing out, a voice command etc.

    Let's put it this way: Anything you are accustomed to or limited by is out the window in 2018.



  • 4.  RE: Form(s) on Home Page

    Posted 12-20-2017 01:51
    There is potentially a simple solution here by simply embedding the form as an iFrame on the dashboard using a web page widget. You could add the parameter &ifv=1 if desired to strip out QB branding.


  • 5.  RE: Form(s) on Home Page

    Posted 05-10-2018 15:45
    Harrison, how exactly do you do this? I need to do this exact same thing, meaning to give my users the ability to press a button that directs them to a specific form.  I hopefully can figure the save and redirect back to the home page out.

    Thanks!


  • 6.  RE: Form(s) on Home Page

    Posted 12-20-2017 03:19
    That would probably work. Meredith. Where do you want to direct the User to after the save?


  • 7.  RE: Form(s) on Home Page

    Posted 12-20-2017 09:44
    When you use the &ifv=1 you will need to add a Save Button to the form as well.


  • 8.  RE: Form(s) on Home Page

    Posted 05-15-2018 03:00
    Hi Meredith,

    I needed somthing like this for customers to fill out a form and submit it to our Quick Base.

    I used a "pages" Code Page to make a stand alone HTML page with a standard HTML Input form.
    w3schools.com is a great resource for the details of the HTML page.
    This may be a bit of a learning curve, and it is worth it!

    The web page is submitted to Quick Base as an API call.

    In summary, these are the key elements.   

    1)  Start the HTML form:
    Tutorial here:   https://www.w3schools.com/tags/att_input_type.asp


    <!-- Standard QuickBase form Header.  Update the Token ID as needed.  -->
    <form name=qdbform method=POST onsubmit='return validateForm(this)' 
    encType='multipart/form-data' action=https://intuitcorp.quickbase.com/db/your-db-id-here?act=API_AddRecord&apptoken=your-token-here>
    <input type=hidden name=fform value=1>


    2)  Ask for the fields you want to input (I used a table for formatting, which may be old-fashioned these days -- but it works.):



    <table cellpadding=0 cellspacing=0 border=1>      

    <tr>    <!-- Set up the Yes / No response area  -->

    <td bgcolor="#F4F4EA" style="text-align:center;">&nbsp; Yes &nbsp;</td>
    <td bgcolor="#F4F4EA" style="text-align:center;">&nbsp; No &nbsp;</td>

    </tr>

    <tr>      <!-- The Answer Buttons.  Set the desired Field ID.   This is a Yes/No question. -->

    <td bgcolor="#F4F4FA" style="text-align:center;"><input type='radio' name= _fid_9 id= _fid_9 value="Yes"  /></td>
    <td bgcolor="#F4F4FA" style="text-align:center;"><input type='radio' name= _fid_9 id= _fid_9 value="No"  /></td>

    </tr>

    </table>



    _fid_9 is the Quick Base Field ID I want this specific data to be placed in.  You can get the Field ID numbers from the Fields list in Quick Base.




    3)   End the HTML form with the SUBMIT button:


    <!-- * -->
    <!-- Quietly pass the fact that this is the OM Save VOC. -->
    <!-- * -->

    <input type="hidden"   name= _fid_13  id= _fid_13  value="OM Save VOC.">


    <!-- * -->
    <!-- You can Pass a piece of standard information to the Quick Base record with This Method -->
    <!-- * -->

    <input type="hidden"   name= _fid_11  id= _fid_11  value="The Text You Want to Send in Quotes>



    <!-- * -->
    <!-- Pass the URL for the Thank You page (which is another Quick Base Code Page)  -->
    <!--  Used the HTML form's  "rdr" for Redirect URL option -->
    <!-- * -->

    <input type=hidden name=rdr value='https://intuitcorp.quickbase.com/db/your-dbid-ID-here?a=dbpage&pageID=the-page-ID-Number-of-your-Thank-You-Page-Here'>;



    <!-- * -->
    <!-- Center the Submit button on the page. -->
    <!-- * -->


    <table width = 100%>
    <tr>
    <td> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</td>
    <td>
    <input type=submit value="Submit Survey">
    </td>
    <td> &nbsp;  &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;</td>
    </tr>
    </table>


    </form>



    The page was set as the dashboard for the customer role (in my case "everyone on the internet".)
    It was the only thing they could do for security.

    If your audience is internal and you can just give them a link and have them bookmark it.
    Then anytime they want to come and submit  a form they just go to the page directly.

    I trust this is useful.

    - David