Books & Videos

Table of Contents

  1. Chapter 1 Signing Up and Taking a Quick Tour

    1. Creating an Account

    2. Using Your My QuickBase Page

    3. Getting Started with Applications

  2. Chapter 2 Different Ways of Displaying Your Data

    1. QuickBase’s Report Formats

    2. Creating, Editing, and Printing Reports

    3. Tips for Creating Specific Report Types

  3. Chapter 3 Working with Data and Documents

    1. Getting Data and Documents into QuickBase

    2. Finding, Changing, and Exporting Data

    3. Editing and Collaborating on Documents

  4. Chapter 4 Report Sharing, Change Notifications, and Reminders

    1. Sending Reports to Yourself and Others

    2. Modifying Report Subscriptions

    3. Triggering Change Notification Emails

    4. Sending Reminders

    5. Customizing Your QuickBase Emails

    6. Using vCard and iCalendar with QuickBase

  5. Chapter 5 Planning Your QuickBase Solution

    1. Defining the Problem

    2. Exploring Your Workflow

    3. Tracking Information

    4. Keeping the Team on Track

    5. From Planning to Application

  6. Chapter 6 Using QuickBase’s Prebuilt Applications

    1. A Tour of QuickBase’s Application Templates

    2. Templates in Action: Three Examples

    3. Creating an Application from a Template

    4. Adapting a Template to Suit Your Needs

  7. Chapter 7 Creating Your Own Application

    1. Building a New Application

    2. Creating an Application by Importing Data

    3. Modifying an Application’s Properties

    4. Give Your Application’s Users a Guided Tour

  8. Chapter 8 Managing Applications

    1. The Administrator’s Dashboard

    2. Sharing an Application

    3. Adding and Modifying Fields

    4. Creating Dependencies

    5. Deleting an Application

    6. Managing Tables

    7. Using QuickBase Enterprise Edition

    8. Enhancing an Application’s Security with Tokens

  9. Chapter 9 Managing Roles and Groups

    1. Managing Roles

    2. Managing Groups

  10. Chapter 10 Creating Relationships Between Tables

    1. How Table Relationships Work

    2. Creating a Relationship

    3. Deleting Related Records

    4. Working with Advanced Fields

  11. Chapter 11 Automating QuickBase with Formulas, Forms, and Dynamic Rules

    1. Writing Formulas

    2. Customizing Forms

    3. Collecting Data via Web Page Forms

    4. The QuickBase API

  12. Chapter 12 Exact Forms: Creating Sophisticated Documents

    1. Downloading and Opening the Template

    2. Designing Exact Forms

    3. Saving Your Exact Form

    4. Printing Your Documents from an Exact Form

    5. Editing an Exact Form

  13. Chapter 13 Switching from Microsoft Access to QuickBase

    1. Why Make the Switch?

      1. Ease of Use
      2. Sharing Data
      3. Keeping Your Data Secure
      4. Ending Maintenance Headaches
      5. When You’re Ready to Learn More
    2. Getting Started

    3. Working with Tables

      1. Creating a Table
      2. Working with Table Fields
        1. Editing a Field in a QuickBase Table
        2. Writing Formulas
      3. Relating Tables
    4. Working with Forms

      1. Adding a New Record
      2. Editing an Existing Record
      3. Editing a Form
    5. Finding and Displaying Data

      1. Querying a Table
      2. Creating Reports in QuickBase
  1. The Missing Credits

    1. About the Author

    2. About the Creative Team