Archive for the ‘Articles’ Category

Keep Up To Date On Your Data With Auto-Refreshing Charts

Wednesday, December 15th, 2010

Recently in QuickBase Straight Up, we provided you with some tips for enhancing QuickBase dashboards and pages with jQuery. Here, we offer another way to get the most from your dashboard, by embedding auto-refreshing charts in iframes. It’s not a beginner-level project — you’ll have to get your hands dirty with a little bit of HTML — but we think you’ll be very pleased with the results.

Of course, QuickBase lets you embed charts in dashboards by default, but these images are static and don’t give you the kind of real-time access to your data that you may require. By embedding a frame with a refresh interval of 30 seconds or a minute, you can get an effortless real-time view of the latest changes to your QuickBase data.

For instance, let’s say your widget business manages its sales orders through QuickBase. A large volume of orders come in every day, and you want an easy way to keep tabs on which products are in the highest demand for the current day. The first step is to create a chart report that presents the information in the format you want it. In this case, we’ll use a pie chart to show the daily distribution of widget sales.

Pie Chart of Widget Sales

Once you have created your chart, the next step is to obtain the URL of the chart image (which is distinct from the URL of the QuickBase page on which the image resides). How to do this varies from browser to browser, but the first step is to right-click on the image. If an option called “Copy Image Address” or “Copy Image URL” is available, select that. Otherwise, select “Open Image in New Window” and copy the URL from that new window. In Internet Explorer, you may need to select “Properties” and copy the URL from the Properties window. The URL should look something like this:

https://www.quickbase.com/Chart/chart.aspx?realmhost=www.quickbase.com&dbid=bfjqnbu8m&qid=5
&generate=image

There are a couple changes to make here. First, after the parameter called "generate", change "image" to "map". Next, we’ll want to add some size parameters to the end of the URL so that the image can fit nicely on the dashboard. This can be done by inserting "&width=600&height=400" at the end of the URL. Note that 600 by 400 is just our recommended size; feel free to experiment with those values until you find the ideal resolution for your needs.

Now it’s time to add the chart to your QuickBase dashboard. Navigate to your application’s dashboard and click the “Customize this Page” link in the upper-right-hand corner of the page. On the customization page, click the “Add New Section” button and select the “Text” option. Click the “HTML” button in the new section’s toolbar to switch to HTML editing mode.

Illustration of Adding a Text Section

Now, insert the following code into the section:

<html>

<head>
<meta http-equiv="refresh" content="30" />
</head>

<body>
<table>
<tr>
<td>
<iframe id="chart1" src="chart URL here" width="600" height="400" scrolling="no" marginwidth="0"
marginheight="0" frameborder="0">
</iframe>
</td>
</tr>
</table>
</body>

</html>

In the <head> section of the code, the number 30 represents the refresh interval of the page in seconds. You can change this value to whatever you choose. In the <body> section, replace “chart URL here” with the image URL from earlier, making sure to preserve the quotation marks in the original HTML. Also, change the iframe’s width and height parameters to match those specified in the image URL. If you’d like to add multiple charts to your dashboard, simply duplicate the portion of code from <tr> to </tr> and fill in the other image URLs.

Congratulations! You now have an auto-refreshing dashboard - or maybe more than one.

Have you come up with any inventive uses for your auto-refreshing dashboard? Let us know!

Happy clicking –
Eric Segal
The Data Collaborative

Safeguard Your Data with the Data Collaborative’s QuickBase Desktop Backup Edition

Wednesday, August 18th, 2010

While QuickBase has a solid history of reliability, many users are still feeling rattled by the recent wave of outages, and we at the Data Collaborative adhere firmly to the mantra of “better safe than sorry.” So to help you sleep easier at night, we’re proud to present QuickBase Desktop Backup Edition, a custom version of Intuit’s own QuickBase Desktop Microsoft Access application.

Backup Edition differs from the original QuickBase Desktop in a few key ways:
  • Data transfer is one-way only — from QuickBase to your computer, so you do not have to worry about corrupting QuickBase data if you change your local version.
  • You can configure Backup Edition to start automatically when executed, so you can run it without staff needing to monitor it.
  • Everytime you run Backup Edition, it “Spins off” the backup data into a new file, so you can maintain multiple backups of your data — as many as you want.
  • Backup Edition automatically compacts itself, to avoid MS Access “database bloat”.
QuickBase Desktop Backup Edition interfaces seamlessly with QuickBase to create local backups of your online data. After a one-time setup, QuickBase Desktop can run automatically to back up your QuickBase applications as a precaution against data loss. You’ll never again need to fret about losing a single byte.

quickbase desktop

Safeguarding your data with QuickBase Desktop is as simple as this:

  1. Enter your QuickBase username and password.
  2. Enter an application token. (Due to QuickBase’s own security measures, the applications that you want to back up must either have tokens disabled or all use the same token.)
  3. Choose the applications that you want to back up.
  4. Run the backup.
After QuickBase Desktop is setup, you can use Windows Scheduler to schedule backups and whatever time and frequency works best for you.

There’s one caveat: due to limitations of Microsoft Access, QuickBase Desktop may encounter some issues in backing up tables with a large number of fields (approximately 200 or more). You can learn more about this issue here. We apologize for this inconvenience.

QuickBase Desktop Backup Edition is offered free of charge, however if you would like help setting it up, the Data Collaborative’s QuickBase experts will set it up, with recurring scheduling, for $149.

Questions? Comments? Drop us a line!


Happy clicking —

Keeping Your Contacts Organized Just Got Easier With QuickBase Nation’s Contact Sync

Wednesday, June 23rd, 2010
Many of our long-time readers know about QuickBase Nation, the suite of QuickBase tools offered free of charge by the Data Collaborative. We’ve talked about many of these tools here in the past, but one that we haven’t mentioned - and one that also happens to be one of our favorites - is the Contact Sync tool. This service allows you to synchronize contacts between Constant Contact, the popular email marketing tool, and a table in QuickBase.

We think that Contact Sync is simple enough to stand on its own, but to clear up any potential confusion, here’s a step by step guide to syncing your contacts:

1. Log in to QuickBase Nation. Don’t have an account yet? We forgive you. But seriously, set one up now. They’re free.

log in to QuickBase Nation

2. Enter your QuickBase login info.

3. Pick your contacts table from the list provided. Fill in your application token, if necessary. (Confused about app tokens? Check out QuickBase’s support article.)

select your table

4. Fill in the name and email fields from the table in the menus provided.

select your fields

5. Enter your Constant Contact login information, and select the contact list that you would like to use when transferring contacts.

6. You’re now faced with the two panes of the synchronization screen. Transferring contacts from QuickBase to Constant Contact is easy: select the QuickBase contacts you want to transfer to Constant Contact and press the right arrow. You can select multiple adjacent contacts with the shift key, and multiple separate ones using the command key on Mac or the control key on Windows.

sync panes

7. Then, select the CC contacts that you’d like to send to QuickBase, and press the left arrow.

8. There is no 8. You’re done.

Enjoy your newly synchronized contacts! As always, we’d love to hear from you if you have questions or comments. Drop us a line.

The Wide World of jQuery: A Library of Possibilities

Thursday, June 10th, 2010
Disclaimer: If you don’t already have some familiarity with coding in QuickBase, you may find this article to be a bit confusing. However, we recommend that you read it anyway - it could end up making a big difference to your company.

Recently, with little fanfare, QuickBase began to include jQuery, the most popular client-side Javascript library, in all applications. You’d have to be eagle-eyed to catch this, though, because there’s no obvious indication of the change. To see for yourself, take a look at the source code of any page on QuickBase.com. Near the top, you’ll notice a block of code that looks like this:

<script src=”/js/utils.js?jst=2″ type=”text/javascript”></script>
<script src=”/js/jquery-1.4.2.min.js” type=”text/javascript”></script>
<script src=”/js/jquery-ui-1.8.custom.min.js” type=”text/javascript”></script>
<script src=”/js/jquery.ui.autocomplete.js” type=”text/javascript”></script>

Et cetera.

If you’re not in the know about JavaScript, chances are high that your reaction to that text is a mixture of revulsion and dread. But if you are familiar with the versatile web scripting language, you’re probably drooling over the wealth of newfound possibilities made available by the inclusion of jQuery in QuickBase. If this is the case, please take a moment to clean and sanitize your keyboard. We’ll wait.

So, non-droolers, let’s try to demystify this situation, beginning with the basics. A JavaScript library is a collection of pre-written controls for JavaScript, intended to simplify the coding process by providing shortcuts and expanding the functionality of the scripting language. jQuery is one such library, and its ease of use in areas such as event handling combined with its integration of modern browser technologies such as Ajax has made it the most popular of its kind.

jQuery allows you to create content that is asynchronous, meaning it can change without requiring the page to be refreshed. Application dashboards and pages are the main places where this sort of code can come in handy. Take a look at our sample app to see just one example of how jQuery can enhance your application by using collapsible divs - regions of the page containing text or images that can be hidden or revealed with a single click.
 
You can also spice things up with jQuery menus, tabs, animation and more. You can create an interactive date picker for your dashboard with only five lines of code. You can create slideshows, drop-down menus, fade-ins and fade-outs, and much more! Check out this article if you’re in need of inspiration.

To supplement jQuery’s out-of-the-box functionality, Intuit has also opted to include some plug-ins that make the library even more versatile. One such add-on is jgrowl, a lightweight notification system that creates text bubbles which float over the page content. jgrowl notifications can be implemented with a line of code as simple as:

<a onclick=”$.jGrowl(’Hello!’);” href=”javascript:void(0);”>Click here</a>

creating a link which yields the following friendly little box:

An example jgrowl notification

Plenty of resources are available to help you move beyond the basics of jQuery and JavaScript as a whole. Once you begin to discover the functionality and flexibility that jQuery brings to your dashboard, you’ll be sold. And of course, drop us a line if you have some wisdom to share, or even if you just want to brag about your coding genius. We’d love to hear from you.

Tracking Workflow Approvals

Thursday, June 10th, 2010

If your business has an approval process (perhaps for purchase orders, or contract approval), then you probably want to keep a record of who signs off and when.

Adding an append-only multiple-choice approval field to your application is a perfect way to streamline your process. Such a field can allow a series of people to leave an approval “stamp” on a record that no one else can fake, and by using an append-only field, you can ensure that previous approvals cannot be overwritten. This handy feature will allow you to see a complete history of a record’s approval status.

To get started on adding your approval field, first create a new multiple choice text field with a name like “Approval.” Edit the field, and set the Append Only option under Text Options to “Yes - Expanded Style.” You can leave all of the append options as they are.

 

 field definition

 

If it is not set already, set the Data Entry type to “Multiple-choice,” and create a series of options such as “Approved,” “Rejected,” and “Postponed.”

Now, when editing a record, in addition to setting the approval status, you can view the complete history of other people’s actions.

 field usage

Another use of append-only fields is to create a log of progress updates, where users can add entries that will be added to a list of all previous updates.