KIRK TRACHY - Magic Buttons - Empower2017

Magic Buttons
A whole bunch of useful examples of

what you can do with buttons
Kirk Trachy
Sr. Solutions Engineer, Quick Base
Agenda
① Explore 133 formula examples (I counted)
② Incorporate form rules with formulas
③ Use CSS and graphics as buttons
④ Alternate approval work flow
⑤ Add tabs to your forms
⑥ Make a project template selector
⑦ A simple tasks and sub-tasks option
Benefits
① Automate a complex process
② Provide a custom user experiences
③ Ease new user adoption
④ Save training time
⑤ It makes QuickBase more fun and useable
⑥ Looks like magic
Get “Magic Buttons” from Quick Base Exchange
We can create buttons to do anything…
Use Quick Base or create your own with CSS
Green Square Bar Graph
var text star = "<img" & " src=\"" & "https://images.quickbase.com/si/16/228-rect_green.png\">";
var text notstar = "<img" & " src=\"" & "https://images.quickbase.com/si/16/226-rect_gray.png\">";
var number numberstars = (Floor([% Project Completed] * 10));
//10 is the number of units, because 10 is 1/10th of 100.
"<span alt=\"" & ToText($numberstars) & " of 10 \" title=\"" & ToText($numberstars) & " of 10 \" class=\"NoWrap\">" &
If($numberstars >= 1, $star, $notstar) &
"</span>"
Green Square Bar Graph (Press to adjust %)
This option allows you to press one of the 10 boxes and it invokes an API_EditRecord to
change the value of the % Project Complete field. This changes the number of green boxes
versus gray boxes.
After executing it returns back to from where it started.
Open the application and edit the field properties to view the code.
Smooth Performance Bar
var text redbox = ""&URLRoot()&"/up/" & [_DBID_DOCUMENTS] & "/a/r" & 6 & "/e7/v0"; // red
var text yellowbox = ""&URLRoot()&"/up/" & [_DBID_DOCUMENTS] & "/a/r" & 5 & "/e7/v0"; // yellow
var text greenbox = ""&URLRoot()&"/up/" & [_DBID_DOCUMENTS] & "/a/r" & 4 & "/e7/v0"; // green
var text graybox = ""&URLRoot()&"/up/" & [_DBID_DOCUMENTS] & "/a/r" & 3 & "/e7/v0"; // gray
var text orangebox = ""&URLRoot()&"/up/" & [_DBID_DOCUMENTS] & "/a/r" & 2 & "/e7/v0"; // orange
var text box = If([Performance]<0.6,$greenbox, If([Performance]<0.9,$yellowbox,$redbox));
var text widthval ="\"" &Min(Max([Performance]*200,0),200)&"\"";
var text widthvalbalance ="\"" &ToText(Max(0,Min(200,200-([Performance]*200))))&"\"";
"<img height = 18 width="&$widthval & "src=\""&$box&"\" title='Performance: " & [Performance]*100 & "%' />" &"<img height =
18 width="&$widthvalbalance & "src=\""&$graybox&"\" />"
Using CSS and formulas
(See app for complete formula)

Assignment, email workflow, approval and log
• Using radio button to trigger emails
• Using radio button to activate pointer graphic

• Using logging text to capture approvals
• Using a formula checkbox to track approvals
• Using logging text to capture audit trail

Assignment, Status Background Color
Case ([Color Status],

"Not Started", "<div style=\"background-color:pink;width:50\">Not Started</div>",
"In-Progress","<div style=\"background-color:lightyellow;width:50\">In-Progress</div>",
"Completed","<div style=\"background-color:honeydew;width:50\">Completed</div>",null)
Status Text Color
Case([Color Status],
"Not Started", "<font color=red>Not Started</font>",
"In-Progress", "<font color=orange>In-Progress</font>",
"Completed", "<font color=green>Completed</font>")

Project Template Selector
"javascript:void(copyMasterDetailButtonHandler('&sourceRID="&[Template
Selector]&"&destrid=" & [Record ID#] & "', 'bjq8b7xcx'))”
// Note the [Template Selector] field advising this button to import tasks from a specific
template
Tasks and Sub-Task Option
URLRoot() & "db/" & [_DBID_TASKS] & "?act=API_GenAddRecordForm&_fid_48="

& [Related Project] & "&_fid_6=" & [Task Name] & "&z=" & Rurl()
// This formula URL is added to the task table
// and is invoked from the embedded report link of all the tasks on the project record
Change status to completed then display record
URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" &

"&rid=" & [Record ID#] &
"&apptoken=d9eascudwjxs2sesxkjccwgtq9r" &
"&_fid_28=Completed" &
"&_fid_143=100" &
"&rdr=" &
URLEncode(URLRoot() & "db/" & Dbid() &
"?a=dr&rid=" & [Record ID#])
Integrate SKYPE and Google Voice dialing
Let’s take a look at the app
Benefits
① Automate a complex process
② Provide a custom user experiences
③ Ease new user adoption
④ Save training time
⑤ It makes QuickBase more fun and useable
⑥ Looks like magic
Jump in and try them
① Get the “Magic Buttons” application from the Quick Base Exchange
② Check out the ”Overview Video” and this PPTX deck on the dashboard
③ Find the function you want
④ Select the button you want
⑤ Right-click and edit the field properties
⑥ Copy and paste into your own application
⑦ PLEASE EMAIL ME WITH YOURS! ktrachy@quickbase.com
MORE
BUTTONS? Questions?
If you have cool buttons, please If they are really cool we
send them to us. can add them to the, “Magic
ktrachy@quickbase.com Buttons” app.
Thank You!
(Stop! Don’t go any further. You don’t
have anything else to show. People will
have to read this and worry about
missing something. There isn’t
anything else to read so you may as
well not include this slide.)

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Magic Buttons

A whole bunch of useful examples of

//10 is the number of units, because 10 is 1/10th of 100.

After executing it returns back to from where it started.

(See app for complete formula)

• Using radio button to trigger emails

• Using radio button to activate pointer graphic

• Using logging text to capture audit trail

Case ([Color Status],

"Not Started", "<font color=red>Not Started</font>",

"In-Progress", "<font color=orange>In-Progress</font>",

"Completed", "<font color=green>Completed</font>")

URLRoot() & "db/" & [_DBID_TASKS] & "?act=API_GenAddRecordForm&_fid_48="

// This formula URL is added to the task table

URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" &

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