Note: This topic is for Realm administrators only. QuickBase realms can be set up only on accounts that have purchased a QuickBase Enterprise plan. If you have a QuickBase Team account, or if you do not have a realm, you don't have access to the features discussed here. However, you can customize the appearance of individual applications within your account. Read how.
Now that you're sending your QuickBase users to myrealm.quickbase.com, let them know they're in your territory by customizing your QuickBase realm. If you're the realm administrator, you can customize your QuickBase interface so that it features your corporate logo and colors in the header or footer of each and every page displayed in your realm. Or, you can provide links to helpful pages for all your QuickBase users.
Any changes you make to the realm UI will propagate throughout the Billing Accounts and applications that comprise your realm. Note, though, that an Application Manager can also make custom changes at the application level; any changes made at the application level will override the changes made at the realm level for that application.
Colors in the header: You can change the background color of the banner that appears at the top of your QuickBase pages, as well as the color of any text you enter in the right and left elements.
Basic changes to the header and footer. QuickBase lets you make these basic changes that require little-to-no HTML expertise:
Left and right header elements: You can replace or eliminate the elements that appear in the left and right corners of the header. Left and right elements can be text or images, and you can choose to create hyperlinks with these, to link your users to helpful web pages.
Text, images, and links in the footer: You can add a bottom right footer element, allowing you to add text or images to the bottom right of your pages. Like the header elements, the footer elements can be hyperlinks to other web pages. Again, you can enter basic changes or custom HTML for your footer.
Custom HTML for your headers and footers. If you have HTML expertise, you can choose to completely customize your headers and footers by inserting HTML code that will be used in your headers and footers. If you use this option, you are not limited to the text and image options available with basic customizations.
Right-side options in the QuickBase menu bar: These menu options include the sign out link, the alerts flag, and the My QuickBase button. You can choose to keep these options, or eliminate them entirely.
Text for your Sign In page. The QuickBase Sign In page displays standard text that you can change for your users. You can paste in custom HTML that will display to users throughout your realm when they sign in to QuickBase.
You can choose to use custom HTML for your headers and footers. Keep in mind, though, that certain tags are not supported; if you insert code containing these tags, QuickBase will strip them out when it saves the footer code: <object>, <script>, <embed>, <frameset>, <frame>, <iframe>, <applet>, <html>, <body>.
QuickBase accepts a maximum of 3800 characters in total for the HTML used in your customizations. When you save your changes, QuickBase totals the number of characters (including HTML tags) used in your header, footer, and Sign In message. If the number exceeds 3800, QuickBase displays a message telling you have exceeded the limit. You can then edit your HTML; once the number of characters is less than 3800, you will be able to save your changes.
If you want to add an image to your header or footer, you need to be able to provide QuickBase with the URL, or the location on the internet where the image resides. This means your image needs to be either:
Stored somewhere on the internet. There's one potential problem with this approach: Your viewers may receive a warning when they access your application. If the image lives on a non-secure site (the URL begins with HTTP instead of HTTPS), the user's browser displays a warning message that not all items on the page are secure. This may alarm and perplex users who fear that displaying non-secure items (like your image) would make their computer vulnerable to a virus or worm.
Stored as a file attachment within one of your application records.
If you store your images this way, you must ensure that the table
that stores these images is accessible by everyone
on the internet.
Tip: You can obtain the URL
of an image stored as a file attachment in QuickBase by opening
the record where you stored the picture as an attached file. Click
the link to open the attached file and copy the URL from within your
browser's address bar. (You can also right-click the link and select
Properties to display the URL.) Paste the full web
address in the desired element link field under Custom Page
Banner.
To navigate to the Manage Realm > UI tab:
On your My QuickBase page, click Manage the realm.
Click the UI tab.
You specify colors for your header text and background using the Colors area of the Manage Realm > UI tab. You can type a color name for basic colors or enter a hexadecimal value in either of these boxes. You can also click the icon next to the Background and Text boxes to browse and select from your color options.
Tip: Hexadecimal values tell web browsers exactly what color to display by indicating alphanumerically how much red, blue and green the color contains. To learn more, read about web colors on the World Wide Web Consortium (W3C) site.
To add basic text or images to your header or footer:
On the Manage Realm > UI tab, click the appropriate tab (Header or Footer).
In the content area, click Basic.
Use the Left Element and Right Element boxes to enter the text or image location. (Note that you can enter only a Right Element for the footer.)
To add text: Type the text in the Left Element or Right Element boxes.
To add an image: Type the Web address of the image in the Left Element and/or Right Element boxes.
If you want to see a preview of your header, click Preview.
When you are satisfied with your header or footer, click Save.
To add a hyperlink to your basic header or footer:
On the Manage Realm > UI tab, click the appropriate tab (Header or Footer).
Make sure you've entered text or the web address of an image in the Left Element and Right Element boxes.
Click the link icon next to the Element box where you want the
link to appear.
For example, if you've entered an image in the
Left Element box in the header and want that image to
link to a web page, click the link icon next to the
Left Element box on the Header
tab.
Enter the web address for the target of the link.
For example, if you type "ACME" in the field Left
Element header field and click Save, QuickBase
would display the text "ACME" in the upper left corner of
your page within the banner. Likewise, if you want to make that text
a hyperlink, click the link icon next to the Left Element header box
and enter the target URL.
To add custom HTML to your header or footer:
On the Manage Realm > UI tab, click the appropriate tab (Header or Footer).
Click HTML.
Enter the HTML code you want QuickBase to use for your header. Note that the following tags are not allowed and will be stripped out of any HTML code you enter here: <object>, <script>, <embed>, <frameset>, <frame>, <iframe>, <applet>, <html>, <body>
If you want to see a preview of your header, click Preview.
When you are satisfied with your header or footer, click Save.
To hide the sign out link, the alerts flag, and the My QuickBase button that appear in the upper right corner of your application pages, select the Hide right-side options in the QuickBase Menu bar checkbox.
To add a custom Sign In message:
On the Manage Realm > UI tab, click the Sign In Message tab.
Click HTML.
Enter the HTML code you want QuickBase to use for the sign in message. Note that the following tags are not allowed and will be stripped out of any HTML code you enter here when QuickBase saves the message: <object>, <script>, <embed>, <frameset>, <frame>, <iframe>, <applet>, <html>, <body>
If you want to see a preview of your sign in message, click Preview.
When you are satisfied with your message, click Save.