Brand and Customize Your Realm's Appearance

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.

What you can change

customizeappheader.png

 

rightfooterelement.png

signinmessagecallout.png

About using Custom HTML

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>.

About HTML character limits for headers, footers, and Sign In messages

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.

About adding images

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:

Navigate to the Manage Realm > UI tab

To navigate to the Manage Realm > UI tab:

  1. On your My QuickBase page, click Manage the realm.

  2. Click the UI tab.

Set header color preferences

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.

Add basic text or images to your header or footer

To add basic text or images to your header or footer:

  1. On the Manage Realm >  UI tab, click the appropriate tab (Header or Footer).

  2. In the content area, click Basic.

  3. 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.)

  4. If you want to see a preview of your header, click Preview.

  5. When you are satisfied with your header or footer, click Save.

Add a hyperlink to your basic header or footer

To add a hyperlink to your basic header or footer:

  1. On the Manage Realm > UI tab, click the appropriate tab (Header or Footer).

  2. Make sure you've entered text or the web address of an image in the Left Element and Right Element boxes.

  3. 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.

  4. 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.

Add custom HTML to your header or footer

To add custom HTML to your header or footer:

  1. On the Manage Realm > UI tab, click the appropriate tab (Header or Footer).

  2. Click HTML.

  3. 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>

  4. If you want to see a preview of your header, click Preview.

  5. When you are satisfied with your header or footer, click Save.

Hide right-side options in the QuickBase menu bar

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.

Add a custom Sign In message:

To add a custom Sign In message:

  1. On the Manage Realm > UI tab, click the Sign In Message tab.

  2. Click HTML.

  3. 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>

  4. If you want to see a preview of your sign in message, click Preview.

  5. When you are satisfied with your message, click Save.

Related Topics

 

This page refers to an older version of QuickBase. Online help is now located at http://www.quickbase.com/user-assistance/default.html.

 

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