Using Apps in Mobile QuickBase

Use Mobile QuickBase on your smartphone or tablet to access your applications on-the-go. We support the following mobile operating systems:

Read on to learn more about:

Opening an application

You open applications from the My Apps page, which displays when you first sign in.  You can return to this page from within an application by selecting My Apps from the menu.

myqb_mobile.png

My Apps page

When you select an application, the mobile version of the application's Dashboard opens.

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Understanding the mobile Application Dashboard

QuickBase Application Dashboards can contain up to three buttons for adding records and opening application pages or reports, and a list of up to three reports.  The mobile Dashboard displays the same report list and buttons that appear in the full Dashboard for that application.  If you select a button or a report that cannot display within the mobile site, QuickBase asks if you'd like to open that page in the full site or stay on the mobile site.

To keep things simple, the mobile Dashboard does not include any text sections that appear in the full site's Dashboard.
appdash_mobile.png

Mobile application dashboard

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Viewing reports in mobile QuickBase

Table reports, including those that prompt the user for selection criteria, will display within the mobile site.  Table reports display the first two columns of report data when viewed in the mobile site, and you can tap to view the entire record from the report. 

When viewing a record from a report, you can use the navigation toolbar to move from record to record without returning to the report. Also, if you have the correct permissions, you can view the entire record, including fields that were not part of the report.

mobileReportTapGesture.PNG          mobile_reportnav.png

A table report. Tap a record to view it.                     A record showing the navigation toolbar.

To view other kinds of reports, including chart, timeline, calendar, and summary, you must open the full site.  If you select one of these reports, QuickBase asks you if you want to open the report in the full site or remain on the current page.

To find and view a report:

  1. Open an application from the My Apps page, if you haven't already done so. If the report you're interested in is listed on the App Dashboard, you can simply tap to view it, and ignore the rest of these steps.

  2. Tap the Reports & Charts option on the menu.

  3. Select the table whose reports you want to view from the Table menu on the top of the page.  The list of personal and common reports for that table displays.
    Note: If your application only has one table, you do not need to select a table; the list of reports for that table displays automatically.
    reportlist_mobile.png
    Table menu

  4. Tap the report you want to view.

    If you select a table report, it opens in the mobile site. If you select a chart, calendar, timeline, or summary report, you are asked if you want to view the report in the full site or remain on the current page.  Tap Go to full site to view the report.  If you want to return to the mobile site, tap the Go back to mobile link at the bottom of any QuickBase page.

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Emailing reports

To email a link to a report, first find and view it as described above. Then tap the Email button at the top of the page. The new email displays in your default email program. Send the email when you've finished personalizing it.
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Searching for records in mobile QuickBase

You can search for records from the menu and from individual reports. Mobile search works just like the quick find feature on the full site.

Search tips:

Note: Search doesn't search the contents of file attachments.

Searching from the menu

To search for records from the menu:

  1. Select the table to search from the Table menu on the right side of the Search bar.
    Note: If your application only has one table, the Table menu doesn't appear.

  2. Enter the search criteria in the Search text field.  

  3. Tap the Search button, which appears when you start using the Search area, to display results.
    To cancel a search, tap the Cancel button searchback_mobile.png.

    mobileSearchDropdown.png      searchtable_mobile.png
    Search bar before use                            Search bar in use

Searching within a report

To search for records within a report, enter the search criteria in the report's Search field.  

Note: Although only the first two columns display in the report, QuickBase searches the entire report for your search criteria.  

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Adding and modifying records in mobile QuickBase

Note: Several field types behave differently in the mobile site than they do in the full QuickBase site when viewing and editing records. Read more.

Viewing entire records

If you have permissions to view an entire record (not just the fields that appear in the report), open the report containing the record, tap the record, then either:

Adding records

You can add a new record by either:

Editing records

To edit a record, first open a report containing the record, or search for a specific record. Then, either:

Deleting records

To delete a record:

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Emailing records

To email a link to a record, first open a report containing the record, or search for a specific record. Then, swipe across the record to show the action buttons, and tap the Email button.

The new email displays in your default email program. Send the email when you've finished personalizing it.

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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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