Brand and Customize Your Realm's Appearance

This topic refers to functionality that is only available to accounts on the QuickBase Platform, QuickBase Unlimited, or QuickBase Enterprise plans. If you do not see the functionality described here, either your account or realm has not been configured to show it, or your account is not on one of those plans.

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 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 override the changes made at the realm level for that application.

What you can change

About using custom HTML

You can 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 strips 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 provide QuickBase with the URL, or the location on the Internet where the image resides. This means your image needs to be either:

To get the URL of an image stored as a file attachment in QuickBase:
  1. Open the record where you stored the picture as an attached file.

  2. Complete one of the following tasks: 

    1. Right-click the link, select Properties to display the URL, then copy the URL.

    2. Right-click the link, select Properties to display the URL, then copy the URL.

  3. Paste the full web address in the desired element link field under Custom Page Banner.

Set header color preferences

You specify colors for your header text and background using the Colors area of the 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 My Apps page, click Manage name_of_realm.

  2. Click the UI tab.

  1. Click the Header or Footer tab.

  2. In the content area, click Basic.

  3. Use the Left Element and Right Element boxes to enter the text or image location.

    Note: You can only enter a Right Element for the footer.

  4. Click Preview to see a preview of your header.

  5. Click Save.

Add a hyperlink to your basic header or footer

To add a hyperlink to your basic header or footer:
  1. On the My Apps page, click Manage name_of_realm.

  2. Click the UI tab.

  1. Click the Header or Footer tab.

  2. Enter 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 displays the text "ACME" in the upper left corner of your page in the banner. 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 My Apps page, click Manage name_of_realm.

  2. Click the UI tab.

  1. Click the Header or Footer tab.

  2. Click HTML.

  3. Enter the HTML code you want QuickBase to use for your header.

    Note: The following tags are not allowed and are stripped out of the HTML code that you enter here:

    <object>, <script>, <embed>, <frameset>, <frame>, <iframe>, <applet>, <html>, <body>

  4. Click Preview to see a preview of your header.

  5. Click Save.

Hide right-side options in QuickBase

To hide the Alerts button and the user dropdown that appear in the upper right corner of your application pages, select the Hide right-side options... checkbox.

Add a custom Sign In message:

To add a custom Sign In message:
  1. On the My Apps page, click Manage name_of_realm.

  2. Click the UI tab.

  1. 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: The following tags are not allowed and are stripped out of any HTML code you enter here when QuickBase saves the message:

    <object>, <script>, <embed>, <frameset>, <frame>, <iframe>, <applet>, <html>, <body>

  4. Click Preview to see a preview of your header..

  5. Click Save.

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