QuickBase: The Missing Manual Book

Introduction; What You Can Do with QuickBase; What You Need to Get Started; About This Book; The Very Basics; Chapter 1: Signing Up and Taking a Quick Tour; 1.1 Creating an Account; 1.2 Using Your My QuickBase Page; 1.3 Getting Started with Applications; Chapter 2: Different Ways of Displaying Your Data; 2.1 QuickBase’s Report Formats; 2.2 Creating, Editing, and Printing Reports; 2.3 Tips for Creating Specific Report Types; Chapter 3: Working with Data and Documents; 3.1 Getting Data and Documents into QuickBase; 3.2 Finding, Changing, and Exporting Data; 3.3 Editing and Collaborating on Documents; Chapter 4: Report Sharing, Change Notifications, and Reminders; 4.1 Sending Reports to Yourself and Others; 4.2 Modifying Report Subscriptions; 4.3 Triggering Change Notification Emails; 4.4 Sending Reminders; 4.5 Customizing Your QuickBase Emails; 4.6 Using vCard and iCalendar with QuickBase; Chapter 5: Planning Your QuickBase Solution; 5.1 Defining the Problem; 5.2 Exploring Your Workflow; 5.3 Tracking Information; 5.4 Keeping the Team on Track; 5.5 From Planning to Application; Chapter 6: Using QuickBase’s Prebuilt Applications; 6.1 A Tour of QuickBase’s Application Templates; 6.2 Templates in Action: Three Examples; 6.3 Creating an Application from a Template; 6.4 Adapting a Template to Suit Your Needs; Chapter 7: Creating Your Own Application; 7.1 Building a New Application; 7.2 Creating an Application by Importing Data; 7.3 Modifying an Application’s Properties; 7.4 Give Your Application’s Users a Guided Tour; Chapter 8: Managing Applications; 8.1 The Administrator’s Dashboard; 8.2 Sharing an Application; 8.3 Adding and Modifying Fields; 8.4 Creating Dependencies; 8.5 Deleting an Application; 8.6 Managing Tables; 8.7 Using QuickBase Enterprise Edition; 8.8 Enhancing an Application’s Security with Tokens; Chapter 9: Managing Roles and Groups; 9.1 Managing Roles; 9.2 Managing Groups; Chapter 10: Creating Relationships Between Tables; 10.1 How Table Relationships Work; 10.2 Creating a Relationship; 10.3 Deleting Related Records; 10.4 Working with Advanced Fields; Chapter 11: Automating QuickBase with Formulas, Forms, and Dynamic Rules; 11.1 Writing Formulas; 11.2 Customizing Forms; 11.3 Collecting Data via Web Page Forms; 11.4 The QuickBase API; Chapter 12: Exact Forms: Creating Sophisticated Documents; 12.1 Downloading and Opening the Template; 12.2 Designing Exact Forms; 12.3 Saving Your Exact Form; 12.4 Printing Your Documents from an Exact Form; 12.5 Editing an Exact Form; Chapter 13: Switching from Microsoft Access to QuickBase; Why Make the Switch?; Ease of Use; Sharing Data; Keeping Your Data Secure; Ending Maintenance Headaches; When You’re Ready to Learn More; Getting Started; Working with Tables; Creating a Table; Working with Table Fields; Editing a Field in a QuickBase Table; Writing Formulas; Relating Tables; Working with Forms; Adding a New Record; Editing an Existing Record; Editing a Form; Finding and Displaying Data; Querying a Table; Creating Reports in QuickBase; The Missing Credits; About the Author; About the Creative Team;

Nancy Conner is an award-winning writer and freelance editor who specializes in tech topics. She has a PhD in English from Brown University and has taught writing, including technical writing, to college students for more than a dozen years. She is currently a freelance copyeditor, specializing in technical books covering topics ranging from the MS Office suite to programming languages to advanced network security. And she's the author of "eBay: The Missing Manual."