Latest update as of May 22, 2020
Important information when using extensions in the Quickbase mobile app
Quickbase has made a lot of changes to their mobile app recently, and we are working with them to make sure our extensions work within their mobile app as well.
We are actively working towards finding the perfect solution, but in the meantime here is what you can do to execute our extensions within the Quickbase mobile app.
Please check back here for updates. When things change, we will post those changes on this page.
The following applies to all of our web-based extensions: Exact Forms Plus, XL Docs, PDF Stamper, DocuSign for Quick Base, QB Signatures, Amazon S3 Basic, Amazon S3 Multifile, Amazon S3 Doc Mgmt, File Attachment Multifile, QB Maps, Scheduler, and Image Rotator and Resizer.
During our setup process, we create formula URL fields in your Quickbase tables to allow you to execute our extensions by selecting a button. In those formula URL fields, we include a few lines of JavaScript code that allows you to open up a tab in the web browser to execute our extensions. This causes a problem when selecting that same button from the Quickbase mobile app.
Here is an example of the formula URL field that allows you to execute our QB Signatures extension.
When you select this button from the Quickbase mobile app, it does not execute our signature extension because of the JavaScript code included in the formula code. This same code is included in most formula URL fields for all of the extensions mentioned earlier as well.
For now, to execute our extensions from within the Quickbase mobile app, here is what we recommend you do.
Make a copy of the formula URL field and include Mobile in the field name. For example, copy the original field if you are using QB Signatures and name that copied field Sign Here-Mobile or something so that you can differentiate between the two fields.
In the new copied field, remove the JavaScript lines of code from the formula code, as shown in the following image, and save your changes. Do not change anything else—remove only the first and last lines of code from the formula.
The code should now look like this in the new mobile field.
This new field is the one that you want to display to your users when they are using the Quickbase mobile app. The original field should still be used to execute our extensions from a web browser in the Quickbase web app. When this new button is selected from the mobile app, it prompts the user to select the browser installed on their mobile device. Instruct them to select any available browser (we prefer Chrome), and our extension opens within the browser the user has selected.
Once they are done executing the extension, instruct them to close the browser and go back to the mobile app. We are currently working on this so that we can redirect back to the mobile app, but for now, you will have to manually close and open the Quickbase mobile app.
From the Quickbase mobile app, refresh the record by pulling the screen down so that you will see the updates that were performed by our extension.
We have used our signature extension as an example, but the same instructions apply to all of the extensions mentioned earlier.