About Quick Base App Home Page Changes

The October 2013 release of Quick Base introduced significant improvements to app Home page customization.

These changes included:

Before...

Prior to this release, app Home pages were restricted to only nine items within four distinct areas: a heading, a set of buttons, a left column, and a main column.

Tip: Your app may still have these old-style Home pages, since the October 2013 release did not disallow them. When accessing the list of pages in app settings, the Type for the old-style Home pages is Home Page (Old). Learn more about the limitations on old-style Home pages.

...and Now

You can customize the new app Home page by dragging and dropping widgets into the body of the page. The only limits are the number of widgets in each row (maximum of three) and the number of reports and charts (maximum of nine).

Summary of Changes

New Functionality
  • Drag and drop user interface allows you to place widgets anywhere within the page body

  • New widgets:

  • Multiple widgets may be stacked in the sidebar.

  • Up to nine reports or charts may be included.

  • There is no limit to total number of widgets you may use.

  • Height of Report, Chart, and Web Page widgets may be customized.

  • Widgets occupying an entire row may be collapsed.

Changes to Existing Functionality
  • Text sections are now called Rich Text widgets. These widgets have improved editing capabilities, including the ability to include images. When editing the app Home page, they may be expanded to full screen.

  • Report and Chart sections are now Report or Chart widgets. They may also be expanded to full screen.

  • The Buttons area is now the Button bar widget. Button bars may be added in horizontal or vertical orientation and include new customization settings. Also, Button Bars may be placed anywhere in the page body.

  • Show All Reports in the left (sidebar) column is now the Reports List widget. It lists all the common reports in the app. The reports are organized by table, and if you have organized your reports, by group. This list displays only the reports that the Quick Base user viewing the page can access.

    The widget can be placed on the body of the page, or in the sidebar. When the Reports List appears on the body of the page, it is vertically sizable. You can also partially expand or collapse the list of reports – by table or report group.

  • Old-style app Home pages offered two separate methods of naming the page: Page name and Heading. To reduce confusion, these have been consolidated to a single Page Name.

  • The print button on the Page bar is named Print instead of Print This Page.

Changes to Mobile Functionality

In general, app Home pages will work on mobile devices with no additional customization required, although keeping the following points in mind will help you create a more mobile-friendly app Home page.

  • Widgets appear stacked top-to-bottom according to their upper-left to lower-right position on the full browser.

  • Widgets in the same row are grouped together.

  • Widgets in the sidebar appear first and are distinguished from the main page body with a horizontal line.

  • Rich Text widgets appear compressed into 30 percent of the page height with an option to See All.

  • Widgets that may be collapsed in a normal browser may also be collapsed in the mobile browser.

  • Reports and charts always appear collapsed. Clicking on a report or chart will open the report or chart.

  • Reports and charts are identified by their icon and title, if there is one, or the report name if no title has been entered.

  • Buttons in a Button Bar and links in a Link Bar are always stacked vertically.

  • Search widget results always open on a new browser page.

  • Reports List widgets do not display on mobile devices.

  • Web page widgets are effectively links which, when clicked, open the web page in another browser window. If the Web page has no title associated with it, it will be identified by its URL.

Functionality No Longer Available
  • Getting Started sidebar

  • App Description

Widgets

The most obvious change to app Home page customization is the addition of widgets. Widgets are modular elements you use to customize your app Home page. The Widget Gallery now appears at the top of the page.

Four of these widgets, Report or Chart, Text (rich text), Reports List and Button Bar should be familiar from the old-style app Home pages, but their functionality has been improved. To these, we’ve added Link Bar, Search, and Web Page widgets.

The Link Bar widget is very similar to the Button Bar widget and allows exactly the same actions to be performed, but it presents those actions as links rather than buttons. This allows you to place the same functionality in a more compact space. It also allows you the stylistic flexibility to visually distinguish between the two. For example, you might use buttons for important functions such as adding new records, then use links to direct users to useful but less critical functions and information. Read more about creating a Link Bar widget.

Search does exactly what it sounds like: it allows you to search for information within a specific table in your app. You can define this search as narrowly as you like, allowing a search of all fields, a few select fields, or one specific field. Read more about creating a Search widget.

The Web Page widget does more than just provide a link to a URL. It actually embeds that content in your app Home page. While the widget is named Web Page, it can be used to connect to anything with a URL that will allow itself to be embedded. Some examples include:

If it has a URL, you can access it, and it allows embedding, you can add its functionality to your app Home page. Read more about creating a Web Page widget.

Changes to the mobile app Home page

With this release, mobile app Home page functionality has also significantly improved.

Where before no text could appear, Rich Text widgets can be included, though only as much of the text as will fit in 30 percent of the browser window will appear (the user has the option to See All). In fact, all widgets included on the full browser app Home page will appear on the mobile browser version. And as with the full browser version, up to nine reports or charts may be included, including Map reports.

Widgets appear in the following order: sidebar contents first, then widgets row by row from the upper-left to the lower-right of the page body. A horizontal line appears between the sidebar and main page body contents, and widgets in the same row appear grouped together. All collapsible widgets (Reports or Charts and Web Pages) appear collapsed in the mobile browser. Reports and Charts are identified by their title and icon and can be expanded within the browser window. Web pages appear with their titles or their URLs if they have no title assigned. They open in a separate mobile browser window. All buttons and links stack vertically, regardless of how their Button Bar and Link Bar widgets have been customized. Search widgets appear exactly as they would in the full browser. See tips on customizing an app Home page for mobile use.

But I like my old App Home page!

All your old app Home pages will continue to work, and you can still make copies of them.

All new app Home pages must be created using the new interface. Also, you can’t convert your old app Home pages to use the new interface; instead, you’ll have to re-create them. We are confident that the new functionality will be so much more useful and so easy to use, you’ll have no trouble creating new app Home pages that far exceed what your old app Home page can do.

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