The October 2013 release of Quick Base introduced significant improvements to app Home page customization.
These changes included:
Drag-and-drop interface for incredibly easy customization
No limit to the number of items, called widgets, you can put on a app Home page, including up to nine reports
Include up to three widgets per row, plus a sidebar
New features, such as the Link Bar, Search, and Web Page widgets
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.
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).
|Changes to Existing Functionality||
|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.
|Functionality No Longer Available||
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:
Information in other Quick Base apps
Your trouble ticket system
Your sales lead tracking system
Your time management or timesheet system
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.
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.
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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