This topic refers to functionality that is not available to accounts on the Quick Base Essential plan. If the functionality described here does not match what you're seeing in Quick Base, your account is probably on this plan.
You can create a guide to help end-users get around your application. Or, perhaps, you need to have a project scope document available for everyone on your team. Sure you could attach a document to a record, but maybe you'd prefer to make this information more central.
In this situation, try adding a rich text page to your application. Rich text pages are simple HTML documents that you can create and save within your application. Doing so is a breeze, because rich text pages feature an easy-to-use HTML editor. It works like a regular word processor and lets you spiff up your document with nice fonts and colors. You can even create links to pages and forms in your application or anywhere out on the Web.
You can also include an image in a rich text page.
Tip: If you're a coding maven, you can create the same kind of page without using the HTML editor. Just create a text page instead.
Click Home from the Table bar, then click SETTINGS.
Click New page.
In the dialog box that displays, select Rich Text, and click Create.
Quick Base displays an HTML editor in which you can compose your application guide.
Name your guide.
Type in a name for the page that lives behind the scenes in Quick Base, for example, guide.html or help_for_supervisor_role.html.
Do not use spaces or unusual characters like ampersands, pound signs or dashes.
This is not the title of your guide that users see. (You specify the title that users see later, when you post the guide to the Help panel.)
Write the guide.
Most of this screen is the blank slate on which you'll create your masterpiece. Start typing and formatting as you do in any word-processing program. Quick Base takes your creation and, behind the scenes, turns it into HTML.
Tip: Since the rich text editor is really an HTML editor, you can also compose in HTML code.
To switch to code view:
Click in text area of the document, then click the HTML button in the middle of the editing toolbar.
Type or paste in the HTML code you want to use.
Click the HTML button to switch back to page view.
Create links. This editor lets you create two kinds of links:
Links to an external web site
Enter text for the link, for example, "Click here," select it, then click the Insert Web Link button.
An Insert Link dialog box opens.
Enter the URL of the destination Web site.
Use the full Web address, including http://.
In the Title box, enter the text that you want to appear when you move the pointer over the link.
Click Target, then select New
to open the destination page in a new window of the browser.
Links to a page in your application
Enter text for the link, for example, "Add a task" then select the text and click the Quick Base Link button. The Select link type menu appears.
Select one of the following options to link to three types of pages:
Add – Links to an Add Record form from your application. Select Add, then select a table. For example, if you select the Tasks table, Quick Base creates a link to the "Add Task" form.
Go to page. – Links to a page in your app. Select Go to page, then choose the page you want to link to.
Show report. – Links to a report in your app. Click Show report, then select one of the reports in your application.
Click Save to save your changes and return to the Pages list.
If your new rich text page is a guide to your application, post the guide to the Help panel.
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