Create a Guide to Your Application

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 spent time designing your application for your users. Ideally, you test it out on a few of them and get their feedback. Now, you can help them out by providing a guide to your application. In fact, you can provide multiple guides -- one for each type of user you think will use your application. For example, you can create a guide for supervisors and one for employees.

This topic gives you the big picture. Read on to learn the basic steps to follow and find out the best way to roll out your application.

To add your guide to the Quick Base Help panel:
  1. Create your guide directly within Quick Base.
    The program helps you create an HTML document that's attached to your application.

  2. From the app Home page, click Settings, then click App properties.

  3. Click Branding & custom help, then click Custom help to expand the section, if necessary.
    You can define up to three guides.

  4. Complete the following tasks to create your guide:

  1. Type a name for your guide in the Title box.

    This is the name users see and click to access your guide. So, do your best to make it helpful and descriptive.

  2. Click the Links to dropdown and select the page you created to serve as a guide.

    This page name should end in .html to identify the application page that contains the guide.

  3. Type additional information about the guide in the Description box.

    This is especially important if you create multiple guides for different audiences. Use the description to help users understand which guide to choose and what content is in each.

  4. Click Save.

    Your end users see the titles for each guide you enter at the top of the Help panel. When users click a guide's title, it opens in a new browser window.

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