Using Apps in Mobile Quick Base

Use Mobile Quick Base on your smartphone or tablet to access your applications on-the-go.

Read on to learn more about:

Opening an application

You open apps from the My Apps page, which displays when you first sign in. You can return to this page from within an application by selecting My Apps .

My Apps page

When you select an app, the mobile version of the app's Home page opens.

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Understanding the mobile app home page

App Home pages shown on the mobile site can contain up to three buttons for adding records and opening app pages or reports, and a list of up to three reports. The mobile app Home page displays the same report list and buttons that appear in the full site's app Home page for that application.  If you select a button or a report that cannot display within the mobile site, Quick Base asks if you'd like to open that page in the full site. Charts also appear on the home page.

Mobile app home page

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Viewing reports in mobile Quick Base

Table reports, including those that prompt the user for selection criteria, display within the mobile site.

When viewing a record from a report, you can use the navigation toolbar to move from record to record without returning to the report. Also, if you have the correct permissions, you can view the entire record, including fields that were not part of the report.

Chart and calendar reports also display within the mobile site.

To view other kinds of reports, such as timeline or summary, you must open the full site. If you select one of these reports, Quick Base asks you if you want to open the report in the full site or remain on the current page.

To find and open a report:
  1. Open an app from the My Apps page. If the report you want is on the app Home page, tap the report, and ignore the following steps.

  2. Click the Reports & Charts icon next to the table on the menu.

  3. Tap the report you want to view.

    If you select a table, chart, or calendar report, it opens in the mobile site. If you select a timeline or summary report, you are asked if you want to view the report in the full site or remain on the current page.  Tap Go to full site to view the report.  If you want to return to the mobile site, tap Mobile Site in the Global bar.

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Emailing reports

To email a link to a report:
  1. Find and view the report you want.

  2. Tap the Email button at the top of the page.

    The new email displays in your default email program.

  3. Send the email after you finish personalizing it.

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Searching for records in mobile Quick Base

You can search for records from the menu and from individual reports. Mobile search works just like the quick find feature on the full site.

Search tips:

Note: Search doesn't search the contents of file attachments.

To search for records from the menu:
  1. Tap the Search icon and select the table to search from the Table menu.

    Note: If your app only has one table, the Table menu doesn't appear.

  2. Enter the search criteria in the Search text field.  

  3. To cancel a search, tap Close .


To search for records within a report:

Enter the search criteria in the Search this report field at the top of the report.  

Note: Although only the first two columns display in the report, Quick Base scans the entire report for your search criteria.  

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Working with records in mobile Quick Base

Note: Several field types behave differently in the mobile site than they do in the full Quick Base site when viewing and editing records. Read more.

To view an entire record:

If you have permissions to view an entire record (not just the fields that appear in the report), open the report containing the record, tap the record, then either:

To add a new record:

Complete one of the following steps:

To copy a record:
  1. Open a report containing the record, or search for a specific record.

  2. Complete one of the following steps:

  3. Make changes to the copied record as needed.

  4. Tap the Save button.

To edit a record:

First open a report containing the record, or search for a specific record, then either:

To delete a record:

Emailing records

To email a link to a record, first open a report containing the record, or search for a specific record. Then, swipe across the record to show the action buttons, then tap the Email button.

The new email displays in your default email program. Send the email when you've finished personalizing it.

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