The mobile Quick Base site displays automatically when you open Quick Base in a browser on a mobile device. You don't need to do anything special to make your application appear in the mobile site, but by making a few tweaks to your application you can give your users a great experience with mobile Quick Base.
The following tips help you make your applications easy to use in the mobile site:
Of course, the best way to know how your application looks is to try it on your mobile device!
To learn more about the features available in mobile Quick Base, read About Mobile Quick Base.
Because the screens on smart phones are narrow, Quick Base may need to abbreviate long names in lists of application, tables, and reports, and in page titles.
To help your users find applications, tables, and reports quickly:
When possible, use brief names.
Make sure that the beginning of the name is unique.
For example, if you have three reports titled "In Progress Project Status for Managers", "In Progress Project Status for Team Members", and "In Progress Project Status for Leadership", they may all appear as "In Progress Project Status ..." in the list of reports (as shown in the image below). A user with access to all three reports wouldn't know which report to select. Instead, you could name these reports "Managers: In Progress Status", "Team: In Progress Status", and "Leaders: In Progress Status", so that the report names are unique even when abbreviated.
You can view table, chart, and calendar reports within the mobile site. Other kinds of reports, including timeline, grid edit, and summary reports, can be viewed only in the full site. If you select one of these reports, Quick Base asks if you want to visit the full site.
When creating mobile-friendly reports for your application, make critical or often-used data available in a table or chart report. You and your users will be able to view the report and associated records quickly, without having to switch between the mobile and full sites.
The app home page is the first page you see when you open an application. By default, mobile users see a mobile version of the app home page which includes all of the same functionality as the regular app home page, with a few slight variations.
While you don't need to make any changes to an app Home page to make it usable on a mobile device, you might want to modify your app Home page with mobile users in mind if the current app Home page:
Relies on information or links in a Rich Text widget.
This information will be compressed so that only the text that fits in 30% of the browser window will be shown. While the user has the option to expand the widget to view all of the text, you might want to make certain that the most critical information appears within the first two or three sentences. Also, if this information is the first thing you want your users to see, place it at the top of the sidebar, as sidebar information appears first in the mobile app Home page.
Includes critical buttons or links further down the app Home page.
Frequently used buttons and links should probably be placed in the sidebar, as the contents of the sidebar will appear first, before the contents of the main page body.
Includes a large number of tightly packed widgets.
Remember, widgets that appear neatly in rows in a full browser will appear stacked in the mobile app Home page. So a widget that appears in the third row in the full browser might not appear on the first screen of a mobile browser at all, if there are several widgets in the sidebar and in the two rows above it.
Relies on information from a report or an external web page.
Create the app Home page.
When adding sections to the page:
Place critical Rich Text widgets in the sidebar, and make sure the most critical information is contained in the first few sentences.
Include critical buttons or links in the sidebar.
Include up to nine embedded reports.
Note: Multiple forms are not available to apps in accounts on the Quick Base Essential plan.
You can create simplified forms that load faster and enable mobile site users to view critical information without a lot of scrolling. You might want to create mobile-friendly forms if the current forms include fields that are not necessary or functional for mobile users. For example, vCard fields do not load or display on the mobile site. You could remove these fields from mobile forms.
Include only those fields that a user would want to access on-the-go from a mobile device.
Keep in mind that the Same
Row setting is not applicable for mobile Quick Base; each field
appears on a separate row in the form when you are using the mobile
Set which form your users see by role. From the table home page, click SETTINGS, then click Forms. Click Set how different roles use these formsthen select the form you want users in that role to see.
Or, specify an override of role settings, so that mobile users see the form you select when viewing and editing individual records from that report.
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