Quick Base is special. This tool lets you launch an online database application and share it with anyone anywhere in the world. Even if you're a technological whiz, you probably don't do this every day. What's involved? What do you need to consider when you select or design your solution? How do you make sure it's working? When and how should you release it?
This topic gives you the big picture. Read on to learn the basic steps you'll follow and find out the best way to roll out your application.
Step One: Create and design your application
Examine your workflow and select and design your Quick Base application around it. To help you through this process, you may want to read the following topics:
Step Two: Plan for your application audience
Who's using your application? Is it ONE kind of user? Is it TWO kinds of users: say staff members and managers? Or more? Quick Base lets you design the same application for any number of audiences. For example, your Shipping Clerk probably needs to see and enter very different information from your Department Manager. So, have Quick Base show them different forms, reports and Home pages. For all the ins and outs of planning for your users, read the following topics:
If appropriate, associate custom forms with roles
Tip: As you create roles, you can test them yourself. To do so, temporarily change your role to view how users in that role interact with the application. You can also create a secondary user account, either by creating a new user profile or, better yet, by registering for Quick Base with an alternate email address, like your Gmail or Hotmail account. Then share the application with your alternate account in the role you want to test. Sign out and sign back in as your testing persona. Access the application and make sure you see what users in that role should see.
Step Three: Test your application
If your Quick Base application is nearing perfection and you're about to roll it out to the masses, you'll want to test it. Gather a small group of test users and share your application with them. These guinea pigs can help you with the following:
Make sure the roles you've designed are working as intended. You can test them yourself, using the Test as a Role and Test as a User features available from the user dropdown in the Global bar.
Is your application easy to use? You're a software designer now! Do your testers find their tasks easy to accomplish? Does your setup make sense? Could you design the application differently to help them out? Get their feedback and make changes. The more people like your Quick Base application, the more likely they are to adopt it and use it.
Tip: Help your users by providing guidance for them. You can annotate your data-entry forms with help popups. Tell users how to enter information. Also, customize your app's Home page to include instructions and quick links to important features. You can even show different Home pages and report lists to different kinds of users. It's also a great idea to write a guide for your application. If your instructions are short, you can insert them in a text section. Or let Quick Base help you compose an attractive web page and post a link to it on your application's Help panel. Read more.
Step Four: Revise your application
Based on feedback you got in Step Three, make changes to your application. Fix problems you've found and redesign forms and other elements to help your audience use your application.
Tip: Whenever you make a big change to your application (especially a change which may impact your data), it's always a good idea to test the change out on copy first. If all goes well, then implement the same change on your live application. Read how to copy an application.
Step Five: Roll it out!
When you're ready to unveil your handiwork, first decide how you should share it with the entire audience. Quick Base offers the following options:
Share with groups. Is it worth your while to create user groups and share your application with them? Read about groups to find out. If you like what you read, create groups and share your application with them.
Share with individuals. You can share with a small list of users or a large list. Read how.
Share with users in your company. Limit access to folks whose email address ends the same as yours: @yourcompanynamehere.com. Read more.
Share with the world. If you want, share some or all of your application with Everyone on the Internet. How?
Once you've released your application, you can still make changes to it. Again, whenever you make a significant change, it's always a good idea to test them out on copy first. If it works, then implement the same change on your live application. Read how to copy an application.
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