Forms 101

Nathaniel Montgomery

Senior Product Specialist, Intuit Quickbase

#EMPOWER2015

Nathaniel Montgomery

Nathaniel joined Quickbase as a product specialist in October of 2012.

With a background of helping customers with building their websites,

Nathaniel has a lot of insight into many different types of businesses.

Nathaniel got his degree in film and video production from Fullsail

University in Orlando Florida.

Bio

#EMPOWER2015

① Overview of What a form is in Quickbase

② Explaining how forms can make or break an application

③ How to customize your form(s) for a better end user

experience

④ Demo good/bad forms

Agenda

#EMPOWER2015

① Knowing how to create forms

② Setting your end users up for success

Benefit

#EMPOWER2015

① What is a form used for?

② What parts make up a form?

③ Can you have multiple forms?

④ What are the 3 different types of forms?

Overview of Forms

#EMPOWER2015

① Data Entry

② Data Viewing

What is a form used for?

#EMPOWER2015

① Fields

② Form Rules

What parts make up a form?

#EMPOWER2015

① Yes

② Why would you have multiple forms?

– Users in different roles

– Simple Printable Form

Can you have multiple forms?

#EMPOWER2015

① Add

② Edit

③ View

What are the 3 different types of forms?

Demo

#EMPOWER2015

① Order of fields on the forms

② How different roles interact

with the forms

How forms can make or break an application?

#EMPOWER2015

① Makes data entry into the

system easier so your end users

want to use the system

② Makes it easy to find information

on a record

Order of fields on the forms

#EMPOWER2015

① Makes it easier for different departments/groups to

interact with the same record

② Different interactions based on user input

③ Different views depending on the user role

How different roles interact with forms

Demo

#EMPOWER2015

① The order of your fields is important

② How you can you utilize multiple forms?

– Different views of your data

– Only show users the fields they need to see or edit

③ Basic form rules

– Hide fields users do not need to see

– Change data based on triggered data changes

How to customize your form(s) for a better end user experience.

#EMPOWER2015

① General data vs role specific

Explain the importance of field order

#EMPOWER2015

Printing simple record views

How you can utilize multiple forms

#EMPOWER2015

Different departments needing to interact with different parts

of the data on a single record

How you can utilize multiple forms

#EMPOWER2015

① Automate certain data entry to save time

② Hide fields until certain criteria have been met to help with

workflow

Basic Form Rules

#EMPOWER2015

① Forms with images

② Forms not customized

③ Forms with the fields in the wrong order

④ Forms that can be printed

Demo good/bad forms

Form layouts can drastically change how end users adopt Quickbase into their workflow.

Questions?

Thank You