Creating apps

Creating an app

1. Plan your app's structure. This is a useful exercise, since it helps you think about what sorts of things you want to track using Quickbase. Even if you prefer to start with a pre-built app from Quickbase Exchange, this exercise will be useful, as it clarifies the categories of data you'll be working with, and brings out thoughts about items you'll need to customize.

2. If you are on the My apps page, click Create new app. Or, if you're already in an app, click the New App tab.

3. Choose how to create your app:

   • Build from a template. Choose from a set of common use cases, then customize your app using Visual Builder.

   • Start from scratch. Start from the ground up and build a solution that meets your needs exactly. You have the power to use Visual Builder to define the tables, fields, and other information in your new app.

   • Import a spreadsheet. If you have existing data that you want to use, import it as a starting point for your app. When you do so, Quickbase analyzes the records in your file and presents you with choices to help you structure the new app around the data. You can also create the app by copying and pasting data.

   • Find an app in Quickbase Exchange. Apps contributed by the Quickbase team and user community provide ready-made solutions that address several common workflow and data-tracking needs. You can then customize the app for your organization.

   Note: If you don't have permission to create apps, we'll send a request to the billing account administrator on your behalf. You will be notified by email when you have been granted the correct permissions.

Building a new app from a template

1. If you are on the My apps page, click Create new app.

2. Choose Build from a template.

3. Visual Builder opens. Choose one of the common use cases, then use Visual Builder to customize the app to suit the needs of your organization.

4. For more information, see the following topic: Building from a template.

Building a new app from scratch

1. If you are on the My apps page, click Create new app. Or, if you're already in an app, click the New App tab.

2. Choose Start from scratch. Visual Builder opens.

3. Within Visual Builder, choose at least an app name, an optional description, an icon, and icon color, then click Create App in the top right. You can also design all the tables, fields, and relationships for your app. For more information, see the following topic: Creating an app from scratch.

Importing a spreadsheet

1. From My apps, click Create new app.

2. Click Import a spreadsheet.

3. Complete creating the new app by using the controls on the Add a New Quickbase Application page. For more information, see the following topics:

   • Creating an app with a data import

   • Creating an app with copy and paste

Getting an app from Quickbase Exchange

1. From My apps, click Explore sample apps.

2. Select or search for an app in Quickbase Exchange.

3. Click Get this app on any of the apps shown to copy it to the My apps page.

4. If you have the rights to create apps in multiple accounts, choose an account.

5. Give the new app a name, and click Create. For more information, see the following topic: Create an app using Quickbase Exchange.

Related topics:

• Planning your app's structure