QuickBase: The Missing Manual

Chapter 3. Working with Data and Documents

QuickBase is a super-powerful database, but until there’s stuff inside its mighty self, it’s really just an empty program. Fortunately, QuickBase makes it easy to gather your data and documents in one location, so everyone on your team can start working quickly—no fuss, no muss, no chasing missing documents from cubicle to cubicle.

This chapter shows you how to get information into QuickBase, from individual records to complex documents, and how to work with the information once it’s there. Whether you need to import an entire spreadsheet, change a single phone number in a contact list, or track revisions to an evolving specification, QuickBase makes it easy.

Ever spend hours revising a report, only to find out someone else overwrote your changes? With QuickBase, that’s a thing of the past—you can reserve a report while you’re working on it, preventing others from modifying it until you’re done. Here’s a quick rundown of the other big topics you’ll learn about in the following pages:

• Adding a new record to an existing application

• Importing data

• Uploading documents

• Finding information within an application

• Editing existing records or documents

• Deleting records or documents

• Getting your data out of QuickBase

• Restoring a previous version of a document

Getting Data and Documents into QuickBase

Whether you’re updating an existing application by adding a single new record or sucking in heaps of contact info, product listings, or whatever, QuickBase gives ...