The process for adding most of the tool remains similar with minor differences based of the tool's field requirements.
Here we will configure a tool for the first time.
The steps will be:-
- Select Tool
- Add token details (if not already added)
- Select App
- Select Table
- Configure Fields
- Add a recognisable Name
Select Tool & Add token details for the first time
First you choose a tool you want to use.
When you select the tool, for the first time you get the add token screen:-
Here you fill the details and if the details are valid, we store the token details using AES encryption on device only.
Do not include .com prefix to your realm. Just the pure realm like builderprogram-abc or demo.quickbase are allowed.
Now you will select the App you want your tool to be configured with
Only apps which are bound to the token provided will show up. If you want to use any app, please add the token which has your required app.
Now you can select the Table of your choice. Only the data fromm this table can be accessed by this tool
Now you can configure and match the existing fields of your QuickBase table with our required fields
Some tools allow you to configure optional tools for additional functionality. These can be sskipped if they are not needed.
Not all tools have optional fields or required fields. It depends on the tool's requirement for bare minimum functionality.
Add a Name
After the tool has been configured, you can add a recognizable name for the tool. We autogenerate a name but you can name it as per your liking.
Now you can see the tool you created in the home screen