Template Overview
Keep Calm Lead Capture
keepcalmleads
Yes    
Yes     Yes  
Pages
 
Page Title
Page Type
Question
Message
Answer Type
Answer
Required
Sequence
 
Case Information Form           10
Lead Information Form           20
Lead Details Form           30
Lead Address Form           40
TrinitySurvey Question Question How did you like using TrinitySurvey for capturing leads?   Multiple Choice 0-10 rating scale with Agree Values Yes 50
UI Elements/Colors
Submit Survey
Save for Later
*Use the Edit Color Assignment buttons in the report below to customize your color scheme.
 
UI Element Name
Color Name
Applies to Elements
Color Display
-
 
Individual Element  (3 Template Color Assignment records) 
  Start Button Light Purple 1  
  Save for Later Button Light Gray 3  
  Submit Button Main Blue  
Element Group  (4 Template Color Assignment records) 
  Primary Elements Main Purple Top bar, loading background, form input labels, etc.
  Secondary Elements Dark Gray 1 Question title background, message background, next buttons, etc.
  Tertiary Elements Main Blue Add photo button, modal headers, other details, accents, etc.
  Alert Elements Red 3 Required question indicators, alert popups, unanswered question indicators, etc.
Completed Surveys
 
Record ID#
Start Time
End Time
Duration
Record Owner
 
174 11-09-2017 04:20 PM 11-09-2017 04:21 PM 1.58 mins Burday, Trinity, Scott
173 11-09-2017 03:09 PM 11-09-2017 03:10 PM 42.89 secs Burday, Trinity, Scott
Ongoing Surveys
 
Record ID#
Start Time
Record Owner
 
No Survey records found
Created on Nov.  9, 2017 at  2:48 PM (CST). Last updated by Channick, Trinity, Todd on April  7, 2020 at  9:50 AM (CDT). Owned by Burday, Trinity, Scott.
Scott Burday, Trinity
Todd Channick, Trinity
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Report Name *
Description
Reports and Charts Panel
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Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.