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Quickbase AI already helps you build applications by simply describing your use case or importing a spreadsheet. And for months now, you’ve been able to build pipelines the same way—just describe wha...
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In construction, everyone knows the magic (and the mess) happens in the margins—on plans, in field notes, and in the hundreds of markups that help turn design into reality. But getting those markups ...
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Here’s an update to what’s happening at Quickbase the week of July 28th—No Qrew meetups this week, but we have lots of opportunities to level up your Quickbase skills and chances to share...
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Need help with nesting statements for pipeline
I have two template tables that are related (Task template - parent and Subtask template - child). Both of these tables have a multi-select field called Task Category which could list property purchase, business purchase, lease, ground lease, construction, property sale, business sale as some tasks apply to multiple types of transactions. I also have the option of All if the task applies to any type of transaction. A transaction can involve several options - for example we could purchase the property and construct a building, or we could purchase a property and lease to a tenant. Upon the trigger of the pipeline, the appropriate Tasks are copied from the Task Template table to the Task table based on matching criteria. It works but I don't know how to add a 2nd step to also pull any tasks that are marked "All". I've attempted to add it within this statement as well as using AND but it errors . This is my current formula: {% set list = a.deal_task_category.split(';') %} {% for item in list %} {% if loop.last %}{9.HAS.'{{item}}'} {% else %} {9.HAS.'{{item}}'}OR{% endif %} {% endfor %} I have a similar issue in next step for the subtasks. For this step I have three functions that I need to accomplish (1. I need to pull the Subtasks that relate to the copied Tasks (which I attempted to do in the first line in the formula below), 2&3. do the exact same as above - pull over the subtasks that match the Task Category and then pull over any subtasks that have "All". This is what I attempted but it gives "Valueerror: invalid literal for int() with base 10: 'id' {{h.template_id == i.related_test_task_template}} AND {% set list = a.deal_task_category.split(';') %} {% for item in list %} {% if loop.last %}{25.HAS.'{{item}}'} {% else %} {25.HAS.'{{item}}'}OR{% endif %} {% endfor %} Any insight on how to add nesting request would be much appreciated!
Apply Dashboard Filter across all Tabs
Hi, Is there any way to apply a dashboard filter to cover all tabs? The filter works fine when all the reports are on the same tab, but if I want to split reports across tabs, then it's very inconvenient to ask the user to select the same item across every tab to get what they want. e.g. You select the Project via the "Main" tab and it will filter all reports across the "Main", "Calendar" and "Issues" tabs for that selected Project. Thanks.How to Generate PDF with data from multiple children records
I am trying to see if there is a way to create a pdf that is able to loop a section depending on how many children records are linked to the parent. Here is the situation. I have a site record (parent). Each site may have one or more visits (children). I want the PDF to repeat a template section for each child record. It will have information such as Start Date/Time, and Job Description. e.g I know Quickbase has an API to generate a PDF using a static template, but is there a way get it to loop a section in a template for each child record that exists? Having a different template for each child quantity possibility seems inefficient. Thanks.Bridging the Gap Between Design and Build: Introducing the Bluebeam + Quickbase Integration
In construction, everyone knows the magic (and the mess) happens in the margins—on plans, in field notes, and in the hundreds of markups that help turn design into reality. But getting those markups in front of the right people at the right time? That’s where things can fall apart fast. We’ve seen it firsthand. Between our industry experience and countless customer conversations, one challenge keeps coming up: the disconnect between design teams and build teams, all because key information is hard to access. The challenge: eliminate the Gray Work associated with markups If you’ve worked with Bluebeam, you know it’s a powerful tool for reviewing and marking up plans. But a persistent challenge exists with broadening visibility to the markups and enabling all teams— not just VDC and design, but also PMs, foremen, and even your CFO—to take action based on the markups. So, what happens? People find workarounds. One of the most common? Exporting markups into Excel or email chains to share with the field. But the minute that happens, you lose the real-time connection. Changes get missed. Tasks fall through the cracks. And your clean, well-documented design intent gets scattered across spreadsheets and inboxes. Some teams try to solve this by bringing design in-house with design-build models. But even then, you’re still left asking: Who’s making the changes? Is anyone actually doing the work? And how can I track that it’s getting done? That’s the disconnect we set out to solve. Making markups actionable in Quickbase With the new Bluebeam + Quickbase integration, we’re helping construction teams bring design intent and execution into one shared space—without needing every stakeholder to have a Bluebeam license. Here’s how it works: Markups made in Bluebeam—whether it’s a revision cloud, a callout, or a text box—can now be exported into Quickbase as structured data. Each markup becomes an actionable item. You can assign tasks, set due dates, track status, and monitor completion—all in the same place you’re managing the rest of your project workflows. All stakeholders can see what’s changed, what needs to happen, and who’s responsible. No more digging through PDFs or waiting for someone to send the latest version. The best part? This isn’t a one-way sync. Your team can continue to work the way they’re used to in Bluebeam, and those updates will flow into Quickbase in near real-time. So your site team, PMs, and office admins can stay in sync without ever needing to log in to Bluebeam—or manage another round of exports. A better way to connect design and construction This integration was born from the idea that construction teams don’t need more software—they need better connections between the tools they already use. By bridging the gap between Bluebeam and Quickbase, we’re giving you a way to: Cut down on licensing costs Eliminate manual exports and rework Ensure that design markups turn into actual, trackable work Keep everyone—from architect to installer—on the same page And if you’re already using Quickbase to manage RFIs, punch lists, or closeout documentation, you can now layer in Bluebeam markups to keep your workflows connected from start to finish. From the jobsite to the office—why we built this (and had a little fun doing it) We built this integration because, honestly, we were tired of hearing the same story: “We made the changes in Bluebeam, but no one saw them.” Or worse: “We had five different versions of the same drawing floating around, and no one knew which was right.” Sound familiar? We wanted to fix that. Not with another expensive tool or a clunky workaround—but with something that just makes sense. We knew if we could take the markups people were already making in Bluebeam and bring them into Quickbase—where work actually happens—we could help close the loop. This was a true collaboration between our construction brains (hi, Bob) and product minds (hey, Boryana). There were sketches, debates, a few too many PDF exports… but we got there. And we think you’re really going to like what we built. Let’s just say: if you've ever copy-pasted a markup into Excel while muttering under your breath… this one’s for you. Ready to try it? You can check out the Bluebeam channel Help Guide. It has everything you need to get started—including setup steps, examples, and best practices. Or just dive in, test it out, and let us know what you think. We’d love to hear how it’s working for your team—and what else you’d like it to do. Got questions? Drop a comment below. We’re all ears (and markups). Written by: Bob Salaj, Principal Industry Advisor & former customer Boryana Atanasova, Sr. Product Manager, QuickbaseSave & Continue on New Record form
Hello all, I'm trying to create a Save & Continue button for an add form that will return to the record to continue editing. I found this thread ( Add Save and Keep Working Button on form for a new record | Qrew Discussions ) from a few years ago which is exactly what I want to do, but it doesn't seem to be working as stated anymore. var text URL = URLRoot() & "db/" & Dbid() & "?a=er&rid=%%RID%%"; var text link = "<a href='" & $URL & "' data-replaceRid='true' style='font-size: 11pt;margin-left: 5px; margin-top: 0px; height: 33px; width: 160px; text-align:center;background-color:#13294d;color:white;background-image: linear-gradient(to bottom, #13294d 0%, #13294d 100%);' class='SaveBeforeNavigating Vibrant'>Save and Continue</a>"; $link When I click the created button I do see the "saving record" alert appear and then the green "Record saved!" but then directly after a window pops up "Leave site? Changes you made may not be saved." with options of Leave and Cancel. It doesn't matter what option I select, the next screen is the quickbase error page "Record Not Found" and to either go to the application's dashboard or go back to the previous page. Although the record is there when I go back in manually. I'm not sure what to add to the formula to get it back to the created record in edit form. Thanks, KellyOffice Hours Cancelled August 4th to the 8th. Returning Monday the 11th.
Hello! Sam Trachy's office hours is cancelled this week and return Monday the 11th. If you need help with any challenges, feel free to post a discussion question on this site, join Discord to ask a question, or open up a support case with our tech support team. Thank you!
How to see when a report was created & who created it
I am trying to see if I can find out when a report was created, & what user created it. I know that information is found at the bottom of the page in the tables, but I can't figure it out for the reports. ------------------------------ Laura Diak ------------------------------problem populating relationship field from import
In a new QB app we created, we have a table "Phishing Attempts" where we want to create records by importing a spreadsheet. We also have a table "Targeted Users" which has employee info such as Employee ID, email, position, etc. Phishing Attempts table has a relationship with Targeted Users table, where we have the Employee ID field from Targeted Users included in the Phishing Attempts record form along with lookup fields that are automatically pulled from Targeted Users table. The spreadsheet we want to import to create new records in Phishing Attempts table includes an employee ID number. When we import the spreadsheet, we select the target field Employee ID in the Phishing Attempts form. The problem is that the Employee ID field in the Phishing Attempts form is not populating when we do the import. The ID number in the spreadsheet matches exactly what is in Employee ID in Targeted Users table. Is this not working because the Employee ID field in Phishing Attempts is pulling from Targeted Users table? Is there a way to get this to work?
