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A Virtual Event for Quickbase Builders!
Calling all Quickbase Qrew members! EmpowerPro is back—and this year’s virtual event is bigger and better than ever. Join us on October 7th and 8th for two ...
ben_simon
Community Manager
1 MIN READ
Hello Qrew!
This month, we will be hosting four in-person Qrew meetups and two virtual Qrew meetups. Here’s what the Qrew has coming up for the week of September 8th, 2025:
App Bui...
Maria
Community Manager
2 MIN READ
Hello Qrew!
September 2025 is jam packed with many Qrew events and opportunities to win a golden ticket! Here’s what we have scheduled for this month:
September In-Person Qrew Meetups
...
Maria
Community Manager
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Button formula to force a "reset" of snapshot field.
I have a parent table - Customers - there is a field for Sales tax rate. This rate can change periodically, so in my Charges table (that looks up the Customer) I am looking up the sales tax rate from the related Customer and then placing that value in a snapshot field. Charge calculations then use the snapshot field for the tax rate that way, if the Customer rate changes, historical charges will still be correct. From time-to-time, new Charges are created before the Customer tax rate was modified, so now the new Charges are out-of-sync with the correct value. The only way I know to correct this is to edit the charge, remove the customer link, save and keep working, then reselect the customer. Is there a way to build that logic into a button that would accomplish the same thing? Essentially turning 5 clicks into 1?Solved0likes2CommentsEsther's Monday Email!
Hello Qrew! This month, we will be hosting four in-person Qrew meetups and two virtual Qrew meetups. Here’s what the Qrew has coming up for the week of September 8th, 2025: App Builder Qrew Tuesday 9/9/25 @ 12pm EDT Sam Lange [aka SamLange1] Director of Innovations at ISTA Solutions, will be sharing dashboard design tips and examples that will make you want to update the dashboard experience for yourself and end-users. All week: daily @ 1pm EDT Quickbase Office Hours with Sam Sign up here M/W/F @ 2pm EDT FastField Office Hours Drop in anytime with questions. Visit the events page to register. Looking ahead! Boston Qrew and Philadelphia Qrew Meetups are both happening the following week—catch up with local peers, and don’t miss your shot at the golden ticket raffle to attend Empower 2026 for free! Find the sign up here EmpowerPro 2025 October 7th and 8th registration is live! Sign up and save the date on your calendar! Hope to see lots of you at these sessions — let’s keep learning together!0likes0CommentsSeptember Qrew Events!
Hello Qrew! September 2025 is jam packed with many Qrew events and opportunities to win a golden ticket! Here’s what we have scheduled for this month: September In-Person Qrew Meetups Boston Qrew September 17, 2025, 4:00–6:00 pm EDT @ Mintz Headquarters Join Alice Rich, Sr. Manager – Product Management, for a Grid Edit feature overview and share what you’re working with the Boston Qrew. Philadelphia Qrew September 18, 2025, 3:00–5:00 pm EDT @ One Penn Center for a product roadmap discussion and deep dive with a Quickbase expert, and share use cases and pro tips to help expand your Philadelphia Quickbase network. Portland Qrew September 24, 2025, 3:00–4:00 pm PDT @ Harder Mechanical Contractors Visit the Portland Qrew group page for more details and link to sign up. Atlanta Qrew @ Topgolf Midtown September 25, 2025, 4:00–8:00 pm EDT Kickoff the Atlanta Qrew with a round of golf and discuss what topics you’d like the local Qrew group to cover in future meetups. September Virtual Qrew Events App Builder Qrew September 9, 2025, 12:00–1:00 pm EDT Sam Lange, Director of Innovations at ISTA Solutions, will be sharing dashboard design tips and examples that will make you want to update the dashboard experience for yourself and end-users. Pipelines Qrew September 24, 2025, 12:00–1:00 pm EDT Join Rob Mersereau, Sr. Technical Consultant, for a live demo on automating event tracking by integrating Google Calendar with Quickbase Pipelines to save time and boost efficiency. Looking Ahead into October: EmpowerPro 2025 & Product Talks Don’t miss EmpowerPro 2025 coming in October—A free virtual event for all customers to discover new feature innovations, learn new skills from subject matter experts, and network with other customers. Two weeks after EmpowerPro, the Qrew will be hosting an EmpowerPro Product Talks series with our product team that will include feature updates and Q&A sessions. Next steps: Click the links to Register for Qrew Meetups and EmpowerPro 2025 Visit the Quickbase Events page and the EmpowerPro 2025 page for all details and to register. Get connected with the Qrew and go for that golden ticket at your in-person Qrew meetup!0likes0CommentsSomething went wrong error when trying to view file attachment history
I am using Exact Forms Plus to generate invoice pdf and saving to a file attachment field in my record. When I click on the clock icon (to view the history) I get the following message. I have versions enabled and set to collect the 3 most recent versions, but am unable to actually view the history. The item I am trying to view should have at least 1 version in the history, but I'm getting the error message. Am I missing some setting somewhere to enable version history collection?0likes1CommentQuickbase Native File Attachment Question
I think this is a simple thing, but I've been struggling with it for a while, so I thought I'd ask the community. I have a direct quickbase file attachment on a form. I want to only show that in edit mode (easy), then I want a button that will download that file when in view mode. I've tried formula URL and Formula Rich Text, but I can't get the syntax right I guess, because I continually get a 400 error. Can someone tell me how to accomplish this please?0likes1CommentCoping with EntraID username change
We have our windows ad users synced to quickbase via Azure AD/Entra ID and it is working fine but have run into our first snag which I haven't found anything directly addressing. We had a user change her name and we have updated it in on prem AD which synced to Azure AD. Everything appears to be working normally for a week except for quickbase. She went through the sign in process in quickbase which pushed her to the identity provider sign in, the Azure sign in window comes up and she signs in successfully with her new email address and password. But then in quickbase she has no access to anything. Looking into user management it appears that Quickbase has generated a new user with her new email address, it still says "External authentication ID: <her new email>" so I assume that it's imported through provider management as usual however it did not transfer her paid quickbase seat or any of her app access or groups. My read on this is that quickbase is using the primary email as the unique identifier instead of the azure object ID (looks like xxxxxxx-xxxx-xx...) and so it just thinks she's a totally different person. Does anyone know of a workaround or best practices article for this if it happens in the future? We can manually recreate her permissions and move her license but it's kind of a hassle, and she'll lose any history tied to her old account which is now orphaned as she can't log into it using single sign on anymore.Solved1like4CommentsCode Page for User to Search And Return Value
Hi, I have the following Code page. Basically I want the user to enter in text and search. Then the result finds their input and matches with field id 256 and return field id 29. I will replace anything with a "XXXX". When the user searches they get "Target field not found in response." instead of the value. For knowledge the user should enter in "mickey.mouse" and 256 holds that value : When i simply put this in the URL I do get a response:https://XXXXX-XXXXX.quickbase.com/db/XXXXXX?a=API_DoQuery&query={%27256%27.EX.%27mickey.mouse%27}&clist=29 Thank you so much for helping me! <!DOCTYPE html> <html> <head> <title>Quickbase Data Retriever</title> </head> <body> <label for="inputField">Enter Record ID or Search Term:</label><br> <input type="text" id="inputField"><br><br> <button id="retrieveButton">Retrieve Data</button> <div id="result"></div> <script> document.getElementById('retrieveButton').addEventListener('click', function() { const inputValue = document.getElementById('inputField').value; const appDbId = 'XXXXXXXX'; // Replace with your Quickbase App DBID const tableDbId = 'XXXXXXX'; // Replace with your Quickbase Table DBID const targetFieldId = '29'; // Replace with the FID of the field to retrieve const queryFieldId = '256'; // Replace with the FID of the field to query against (e.g., Record ID#) const userToken = 'XXXXXXXXX'; // Replace with your Quickbase User Token or use API_Authenticate for a ticket // Construct the API_DoQuery URL const apiUrl = `https://XXXXXX-XXXXXXX.quickbase.com/db/${tableDbId}?a=API_DoQuery&query={'${queryFieldId}'.EX.'${inputValue}'}&clist=${targetFieldId}&usertoken=${userToken}`; fetch(apiUrl) .then(response => response.text()) // Quickbase API returns XML .then(str => (new window.DOMParser()).parseFromString(str, "text/xml")) .then(data => { const errcode = data.querySelector('errcode').textContent; if (errcode === '0') { const fieldNode = data.querySelector(`f[id="${targetFieldId}"]`); if (fieldNode) { const fieldValue = fieldNode.textContent; document.getElementById('result').textContent = `Retrieved Value: ${fieldValue}`; } else { document.getElementById('result').textContent = 'Target field not found in response.'; } } else { const errtext = data.querySelector('errtext').textContent; document.getElementById('result').textContent = `Error: ${errtext}`; } }) .catch(error => { console.error('Error:', error); document.getElementById('result').textContent = 'An error occurred during the API call.'; }); }); </script> </body> </html>Solved0likes5CommentsError in Quickbase Docs: Gantt Plugin
Not sure where to submit this, but I noticed an error in the Quickbase docs for the Gantt plugin. At the bottom of this page it says: "Note: If you don't create the tables, the plugin creates them for you." Which is wrong and contradicts another page on the same topic: "Note: The Gantt plugin does not create tables."Solved0likes2CommentsAuto Generate Attach and E-Mail Document Templates
Good day everyone! Through some searching I did find this YAML Document creation - Save PDF to field in record | Qrew Discussions to create and email and Document Templet. Looking through the YAML, I couldn't tell if this would work with a document templet that has to also pull from specific fields in the record we want. For instance when we finish a job, we have a button that Generates a service closing report that populates some information based off that job. The generate document button is with in the report and grabs the fields we need from there. My end goal is to automate this for my guys on the road, where clicking generate document will also: Attach the Document to the Record Email the generated document to a subset of people associated with the job.1like2Comments