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Sorting high to low within a Pipeline search

I am trying to create a dynamic report that will stay updated with our top 25 clients based on their ACV. I have a checkbox field on each account labeled 'Top 25'. My goal is to have this automatically updated based on each account’s ACV. Ideall

422

2 hours ago

JimHarrisonRegistered

Pipelines JSON Fetch Step settings

Wanted to see if I could get report records using JSON Fetch step. I get a response but there are no records in the response, just headers and metadata.  Method: POSTURL: https://api.quickbase.com/v1/records/queryAuth schema: Quickbase User

341

4 hours ago

RoyWanyoikeRegistered

Using one field to collect data multiple times.

In quickbase, I have a field for user and datetime. There are several project status like pending, submitted, review,approved and denied. Everytime in the status field change I want to record who did the change and date time. I want to use the t

271

7 hours ago

LTSBETeamRegistered

Gauge Report for action items - Goal 0

Looking to have a gauge chart with 0 entries being what good looks like. We are using it to identify action items for our team. As QuickBase won't allow you to have your start larger than your goal, and results displaying based on a percentage, it ma

643

21 hours ago

R

RJR3Registered

Default setting to open in same page for Reports

Hi,Is there a way for my app settings to automatically default to 'open in the same page' when editing a report? I know how to change the setting within the field itself but not when editing a report record. This ends up with a host of tabs open in m

552

23 hours ago

JimHarrisonRegistered

Quickbase slowing throughout day, closing broswer fixes

Wondering if anyone else is noticing this new behavior with the platform. I notice it most when typing in rich text fields. The field is responsive and works well for the first few hours of the day. Sometime around 9-12 pacific time the behavior chan

624

EstherLaVielleCommunity Manager

EmpowerPro Day 1 is a wrap! What’s on your mind?

Hello Qrew!Day 1 of EmpowerPro had a lot packed in, from the vision and roadmap to new AI features, Pipelines and grid report upgrades, and FastField with Extensions. What clicked for you? What can’t you wait to try?The roadmap: What from this mornin

120

M

MikeMesi1Registered

Dynamically hide information on Document Templates

Hello all, does anyone if it's possible/how to dynamically hide/show reports and other information in document templates? I have a case where certain reports are needed for one common type of report, while other types of reports I need to genera

351

K

kmizunoRegistered

Outlook Email Integration – Log Emails to Specific Quickbase Accounts or Opportunities

Hi,We're currently exploring ways to integrate Outlook with our Quickbase CRM to make it easier for our Account Managers to log and track client email communications.Previously, we used Salesforce, which offered an Outlook integration that allowed us

231

C

ChristineCarpe1Registered

Pipelines - Connected Table Refresh

Is it possible to run a table Refresh/Sync, for a Google Drive Connected Table,  within a pipeline?  I want to refresh a table at a specific scheduled time and then run a Table to Table import job.  The refresh scheduling on the connec

13225

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JimHarrisonRegistered

Pipelines JSON Fetch Step settings

Wanted to see if I could get report records using JSON Fetch step. I get a response but there are no records in the response, just headers and metadata.  Method: POSTURL: https://api.quickbase.com/v1/records/queryAuth schema: Quickbase User

341

4 hours ago

RoyWanyoikeRegistered

Using one field to collect data multiple times.

In quickbase, I have a field for user and datetime. There are several project status like pending, submitted, review,approved and denied. Everytime in the status field change I want to record who did the change and date time. I want to use the t

271

7 hours ago

LTSBETeamRegistered

Gauge Report for action items - Goal 0

Looking to have a gauge chart with 0 entries being what good looks like. We are using it to identify action items for our team. As QuickBase won't allow you to have your start larger than your goal, and results displaying based on a percentage, it ma

643

21 hours ago

R

RJR3Registered

Default setting to open in same page for Reports

Hi,Is there a way for my app settings to automatically default to 'open in the same page' when editing a report? I know how to change the setting within the field itself but not when editing a report record. This ends up with a host of tabs open in m

552

23 hours ago

EstherLaVielleCommunity Manager

EmpowerPro Day 1 is a wrap! What’s on your mind?

Hello Qrew!Day 1 of EmpowerPro had a lot packed in, from the vision and roadmap to new AI features, Pipelines and grid report upgrades, and FastField with Extensions. What clicked for you? What can’t you wait to try?The roadmap: What from this mornin

120

M

MikeMesi1Registered

Dynamically hide information on Document Templates

Hello all, does anyone if it's possible/how to dynamically hide/show reports and other information in document templates? I have a case where certain reports are needed for one common type of report, while other types of reports I need to genera

351

K

kmizunoRegistered

Outlook Email Integration – Log Emails to Specific Quickbase Accounts or Opportunities

Hi,We're currently exploring ways to integrate Outlook with our Quickbase CRM to make it easier for our Account Managers to log and track client email communications.Previously, we used Salesforce, which offered an Outlook integration that allowed us

231

C

ChristineCarpe1Registered

Pipelines - Connected Table Refresh

Is it possible to run a table Refresh/Sync, for a Google Drive Connected Table,  within a pipeline?  I want to refresh a table at a specific scheduled time and then run a Table to Table import job.  The refresh scheduling on the connec

13225

dpanchallRegistered

Does Quickbase offer a way to give non-technical team members view-only access to Pipelines?

321

V

vikaspasulaRegistered

Need help building a Formula–Text field

I’m working in Quickbase and need help building a Formula–Text field based on selections in a Multi-Select Text field.RequirementThe formula should return one of three designations based on a strict priority:Tier 1 — highest priorityTier 2 — medium p

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