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We’re back with this month’s edition of Certification Wins, where we proudly spotlight the amazing individuals in our community who’ve achieved Quickbase certifications this past April!...
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Whether you're syncing data between systems or automating onboarding tasks every time a new customer is added, pipelines are designed to save you time and reduce manual work.
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If you're new to being a Quickbase admin, start here! While it may feel like there is a ton to learn, the Getting Started Hub has you covered. This is how you start. We'll cover the basics, with...
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Why no Reply-To Header Functionality?
I have a client that receives donation inquiries via a webform that posts to Quickbase and sends individual notifications to the relevant client personnel. Their prior system was through their website hosting vendor, which sent an e-mail to a shared e-mail account. However, the vendor's e-mail protocol included a Reply-To header that allowed them to reply to the e-mail address of the donor rather than the generic notify@ account that sent the email. For those that are unfamiliar, email clients use the Reply-To header to pre-populate the "To" field when a user clicks "Reply." If the Reply-To header is not present, the client will typically default to the "From" address. As best I can tell, Quickbase's e-mail protocol and notifications do not support Reply-To, which is a major headache for this use case where I would like the Reply-To value to be the e-mail address of the donor submitting the form. Does anyone know why Quickbase does not support Reply-To or if it is on the roadmap? Also, what do you think the best workaround options are as of today?
Quickbase to google calendar pipeline issue
I have a pipe line set that manages my calendar installs to a google calendar. It has 3 pipelines New install are added changes in installs are updated deleted install are deleted. The path flow work great but the dates are not correct. Here is the quickbase calendar Here is the Google Calendar: Start Date and End dates are date/time fields built with the following: Does anyone have any ideas why these dates are distorting by a day?
CSV Import - Check Records
I am looking for help in importing a CSV file to a Company table that will check if the Company Name if it exists (text only as complete match) before importing. This pipeline imports company data from a CSV file into a Quickbase table. It checks if a company already exists before creating a new record to prevent duplicates. It fetches the CSV file (all+1300 rows) - This is test file and only has 3 rows I receive the following error Validation error: Incorrect template "{{c.company}}". ValueError: invalid literal for int() with base 10: 'company' Attched are the pipeline steps Thank you, EricHow to see who hasn't filled out a form
I need to create a form for hours tracking that MUST be completed by Tuesday Morning and want to send a notification for anyone who hasn't filled filled out the form. Is there a way to track not who has filled out the form but who hasn't? I am not certain of anything in QuickBase as I came from a whole different department before getting put in charge of this.New email notification beta has arrived
NOTE: THIS BLOG WAS AUTHORED BY BrianCafferelli , BUT DUE TO TECHNICAL CHALLENGES, BRIAN WAS NOT ABLE TO PUBLISH. Companies around the world run time-sensitive, business-critical processes on Quickbase. And one of the ways this streamlines how you manage critical information is through our built-in email notifications. The ability to send alerts to the right people at the right time ensures that your team stays productive. We’ve upgraded much of the user interface across the Quickbase platform recently, such as reports and forms. And the next step in this journey is simplifying emails and making them more flexible. We’re proud to announce that we have re-built emails from the ground up. We are providing a new and modernized experience that supports new forms, allows you to pick the time of day an email is sent, and more. Read on to learn more what’s possible using new email notifications. Using new forms and notifications together We recently rolled out a new version of forms, providing a drag-and-drop building experience and giving you more control over the layout and appearance. However, using these new forms requires a separate legacy form to be built for emails as well. We are now making this build experience easier and more consistent, now that you can display a new form in a new email notification. This helps make your notifications more professional-looking and engaging. Embedding reports and charts Legacy emails in Quickbase allow you to send a single report to a group of users periodically. New email notifications will also allow you to send a chart, and even multiple reports or charts in the same email. This puts a lot of power into the hands of the app builder since you build these user interface elements such as reports, and can use them in many places such as dashboards and emails. Expanded options for the From field Being mindful of who appears in the From field of your email can help clarify who is driving the process at hand and help an email recipient to respond quickly. Quickbase enables you to set your From field to the generic “notify@quickbase.com”, or the user set in a User-type field. For example, an email on a compliance requests table could appear as coming from the user who placed the request. Our new email notification feature adds a few options for setting your “From” field. You can have your emails appear as coming from the owner of the email notification. Or you can even have emails appear as coming from the user who triggered the email in the first place. This gives you a great amount of flexibility to set up email notifications to match your exact process needs. Setting CC and BCC fields With the legacy emails, you can dynamically set the recipient based on data in Quickbase. For example, based on the Assigned To field in your table. This maps to the To field in the email message. However, it’s not possible to populate the CC or BCC fields today. New email notifications enable you to CC and BCC people. (This ability must first be enabled at the realm level) Attach files to your emails Using legacy emails, you could include a file attachment as part of the form or report being sent. New email notifications will let you go a step further and take a file from a File Attachment field in Quickbase and attach it directly to the email. Better bulk options We have also added more flexibility for managing bulk emails. For example, imagine that you have created an email notification which is sent when a record is edited. If a user clicks to edit a single record, then saves it, the email sent will reflect the changes made to that individual record. But what would you like to happen when a user enters grid edit mode, and updates many records at once? Legacy email notifications allow you to choose whether you want to send the email if many records were changed at once. Our new email notifications go one step further and make it easy to send individual emails (up to 10 at once), or to send a combined email that covers all the triggering records. Audit Logs We get support cases from builders asking to verify whether an email notification was sent, when it was sent, etc. The Quickbase Tech Support Team has access to that information today, but customers are not able to see it directly. When you leverage our new email notifications, account admins will be able to track usage of those emails in their Audit Logs. A streamlined builder experience We’ve also made it easier to build email notifications. We have combined the functionality of legacy notifications and legacy subscriptions together, allowing you to set up either a triggered email or a scheduled email. Need to change the trigger type later? No problem! Using the new email notifications, you will be able to go back afterwards and switch the trigger type without needing to create a new email from scratch. This also provides a more intuitive and streamlined experience, similar to how trigger behavior can be modified for a pipeline. For scheduled emails, you will also be able to specify the time of day the message will be sent. This is a long-time customer request which makes it easier to plan out your workflows. Our updated rich-text editor helps you to create impactful and professional messages, with new features like inserting report widgets into your emails. And you can still modify the HTML markup directly if you’d prefer. Tips for new builders To create notifications that are impactful, here are a few things to keep in mind: Leverage the conditions in the trigger to ensure the email is sent precisely when you need it to be Write out your email in a way that makes it clear why the recipient is receiving it, and what they should be doing upon receiving it Use rich text and images like your company’s logo to create a more engaging message. The future of legacy email notifications and subscriptions In order to make all the powerful improvements above to email notifications, we needed to re-build the feature from the ground up. That means that you will need to create new emails to take advantage of these new capabilities. However, we realize that most of you rely heavily on legacy notifications and subscriptions. So those legacy emails will continue to be available and operate exactly like they do today, and we do not currently have plans to change that behavior. Try it out today! We opened up our beta program for new email notifications to all users in March 2024. Simply navigate to table settings, and when you click the New button for emails you will see the new “Build your own” option. To learn more about new email notifications, please see the article in our help center.Who Won the May Feature Focus Door Prize?
We’re thrilled to give a big shoutout to Chris Austin for attending our recent Quickbase Feature Focus webinar and being our door prize winner! Thank you to all who were able to attend! All registrants and attendees will receive the recording via Goldcast to your email. You can also rewatch the webinar on demand by accessing the events page. We are so delighted to see how enthusiastic folks were to learn about the new AI smart features and thoroughly appreciated the thoughtful questions and comments from the crowd. We can’t wait to see how you put these new features to work when they are available! Interested in joining the public beta to test out these features? Join here!
How to use GetRecords()
var text QUERY = "{9.EX.'" & ToText([Person Assigned]) & "'} AND {3.NE." & [Record ID#] & "} AND {11.LE." & [End Date] & "}AND{10.GE." & [Start Date] & "} AND{13.NE.'Completed'}"; var recordList overlappingTasks = GetRecords($QUERY); var number conflictCount = Size($overlappingTasks); If( $conflictCount > 0, "Not Available", "Available" ) I have used the above query to configure any existing records but the comaprison is not done in the way expected like the number 9 gets compared not the value like that in everything.
Question about auto-populating fields across tables
I wish to auto-populate a field from another field in another table, but am not sure if it is possible for our specific scenario. If yes, how would I accomplish it? I tried to create an action, but it doesn't work. The affected tables are 'Audit' and 'Scorecard' and I have parent/child and child/parent relationships setup because in each form we need to pull in some fields from the other table. For every Audit record, there will be only 1 associated Scorecard record, and vice versa. Ultimately, we will have multiple different Scorecard tables for different categories. Each Scorecard form will have mostly unique fields. In every Audit record, a Scorecard from only one of the Scorecard tables will be associated, depending on the category selected in the Audit record. I created an action where when a new Audit record is created, then a new Scorecard record is also created, and in the new Scorecard record, the related Audit record # auto-populates along with selected associated lookup fields. This action is working fine. We will create a separate action in the Audit table for every Scorecard table - so when a certain category is selected in a new Audit record, the new Scorecard record will be created in the correct Scorecard table. This action allows us to auto-generate new Scorecard records (instead of manually), and see related Audit record info in the Scorecard record. This action is working fine. But we also need to get the Scorecard record # and some lookup fields into the Audit Record, automatically if possible. I tried creating an action in the Scorecard table, but it is not working, I think because it has no way to know which record in the Audit table is associated with the Scorecard record. Is there a way to accomplish this? Any help is appreciated. Also, I understand we can only have up to 10 actions in one table. So if we needed to have more than 10 Scorecard tables (say up to 50), is there any other way to automatically create new Scorecard records when a new Audit record is created, outside of using an action?Boston Qrew Meetup - May 21, 2025
Great News! I'm excited to share that we're bringing back monthly in-person events. Starting in May, we'll be hosting Boston Qrew Meetings on the 3rd Wednesday of every month. These meetups are a great opportunity to connect with other Quickbase users, get help with your apps, share ideas and challenges, and hear from Quickbase product experts about new features and updates. Whether you're just getting started or have been building for years, there's something for everyone. Upcoming Meetups: May 21 (4–6 PM) Quickbase, 255 State Street, Boston Guests: Ryan Murray, Heather Karas, Sam Trachy June 18 (Time TBD) Quickbase, 255 State Street, Boston Guests: Scott Galloway, TBD July 16 (TBD) – Boston August 20 (TBD) – Boston If you’re interested in joining us on May 21, register here: https://resources.quickbase.com/nav/app/buzeg8mdy/table/bu2pvgz53/action/nwr?originalQid=td&page=1 Hope to see you there!
