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We’re excited to share that as of April 21, the new forms experience in Quickbase is now generally available on mobile! This launch marks a significant milestone in our mission to provide a seamless,...
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Quickbase Admin Getting Started Guide
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...
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May is blooming with Quickbase events to help you grow your skills and connections! Our meetups, webinars, and community gatherings offer fresh opportunities to build and grow your knowledge of using...
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How to fetch all apps across the Admin user account and their share permission data through APIs?
Hi Team, While exploring the Quickbase application i want to fetch the application data across the Admin User account including all the applications that are created by other users of the account. Being Super Admin I am able to see the applications of the other users from UI in the Admin console. I want to fetch this information through the API, while I am unable to find the REST API that fetches this data, is there any REST API available that fetches list of all application across the user account including the other user's apps. I tried using the XML based API and found that the API_GrantedDBs gives the apps created by the Super Admin user but was unable to give the other user's application in the list. How can I find the list of all applications across the user account including the other user's app. I am using the authorization ticket that is required to call the API. Please guide me for the same. I also require to find the users and groups that have access to the apps through the APIs. Please help me in finding the above points, if the APIs are not available is there any another workaround to get this data? Thanks.
How to manage HTTP "accounts" in Pipelines
I'm using the HTTP "Make Request" step in several pipelines to make HTTP calls from Quickbase to my applications API. The way you configure the URL and authentication information for that API is via the "Connection" where you configure an "HTTP account". I can see how to create a new "account" there, but I can't figure out where to update or delete those accounts. I've searched the Quickbase UI and couldn't find anything, and the docs didn't contain anything that I could find. I considered using "variables" to try to specify my URL and reference the variable in the "HTTP account", but that context doesn't seem to support variables, which seem like they were built for use in formulas, not pipelines. Can anyone tell me how to manage (edit, delete) my HTTP accounts used in my pipelines? Thanks!
User list fields in Pipeline
Good afternoon, I've created a pipeline that searches Table A for criteria and if it matches it will copy a User List field from Table B to another User List field in Table A. Both User Lists fields could have multiple Users selected when the pipeline runs. My first attempt wiped out any information already listed in Table A's field with the information copied from Table B, but it listed all Users that were selected. When trying to figure out how to keep the information in Table A's field while adding the information from Table B, I then found the community thread which is similar to what I'm trying to do: https://community.quickbase.com/discussions/getting-started/using-multi-select-field-in-pipelines/18991 However, when I enter {{table B User List field}} ; {{table A User List Field}} Table A's information remains, but the new information copied are placeholders rather than the User name. So it looks like When I've attempted to use the ID or Email from the User List (as found recommended in other threads) It keeps Table A's information but only lists the first User from Table B. Any other User is not copied over. Any suggestions on how to get the placeholders to actual show the User Names?
Add barcodes to PDF templates
We have an app for tracking form internal processes. There is a paper printout that will travel with a part throughout the plant. I want to add a barcode to that printout so when someone needs to update the record, they can just scan the barcode (we already have USB barcode scanners at all the computers). Is there a way to take the value of a field and create a barcode?How to Calculate Completion Percentage Using Multi-Select Boxes
I’m trying to create a formula that calculates the completion percentage based on a series of multi-select checkboxes. For example, if there are four checkboxes and three of them are selected, I’d like the formula to return 75%. Is there a way to achieve this in Quickbase? Any help would be greatly appreciated! Thank you in advance!Document Generation - Filename
I started playing with the Document Generation in Quickbase this week which is amazing! I am curious to know if there is a way to set the filename of a Document that is generated in a custom email notification from a Quickbase application? I know that when you use the Generate Document code to create the document for a record in the application, it does allow you to set the title/name of the document specifically. However, using the same option as a part of the custom email notification sends the notification with the PDF attached and named Document 1, rather than any name you specify in the code that is attached the Formula URL field.New Forms Are Now Live in Quickbase Mobile!
We’re excited to share that as of April 21, the new forms experience in Quickbase is now generally available on mobile! This launch marks a significant milestone in our mission to provide a seamless, consistent, and powerful experience to users—no matter where they work or what device they use. Why This Matters Historically, building for mobile in Quickbase presented a number of challenges. App Admins often had to create and manage separate legacy mobile forms to provide a usable experience on smaller screens. For end users, the experience was often inconsistent. Legacy mobile forms came with limited layout options, lacking the flexibility to organize content using columns, or tabs. Form rules and workflows sometimes behaved differently than expected, and key functionality—like viewing embedded reports directly on the form—wasn’t available on mobile at all. As a result, mobile usage often required workarounds, compromises, or shifting tasks to desktop, slowing down teams who needed to work when they were away from the desk— until now. One Form, Multiple Devices The new forms experience is now fully responsive. Builders can design a single form that automatically adapts to desktop, tablet, or mobile, with no extra configuration required. Whether users are approving invoices, pulling up customer contacts, submitting support cases, or updating project details, the experience is consistent and intuitive across the board. What’s New for Mobile Here are a few key enhancements you’ll notice right away: 🔹 Fully Responsive Form Canvas The layout automatically adjusts to the screen size and orientation, while maintaining the structure and design you built on desktop. Forms are organized with pages, sections, columns, tabs, and steps, and Quickbase automatically adapts the layout to fit the device's screen. For instance, on mobile devices, columns stack vertically to ensure optimal readability and usability. On tablets—especially in landscape mode—forms can display multiple columns side by side, taking full advantage of the larger screen and offering a more spacious, desktop-like layout. Additionally, tabs and steps help break down longer forms into manageable sections, making it easier for mobile users to navigate complex forms without feeling overwhelmed. Users can quickly swipe through form steps or tap between tabs, maintaining focus while completing tasks efficiently. 🔹 Optimized Field Interactions We’ve reimagined how field components work on mobile. From dropdowns to date pickers, every interaction is optimized to feel natural on a smaller screen, while retaining the power of the desktop version. For example, multiple-choice fields are presented in modals, allowing users to search and select options efficiently. 🔹 Dynamic Form Rules & Workflows Form rules and formulas now behave just as they do on desktop. We’ve been on a mission to eliminate the need for mobile-specific workarounds, and this update is a step forward. Dynamic form rules now apply across devices, so the logic you’ve built for desktop users works just as smoothly for those on the go. 🔹 Embedded Reports on Mobile For the first time, embedded reports are displayed directly on mobile forms, giving users real-time access to the related data they need to make decisions and take action on the go. While some functionalities like grid edit and exporting to CSV are not supported on mobile, users can view reports, search, add new records, edit or view individual records, and delete records, depending on their permissions. 🔹 Support for Custom Workflows New forms on mobile now support more advanced and flexible workflows. App admins can confidently use table-level settings like “Auto save when redirected away”, the custom CSS class SaveBeforeNavigating, and URL parameters such as ifv=1 and hs=1 to hide native Save and Cancel buttons. These tools enable customized navigation, smoother inline saves, and fully tailored form experiences—all while maintaining mobile compatibility. Assigning Forms for Mobile App admins can assign the latest, mobile-friendly version of forms to specific user roles using the "View/Edit/Add Form (Mobile)" column from Forms Settings, ensuring that users see the appropriate form on their mobile device. In some cases, assigning a simplified, mobile-specific form may be beneficial. It allows you to reduce friction, minimize cognitive load, and create a faster, more focused experience for users – especially for those who only need to complete a subset of fields or perform quick tasks on the go. Alternatively, if admins prefer to use the same forms across desktop and mobile, they can select “Use full site forms”. A Better Experience for Builders and End Users With this release, builders no longer need to build two versions of a form, and end users don’t have to adapt to a stripped-down mobile layout. The result? Faster time to value and more efficient teams. Ready to Get Started? If you’re already using new forms on desktop and you have selected the option “Use full site forms” for mobile, you don’t have to lift a finger—your mobile experience is ready to go. Just open your app in the Quickbase mobile app (version 1.68 and above) or browser and experience it for yourself. If you’re not using new forms on desktop yet, now is the perfect time to start. By switching to new forms, you’ll not only unlock a modern, flexible form-building experience on desktop—you’ll also ensure your app is mobile-ready. 💡 Want to learn more? Check out the full documentation: Assign forms for mobile Understand the form canvas and layout on mobile Form field types and components on mobile What’s Next The launch of new forms on mobile is a big milestone—but we’re not done yet. In the coming months, we’ll be rolling out additional capabilities including: QR/Barcode scanning Next/Previous record navigation, making it easier to move between records Timezone helper, and more!Updated Time and Agenda to May 14th Pipelines Qrew Meet Up
Hello Pipelines Qrew! Two important updates to give you about our next Pipelines Qrew Meet Up: Instead of our normal Pipelines Qrew Meet Up time, we will be meeting May 14th at 1pm EST. To accommodate our new speaker's schedule, we are moving up the time for the Pipelines Qrew to meet 5/14/25 at 1pm EST to 2pm EST. If you are unable to attend this new time, please make sure you are registered to receive the recording. Access link to register and login here. 2. The agenda has changed: MichaelFrishman, owner of MJF Technology Solutions LLC, will lead a session on using APIs with Quickbase Pipelines and Postman, focusing on foundational tips for beginners and intermediate users of Pipelines. Mike mentioned he wished there were session like this when he was learning Pipelines and Postman, and wants to help those who are on a similar journey.Quickbase Qrew: May 2025 Community Events
May is blooming with Quickbase events to help you grow your skills and connections! Our meetups, webinars, and community gatherings offer fresh opportunities to build and grow your knowledge of using Quickbase. Watch the video below to view the Qrew events happening this month. The four Qrew events we highlight in the video above include: May 13th at 12pm EST - App Builders Qrew Meet Up Prashant Maheshwari, Director at Krishna Beads Industries, will show how he uses formulas and AI in Quickbase for validation rules, multi-status reporting, and intuitive reports and forms. We'll also have our product team share an update on Audit logs. May 14th at 1pm EST - Pipelines Qrew Meet Up PLEASE NOTE THE AGENDA AND TIME CHANGE: At 1pm EST MichaelFrishman , owner of MJF Technology Solutions LLC, will lead a session on using APIs with Quickbase Pipelines and Postman, focusing on foundational tips for beginners and intermediate users of Pipelines. May 15th at 1pm EST - Governance Webinar: Expanding the Power of Governance Core Apps May 22nd at 1pm EST - Feature Focus Webinar: Unite Your Data and Put it Work with AI Click the links above or check out the events page to learn more or register for May’s events. We look forward to seeing you there!
