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As part of our ongoing fit & finish focus—making the Quickbase experience smoother, clearer, and more consistent—we’re giving Release Notes a fresh home in a dedicated Quickbase app. This isn’t just ...
11 days ago
Have you ever needed to build a workflow to copy a template, mass update child records, or archive a set of records? Then you've probably built a pipeline similar to the one in the screenshot belo...
19 days ago
...was amazing, people! If you weren't there or you aren't a member of the group, check out a sample of what you've been missing!
Here's EstherLaVielle's recap post with a link to the meeting reco...
17 days agoThe Content Feed
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Auto 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.
Email each user their record
Hello! I'm new to Quickbase and have been using the API to speed up operations at my company. We have a report that is generated weekly whose records need to be sent to each user. Typically, this is done by manually clicking into each record, clicking the "Email" button, and sending the record to the related email address. Is there a way to do this process in bulk? Ideally, I would like to do one of two things: Create a button in Quickbase that sends all users their records at once. I've found this guide and this guide, but neither seems to be the functionality I'm looking for. I'd like something that does exactly the same thing as the "Email" button described above, but for all users in the report. Use the API to send all these emails. I don't think the API offers email functionality, but I could take all the emails from the report and use Python to email the records. This would also require some way to carry over the formatting from a Quickbase email, which we rely on for readability. Does anyone have experience with this or other solutions for sending many emails with user-specific data? Thanks!
Forms crash with "Unexpected error" when selecting record reference field as condition
Whenever I try to create a form rule based that has a record link numeric field as a condition, quickbase crashes with Unexpected error. Something went wrong! One note: This currently is the only field I have for this relationship in my table. I don't have any lookups. I have tried to create a new form with just one of the record link fields and it still fails. Any hints for me?Certification Wins
🎓 Hello Qrew! We’re back with the August edition of Certification Wins, where we proudly spotlight the amazing individuals in our community who’ve earned Quickbase Certifications during July! 🌟 Each certification is a reflection of your effort, curiosity, and commitment to building smarter. Whether you’re just starting or mastering advanced skills, this space celebrates YOU. 🙌 🏅Certified In July🏅 RachelBoswell OlabisiTine dhermes AnthonieJackson SourabhSharma WesMcAda RussellBranham KevinMontgomery dhermes WesMcAda Each name above represents hours of learning, practice, and persistence. Congratulations to all our achievers! 🌟 Featured Shoutout 🌟 🎉 This month’s spotlight has landed on AnthonieJackson 🎉 A $25 gift card is heading your way — congrats! 📣 Join the Celebration Want to see your name here next month? Start your certification journey today via Quickbase University and showcase your expertise to the entire Qrew. Quickbase Certification Central Read about Certifications here! Until next time! Bhavani Ramana Certification Specialist, QuickbaseChange date filter from range to specific date
When you have a date column on a report, and select the filter icon, you are forced to enter a start and end date in order to filter that column. Is there any way you can force it to just accept a single date? I know I can set a report filter for an ask the user for that field, I'm seeking a way to disable the popup calendar that appears when just normal column filtering.
Most Recent Record
I have a parent table called Deliverables that pulls in the Project Name into my child table called Buy Out. In Buy Out, each project has multiple Scopes. Each Scope can have many line items over time, with a Date field that’s filled in by the user. What I want: A Table Report that groups by Project Name → then by Scope. Under each Scope, I only want to display the most recent line item (based on the Date field). So if Project A has Scopes Electrical, Mechanical, and Plumbing, I’d only see the latest record for Electrical, the latest for Mechanical, and the latest for Plumbing. What’s happening now: If I create a Summary field for Maximum Date, it only gives me the most recent record for the whole Project, not per Scope. In a Summary Report, I can see the max dates by Scope, but I can’t get all the other line item details. In a Table Report, I can group and sort so the latest is on top, but I can’t filter it to only show that one row per Scope. What I’m asking: How can I build a Table Report that actually only shows the most recent record for each Scope of each Project?
