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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
Hi Folks!
We just concluded our App Builder Qrew meetup featuring SamLange1 and wanted to take the discussion online to see if anyone had any questions about what was shared today.
Attached is...
EstherLaVielle
Community Manager
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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
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Maria
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Join Table help
I have 3 tables in my Quickbase App, Assignments (PhoneNum is key), Member (PhoneNum_MbrID is key but has PhoneNum field), Calls (Record Id is key but has PhoneNum) Assignments is connected to Member (one to many) Assignments is connected to Calls (one to many) I have to create a table report from Calls table and pull all member table data. How can I achieve this? Please help.Solved0likes14CommentsAny tips for ensuring system calculations display consistently?
I have a billing application that tracks Assets, their monthly rates, and the Rental Charges. I'm finding instances when the same field doesn't display the same value. Example: Sub-Total field when viewing that field on an embedded report shows one number, but if I view the record directly, it shows another. The difference is nearly always a $0.01 difference. But this isn't the only field that this happens to. So I'm seeking any tips or general good practices I should consider when creating calculation fields to ensure the data is consistent across the application. I currently have nearly 15 different calculations that a record may need to compute, store and display. I've played around with using ROUND in some places, but that seems to cause additional problems.Solved0likes4CommentsButton 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?Solved0likes2Comments
Code 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>Solved0likes5Comments
Error 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."Solved0likes2Comments
Coping 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.Solved1like4Comments
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!Solved1like6Comments
Record Picker Filtering
Good afternoon! I can't seem to figure out a way to filter the record picker based off either a Report or a field not including something. For reference, I want to hide a contact from the record picker that is retired, but I don't want to out right delete their information as they are used in records over the years. I'm using a Table to Table relationship between two apps to connect these.Solved0likes3CommentsPipeline expression to concatenate and format date
I feel like I am close, but still getting an error on my jinja expression. I need the pipeline to populate a text field based on the concatenation of 2 fields, 1 of which is a date field which needs to be formatted to text. {{[b.report_asset_id + '-' + a.new_charge_date|date_mdy}} Output should be HBL-0000-08-01-2025 HBL-0000 is the b.report_asset_id 08-01-2025 should be the formatted a.new_charge_date Pipeline shows the following error: Validation error: Incorrect template "{{[b.report_asset_id + '-' + a.new_charge_date|date_mdy}}": unexpected '}', expected ']'Solved0likes5Comments
