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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...
ben_simon
Community Manager
Ready for a chance to win and boost your Quickbase skills?
The App Builder Qrew is hosting a raffle giveaway—simply download Mark Shnier’s app from the Quickbase Exchange and show proof (a sc...
EstherLaVielle
Moderator
As Empower 2025 comes to a close, the excitement doesn't have to end! April brings a fresh wave of engaging Qrew meet ups and webinars designed to keep you connected and inspired. Check out the event...
EstherLaVielle
Moderator
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Cant See Associated Records
Hi i table 1 app - 3 tables, table 1, table 2, table 3 now i have relation of one to many from table 1 to table 3. this relationship is old and has been working fine but suddenly i cant see the associated records from table 3 at the end of the record in table 1. they use to populate properly earlier. i have not changed anything in the relationship, cant understand why getting this error, it says " sorry...error retreiving data Attached the image as well. Only thing i can think of is another admin, was asked to delete all the unwanted reports so he may have deleted the associated report from table 3. if yes, how can i recreate the same. ? or any other reason for this problem.Solved0likes5CommentsAccess Issues
I have a 1 app - and 1 table. there are 5 users all the users have access to all the fields on the form on the table to view or edit the fields in the own record. So permission is view and modify all fields. and record level restriction is where owner is the logged in user. There is record level resctriction so user 1 cannot see user 2 records. i want to make a report where all the users can view all the records 5 particular fields. but cant view or modify the record of other users. However i want to create a visibility report to show all records from today to all the users but only a few limited fields. I have created the report, disable view and edit to the records and given all records access to the user. But the problem is if the user 1 will do advance search randomly, they can view all records from default search results. If I restrict that then no user will be able to open the records from the search which will be a blocker. how do i get past this ? if i restrict field level then they wont be able to enter or modify their own records as well. so cant do that. how to achieve this?Solved0likes9Commentsblock admin console access without denying
I do not want users assigned a "viewer" role or "participant" role to be able to have access to the Admin Console. *My Apps - Account Admin Manage my account - Admin Console I would like "admin" role to be able to share app with users but also not be able to access the Admin Console. I do not want to "Deny" users because I want them to have access to log in to the app and use it, I just do not want everyone seeing the Admin Console information. Is this possible?Solved0likes1Commentexpose the User ID in a report
Jim! ToText(UserToId( [QB Username])) Is anyone using a QB Formula field to display the user id to users in a report? The User Id looks like this "51817980.d2k9" (I changed this to something madeup, apologies if its your id.) I have the admin console connected table and can sync the used id value to any app I want, which is my backup plan. Before I make that change I am checking to see if there is something I missed. Use case: We have users added to an App via a default role in a Group provisioned via SCIM. Some users may need to have an elevated Role other than the default Role. Currently the elevation is indicated by app data managers checking a box on a record. The check box indicates these users require an elevated role change. When users requiring access to the elevated role are indicated, someone has to compare the record in the table and the role in the users table and align or normalize the values ~ that someone also has to be knowledgeable about the process. I have found several Give Feedback where we have asked for the Role and linked them all together in hopes of clarity. If this is something you want too open Give Feedback and search for Role.Solved0likes1CommentQrew Meetups all Cancelled
EstherLaVielle bsimon_personal Second day in a row, I opened the calendar event in Outlook and logged on to the Zoom meeting. There were about 10 people in the room waiting for the meeting to start. Since it just happened yesterday I asked, "is Esther on this meeting?" LauraT said "no" and so I did what Esther said and went to the Events page and looked for Pipelines. I did not notice the date had changed, it took me back to the same event. Oh I guess the event date changed. I have now deleted all my Outlook calendar events. I guess this means I have to come to the Events page on a regular basis and check to see if anything has changed. IMO this new Meeting method adds Grey work and reduces value for the customer. My advice, if there is interest, is to make a plan and stick to it.Solved0likes2CommentsDynamic form rule inconsistency- (display message on open)
Hi -- I'm trying to create what I thought would be a simple rule to display a message when a record is opened, if a field is set to a certain value. I can't get the rule to work, but as I have been troubleshooting, I have found certain field types work and others don't. So far, I see that checkbox fields seem to work, but formula-based checkboxes and multiple choice text fields don't. Can someone explain why this is, and if there is a work-around? I would like my message to be based on the a formula-based checkbox being checked.Solved0likes7CommentsEmbed hyperlink in Formula Rich Text field
Hi, I have a rich text formula field with an IF function to display specific text when a criteria is met. I want to add a link to a file in between the text output that opens on a different window. I need the display text to show as a hyperlink. Example: If ([Platform] = "A", "Complete all tasks assigned for 'Priority Sites' once every 2 months", "No action necessary for this year") Where 'Priority Sites' is the display text for the SharePoint web link https://sharepoint/prioritysites.pdf From what I could find online, I guess I have to create a hyperlink field to store the web address but I'm not too sure how that works. Can someone provide a step by step guide on how to achieve the desired output?Solved0likes4CommentsPercentage through the month
I want to determine the percentage of the month completed; for example if today is the 14th, and there are 30 days in April the percentage is 0.46. To keep the formula simple I can assume all months have 31 days--so Today()/31. I am struggling with the formual type, is it date is it number?Solved0likes3Comments