FastField is the missing piece to your field-to-office workflow. It lets your field teams collect rich data on their mobile devices (online or offline) and send it back to Quickbase.
By linking your Quickbase account with FastField or starting a 30-day trial, you’ll be able to connect data, users, and workflows between accounts.
To help, here are six ways to make the most of your FastField-Quickbase integration.
- Create a FastField form from a Quickbase table
- Create forms from PDFs or images with the AI Form Converter
- Sync and manage lists with data tables
- Get organized with user roles and libraries
- Connect your data for real-time insights
- Assign tasks to reduce downtime
1. Create a FastField form from a Quickbase table
Already have a Quickbase table you’d like to turn into a mobile form? Use the New FastField form button in Quickbase to create a FastField form based on the table's schema in seconds.
Then, share your forms with field teams for use in the FastField mobile app. When they tap Submit, your Quickbase tables update automatically.
Learn more about creating a FastField form from a Quickbase table.
2. Create forms from PDFs or images with the AI Form Converter
Use the AI Form Converter to upload or take a picture of an existing form and convert it into a FastField form instantly.
AI Form Converter works with:
- Printed paper forms
- Digital PDF forms
- Handwritten forms
Learn more about the AI Form Converter or try it out in the FastField Portal.
3. Sync and manage lists with data tables
Want to add dropdown lists to your FastField forms?
Use data tables to create and manage lists (like customer or project details) that you can add to any form. Sync these lists with your Quickbase records to keep them up to date.
Data tables are a great way to manage lists in one place while having them automatically update wherever they’re used.
Learn more about data tables.
4. Get organized with user roles and libraries
With FastField and Quickbase, you’re always in control. We make it easy to:
- Add and remove users
- Set roles and permissions
- Organize your forms into libraries
Add users to FastField from Quickbase
If you’re a Quickbase Admin, you can add existing users and groups to FastField as Builder and Collector roles from the Permissions page.
Allow people to access FastField straight from Quickbase. No extra logins. No gray work.
Add your mobile team and set permissions
Add your field team’s mobile users on the Users page of the FastField Portal. Assign user roles to better manage your team and grant permissions.
Learn more about FastField user roles and permissions.
Use libraries to share and organize forms in FastField
Assign users to form libraries for an easy way to share forms with specific groups within your team.
User roles and libraries work together to group users and permit access to sets of forms. Users can access their assigned libraries and forms in the Form Libraries section of the app.
Learn more about libraries.
5. Connect your data for real-time insights
Connecting FastField and Quickbase ensures your data won’t get lost in the field. When users submit FastField forms, your Quickbase records are automatically updated—so you can do more with your data.
From onsite inspections to work orders, connect FastField to Quickbase to gain real-time insights and keep your back office and field teams in sync.
There are multiple ways to connect your FastField and Quickbase data:
6. Assign tasks to reduce downtime
When issues arise in the field, don’t wait...assign tasks!
Tasks in FastField are one-off assignments for specific users or user groups. They’re great for to-dos, work orders, and other follow-up work. Tasks can include:
- Instructions
- Pre-filled data
- Auto-populated data
- Due dates
- Location tags
- Priority levels
- Custom statuses
- Notifications
Assign tasks directly from the field
Empower your team to identify issues and assign follow-up work directly from their mobile device in the field.
For even faster resolution, automate tasks based on responses to specific form fields.
Learn more about how FastField tasks can help your team get the job done.
Dispatch a task with a pipeline
Connect to FastField from your pipeline to automatically dispatch tasks. Do things like set up a form that’s sent to a job site whenever an issue is found during an inspection.
Learn more about creating pipelines.
Get started with FastField
Use these tips to start bridging the gap in your mobile workflow. Don't have FastField yet? Head to the Permissions page in the Quickbase Admin Console to start a free 30-day trial.
