Blogs

Demystifying Relationships, References and Proxies and more

By James Travaglini posted 15 days ago
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Demystifying Relationships, References and Proxies and more Relationships are the core functionality of Quick Base. If you are new to Quick Base or relational databases this concept may be difficult to wrap your brain around at first. However, once you have a strong grasp of how to properly set up relationships your Quick Base building will come naturally to you.  This article will break down when and how to properly use a relationship and all the pieces that are involved so you can get the most out of your Quick Base applications. Before diving into the specifics, it is important to understand the concept of a relationship. A relationship is how we are ...
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Quick Base COVID-19 response: We’re here to support you!!

By Richard Willett posted 21 days ago
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To the Quick Base community,   I’d like to share some of what we’re doing to help address the challenges you’re all facing in response to the business disruption and community threats caused by the COVID-19 pandemic. We recognize life and work are quite difficult for everyone right now, and we hope to make some things a little easier.    You can stay up to date with the work we’re doing anytime  here . There are three things I’d like our customer community to know right now.    We’re here to help you better use our platform.   The Quick Base team AND the entire Quick Base community is here for you. We'll ...
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The next generation of the Quick Base API

By Brian Cafferelli posted 23 days ago
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The next generation of the Quick Base API When we first released our library of Quick Base APIs, it was a historic moment. We were far in front of the rest of the market in making it easy for people to get software to talk to other systems. However, a lot has changed since then in terms of customer expectations and common API patterns. That’s why we’re hard at work building a new set of APIs from the ground up. You’ll soon be able to try out these new APIs for yourselves, so we wanted to give you a sneak preview of what to expect.   APIs, what are they good for? At the highest level, APIs (short for Application Programming Interfaces) allow people ...
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Quick Base COVID-19 Response

By Melissa Nazar posted 28 days ago
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LAST UPDATE: March 30, 2020         With the outbreak of coronavirus (COVID-19) and reports of the increased spread of the disease, we're doing all we can to ensure the health and safety of our employees while maintaining our commitment to our customers. We've put together this FAQ to help address some of your most pressing questions.  Are Quick Base offices closed? What happens if Quick Base offices are closed?     Our office locations are officially closed and our employees are all working from home. We are well-positioned to work from home—we use best-in-class technologies (including Quick Base) to support our ...
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All the Things You Can Hide!

By Bree Mackey posted 03-06-2020
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Have you ever looked at your Quick Base implementation and thought 'I really need to  drive my user s  to use this process , but they’re getting distracted by   xyz …’  r ead on to find some common, and not so common things you can hide from your users at different levels.   * Please note that ‘hiding’ or ‘obscuring’ things in Quick Base is NOT the same as securing them. Keep an eye out for the asterisk and red text throughout this document for clarifying statements.  1. Realm Level   If you're a  Full Account (realm)  admin , it's a great idea to limit who can create applications. If you don't have a solid App/Builder Governance ...
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Manage updates to your business-critical applications using our new sandbox

By Brian Cafferelli posted 02-27-2020
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Manage updates to your business-critical applications using our new sandbox   We see many companies speeding up their innovation by building dozens or even hundreds of applications on the Quick Base platform. The more applications a company builds, the more likely some of those are tier 1 applications which are vital to a company’s operation. What’s the best way to update those business-critical applications? How can you make changes to those apps without disrupting your users? How can you make sure you’re following your company’s IT policies as you’re updating those tier 1 apps? The answer is to have a strategy for application lifecycle management. ...
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Build better trend reports with Pipelines

By Brian Cafferelli posted 02-21-2020
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Build better trend reports with Pipelines NOTE: On Tuesday, February 25, 2020 we will begin a phased roll out of the Pipelines technology for Quick Base customers. We will be turning the feature on for groups of customers in phases. One of the main ways Quick Base helps companies perfect their unique processes is by automating routine work. This saves time, improves your employees’ morale, and reduces risk for your business. Did you know you can power trend reports using pipelines? Pipelines is an exciting new technology which makes it easier than ever for you to automate your workflow, even across your ecosystem of software tools. Read on to learn ...
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Generate template records with Pipelines

By Brian Cafferelli posted 02-21-2020
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Generate template records with Pipelines NOTE: On Tuesday, February 25, 2020 we will begin a phased roll out of the Pipelines technology for Quick Base customers. We will be turning the feature on for groups of customers in phases. One of the main ways Quick Base helps companies perfect their unique processes is by automating routine work. This saves time, improves your employees’ morale, and reduces risk for your business. A common automation pattern we see from our customers, is generating a set of template child records when a new parent record is created. If you’ve been building apps in Quick Base for a while, you may know this as the “Copy ...
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Chargeback management for Quick Base has arrived

By Brian Cafferelli posted 01-24-2020
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Chargeback management for Quick Base has arrived Introduction Do you split the bill for your Quick Base subscription among multiple departments or business units? If so, governing your account is about to get easier. Many of the large enterprises using Quick Base charge portions of their Quick Base bill back to the various groups within their company. Chargeback management is the practice of tracking your account usage and using that to determine how much to charge each group using your Quick Base account. You can calculate this breakdown by number of apps, number of users, or using some other metric. It’s up to you! You can now establish a single source ...
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Auto-numbering in Quick Base

By Matthew Brisch posted 01-22-2020
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Auto-numbering in Quick Base Joe owns a construction company and is using Quick Base for project management. Joe wants tasks within a project to be numbered in sequential order 1, 2, 3, etc. He wants task numbers to continue, in order, even if tasks are deleted. We can do this easily in Quick Base using a snapshot field, a formula field, and an automation. Let’s help Joe set up auto-numbering! Joe’s app has two tables: Projects and Tasks, where projects have many tasks. Step 1: On the Projects table create a numeric field called: Default Task # Note: We will use the Default Task # in an automation in step 10 ...
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Do You Use Cookies in Your Quick Base Implementation?

By Bree Mackey posted 01-16-2020
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If so, you’ll want to be aware of changes coming beginning with Google Chrome v80 , coming 02/04/20 . Firefox currently has them available to test and will be making them default in the near future. What’s changing? As of v80, Google Chrome will change the default behavior to the SameSite attribute: Cookies without a SameSite attribute will be treated as SameSite=Lax. Cookies with SameSite=None must also specify Secure. Who uses cookies? Many developers utilize cookies to track website activity. Cookies can be used to provide personalized web pages (when you select a different ‘theme’, for example), and online shopping sites often use ...
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Quick Base Release notes for January 2020

By Evan Martinez posted 01-08-2020
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Full details on our January release can be found in the release notes hosted in Quick Base Help: https://help.quickbase.com/release-notes/january-2020-release-notes.html Our January release, with the features and fixes listed below, will be available January 12th, 2020. Release Features Create an App with Visual Builder-Build from template Field Properties: view sample data Disconnect a Sync table Enhancements Increased limit of Kanban reports Increased performance for the user picker in built-in fields Updated error messages Early Access Opportunities Quick Base Pipelines- Sign up in our early access ...
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Why Low-Code Integrations and Workflow Orchestration is the Future of How Businesses Use Software

By Gevorg Hovsepyan posted 01-07-2020
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It’s probably no surprise that the vast majority of b usinesses are managing a continuously growing number of  software  tools .  These continuously  evolving  ecosystems are  creating risk and  making it difficult to   find  or   access the information needed for critical decisions.   That means that in order to remain competitive, organizations  experiencing this issue  must establish new ways to securely make data accessible when and where it is needed in order to unlock the insights that will guide them into the future.   There have been many ideas on how to stop this proliferation of tools, but we believe that modern businesses will ...
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Quick Base Release Notes for December 2019

By Evan Martinez posted 12-11-2019
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Full details on our December release can be found in the release notes hosted in Quick Base Help: https://help.quickbase.com/release-notes/december-2019-release-notes.html Our December release, with the features and fixes listed below, will be available December 15th, 2019. Release Features New Sandbox feature Create an app with Visual Builder Disconnect a Sync table Enhancements My Apps links updated Early Access Opportunities New Table Reports- Sign up in our early access app and select Using Apps under Early Access Categories These highlighted features and more (including bug fixes) can be found in further detail in our December ...
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Quick Base SAML Signed Authn Requests

By Tim Combs posted 12-09-2019
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Many customers use our SAML authentication feature. A subset of customers may have the “Signed Authn Requests” option turned on. This allows Quick Base to sign our SAML requests with a certificate. This public certificate is provided below for your upload to your identity provider of choice. The zip file contains both the metadata (with cert contained inside) as well as the certificate itself. The cert renews on a periodic basis (currently every 2 years). Please ensure you download the correct zip file. Note that depending on your provider, updating the cert incorrectly or prior to any planned cut-overs may result in the inability to log into Quick Base. ...
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Using ""&z=""&Rurl() and rdr in formula URL fields

By Brian Cafferelli posted 12-06-2019
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[The Quick Base Knowledge Base is your library of frequently-asked questions that help you better customize your apps to solve your business problems.] People ask all the time, "What is the "&z="&Rurl() inside some of my Quick Base buttons?". Well, not all the time, but often enough that we should talk about it. I am referring to formulas that are inside Formula - URL field buttons like, "Add Task", "Add Document" or "Add Project". It doesn't matter if records are child or parent records you are creating. Only that you are leaving one location to manually add or edit a record and you wish to return back to the location from which you started. ...
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Turbocharge your processes with Quick Base barcode scanning

By Brian Cafferelli posted 11-15-2019
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Turbocharge your processes with Quick Base barcode scanning Does your company care about tracking their ‘stuff’? Specifically, their physical assets, such as parts, product inventory, or computer workstations for employees? They should! These assets are often expensive and represent an investment your business has made. It’s critical to keep good track of these items so your business can best use them to grow and thrive. Since the Universal Product Code (UPC) was initially introduced in grocery stores in 1974, companies across most industries have been leveraging barcodes to help their assets – is it your turn? Barcoding systems are effective because ...
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A Tune-Up for your App: Getting the most out of Global App Search

By Brian Cafferelli posted 10-31-2019
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Introduction We often think of Quick Base apps like cars: both are fast, adaptable, and with proper maintenance they will serve you well for many years. While car manufacturers typically design each model with specific needs in mind, they also understand that every car they build may face a wide variety of unexpected challenges. Similarly, as an app builder in Quick Base, it’s impossible to predict every one of the creative ways your colleagues will use your app. Whether you’re dealing with cars or Quick Base apps one thing that we do know for certain is that someone will always try to take the path of least resistance, and we need to be ready when they ...
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Task Templating with Automations in Quick Base-Job Aid

By Manny De La Cruz posted 10-30-2019
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Project task templating with automations Do you find yourself typing the same tasks over and over for your projects? Instead of entering these tasks each time that you create a project, you can create an automation to automatically add the tasks when you choose the project type. We will use 4 tables, 3 relationships, and 1 automation to automate task entry. Let’s see how to set this up. Step 1: Create the table and fields The templating process for our example is based on having these tables in place: Project Type : holds the project types that will be related to the sets of tasks on the Task Template table and to the projects on the Projects ...
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Making Sure Your App Isn't a Black Box

By Jeff Gilson posted 10-29-2019
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Have you ever taken over an app from someone else? It all starts out fine, but then you make a change and everything breaks. Well, don't worry, it's not just you. More to the point, it's not your fault. (It may be a little your fault, but I'm not here to assign blame.) Chances are good that the app you're working on doesn't have the documentation that will make it future-admin-proof. However, that can be fixed, and I'm here to show you how. Un-building a Mystery Virtually every part of a Quick Base app has places for documentation. If you go to your home dashboard and click the settings icon, right there on the app settings page you'll see a big "Description" ...
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