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New Forms Are Now Live in Quickbase Mobile!
4 MIN READ We’re excited to share that as of April 21, the new forms experience in Quickbase is now generally available on mobile! This launch marks a significant milestone in our mission to provide a seamless, consistent, and powerful experience to users—no matter where they work or what device they use. Why This Matters Historically, building for mobile in Quickbase presented a number of challenges. App Admins often had to create and manage separate legacy mobile forms to provide a usable experience on smaller screens. For end users, the experience was often inconsistent. Legacy mobile forms came with limited layout options, lacking the flexibility to organize content using columns, or tabs. Form rules and workflows sometimes behaved differently than expected, and key functionality—like viewing embedded reports directly on the form—wasn’t available on mobile at all. As a result, mobile usage often required workarounds, compromises, or shifting tasks to desktop, slowing down teams who needed to work when they were away from the desk— until now. One Form, Multiple Devices The new forms experience is now fully responsive. Builders can design a single form that automatically adapts to desktop, tablet, or mobile, with no extra configuration required. Whether users are approving invoices, pulling up customer contacts, submitting support cases, or updating project details, the experience is consistent and intuitive across the board. What’s New for Mobile Here are a few key enhancements you’ll notice right away: 🔹 Fully Responsive Form Canvas The layout automatically adjusts to the screen size and orientation, while maintaining the structure and design you built on desktop. Forms are organized with pages, sections, columns, tabs, and steps, and Quickbase automatically adapts the layout to fit the device's screen. For instance, on mobile devices, columns stack vertically to ensure optimal readability and usability. On tablets—especially in landscape mode—forms can display multiple columns side by side, taking full advantage of the larger screen and offering a more spacious, desktop-like layout. Additionally, tabs and steps help break down longer forms into manageable sections, making it easier for mobile users to navigate complex forms without feeling overwhelmed. Users can quickly swipe through form steps or tap between tabs, maintaining focus while completing tasks efficiently. 🔹 Optimized Field Interactions We’ve reimagined how field components work on mobile. From dropdowns to date pickers, every interaction is optimized to feel natural on a smaller screen, while retaining the power of the desktop version. For example, multiple-choice fields are presented in modals, allowing users to search and select options efficiently. 🔹 Dynamic Form Rules & Workflows Form rules and formulas now behave just as they do on desktop. We’ve been on a mission to eliminate the need for mobile-specific workarounds, and this update is a step forward. Dynamic form rules now apply across devices, so the logic you’ve built for desktop users works just as smoothly for those on the go. 🔹 Embedded Reports on Mobile For the first time, embedded reports are displayed directly on mobile forms, giving users real-time access to the related data they need to make decisions and take action on the go. While some functionalities like grid edit and exporting to CSV are not supported on mobile, users can view reports, search, add new records, edit or view individual records, and delete records, depending on their permissions. 🔹 Support for Custom Workflows New forms on mobile now support more advanced and flexible workflows. App admins can confidently use table-level settings like “Auto save when redirected away”, the custom CSS class SaveBeforeNavigating, and URL parameters such as ifv=1 and hs=1 to hide native Save and Cancel buttons. These tools enable customized navigation, smoother inline saves, and fully tailored form experiences—all while maintaining mobile compatibility. Assigning Forms for Mobile App admins can assign the latest, mobile-friendly version of forms to specific user roles using the "View/Edit/Add Form (Mobile)" column from Forms Settings, ensuring that users see the appropriate form on their mobile device. In some cases, assigning a simplified, mobile-specific form may be beneficial. It allows you to reduce friction, minimize cognitive load, and create a faster, more focused experience for users – especially for those who only need to complete a subset of fields or perform quick tasks on the go. Alternatively, if admins prefer to use the same forms across desktop and mobile, they can select “Use full site forms”. A Better Experience for Builders and End Users With this release, builders no longer need to build two versions of a form, and end users don’t have to adapt to a stripped-down mobile layout. The result? Faster time to value and more efficient teams. Ready to Get Started? If you’re already using new forms on desktop and you have selected the option “Use full site forms” for mobile, you don’t have to lift a finger—your mobile experience is ready to go. Just open your app in the Quickbase mobile app (version 1.68 and above) or browser and experience it for yourself. If you’re not using new forms on desktop yet, now is the perfect time to start. By switching to new forms, you’ll not only unlock a modern, flexible form-building experience on desktop—you’ll also ensure your app is mobile-ready. 💡 Want to learn more? Check out the full documentation: Assign forms for mobile Understand the form canvas and layout on mobile Form field types and components on mobile What’s Next The launch of new forms on mobile is a big milestone—but we’re not done yet. In the coming months, we’ll be rolling out additional capabilities including: QR/Barcode scanning Next/Previous record navigation, making it easier to move between records Timezone helper, and more!Quickbase Qrew: May 2025 Community Events
1 MIN READ May is blooming with Quickbase events to help you grow your skills and connections! Our meetups, webinars, and community gatherings offer fresh opportunities to build and grow your knowledge of using Quickbase. Watch the video below to view the Qrew events happening this month. The four Qrew events we highlight in the video above include: May 13th at 12pm EST - App Builders Qrew Meet Up Prashant Maheshwari, Director at Krishna Beads Industries, will show how he uses formulas and AI in Quickbase for validation rules, multi-status reporting, and intuitive reports and forms. We'll also have our product team share an update on Audit logs. May 14th at 1pm EST - Pipelines Qrew Meet Up PLEASE NOTE THE AGENDA AND TIME CHANGE: At 1pm EST MichaelFrishman , owner of MJF Technology Solutions LLC, will lead a session on using APIs with Quickbase Pipelines and Postman, focusing on foundational tips for beginners and intermediate users of Pipelines. May 15th at 1pm EST - Governance Webinar: Expanding the Power of Governance Core Apps May 22nd at 1pm EST - Feature Focus Webinar: Unite Your Data and Put it Work with AI Click the links above or check out the events page to learn more or register for May’s events. We look forward to seeing you there!What is the [User Agent] Field in Quickbase Audit Logs?
2 MIN READ Example User Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/134.0.0.0 Safari/537.36 Edg/134.0.0.0 Full Breakdown: Part Meaning Mozilla/5.0 This is a legacy prefix. Originally meant "compatible with Mozilla browsers." Today it just signals "I'm a web browser" for compatibility. (Windows NT 10.0; Win64; x64) Operating system and architecture: Windows 10, 64-bit (x64 architecture). AppleWebKit/537.36 Rendering engine: WebKit (like Safari and Chrome use), version 537.36. Means the browser uses WebKit-based layout. (KHTML, like Gecko) Says the engine behaves like Gecko (used by Firefox). Another compatibility statement. Chrome/134.0.0.0 Browser engine version: Chromium version 134.0.0.0. Safari/537.36 Compatibility tag indicating Safari WebKit behavior (same as AppleWebKit version). Edg/134.0.0.0 Microsoft Edge browser, Chromium-based, version 134.0.0.0. What This Tells Us: Operating System: Windows 10 Architecture: 64-bit machine (x64) Browser: Microsoft Edge (Chromium-based) Browser Version: 134.0.0.0 Rendering Engine: WebKit (via Chromium 134) Note: Although Chrome and Safari are mentioned, the real browser is revealed by the Edg/ identifier. Quick Tip: Identifying Browsers Edg/ = Microsoft Edge Chrome/ without Edg = Google Chrome Firefox/ = Mozilla Firefox Safari/ (without Chrome or Edg) = Apple Safari Splitting the User Agent into Useful Fields: Field Name What It Captures Example Value Browser Name The name of the browser Microsoft Edge Browser Version Full version of the browser 134.0.0.0 Operating System The OS platform Windows 10 Architecture CPU architecture type 64-bit (x64) Device Type Desktop, Mobile, or Tablet Desktop Engine Name Rendering engine (WebKit, Blink, Gecko, etc.) WebKit (Chromium-based) Engine Version Rendering engine version 537.36 How This Would Look When Split: Raw User Agent: Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/134.0.0.0 Safari/537.36 Edg/134.0.0.0 Browser Name: Microsoft Edge Browser Version: 134.0.0.0 Operating System: Windows 11 Architecture: 64-bit (x64) Device Type: Desktop Engine: WebKit (Chromium) Engine Version: 537.36 Conclusion: The User Agent field in Quickbase audit logs isn't just technical noise — it's a treasure trove of insights. By understanding how to read it, you can better identify user environments, troubleshoot access issues, and improve your governance practices within Quickbase. Next time you see a long User Agent string, take a closer look — the story it tells might surprise you!🏆 Introducing: Certification Wins – A Monthly Celebration!
1 MIN READ Hello Qrew! We’re thrilled to launch a brand-new series called Certification Wins — your monthly spotlight on the amazing individuals across our community levelling up with Quickbase certifications! 🎉 Every month, we’ll be celebrating those who’ve earned their credentials across these key certifications: Whether you're just beginning your journey or pushing the limits of what's possible in Quickbase, Certification Wins will honor your growth, dedication, and success. 🎯 What to Expect Starting next month, we’ll publish a list of achievers who earned certifications in the previous month. We’ll also highlight standout stories and give a special shoutout to one lucky certified user with a small reward! This initiative is about recognizing YOU — the builders, thinkers, and doers driving innovation daily. ✨ Stay Tuned! Our first edition drops soon, so keep an eye out… You might see your name up there! 👀 And if you haven’t gotten certified yet, now’s the perfect time to jump in. Until then, build bold and celebrate big. See below for a few extra resources to get you started on your Certification journey! Quickbase Certification Central Read about Certifications here!The Admin Getting Started Hub
2 MIN READ 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 you start. We'll cover the basics, with account settings and Quickbase Navigation, and we'll leave you with the right resources you can bookmark to reference early and often throughout your time as a Quickbase customer. Do you know someone else in your company starting out on Quickbase? Bring them here! Consider this Step 1 in transforming your operations on Quickbase! Reference Materials These are the often used resources you'll have while learning Quickbase. Qrew Members have found these links helpful to save as bookmarks to reference. Glossary - Definitions for Admins Resources Onboarding Emails Account Set Up You and your team are eager to build an app, but wait! Spend some time in your first 30 days accomplishing these tasks to familiarize yourself with these essential areas. Also, scroll down for the attachment, Checklist for New Admins, which you'll want to have by your side! You'll thank us later! Configure Your Account Learn Quickbase Navigation Setting Up Your Admin Team and Users (Coming Soon) Security and Single Sign-On Taking The Next Steps Your account is now set up properly. All your handy resources are now bookmarked and ready to be referenced. Now what? Take these next steps with you as you and your team solve the first of many challenges with Quickbase. Or if you're inheriting an application, check out our Accidental Admin Guide. COMING SOON How to Start Building Platform Analytics Accidental Admin What Else? Join a Qrew Discussion and Ask a Question? Register for one of our upcoming Events and Webinars Qrew Meetups are a great way to see how other Quickbase customers are using the product Pop into Office Hours to ask a Quickbase expert a quick question Check out Quickbase University for upcoming training offeringsOnboarding Emails
4 MIN READ As an account admin, you should receive a series of three onboarding email over your first two weeks, but in case you want to see what will be sent, reference past emails, or share them with a colleague, this page has each of those emails for your convenience. 1st Email: Welcome to the Quickbase Family! Hi There, You've joined a community, thousands of people strong, with a shared mission to overcome disjointed systems and manual processes, the world of gray work. As Quickbase's CEO, I want to give you a warm welcome and help you jumpstart your journey. Please take two minutes to watch the video below for tips on how to get started. Over the coming days, our team will share many helpful resources in calls and emails. In the meantime, I recommend three things to all new customers: Take our Quickstart Course to learn the basics and explore the other training available on Quickbase University. Join our community, The Qrew, to connect with and learn from others like you. Ask your burning questions! Open a case with our Technical Support team if you need help, or Join our live Office Hours to connect with a Quickbase pro who can help you with your app building questions. Thank you again for choosing Quickbase to help solve your business challenges. I can't wait to see the amazing solutions you'll build. Sincerely, Ed Jennings Quickbase CEO 2nd Email: Get Started without Getting Overwhelmed Hi there, Getting started on a new platform can feel intimidating. We want to help you take it one step at a time. Over the next few weeks, we’ll be sharing guidance on how to get oriented as a Quickbase admin and set up your account for success. You’ll hear from us on how to: Set up your admin team and manage users Configure important account settings Build and deploy new Quickbase apps Keep a pulse on your Quickbase account activity As you get comfortable using Quickbase you are going to have questions, and we’re here to answer them. You can get help by opening a case with our Technical Support team if you need help or get advice from a Quickbase pro at our Office Hours. Sincerely, The Quickbase Team 3rd Email: How to set up your admin team and manage users Hi there, Quickbase is now your platform for turning fragmented work into one efficient ecosystem. As an admin for your Quickbase account, you have the power to bring your team together and manage the users who access your account. While you're getting familiar with Quickbase you should start setting up your admin team, those who will support you and your users. We recommend you: Bookmark your Admin Console - This is where you’ll go to get an overview of your account, manage users, and set up your account policies. Get familiar with your Admin Console – This will be your admin command center, and these help docs cover the information and settings you can access. Create your admin team – This team will support your success and be there to help cover your admin duties during vacations and sick time. We recommend having. a. At least two account admins with full management and billing permissions. b. At least three app admins, also known as builders or app managers. Invite your team to your apps - When you are ready to share your apps with your team, inviting them to the app is is the easiest way to get them using the app and sharing their feedback. Learn how to manage users – View and manage all your account’s users here. Creating your admin team and helping them get familiar with these admin abilities will help you feel confident building apps and bringing the rest of your team to Quickbase. Sincerely, The Quickbase Team 4th Email: Configure your important account settings Hi there, Your Quickbase account has important settings you may not know about yet. As you build and deploy apps to your company, getting ahead and configuring key settings now will help you avoid hiccups down the road. A quick review of the account setting checklist below will have your account ready to go. Account Configuration Set your account’s default time zone Set your account’s currency Confirm you have the right billing contact Update your Account Name Realm Name We recommend customers update their realm name to fit their business. Your realm name is what appears at the start of the account URL and most prefer it to read mycompanyname.quickbase.com. If your realm name isn’t right, open a support case with our Technical Support team. These settings will help to make sure your account is set up to match your business’ needs while you are getting started. Sincerely, The Quickbase TeamQrew Tip #05: Scale Smarter with Separate Applications
2 MIN READ When you’re building in Quickbase, it’s natural to start with everything under one roof. After all, it feels cleaner, simpler, and faster at the start. But as your app (and your ambitions) grow, you might start to feel some of those growing pains—slower load times, complex role management, and conversations with your Account Team that start with: “Why is everything running so slowly?” Let’s talk about how separating your processes into different applications can be a game changer for both scalability and performance. (Or watch the Qrew clip here.) Complexity Grows with Your App As your team expands and more people get involved, your role management can get... well, messy. One app means more roles to manage, more permissions to fine-tune, and a higher chance for confusion. → Splitting your processes into separate applications simplifies role management. Each app is tailored to its specific users and data set, making controlling access and keeping things organized easier. Performance Matters—Even if You’re Not "Shooting to the Moon" In the early days of app building, data limits rarely feel like an issue. Quickbase can handle a lot! But it’s not just about the data volume—it’s about the lift your app is doing behind the scenes. As you add more processes and archives, that lift increases. Eventually, it can start to weigh down performance, not just in the app itself, but across your entire Quickbase realm. → Distributing processes across multiple apps reduces the strain on each one, keeping everything running smoothly and avoiding those performance bottlenecks. Think Long-Term Scalability The bottom line? If you have a process that involves a specific group of people or a unique data subset, consider giving it its own app. It might feel like extra work up front, but your future self (and your users!) will thank you. You’ll avoid slowdowns, simplify user management, and keep your infrastructure flexible as you grow. Quick Bites (NEW Customer Webinar Clip) How General Sheet Metal streamlined their operations with Quickbase The April Qrew events calendar is now live! ICYMI: Here’s what new and coming soon in the Quickbase product... 🚨 Opportunity alert! Your Quickbase insights could be featured here. 🚨 Have a Qrew Tip you’d like to share with the community? Email your text / graphic / video / quarter-baked idea to socialmedia@quickbase.com to contribute! You don’t have to be a professional content creator to get involved – I am here to help. Meme of the Week This week’s meme is just real life. THANK YOU to our lovely Qrew Discord (join here) for making my first IRL Empower experience extra special. Like and reshare here. Want more Qrew Tips? Stay tuned for our next post! In the meantime, drop your favorite scalability strategies in the comments—we’d love to hear how you’re keeping your apps running at full speed. Until next week, AerisQrew Tip #04: Tune into the Empower25 Keynote
3 MIN READ Couldn’t make it to New Orleans for Empower25? Watch the keynote virtually by registering at quickbase.com/empower. Product Updates Cheat Sheet! Want to see what's new and upcoming for Quickbase? Use this one-page guide to all the product announcements from the Empower25 keynote. I made it exclusively for the Qrew blog, so let me know what you think. :) Available Now: General Access Feature Description Audit Logs Enhancements App builder access to Audit Logs, new Audit Logs tables for the Governance Core Apps, and new audit events to track pipeline building activity. Pipelines Improved FastField Channel Save your field teams time by pre-filling many sub-forms when dispatching a task in FastField FastField: Improved Data Tables Allow form builders to create a Data Table based on a Quickbase table report rather than the entire table, preserving any report filtering already set up. Improved Solution APIs: QBL support for forms, dashboards, and connected tables Update sets of related apps together to manage complex apps while ensuring business continuity. Available Now: Open Beta Feature Description FastField: AI Submission Analysis and Workflow Routing Decrease information overload from completed forms and understand the key pieces of value thanks to AI-powered summaries. New Bluebeam integration Construction companies can connect data together to run even more complex projects in Quickbase. Improved OpenAI integration Save time by automating repetitive tasks and reducing manual effort, and enhance innovation by unlocking new possibilities for streamlining workflows and building smarter solutions. Create a Quickbase Table from a FastField form Make it easier to connect FastField to Quickbase (and your field to your front office) by auto-populating Quickbase tables from new FastField forms. Smart Builder: Improved AI Workflows Connect your app to your other tools by building pipelines that auto-fill mandatory pipeline steps with the help of AI. Improved Solution APIs: QBL support for pipelines and connected tables Update sets of related apps together to manage complex apps while ensuring business continuity. Available in Beta Sign up to join the waitlist! Feature Description FastField OCR Reduce errors from manual data entry (serial numbers anyone?) by autopopulating forms - enabling field teams to get their jobs done with more efficiency and accuracy. Pipelines: Bulk Trigger Automated workflows that run faster when processing mainly bulk data operations. Coming Soon! Feature Description Grid Reports Save time and boost app adoption by providing a familiar spreadsheet-style experience for editing records. Smart Builder: AI Spreadsheet Import and AI Document Scanning Purge the spreadsheet for good by generating fully-functional, custom apps – complete with data – in minutes. Eliminate manual, error-prone tasks by using OCR to extract key information from documents. Smart Insights: Ask Quickbase AI Get tailored assistance on Quickbase within Quickbase. Get the help you need and better understand Quickbase's capabilities with just a question without the need to navigate outside of the product. Smart Governance: AI App Intelligence Learn the who, what, when, where, why and how from your app to aid in documentation, security and value. Improved Procore integration Construction companies can connect data together to run even more complex projects in Quickbase. Improved Pipelines Connected Table Monitor pipeline building more easily, with new fields like which channels a pipeline uses and which apps, tables, and fields it touches. What new features are you most excited to try? 🎤 Let us know in the comments. Until next week, AerisApril 2025 Qrew Events You Don't Want To Miss
1 MIN READ 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 highlights to look forward to in the video below: Whether you're interested in learning about the latest features, improving your workflow, or connecting with other QuickBase enthusiasts, there's something for everyone. Join us for a month filled with opportunities to streamline your operations, automate tasks, and enhance your skills. New coming to the Qrew The Qrew Community team will be rolling out more contests and challenges for the Qrew! That means more opportunities to win swag, gift cards, and more. Did you catch the meme challenge on the discussion page? You can still participate! Be sure to keep your eye out for more contest and challenge announcements coming soon. Be sure to register for our upcoming April webinars and Qrew Meet Ups by visiting quickbase.com/events We look forward to seeing you there!
