Quickbase Discussions
A forum for Qrew members of all levels, where questions about Quickbase can be asked and answered.
Links Banner
Main Content
Recent Content
Need help building a Formula–Text field
I’m working in Quickbase and need help building a Formula–Text field based on selections in a Multi-Select Text field. Requirement The formula should return one of three designations based on a strict priority: Tier 1 — highest priority Tier 2 — medium priority Tier 3 — lowest priority When selections from multiple tiers are present, the formula must return the highest-priority tier. Current setup: The source field is a Multi-Select Text field(20 options). I created a helper Formula–Text field using: Lower(ToText([Multi-Select Field])) The helper field correctly displays the selected options as semicolon-separated text. However, formulas using the following methods do not consistently recognize all selected values: Contains, Find, Trim, RegexMatch Even a basic test such as this returns the false result, although the helper field visibly contains the phrase: var text Criteria = Lower(ToText([Multi-Select Field])); If( Contains($Criteria, "example selection"), "MATCHED", "NOT MATCHED" ) I also tried: Adding semicolon boundaries Accounting for spaces around semicolons Matching first, middle, and last list values Removing punctuation from the configured option Recreating the option manually Using Find() instead of Contains() Comparing the converted value directly Using a formula query with the Multi-Select field ID and a HAS operator The formula-query attempt returned blank. Constraints I need a formula-field-only solution I do not want to use Quickbase Pipelines I do not want to replace the Multi-Select field with many individual checkbox fields Exact selection matching is preferred to avoid accidental partial matches The solution must work when one or multiple choices are selected The priority order must be preserved What is the correct supported Quickbase formula syntax for determining whether a specific option is selected in a Multi-Select Text field? Is there a native list-membership function or formula-query method that works reliably for the current record?
Reconnect existing Salesforce Sync Table after "Disconnect Table" was selected
Hello, We have a Salesforce Sync Table that was originally owned by another user. While attempting to transfer the connection to a different user, "Disconnect Table" was selected instead of changing the connection. The table still exists and contains important relationships and pipelines. Is there any way to restore or reconnect the Salesforce connection to the existing table without recreating it? Thank you.Mobile Screen Jumping
I have a form that generates approximately 500-600 submissions per day. The form currently contains 320 fields, 55 form rules, 100 lookup fields, and around 80 image fields. I've been troubleshooting a significant issue on mobile devices where selecting any multiple-choice question causes the screen to jump erratically. To isolate the problem, I've tried: Removing all image fields Reducing the total field count Creating a simplified version with only 5-6 questions and roughly 30 fields Even with the stripped-down version, the screen jumping still occurs whenever a multiple-choice field is selected on mobile. Has anyone experienced something similar or have suggestions on what might be causing this? I'm trying to determine whether this is related to form configuration, form rules, lookup fields, browser behavior, device-specific issues, or a platform limitation/bug. Any troubleshooting ideas would be greatly appreciated.Looping and creating records without a duplicate.
I have a product table and a buyer table. For me to get the count of purchase made by a buyer I did create a max summary value in the relationship between the two. in the buyer table I can click on the summary value to see the chronology of the purchases. I want to record the purchases in another table by first looking if the buyer has bought more than 3 numbers of products for them to be added in the table. How do I go about this by ensuring I don't have duplicate records an also having this run to add a record when a customer makes another purchase?
Gauge Report for action items - Goal 0
Looking to have a gauge chart with 0 entries being what good looks like. We are using it to identify action items for our team. As QuickBase won't allow you to have your start larger than your goal, and results displaying based on a percentage, it makes setting the colors for the gauge super challenging as well. Any suggestions?New Pipeline Run Preview Feature (July 2026)
Hey there Boston Qrew! Great meeting on Wednesday...and yes, before I say anything else, I'll say...can't wait for Tammie King's scavenger hunt in September! :) One of my takeaways from our run through this month's release notes thanks to Tyler Brezler was the curiousity & contemplation around the new pipeline run preview feature released on 7/14/26. I conferred with the Product Manager overseeing this and he shared: The feature does not incur any Reads, it just combines the activities of an entire pipeline run into a single view The idea is that the current Activity Log does not provide a user-friendly view of the run, just a table, so that's the gap we tried to cover. It also shows the path of the pipeline execution in a pipeline run. And that's the value prop really - having a user-friendly preview of a specific run on top of the activity log. We are aware of an issue with browser cookies preventing the preview from loading, so clearing those should fix the issue if you're running into any errors. Since it's release, there hasn't been any further informational assets prepared from a product enablement perspective, so simply dive in and try it out if you're curious! Hoping this additional insight helps anchor your expectations around it.
Form Rule - How to Apply to Modal
I have a form with a basic rule that says "if this field has a value, then set this other field's value to another value". This is based on a relationship, but it works just fine when using the regular form. The issue is that when I click the "New Record" link at the top of an embedded Report which opens a modal instead of a new window the form rules don't apply the same way they do when using the full form. Here's the specific example. I have a parent "Job" record. In this record is a field called "Contract Type". When I create a new Project from that record using the embedded report, it automatically links the Job it was created from. I want the "Project - Contract Type" field to match what's in the Job record. But it needs to be possible to have a completely different "Contract Type" in the Project than what is in the Job. I just want it to default to that value. I'm using a basic form rule that says "if Job - Contract Type" is not empty, then fill that value into the "Project - Contract Type" field. On a normal form having the checkbox for "Run change actions when a condition changes from false to true" works just fine because I'm manually selecting a Job. If I uncheck that box, then I'm unable to change the "Project - Contract Type" once it's been set by the related Job. The form rule keeps changing it back. The modal form automatically links to the Job, so the condition doesn't change and trigger the rule. This could work just fine if we had the ability to use a formula in the Default value for the Field, but we can't. It only accepts plain alphanumeric text. Has anyone worked around this issue using the new forms and reports to have form rules run on that modal "New Record" option without having to uncheck the "condition change" option within the rule?
Get geolocation lat long on mobile Quickbase
I used to be able to use geo locate apps from the exchange to get my current lat/long GPS coordinates. However, that no longer seems to work. I'm guessing since Javascript has been disabled. Does anyone know if I can use Quickbase on my phone and get the phone's GPS coordinates into Quickbase? Best I have at the moment is an address field. Then I tell users to click on the map option, choose Google maps, long press on the spot they want, tap on the red flag, copy the lat long, go back back back to Quickbase, paste the lat/ long into a special field. That field triggers a Quickbase action to update the same records street1 and street2 fields with lat long. ... so you can see why I want a more streamlined method!!! I know Fastfield is an option, but don't want to have to fork out extra $$ for it and it's not yet secure enough for some of our clients. ------------------------------ Matt Stephens ------------------------------
