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Set Legacy Forms as default for new tables?
Is there a way to set default form for new tables in an app to be legacy forms? I've noticed that in older apps, when I create a new table, it uses legacy forms, while in a new app I created recently, new tables default to the new form. The legacy form is available in the table's Form setting, and can be manually switched there. As to why I would want to do that - I'm just used to the old forms and I'm building a demo app with lots of tables, and I don't have time right now to figure out how to do all the things in the new forms that I could do with old forms. thanks!
Now Hiring: Software Project Manager – QuickBase Development | KR Wolfe, Inc.
Position Summary The Software Project Manager is a critical role responsible for leading the development, optimization, and integration of KR Wolfe’s QuickBase-based business application and other software tools to enhance efficiency across all departments. This role focuses on project planning, execution, and stakeholder collaboration for technology solutions, including inventory systems, reporting tools, and project management applications (e.g., Microsoft Planner). The Software Project Manager coordinates with external IT partners and QuickBase developers to deliver high-quality, scalable solutions that reduce technical debt. Success is measured by timely project delivery, user adoption, system reliability, and alignment with KR Wolfe’s SPIRIT and QUEST values. Key Responsibilities: 1. Manage QuickBase Development Projects Define project requirements, timelines, and deliverables for QuickBase enhancements, collaborating with external QuickBase developers to design scalable, high-quality solutions. Lead hands-on configuration and no-code development in QuickBase to prototype features, troubleshoot issues, and ensure rapid resolution of user challenges. Create and maintain documentation, standard operating procedures (SOPs), and training materials to drive user adoption and maximize application functionality. Manage permissions, access controls, and support processes to ensure seamless employee access to QuickBase. 2. Drive Cross-Departmental Technology Solutions Partner with business units and departments to identify needs and deliver tailored software solutions, such as enhanced reporting tools, inventory systems, or integrated field tools. Lead high-impact projects, such as company-wide inventory system development, by scoping requirements, managing timelines, and ensuring alignment with business goals. Engage stakeholders at all levels to foster enthusiasm, gather feedback, and implement systems that streamline workflows and drive efficiency. 3. Ensure Quality Assurance and System Reliability Oversee quality assurance processes, including regression testing, to ensure QuickBase and related applications (e.g., Microsoft Planner) meet reliability and performance standards. Implement strategies to reduce technical debt and enhance system scalability, preparing for future growth and integration needs. Monitor and address system issues promptly, ensuring minimal disruption to operations and high user satisfaction. 4. Coordinate Vendors and Stakeholder Collaboration Manage relationships with external IT partners (e.g., QuickBase developers, hardware/network support vendors) to ensure timely and cost-effective delivery of services. Collaborate with internal teams and external vendors to consolidate and optimize business applications (e.g., transitioning from Asana/Jira to Microsoft Planner), ensuring seamless integrations with QuickBase and Microsoft ecosystems. Communicate effectively with the Chief Operating Officer and cross-functional teams to align technology projects with company-wide goals, embodying SPIRIT through positive, collaborative teamwork. Qualifications: Education: Bachelor’s degree in Information Technology, Computer Science, Business Administration, or related field preferred. Experience: 4-6 years in software project management, business application development, or IT operations, preferably in construction, healthcare, or technical service industries. Project Management Skills: Proven ability to lead software projects, define requirements, manage timelines, and deliver scalable solutions using no-code/low-code platforms like QuickBase. Technical Proficiency: Expertise in QuickBase configuration, Microsoft Office Suite, and project management tools (e.g., Microsoft Planner); familiarity with ERP systems or integrations is a plus. Interpersonal Skills: Strong communication and stakeholder management skills to collaborate with cross-functional teams, vendors, and external partners, aligning with SPIRIT and QUEST values. Personal Attributes: Detail-oriented, proactive, and adaptable; ability to manage multiple projects and solve complex problems while maintaining positivity and commitment to Quality and Exceptional Service. Other: Willingness to travel occasionally for vendor meetings or project coordination; must work onsite in on of our business locations. Preferred Skills: Experience managing QuickBase or similar no-code/low-code platforms in a business environment. Familiarity with construction or healthcare industry workflows and technology needs. Proven success in leading application consolidation or integration projects. Apply Here: https://tinyurl.com/ycy2urwt
Formula to lookup value in another related table
I have a lookup table that has a relationship with 2 other tables (Table 1 & Table 2). There are 2 different IDs in my lookup table that I need to check in Table 1 & Table 2. I need to check Table 1 if one of the IDs exists, if yes then I need a checkbox ticked. For the other ID, I need to check if it exists in Table 2, if yes then some other checkbox is ticked. How do I go about doing this?
Capture Previous values using Formula URL button & Pipeline
I am looking for a solution that can assign value on click of a button and then saves the record, so that the pipeline can capture the previous values a record. I have different formula URL buttons that updates stage (submitted, rejected, approved) and this change is captured in Audit table through pipeline. URLRoot() & "db/" & Dbid() & "?a=API_EditRecord" & "&apptoken=XYZ" & "&rid=" & [Record ID#] & "&_fid_49=Approved" //Stage = Approved & "&rdr=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#] & "&dfid=2&z=" & Rurl()) I also need to capture the current and previous values of fields that were modified when Approved. The above formula did not work because QB saves the record first, then applies the field changes. This means that by the time a pipeline is triggered, the "previous values" are already overwritten. As an alternative, I excluded fid_49 assignment in the formula, which worked as standard save and updated pipeline to trigger when any of field in the form is modified. This carries the previous values to capture the audit. The problem with this approach is that the pipeline runs every time a record with fields defined in the pipeline is modified and saved either through grid edit or using standard save button. Please let me know if there is any other solution that I can try.List If Formula
Why is my list if formula only returning the first if statement List(", ", If([Engr check]=true and [Engr Approval Status]<>"Approved",UserToName([Engineering Manager Assigned]), If([Production Check]=true and [Production Approval Status]<>"Approved",UserToName([Production Manager Assigned]), If([Quality Check]=true and [Quality Approval Status]<>"Approved",UserToName([Quality Manager Assigned]), If([Additional Check]=true and [Additonal Approval Status]<>"Approved",UserToName([Additional Approval Assigned]))))),"")Clearing a merge field?
Wondering if anyone has ever cleared a merge field in a child table? Based upon reference below, we can UPSERT to a child table using a merge field as the surrogate key and the relationship is made (the related parent record id# values are filled in on the child record). Now I am trying to break the relationship so the related value is empty after upsert using the merge field. I have tried 0, "", nil, null and nothing happens. Any ideas are appreciated. Reference below: Link related data by importing into lookup fields Builders now have an easier way to import records with related data or link related data in integrations. Now, any lookup field marked unique on the parent table can be used to match instead of reference fields. RESTful Upsert Records—Users can UPSERT data to lookup fields marked unique in the data array in Record Upsert. https://helpv2.quickbase.com/hc/en-us/articles/31900230487700-Quickbase-November-2024-Release-Notes
Can Quickbase perform a screen capture?
My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows: Start Google Meet Open the interview form in Quickbase Start a screen/audio capture through Quickbase by clicking a button Fill out the whole interview form while interviewing the client Hit a button at the end of the interview to stop the screen/audio record Auto have that file upload to Quickbase I don't believe this is possible with Quickbase, but I wanted to verify. I suspect that we should screen capture with some other software and then upload after. Thanks!
