Qrew Discussions

Hello Everyone,Our food rescue picks up food from different stores in our city. We then partner with distribution sites that pick up food from us on specific days each week or month. Most of our sites are weekly; for example, they pick up every Tuesday. In other cases, the sites pick up on the fourth Thursday of the month. Is there a way to build or create a calendar where I can enter this data, and it generates all the sites and what day they would come to our location to pick up food? Currently, we have a table for each site with the day they would pick up and other additional information. I have attached an example of the calendar that we created in Excel. Thank you.

I have a project log table that tracks each status change for a related project.How do I calculate the duration of time in each status?Essentially the difference (in days) between each record Start Date.I'm thinking this can be done in a report formula field 

I’ve been asked to change the behavior on one of our calendar reports and am not sure if I can do it. When using the report, the user double-clicks to add a record. Upon record save, the user is taken back to the default view for the table versus the calendar report. Is there a way to change this behavior to return to the report? 

Hi Everyone,I will preface this with formulas are new to me. I have two tablesTable 1 (Preferred Provider): This is the master table of only the preferred providers identified by Provider IDTable 2 (Member Assignments by Provider): This table is the universe of all member assignments-both preferred and non preferred. Providers are identified by Provider IDWhat formula (and formula field) do I use in Table 2 that will look for a Provider ID match in Table 1 that will populate the new field in Table 2 as yes or no?This app won't have user entries so I don't think I need a relationship. I just need to be able to match the preffered providers assigned in Table 2 to the master preferred provider list in Table 1.I tried something super simple which, as you likely know, didn't work.IF(Size(GetFieldValues(GetRecords("_DBID_ASC_PREFERRED_PROVIDERS.PROV_ID = _DBID_MEMBER_ASSIGNMENTS_BY_PROVIDER.PROV_ID"))  0,"Yes","No") 

Hi all, I have 3 tables, one for store, one for master material and one for data output for running pipelines. The pipeline is based on a trigger initiating form the store table where i tick say 'coffee pack' when i create a store which then copies anything from the master material table to the data output table. This all works fine and say if i had a trigger to copy tea products based on another trigger for 'Tea Pack' when i create a store it will just copy the tea output to the data output table. If i select both coffee and tea packs on the store table it copies all products with tea and coffee in the allocation field used in the material master.however, i want to be able to transpose the store information into the data output field also like store name. The data file will then show the products in the data output and have the store requested name against each product. Is this possible?  

Hi want to write a formula to show and hide fields on a form which is in Table 3.Table 1 has one to many relation ship with Table 3. (not sure if it even matters)Table 2 has one to many relation ship with Table 3(not sure if it even matters)So few questions on this?Do i write this formula in Table3 - Advance Settings > Build custom data rules for this table: > in this field?How do i control where these fields will show up on the form and alignment ?How do i hide all fields initially, just remove them from the form ?Also Table3_Form_Field1 = will be selected by the user when they create a new record in Table3 so is this going to work dynamically or i need to use the dynamic form rules only instead?If the formula will do the job then, Is this the right formula structure?

I have looked everywhere and tried everything I can find but no luck. I want to background color a field if the values are the same. For instance, if a field for "Job 2345" has the number 523 in the ID field and "Job 1234" has the same 523 number in the ID field, color the background so they're identifiable.  And hopefully grouped together so all jobs with field ID 523 can have the same crew assigned. Thoughts?

A lot of people have tried an AI app builder in Quickbase and Pave and been impressed by how fast it gets you to a first version. The harder question is whether you’d trust it with a real workflow.What would it take for you to rely on the AI App Builder tool/Pave to create, interate, and maintain your app(s)? What do you wish it could do? Share your take, any recent experience, or something you wish were different. 

Hi Team,While exploring the Quickbase application i want to fetch the application data across the Admin User account including all the applications that are created by other users of the account.Being Super Admin I am able to see the applications of the other users from UI in the Admin console. I want to fetch this information through the API, while I am unable to find the REST API that fetches this data, is there any REST API available that fetches list of all application across the user account including the other user's apps.I tried using the XML based  API and found that the API_GrantedDBs  gives the apps created by the Super Admin user but was unable to give the other user's application in the list.  How can I find the list of all applications across the user account including the other user's app. I am using the authorization ticket that is required to call the API. Please guide me for the same.I also require to find the users and groups that have access to the app

Hello,I would like to set up a pipeline to call API_GetUsersInGroup when a record is created and check to see if the user in a particular user field is in the group and if not, add them using API_AddUserToGroup.I am struggling to find a way for it to see that the user is in the group and stop the pipeline if they are not. Instead, it always shows they are NOT in the group and tries to add them, erroring out when they are already in the group.I'm fairly new to all of this, so apologies if it is a silly question - but how can I have it search through the results of API_GetUsersInGroup for my user and correctly identify if they are already in the group? I appreciate any assistance! 

Table 1 - RequirementsTable 2 - Meetings For each requirement there can be multiple meetings, owned by separate sales rep.I already have these two tables, Now if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2 - Meetings, but if the same SalesPerson_A has 5-7 follow up meetings for the same Requirement_1 then 5-7 more separate associates records are created and we have created a field dropdown - Round of meeting where we are manually managing, 1st, 2nd, 3rd, etc to keep track, then we are manually copy pasting the previous meetings links in the coming up meeting to access them. this is too outdated and time taking.Also SalesPerson_B can also have a Meeting_1 for Requirement_1 then another new record is created in Table 2 - Meetings n for further follow ups its same manual way.What i want to achieve is that if SalesPerson_A has a Meeting_1 for Requirement_1 then an associated record is created in Table 2, Called Record 1, then I can h

I've created a system where when a user clicks "Create New Agreement" URL button, a new record will be created that brings over key information, including the "predecessors" record ID so that the new record can capture that this previous agreement is a "predecessor". However, I'm trying to figure out a way on how to link the "predecessor" record to the newly created agreement as I want a user to actively see in the "predecessor" record that this work has already been completed. Any recommendations on how to do this? Thanks!

I have a parent table called principal investigators (PI) that has a child table called "applications". This is for external users to apply to a grant we are hosting, all the information will come through a form in the applications table. However, I want to pull information from the applications table into the PI table for future querying.  Very simply, users will put in their name, email address, and departmental affiliations which I want to then create a record in the PI table if it does not exist. If it does exist, I want to update the applications table with the related PI record ID. I cannot get this to trigger properly and I have tried many times. It fails at the IF/ELSE statement. Here is my YAML file below if it helps (I removed identifying information): # Add PI to table## Account slugs:# - quickbase[DB]: Realm Default Account <None>---- META:name: Add PI to tableenabled: false- TRIGGER quickbase[DB] record on_create -> a:inputs-meta:allow_triggers: Any

Can a RESTful API be used to create lookup fields using a pipeline? Or, can anyone suggest a faster way to create 130 lookup fields for a use case in which I have 130 relationships between two tables (I need a new lookup field for each relationship)? I'm hoping to find a faster way of doing this other than manually one-by-one.

Hi,I have 2 tables, I would like to add a button in the form from the Accounts table that takes me directly to the related record in the Findings table. Both tables have the same Account ID field so I have created a table to table relationship between the two. I'm assuming I can achieve this with a url field with a formula that some how finds the related record in the Findings table by matching the account ID# but I have no idea what that formula would be. Please helpThanks

Hey Qrew!For my help desk application, I need to be able to change the record owner from time to time in cases where I add tickets on behalf of requesters.It was relatively simple in legacy forms to change the record owner at the bottom of the page, and I'm wondering if anyone has found a way to do the same in new forms.If I need to, I can still view the record in legacy forms and make the switch, but it is slightly annoying and takes extra time to switch back and forth between form styles and view modes.Also, I attempted to create a workaround by using a pipeline to edit the record based on an override field; however, I got an error back stating that the "Record Owner" field cannot be modified. I also tried to take the long route and use the QuickBase API_EditRecord, but I ran into walls that way as well. So, at this point, I am open to any suggestions.All thoughts are appreciated!

In a new QB app we created, we have a table "Phishing Attempts" where we want to create records by importing a spreadsheet. We also have a table "Targeted Users" which has employee info such as Employee ID, email, position, etc.Phishing Attempts table has a relationship with Targeted Users table, where we have the Employee ID field from Targeted Users included in the Phishing Attempts record form along with lookup fields that are automatically pulled from Targeted Users table.The spreadsheet we want to import to create new records in Phishing Attempts table includes an employee ID number. When we import the spreadsheet, we select the target field Employee ID in the Phishing Attempts form.The problem is that the Employee ID field in the Phishing Attempts form is not populating when we do the import. The ID number in the spreadsheet matches exactly what is in Employee ID in Targeted Users table.Is this not working because the Employee ID field in Phishing Attempts is pulling from Targete

I am using the formula below for a duration TAT.  I have checked off the HH:MM:SS for the type and it is still displaying 0:00:00 for things that are one hour from rec'd to acknowledged time enteredDays(WeekdaySub(ToDate([Acknowledgment Date/Time]),ToDate([Communication Received Date/Time]))) Do you have any suggestions on how to get the TAT to display accurately?Thank youJill

Thank you to everyone who joined us for Empower Pro this month. I’m grateful for your time, your questions, and your curiosity. I believe that learning drives innovation. Picking up a new skill often opens the door to an entirely new way of thinking – and then, all of a sudden, you find yourself achieving outcomes that you might have never previously imagined. Changes like that rarely happen overnight, but they are profound and important. They can change how you work, how you see your own potential, and how you see the world.  I hope those of you who were able to attend EmpowerPro learned a new skill, saw things a new way, or saw opportunities to help make your teams work better. As always, we are always looking for ways to connect and answer your questions. We also love hearing about your practical uses for Quickbase and how you’ve solved real business problems, inspired others, and found new ways of working. Or leave a question or comment below! That’s part of who we are, and who we’

I am leaving Notion for QB. I created an exact copy of my Notion database (it was pretty simple) in QB and exported the Notion data into CSV. I started the import and in  the preview screen it looked perfect. But every time I hit "import" I get "Can not update built-in fields values." I can't find any simple solutions to this, just very complex instructions about API, which is a little beyond my skills! Does anyone know of a simple workaround? Thank you!

I have a parent table called Deliverables that pulls in the Project Name into my child table called Buy Out.In Buy Out, each project has multiple Scopes.Each Scope can have many line items over time, with a Date field that’s filled in by the user.What I want:A Table Report that groups by Project Name → then by Scope.Under each Scope, I only want to display the most recent line item (based on the Date field).So if Project A has Scopes Electrical, Mechanical, and Plumbing, I’d only see the latest record for Electrical, the latest for Mechanical, and the latest for Plumbing.What’s happening now:If I create a Summary field for Maximum Date, it only gives me the most recent record for the whole Project, not per Scope.In a Summary Report, I can see the max dates by Scope, but I can’t get all the other line item details.In a Table Report, I can group and sort so the latest is on top, but I can’t filter it to only show that one row per Scope.What I’m asking:How can I build a Table Report that

I have a form that has 4 sections, that I want to hide or show, based on the selections from two dropdowns.Conditions:If dropdown 1 = "Approval" & dropdown 2 = "A" OR "B" then hide sections 2,3If dropdown 1 = "Approval" & dropdown 2 = "C" then hide sections 2,3 and show section 4If dropdown 1 <> "Approval" & regardless of the value in dropdown 2, I would like it to hide sections 2, 3, 4How can I do this? by the time it gets to the third rule, it shows all the sections.

Is there any way to create placeholders for users intentionally?

Hi,I have a table of Account_Templates. It is a many to many table where many Templates have many Accounts. The Account has an associated lookup value, we'll call Question. Many accounts might have the same value for this Question field.I want my pipeline to search these Account-Templates and create a record on table Template_Questions. A new record should be created for only the unique combinations of field Template and field Question ([Template]-[Question]). My pipeline is currently structured as:1. Prepare Bulk Upsert to Template_Questions2. Search Account_Templates for all recordsLoop{3. For each search record found, add an upsert row where the key field equals "[Template]-[Question]".}Loop End4. Commit UpsertWhen I run this pipeline, I get an error of duplicate values trying to be created.Is there a way to trim the upsert of duplicates before committing it?Alternative ideas are welcome.Thank you,Curtis

Hi!Does anyone know if an app restore will also restore a sync table's connection?