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Hello,I am looking for any advice/help on QuickBase's Document Template issues I have been experiencing.  I have a word template that I have uploaded that is a single page, however it keeps spanning multiple pages when I uploaded.  Has anyone been able to adjust the spacing in Document Templates?  I can't find any way to do it, it seems to default to a double space and I want single spaces.  Has anyone been able to find a way to keep their documents templates to just a single page easily?  Thanks

How do you sort a stacked bar chart based on the total value of the bar. The chart only allows for sorting based on the values in the X axis. In my case these are peoples names. I am looking to sort the bars from highest to lowest. I have tried by using formula numeric fields .... no luck. If anyone has this solved... let me know

Secure links to reports are mentioned in the Quickbase documentation and multiple places on the Quickbase website, but I can't find a single example.I understand how secure links can be made for forms and records and know there are examples of this in the Exchange. But there is no example of how to create secure links to reports.I figure one way to do it is create a key generator field, then an ask the user report, and filter to records where the result equals the key value. But just wondering if anyone has any other, better ideas?

Context:   In old forms I had a rule that that would WRITE the old status to a log field when the user CHANGED the status of a transaction. (e.g. New to Complete, New to Hold, etc.). This was achieved by using a dynamic form rule triggered on the field value change upon SAVE. Additional Note: Thanks to @Mark Shnier (Your Quickbase Coach) post about "$prev." in Jinja I know we can do it there in a pipeline - but that isn't a desirable method. Possible Work Around in New Forms: Use the old form or create a pipeline on record save and use $prev. I tried playing around with New Forms rules formula builder - but still seem to lack a way to access the OLD Field Value and an Action trigger. Wasn't there some way to access an old field value within a formula so that I could use the New Form rules formula builder to create a boolean for   [Status] <> [old.Status] as a trigger? ------------------------------joe vandervest-----------------------------

I have used HTML pages as instruction sheets to walk users through the steps of creating records.I am entertaining using them for detailed work instructions for jobs at the plant, but this would require hundreds of pages.Is there a limit to the number of pages you can use in Quick Base? I know there is a limit to the number of tables in an app, but can't find information on pages.

Hi ATL Qrew! Can you believe Thanksgiving is NEXT WEEK? It has snuck up on me, but I'm looking forward to stuffing my face and spending time with family.  Let's keep the festivity going at our December meetup on 12.11 @ 4:00pm EST by bringing a friend to join the fun! *REGISTER HERE* We're excited to show n' tell dashboards with a mystery guest. I hope it gets your creative juices flowing with new ways to utilize Quickbase dashboards in all their glory!  We'll also leave some time to ask questions or share what you all are working on, so bring it all! No question is off limits!! Another giveaway will be in the mix too! Looking forward to connecting again with you all in a few weeks and meeting your friends! ;)  Stay cool, Skye (ATL Qrew Coach)

Hello!  I need to "connect" multiple records within the same table that have the same phone number.  Each record is a customer with a membership.  Sometimes a customer will have a membership and it gets cancelled and then they will rejoin later with a new membership number or even within a different club and this will then cause me to have two records with the same phone number. (And I even have some with 3 or 4 records).  I would like to connect them, but what I would like to know is when I go to search using the global search field and it brings up all of the records, is there a way for me to have some sort of indicator of the "good" account?  An example:Record 1  Jane Doe    501-999-9999   Club XYZ   Mbr# 123456  Status: CXLRecord 7  Jane Doe    501-999-9999   Club ABC   Mbr#78910     Status: INACTIVERecord 9  Jane Doe    501-999-9999    Cl

Hi everyone,I’m building a recipe card in my form, and I was able to embed a report from another table. The issue is that when the form loads, the report doesn’t automatically show all the ingredients grouped the way I need. I have to click More, Sort and Group every time to get the correct view.Does anyone know how I can set the embedded report so it always displays in the sorted and grouped format (like in my “After” picture) without needing to manually sort it each time?I’ve attached two images:Before: how the report looks when the form first opensAfter: how it looks once I apply the sort and groupingAny ideas on how to make the embedded report default to the “After” view?Thanks!

Hello! I have a table with the following fields: Name (text) Check-in Period (date) Pulse (Numeric) I would like to have a report that shows ONLY employees whose average pulse over the current month and previous 2 months is less than or equal to 3.   Currently, I've set up a summary report (see Current Summary Report & Current Summary Report Settings in attachment) to show the average pulse for the current month and previous 2 months.  I'm struggling to filter the summary report to only show records where the average pulse is less than or equal to 3 (see Current Summary Report - I would like Employee 4 to be excluded since their average is above 3). Using the normal filter options, if I set up an additional filter to include only records with a pulse of less than or equal to 3, it filters out the individual records so they aren't included in the summarized data. For example, in Drilldown Report into Employee Name 2, the record on 03-26-2022 with a pulse of 4

Hello, I am a newbie trying to learn and I was hoping someone would be able to help me figure this out, if possible.I have a summary report (attached) that we use to look at "item number" totals for an active job.Our foreman enter a daily log and chose the different item numbers that they are doing that day and enter whatever quantity installed. We have the unit price of the "item number" and the "bid quantity" that was projected. The problem is that the "bid amount" calculates the "bid quantity" every time that "item number" is used in a daily.For example; if they use 001 in 4 dailys and installed 453 SY it would calculate the "bid amount" as 1838 x 4 =7352 - but the "bid amount" should just be 3.13 x 1838 = 5752.94. so it was making that total way off.BUT the "Quantity Installed" calculates the "Revenue" correctly. 1812 x 3.13 = 5671.56.I was told for this that the "Bid amount" should be changed to Maximum and that will just give you the total of the "unit price" and "

Hello,I am trying to create a Timeline Report for data that has a start date and due date field. The start date of my report is January 1, 2026 and the end date is December 31, 2026, but the Timeline displays December 2025 through January 2027. Filters on the report are set to only pull items that have a Start Date on or after January 1, 2026 AND an Due Date on or before 12/31/2026. The report is pulling the correct information, but the extra weeks/months show on the report and I would prefer they do not.Odd thing, if I change the Start Date range of the report view to February 1, 2026, it accurately starts at that date but still reflects the same amount of records set by the filtering criteria.Am i missing something?

I have a requirement to create a report with 3 filters, name, auditdate and percentage (to list values like 5, 10,25,50,100).When the name and auditdate filters are applied and say 10 records are displayed, selecting the percentage filter say 50 should list any 5 records and so on. How can I achieve this? 

I built a ticketing system for our department so we can receive requests from employees for assistance they may need. Once my manager reviews the ticket and approves and assigns it to a team member for them to work on it, I want the Approve/Deny buttons to disappear on the Internal Ticket Review Form's "Edit" view we see when we click on the ticket to open it  once the ticket has been approved. I also don’t want the Approve/Deny instructional text to show after that either. How can I do this?Thank you.

I'm creating a document template and I want to add a barcode of a text field.  I've added this to the source directly from a rich text formula field. The resulting document is displayed as What is the proper notation to get the field "UDI" into the <img src....? Thanks.

I am trying to find out how many times a record is added or modified in an app.  I don't want a list of each time this happened I just want a number totalling for each time a record is added and a number for when a form is modified for a particular time period.  Is this possible?Thanks,Brian

Going one step further than this postUse AI to create a field based on another text field | Qrew DiscussionsHas anybody been able to send an image/ attachment out to an AI Agent for analysis?I am trying to use this to capture information about text in the images, essentially an OCR project but the info could be anywhere in the picture.

I want to create an Outlook pipeline that searches for or filters for Outlook Tags and then creates a record in a QuickBase table. It appears that searching that field in Outlook isn't an option, but 'Expression (advanced)' under filters might be, although I'm unsure how to write it or if it's even possible.