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In App Settings -> App Management, there's an option to create a button to add to forms to "Copy Parent & Child Records." However, the buttons created by this process are powered by Javascript, which I was under the impression was no longer really supported. Is there another option for recursively copying a parent record and any related child records (and child of child records)? Or can this button generator still be trusted despite the JS?

I have an EOTI user and role. They can only access records where the key = valid. This much works as expected. The problem is on records they can access, if they click a file attachment (just a field on the same record), it returns a Quickbase not found error page. Doesn't let them access the attachment.In the Quickbase docs it says:"You can use the EOTI group to provide access to file attachments at a more granular level than what Quickbase offers, that is, using Quickbase without custom code or API access from a separate environment."So it seems like it should work. What am I missing?

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

Hi ATL Qrew!  Our first virtual meeting is quickly approaching this Thursday and we are SO EXCITED! :star-struck: Don't worry there is still plenty of time to register here to come join the fun!  Here is the agenda you can expect: ⭐  Empower Pro recap and feedback - we want to hear what you loved and what you're stoked about! ⭐  Next in-person meet up brainstorm - when do we want to hang out again, where do we want to go? ⭐  Shape future meetings - What are you hoping to get out of these virtual meetings? How can we drive value for you during these 1-hour sessions?   So bring your Quickbase hat, grab a snack (or a 3rd coffee like me) and maybe bring a friend and let's chat! Can't wait to see you all there! :tada:  Skye - ATL Qrew Coach 

Kelly Hall, our Chief Customer Officer, announced last week at EmpowerPro, that we’re redesigning our suite of Customer Experience offerings based on your feedback and needs—creating a clearer, more flexible, and tailored experience to better support you.   Launching this month are Support+ and our dedicated Technical Account Management (TAM) services, designed to make sure you have technical support and peace of mind when issues arise, while also helping you unlock the full value of Quickbase. Keep an eye out as we continue to roll out the full suite of the reimagined Customer Experience Program at the beginning of 2026.   Interested in more details? Reach out to your Quickbase Account Team. FAQ PDF can be downloaded here.

I have a need for a unique quote tool, and I am seeking some design methods with pros/cons. My initial design draft is something like this – I have a Quote table form with some buttons to add a specific product. The issue is that adding each product, while easy enough, will place products in their own report link on the Quote Table form. Yes, I could have all products and configuration items in one “Products” table so that my quote table line-items are in one report-link, but now my field count within the “Products” table will easily exceed 500+ fields and make it worse to manage.I've attached my design thoughts (image)Thanks so much for any feedback

Hey Qrew! 👋We’re excited to kick off our first virtual meetup for the Philly Quickbase Qrew! Whether you joined us in person last month or are just joining us now, welcome — we’re so glad you’re here.You can still register here to join us!!Here’s what’s on the agenda:✨ Reflecting on Empower Pro — what inspired us and what we’re bringing back to our teams🤝 Meeting new Qrew members from across the region📍 Planning our next in-person meetup — and we want your input!To make this session interactive, we’ll be using Mural!  Whether you’re an introvert who prefers visual collaboration or just curious to try a new platform, this will be a great way to share ideas without the pressure of speaking up.We’d love to learn more about:✅ What you’re hoping to get out of being part of the Qrew✅ What topics or formats would make these meetups valuable for you✅ Where you’re located — and how far you’d be willing to travel for future meetupsLet’s build a Qrew experience that works for ev

Hey all. Is it possible to make custom sub domains? We're interested in sharing links with external customers and would prefer to share links that are short and concise. ####.quickbase.com/dashboard or something like that

My company interviews clients and is interested in performing a screen capture through Quickbase. The ideal process would be as follows:Start Google MeetOpen the interview form in QuickbaseStart a screen/audio capture through Quickbase by clicking a buttonFill out the whole interview form while interviewing the clientHit a button at the end of the interview to stop the screen/audio recordAuto have that file upload to QuickbaseI 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!

Just a heads up: The talk originally on the 22nd has been moved forward to the same weekday but for the following week. Grid Reports will now be covered on the 29th.  Can't wait to see you there! 

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

Hello,Is it possible to create anchor links on forms? To have a button that will bring you down to a specific spot further down the form?Thanks------------------------------Mackenzie Phillips------------------------------

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!

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?  

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 assignm

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]))))),"")

Good Afternoon,How do I get an image to display in a document template?  Right now all I'm getting is the file name in text. Please see attachments for current document template set up and result.

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 fieldsBuilders 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