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Hello,I have a sync table to salesforce, and I have another table called projects.I've created a pipeline when the trigger is record added to SF table, then it must create a record into projects table.I tested this in sandbox and it works, but I manually created the record in SF tables (trying to mimic the behavior in live). So, I created another pipeline for "live", but this doesn't trigger. Now I know that sync table doesn't works the same as a normal table, so I need to change the logic of my trigger.SF table refresh the data once every day. I was thinking in add a "schedule", and search when "Creation Date" is the date of "today", like:If CreationDate = today AND flag = unchecked        Create record in projects        flag = CheckEnd ifBut I don't know how accurate this logic is. I want to create a record in project with the new sync data and not with old values.Any suggestion will be appreciated :)

I found this thread from years ago (https://community.quickbase.com/discussions/quickbase-discussions/multi-select-fields-max-100/76382) that demos a really clever method to get around QB's limit of 100 options in a multi-select text field, but I have sort of the opposite issue where I have a multi-select text field that contains a list of all 50 states, and I want users to be able to select potentially up to all 50 options, but currently they're limited to 20. There are a handful of workarounds (breaking the states list into multiple fields, creating 50 individual checkboxes for each state, setting up a sub-table with an embedded grid report on the form where the user would create 1 record/state), but none of those options are nearly as elegant/intuitive/UX friendly as just a single multi-select that lets you pick more than 20 options.Anyone have any ideas? This is for a project where the intended users are external users who have 0 QB experience and would only ever fill out this

At the recent App Builder Qrew meetup, we heard so many great AI prompting tips at our latest Qrew Meetup that I don’t want them to disappear into one recording. Let’s build something together: a Quickbase AI Prompt Library — by users, for users. If you’ve got a prompt that helped you: build something faster clean up data troubleshoot an app create or improve a Pipeline find insights save time or just make Quickbase AI behave a little better Drop it in the comments! Bonus points if you share using this format:1. The prompt (give some context)  2. What you were trying to do (describe any contraints or guardrails you added)  3. A screenshot/visual of the result (Share the output and the results of it) Let’s make this thread useful, practical, and full of examples people can borrow and reference. The goal is to turn what we collect in the community and turn it into a reference library for all Quickbase users. Thank you for sharing your prompts! Can't wait to see what we g

Where do I find this APP in this video? https://youtu.be/OtE_j7kPJK0?si=U-JMTptPJD5iAZrF

I have a new-style form that displays pages as steps. The user clicks the button (Formula URL) under step #3 to add a child record. Once they save that record, they're redirected back to the form, but on step #1. How do I bring the user back to the last step they were on?URLRoot() & "db/" & [_DBID_TABLE_ALIAS_HERE] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#])& "&z=" & Rurl()The app uses New Grid Reports. I tried having the user add records in-line, however those rely on lookups to the parent and they won't save, saying that the lookup value is not set.I created a new Formula URL button to redirect back to that specific tab. It works when editing/viewing records but not when adding.URLRoot() & "db/" & [_DBID_TABLE_ALIAS_HERE] & "?a=API_GenAddRecordForm&_fid_6=" & URLEncode ([Record ID#]) & "&NextURL=" & URLEncode(URLRoot() & "db/" & Dbid() & "/form?a=er&rid=" & [Record ID#] & "&

I'm creating competition between Agents by creating a leaderboard, however my formula query is giving me an issue. The ranking is based on the AFLAC Submitted Premium Last Week column, (FID 677). Image attached. Essentially, the highest dollar amount would land in spot 1 and continue with next highest in spot 2 etc. Here's what I have thus far: var text SUBLIFE = "{677.GT.'" & [AFLAC Submitted Premium Last Week] & "'}AND{23.EX.'1'";Size(GetRecords($SUBLIFE)) + 1Any help would be greatly appreciated! The attached report is sorted lowest to highest by Rank.

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.

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 fieldsReducing the total field countCreating a simplified version with only 5-6 questions and roughly 30 fieldsEven 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.

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------------------------------

Hi,I'm trying to create a button that will allow users to copy a record but I'm using my own key field so I need to increment that automatically in the process.Context: We have an online form for employees to created 'SDO Requests'. These get transferred from the resulting spreadsheet to a Quickbase 'helper' table where some transformations happen and a new GUID is assigned before a pipeline sends them to the master table. The custom GUID is necessary to weed out duplicate entries on import and transfer.Since these requests involve dates and time periods they sometimes span two pay periods. I'm trying to provide the people that approve and audit the requests an easy way to 'split' a request by making a copy of the original so that they can just edit the end date of the original and start date of the copy (one day I'll dig into how to automate that as well since I have a table of pay periods to reference but I digress).I have no idea if I'm even on the right path here but my thought was

Hi Denver Qrew, A quick update: Today’s meetup is not taking place today. The events page had the wrong date and has been updated.  Paul Devillier and Louis Rowcliff  are finalizing the date and location and are currently considering July 23 or July 30. Nothing is confirmed yet, but we’ll share the details as soon as they’re set. Thanks for your patience and we look forward to seeing everyone soon at the next Denver Qrew meetup. If you have any questions or feedback, please reach out to Louis, Paul, or me (Esther LaVielle). 

Has anyone been successful in creating a notebook in Copilot that uses a URL to a table inside Quickbase? I attempted it and it takes the table URL and can launch to it, but Copilot does not pull the data. Just wondering if someone had figured that out since it would be super useful. 

Hello All! I am searching for folks who are currently using the AI Agent and AI Actions to share their experience and feedback and what you've learned so far with the Qrew. Have you used AI Agent to document your apps? Improve a pipelines workflow?  If you have a use case, please ping me or respond below! I am looking for customers to share at our next Qrew meetup August 18th or 19th at 12pm EST. Thank you and I look forward to bringing your story to the Qrew in August.  -Esther

Hi all, new to QuickBase but not new to database tools. I'm trying to build a specific report within QuickBase. In Tableau it's called a Bowling Sheet. A non-propriety example looks like this: https://www.allaboutlean.com/wp-content/uploads/2025/01/Bowler-Chart-Example3.pngIve been able to get sort of close in QuickBase by using the Summary Report, and I can group columns by Month to achieve the same result, but my issue is that it's giving me a COUNT of the data that's being reported instead of the actual value of that data. I'm sure it's something stupid/easy that I'm overlooking, but I'm stumped. Any help would be appreciated. 

In legacy forms, there was a way to color each tab title within a form (snip 1). The resulting form could look something like snip 2.  Using the new forms designer, I have not found a way to color each tab/page (snip 3). Is this no longer an option or am I just not seeing how to do it? Snip 1 Snip 2 Snip 3 Thanks....Aaron ------------------------------Aaron Bab1692@att.com------------------------------

Hello Dallas/CST Timezone Folks! Esther here helping out Taylor and Jeremiah with upcoming Dallas Qrew event announcements. Here's the details for the next upcoming Qrew meetup this month: Date: July 23rd, 2026Time: 3:00pm-5:00pm CSTLocation & Address of Workbox Victory Park: 3090 Nowitzki Way, Suites 200 & 300, Dallas, TX 75219 Please note: This is a hybrid meeting! If you are planning to attend in person, please register here: https://resources.quickbase.com/nav/app/buzeg8mdy/table/bu77c9r9g/action/nwr?_fid_19=45&dfid=13&nexturl=https%3A%2F%2Fresources.quickbase.com%2Fnav%2Fapp%2Fbuzeg8mdy%2Fdashboard If planning to attend virtually, register and login here: https://quickbase.zoom.us/meeting/register/cv1Xj8ebQ4izEBWXOM2UswIf you have any questions or feedback about the upcoming meetup in Dallas, feel free to reach out to me, TaylorHardy​ or JeremiahGlenn​  Thank you and hope to see you there!

I am trying to make a URL Button to add a child record in a form Example:URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & ToText([Record ID#])& "&dfid=10&popup=1"I also tried:URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & [Record ID#] & "&target=popup&popupwidth=500&popupheight=400" I also tried these checking In Same Page, In New Window, And In Pop Up.but the button does not pop up like the embedded report. is it possible to make a button that works this way on PC and Mobile as it does in the Report button Link?