Qrew Discussions

Hello! I am attempting to import fields into Quickbase, and encountering the following error:The 'Value'='~flSortEnabled=true~flColShow=cb,label,richType,whichRel,id,actions,end~flLastColSort=richType~flLastColSortOrder=asc~' part of the cookie is invalid.I have tried multiple times. Using a CSV upload, plain text in the file, all Project IDs match. I even tried only 1 row upload and still got the error. I'm curious if it's because I am trying to upload dates in the MM-DD-YYYY format.Any help would be appreciated, thank you!

Where does the 'ifv=1' parameter go in a report query formula URL, such as the one below?URLRoot() & "db/" & "XXXXXX" & "?a=q&qt=tab&dvqid=X&query=({'10'.EX.[Request ID]})&clist=48.41.15.26.4.30"

Hello!I want to pull employee data (name, email, work location, etc) from a connected table that gets fed from our HR system. My connected table uses the Employee ID as the key, but I could change it.An employee goes into the app to submit a new report, they have to put in their ID number to find their info. I want the connected table to automatically populate the employee's data based on the current user, without them having to do anything. We have 1700 employees who will be using this submission process so we're a little concerned about mistakes being made and not putting in the correct ID number, therefore submitting a report for someone else.I've tried to do this in a couple of ways, and I just can't get it to work. Ideas are very much appreciated!

How would you go about removing one Username from all the records in a table where the User-list contains that Username and still leave any other username selection untouched?Manually, one record at a time?Grid Edit and unselect the one Username, oh and any of the deactivated users or you can't save the record?Export, find and replace, upsert? 

In the old form builder, I can create rules that allow to use data from any other fields, just like how you build email notifications.  I used this to update a logging field.  ie.. User [userfield] changed the status to [statusfield]Attached is an exampleIs this still not possible in the NEW form rules?  

In our main app we have around 4,000 placeholder users in addition to our regular and denied users. ~8 of them have actual names of real users. Most of them are simply a random number like this:  ""-527502726"". I had contacted support and they were unable to tell me much about placeholders other than they are possibly imports that have gone bad in some way. They told me it is impossible to know where they are coming from or what created them as they do not have any kind of tracking in the system for this. That was a little surprising to hear.Their suggestion was to just remove the placeholders. We eventually did this. Thursday of last week I removed them with the big "Remove Placeholders" button on the manage users tab next to Home and everything was good. I came in today and all 4k placeholder users are back in the user list. I have reached out to support again but because of the fact that they could tell me nothing about them previously I am hoping someone in the community

I have 2 step sign-in enabled on my builder account but for the past 24+ hours have not been receiving the sign in code. Have tried the "I didn't get an email" button, but nothing ever arrives. Checked Inbox, Spam, and Trash. My email is working and receiving other emails.Anyone have a similar experience? I can't submit a support ticket, since builder accounts don't have that option and I can't log in anyway. I also can't disable 2-step sign-in. I'm basically locked out of my builder account because the email with the sign-in code never arrives.

Hello! I am having some difficulties import/exporting from a QB report. This functionality only seems to be available in the Table Homepage, however that does not work for my use case. I need to be able to work offline in an Excel CSV file on specific fields, and then be able to import those fields (associated to a project ID) into my Table. I have over 700 fields in my Table, but the Excel CSV will only have around 40 fields/columns that require updating.When I try to import/export from my Report, that functionality is not available. When I try to import/export from the Table Homepage, I end up exporting all 700 fields/columns, making it really difficult to work on the records offline.What is the best way to solve this problem statement? Thank you in advance!

I have a master price table containing part numbers and customer prices and a child table that adds parts to a customer work order table. I set up a snapshot field to in the child table to capture the current price of a part being added from the master price table. When the part number is selected from the master price table, and  before save is clicked, I want to do some calculations on the current price such calculating Qty. x current price and the sales tax for the part. The problem is the snapshot field isn’t valued until after the record is saved so my calculations for the extended price (Qty x Price) and sales tax don’t display any data until after the record is saved.  Is there a way to do calculations on the snapshot field before saving?I don’t want to base calculations on the lookup field in the master table because I only want the calculations to be based upon the part price when it was first saved    

Hello,It seems like there isn't any way to add a "Section Heading" element on QuickBase's new forms. On the legacy forms, I can add a section heading element as way to divide fields with a blue line (see the "Legacy Form" screenshot I've attached). On the new forms, I can't find any way to add a section heading. See the "New Form" and "New Form (Editor)" images I've attahced for reference on how the new forms I created look. Are section headings not available on QuickBase new forms? Please let me know. Thanks in advance!

I have a report that uses parameters to select the information on the report.  I want to show on the report what values were entered for each parameter.  Is there a way to show this in a title or on the report somewhere?  

Hello!I've recently setup a button for my users to be able to send their customers a receipt of delivery. I've used a Secure Link for the customer to be able to open the receipt and setup the URL so it opens in edit, so they can scroll down and click a checkbox to confirm delivery.However, when testing I'm noticing that even after I save and close as an outside user, the checkbox doesn't actually update on the record. Is there something I'm missing in either my Secure Link or the EOTI permissions that would cause this behavior?Attached are screenshots of the record from my admin view, and a screenshot of the field from the customer's view.Thank you in advance!

Looking to see if anyone has knowledge of the engine Quickbase is using in the Document Template (Doc Gen) feature? Reason: We are hand editing the source to gain control over the layout. Each time we paste our edited and functional HTML into the Source window and save, the Document Template engine modifies the HTML. When we print the Template the layout does not meet end User requirements.If we know what Quickbase is using, we can read the documentation and learn what HTML is allowed. It is obvious the HTML engine is not compliant with HTML5 and we are struggling.We are chasing our tails. Any ideas ... aside from using a third party solution.

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?