Qrew Discussions

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 

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

Office hours will be held only on Monday and Thursday next week due to EmpowerPro. You can see what's available on the signup page here.  Have a great weekend everyone!

In my current application I am building for the purpose of tracking Assets, their monthly rental rates, rental charges for each/month, and monthly invoices for each client.Currently the application has about 10 years' worth of data and this is making some of the reports, forms have long load times as there are at least 3 dozen or so calculations being done across all the tables and forms.My thought was when a month, quarter, year is closed then specific data would be "captured" and moved to another table. The "Archived" table would just hold the results of any calculations previously done, essentially creating a snapshot of that record into another table. The Archived table could then be used for other reports but wouldn't be bogged down with having to do the original calculations, their results would just be summarized.Once this data was captured, the original record would either somehow be closed for editing or get an archived indicator, so they could be excluded from the current mon

I'm trying to paste an image of a map inside a rich text field of a form, but it's not working. I've tried uploading the image and as a URL and it's not displaying. 

There is a smart section in the field settings related to the Units description. If this field is filled, the text is supposed to append to the calculated field.When you import this field in a form, append does not work. (See attached pictures).Of course, I can do it straight in the formula but it is a bit sad since this option exists.Somebody knows why ? Is it a bug ? 

Hello, I’ve set up an email notification that includes a form with embedded reports. In those reports, each record shows an edit pencil and a view icon next to the record ID. I’d like to remove those icons from the email notification.Currently, access to view or edit is controlled by user roles in QuickBase forms.How can I hide the edit/view options in the embedded reports within the form in the email notifications?

I have a Parent/Child table relationship for two tables.   On the Child table there is a date field that I would like to populate up to the Parent table for use on every new child record in the Child table.  Do I need to create a new one to many relationship for the current child table to the current Parent table flipping them in this new relationship or can this be done in the current relationsip?ThanksBrian

I have a form (based on a parent table) with 3 embedded reports (based on the same child table).The children reports are the same except that they have one different filter each.I need the Total of a column to calculate another column (class % in my picture).If I use the summary field in the parent table, it gives the total of the all three tables. (See first picture)I also tried with the report formula but I have the same issue.Do that Total field have a name that we can re-use in the formula ?You will find attached some pictures of my form for your understanding 

Hi!Use case: On opening a form (new or existing record) I want to auto-populate a field (e.g. timestamp field with now() and a user field with currentUser()) when the fields are currently empty.I tried the following:❌ A trigger that is just user == <other> with a blank field --> should be true on open but does not do anything❌ A custom when formula with the content `true` --> definetly true on open, but does not do anything❌ Record ID != -1 (also always true) does not do anything✅ A trigger "when checkbox is checked" using a helper checkbox: As soon as user checks, checkbox, the field fills correctly. But this is not the intended behaviour🤔 The options to change field value after save and validation also seems to work (mostly) But this is not the intended behaviour.Any way of enabling this pattern of "fill a field when form is opened (and field is empty)" would be helpful.

Whenever I try to create a form rule based that has a record link numeric field as a condition, quickbase crashes withUnexpected error. Something went wrong!One note: This currently is the only field I have for this relationship in my table. I don't have any lookups.I have tried to create a new form with just one of the record link fields and it still fails. Any hints for me?