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I have a form I use to enter a new project or edit an existing one. In the middle of it (see attachment) is something called "Task Details," which appears as a clunky table and is absolutely useless for me. Can I move it or get rid of it? Thanks!
Welcome Quickbasers to the Atlanta Qrew community space! This is a community board where we can collaborate and communicate as a group to share ideas, ask questions and plan our next meetups. Our kick off event at Top Golf on September 25th was amazing and so much fun! Thanks to everyone who came and made it such a success! A big shout out to Harrison Hersch, Senior Product Manager, for flying in to show off some REALLY cool new stuff that is in the works. And thanks for Jose Rivera, our Qrew leader for all his help leading the charge for this group! We're excited to keep the momentum going and getting together again virtually on October 23rd! I hope you all can make it! You can register here! Our agenda will cover our next in-person meetup in Q4 and we need your help to make it happen, so bring your ideas! Looking forward to chatting again soon! Skye, Qrew Coach
I am trying to write a formula that will subtract to date fields only when certain conditions are met. The fields for the conditions are checkbox fields. The formula field I started below is numeric. This formula works without the conditions of the checkbox fields. If([RX Ready Date]<[Plan Set -Up All],0,(not IsNull([RX Ready Date])),ToDays(([RX Ready Date]-[Plan Set -Up All])))I want to add to the formula to only subtract the dates when [Pharmacy], true and [Fast Track] is false (both checkbox fields). Any help to add in the conditions is much appreciated.
Hi,I have a Summary field set up as a Combined Text Comment (Rich Text) field. The output is currently wrapped in tags.Does anyone know how I can remove those tags?Example: <p>Market is currently not working</p> <p>tets1&nbsp;</p>
My query is not returning any value for records that meet the conditions.ToNumber(ToText(GetFieldValues(GetRecords("{86.EX.'"&true&"'}" & "{15.EX.'"&[mhe_type]&"'}", [_DBID_BTS_METRICS]), 10)))I need to return the field value (fid 10) from the table [_DBID_BTS_METRICS] when field ID 86 in the queried table is true (checkbox is checked) and the value in field ID 15 is equal to the value in the field [mhe_type] in the querying table.I have tried:punctuation, format, etc numerous timesusing a text field to give the checkbox a yes/no value and using that field (fid 89) in the conditions in case it is the checkbox giving me the problemchanging it to a SumValues query, but then it returned a value of 0.
At the top of the app there is a button that says "Add new record in any table". When a user clicks this button a drop down of every table is shown to them, even tables I have hidden from their role. Is there a way to remove this button completely or at least hide the tables I don't want them seeing?
Is it possible to put Map Reports on Dashboards? I created a map report, but when I go to create a dashboard, I can't find the map report. Are we not able to add map reports to dashboards?------------------------------Amber Gartner------------------------------
Is there a way to color code the pins in a map report?------------------------------Annalise Sansouci------------------------------
Can I import a map of addresses sort of like a route and as I go into accounts that are already loaded could it show me where that account lands in relation to the mapped out addresses?------------------------------Keith Maxwell------------------------------
I would love to use a map report to see how many clients come from each zip code, but currently the map will only show the first 100 clients. Is there a workaround for this where I could have each pin represent 50 clients? Or even just have one pin per zip code and hovering over will show the number of clients? I would really love to be able to have a visual element for this data, and my current summary report is long and clunky. Thank you so much!------------------------------Hunter Collins------------------------------
Just FYI, and not a question .....I just did my first production map report with hundreds of pins ( 610 pins to be exact!) on the Dashboard and OMG, you really have to give Quickbase credit for this one. The map loads super fast and as advertised, I was able to customize the pin colour and pin icon. They also did quite a nice job of handling the situation where multiple pins are at the exact same address.Kudos to some unknown software engineers and Product Manager for nailing this one.------------------------------Mark Shnier (Your Quickbase Coach)mark.shnier@gmail.com------------------------------
How can I display a parent summary table report in each child record?The report, screenshot below, includes all subprojects (the child records) related to a project site (the parent). I desire this report in the child table to display the related subprojects.
I have a formula button whose intended purpose is to check a box on the record (to start a pipeline) then redirect to a code page that is coded to pause, then check if a status field has changed, if not, pause again. If the field is changed it returns the user to the form originally launched from.I'm trying to cobble together different posts/search results as I haven't been able to find any direct examples of my need.This formula works to open the code page and passes the correct parameters for checking the status, but it doesn't check the box and thus the pipeline never runs and the page never closes.var text codePageID = "6"; // Replace with your actual code page IDvar text recordID = ToText([Record ID#]);var text currentStatus = URLEncode([Charges Pipeline Status]); // Replace with your field's namevar text url = URLRoot() & "db/" & AppID() & "?a=dbpage&pageid=" & $codePageID & "&rid=" & $recordID & "&initialStatus=" & $currentStatus;"<
I wanted to know is it possible to create a url that can be shared with another application that uses http as a connector, that will allow it to post to QuickBase creating a new record. If so, what would the format be?
Hey there. I'm trying to build a form that would be used during interviews with customers that represent ISPs or "networks." Each customer would be a new Network and that Network can have many Communities, Activities, Statistics, or Payments Plans associated with it. I'm running into several issues:When a network is new at the start of the interview, a record will not exist yet, so there cannot be a recordID yet. So, let's say an Interviewer enters information for Network X on page 1, then moves to page 2 to enter Communities affiliated with Network X. They would hit on the "Add Community" button page 2. A pop up opens but there isn't a network affiliated with the new Community record. I'm pretty sure I can get around this by making a rule or a button that forces the Network entry to be saved before moving to page 2. But I can't find a conclusive way to make a Save and Keep Working button and the default button is hidden at the end of the form. Let's say I save the network before
Hi everyone, and welcome to the Philadelphia Qrew space! We're so excited to have you here. This is your space to connect, share ideas, and help shape what our local meetups look like moving forward. Thank you to everyone who joined us for our first Philly Qrew meetup on the 18th. And a special thank you to Laura Natal, our Qrew leaders, for helping make it such a great kickoff! Looking ahead, our next meetup will take place virtually on October 16th, and we'd love to see you there. Please be sure to register here. We'll be discussing our next in-person event, so bring your ideas and availability. Looking forward to connecting with you all! Dee, Qrew Coach
I have the following Code page. I have successful code where the user inputs data into 2 fields and QuickBase data is returned. However, where I am struggling is instead of data being returned, a report being returned ideally or I have a formula URL field that can be returned but needs to be an iframe.<!DOCTYPE html><html><head> <title>Quickbase Data Retriever</title></head><body> <label for="inputField">Enter Record ID or Search Term:</label><br> <input type="text" id="inputField"><br><br> <button id="retrieveButton">Retrieve Data</button> <div id="result"></div><script>document.getElementById('retrieveButton').addEventListener('click', function() { const inputValue = document.getElementById('inputField').value; const appDbId = 'XXXXXXXXXXX'; /
Hi,I have the following Code page. Basically I want the user to enter in text and search. Then the result finds their input and matches with field id 256 and return field id 29. I will replace anything with a "XXXX". When the user searches they get "Target field not found in response." instead of the value. For knowledge the user should enter in "mickey.mouse" and 256 holds that value :When i simply put this in the URL I do get a response:https://XXXXX-XXXXX.quickbase.com/db/XXXXXX?a=API_DoQuery&query={%27256%27.EX.%27mickey.mouse%27}&clist=29Thank you so much for helping me!<!DOCTYPE html><html><head> <title>Quickbase Data Retriever</title></head><body> <label for="inputField">Enter Record ID or Search Term:</label><br> <input type="text" id="inputField"><br><br> <button id="retrieveButton">Retrieve Data</butto
Hello, Is it possible for me to transfer quantity data on one record to another record? As an example, Record A has 10 laptops. Record B has 5 laptops. I would like to transfer 2 laptops from Record A to Record B. I've tried different methods, but I keep hitting a wall.
Is there an easy way to accomplish this?Say as an example:Table1 - LEAD_NAME, PHONE, CONTACT_NAMETable2 - LEAD_NAME, CALL_DATE, NOTESTable1 can link to many Table2If I create an xlsx sheet with all the relevant fields, can I do a mass import of leads and or calls (together) with a single upload? Or two uploads might make more sense so it doesn't duplicate leads? LEAD1, 555-555-5555, Bob, 09/17/2025,"Good Call"LEAD1, 555-555-5555, Bob, 09/17/2025,"Bad Call" I am curious how the linking would work here. I assume a pipeline might be needed? but before going down that path I wanted to see if I am overlooking an easier way.
Hello,I have a Formula Text that calculates and displays data based on the numbers users enter in two other numeric fields. Example: When a user enters a number in my Numerator and Denominator fields, my formula field divides those numbers and then displays the answer in the Percentage field (as shown in the screenshot below).Is there a way to format the answer to two (2) decimal places, so it's shown as something like 7.33 and not 7.3333333 ? Please let me know.See the code I used for my formula field below:var Number Numerator = [Numerator] ;var Number Denominator = [Denominator] ;ToText(($Numerator / $Denominator) & " %")
I have many forms using the old form builder with "On Record Save" rules built to update a field value when a user saves a new record. Very simple in the old form rule builder interface. I am building a new form in the new form builder interface and am trying to create an On Record Save rule but can't see how to do this. Any help would be much appreciated.My rule is pretty simple, When the user saves the record change a field value to "x" on save.Thanks - Brian
I am using the formula below for a duration TAT. I have checked off the HH:MM:SS for the type and it is still displaying 0:00:00 for things that are one hour from rec'd to acknowledged time enteredDays(WeekdaySub(ToDate([Acknowledgment Date/Time]),ToDate([Communication Received Date/Time]))) Do you have any suggestions on how to get the TAT to display accurately?Thank youJill
Is there any way to create placeholders for users intentionally?
I am working on connecting MethodCRM to Quickbase so that I can pull field data from a MethodCRM form and replicate it in a Quickbase form. I have attached images showing my current pipeline setup. The challenge is building the URL for retrieving records. Right now, the URL will pull the first 100 records from MethodCRM, but I have to manually change the URL to get the next batch of records. Example: rest.method.me/api/v1/tables/Contacts?skip=10&top=10This works, but after pulling the first 10 records, I want the pipeline to automatically update so the next run changes top=10 to top=20 (and so on), allowing the pipeline to continue pulling subsequent batches without manual edits.
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