Qrew Discussions

What is wrong with this formula where the field in brackets is a URL field."<a href='" & "'><img src=\"[Photo Exterior Front from website]\"></a>"As is, I am not getting an image but when I click on the url in the url field I do get an image. 

Hi! Has anyone used this successfully? Wondering if it is worth the effort to set up. Currently Better Impact is being used for volunteer management, but QuickBase is used for almost everything else. 

Hello All,I have a table A as the parent table and then I have the table b as the data which is a sync table that gets updated every month.  I am trying to figure out how to snapshot a summary report and keep the data from changing.  I am doing an analysis of some data and I want to keep that data the same when I come back to it a months from now.  Table b is the summary report that I am trying to snapshot at the time I create the record in table A. Looking for any good ideas on how to do that? ThanksJen

I need to update the email associated with this account (for posting in the community) not specifically in our quickbase realm. I went to my profile settings and the only option I have is to change my user name. How do I update the email address?

I came here to sign up for some of the monthly events and discovered the link to the Website is no longer available from here. I am looking at the Events drop down in the header bar, all I see are Empower and Qrew Events. Luckily Ben left a breadcrumb in the calendar comments which I have pasted below.Am I missing something?https://www.quickbase.com/events

Is it possible in QuickBase to convert different currencies to USD using today's exchange rate?I have a field where users enter costs in different currencies, but want these costs to be converted to USD so i can compare costs. I know i can do that by create another numeric field and set us a formula with another text field contains all the currencies and then identify all the foreign currencies values against USD, but this needs to be updated regularly as the exchange rates change. Any function in QB to resolve this and convert currencies to USD based on today's rate. 

Can anyone suggest how I can create an unknown number of child records? Sometimes the user might need 10, 50, 200 or any number in that range. I would like the user to have the option to enter this # in a field and click a button to trigger the process. I thought I could use a pipeline loop but I don't see a way to run the loop a number of times based on a field value. My goal is to populate the table shown below, with no data, allowing the user to quickly input the data right on this form without adding/opening/editing each individual record. I'm happy to provide more details or take a different approach.Thanks

I have a Multi-select Text field on my Projects table called Project Products. A project can have multiple products, for example:Product A; Product B; Product CI’m trying to build a report that groups/counts by each individual product, but when I group by the multi-select field, Quickbase groups by the entire combination of selected values instead.For example, I’m getting groups like:Product A; Product BProduct AProduct B; Product CInstead, I want the report to display:Product A — 2 projectsProduct B — 2 projectsProduct C — 1 projectIs there a way to “explode” or separate the values from a Multi-select Text field so each individual product can be grouped and counted within one report?

Hello everyone,  One of my commitments this year has been to build a stronger connection with amazing Qrew members, and I’ve been looking forward to writing this post today.   First of all, I want to thank everyone who was able to attend Empower 26 in May for spending their time with us. It was a pleasure to see you all and to speak with so many of you. Thank you also to those of you who joined us online – I hope we can see one another in person soon! It was another reminder of just how creative, inventive, and smart Qrew members are.  During my speech at Empower (which you can watch here), I talked a lot about keeping promises. I think we’ve done a good job in the last year or so following through on commitments we made and focusing more on our customers. But there’s still plenty of work to do, and I can’t wait to take it on.  As part of my commitment to im

Hello Qrew!Anyone using Quickbase to work with people outside your org? Come talk about it at the September 22nd Qrew meetup! Here’s the list of features that help with connection and collaboration: Emailing non-users – send updates to any email, no login needed Emailing a record – share one record's exact view with someone in a click Public app sharing – open an app to anonymous users, read-only, write-only, or both Secure links – expiring links that let someone view or edit one record without logging in Document generation – auto-build PDFs or Word docs from your data Role-based access – control exactly what outside users can see or touch If you’re using these features, we'd like to hear from you. Please reach out and we can feature you at our next Qrew Meetup. Thank you!

Hi everyone,I’m available for remote Quickbase contract, part-time, or project-based work.I have hands-on experience building and improving Quickbase applications, including workflows, dashboards, reports, forms, automations, and process improvements. I can also support data cleanup, migrations, troubleshooting, and application enhancements.I’m especially interested in helping organizations that need short-term Quickbase support, backlog assistance, or help improving an existing application.I’d be happy to share a sample of my Quickbase work and discuss any upcoming projects.You can reach me at cdougall@mapptechnology.com.Regards,Charlene

I have a pipeline set up to Fetch JSON from a third party application and iterate over JSON records. It returns the results without an issue, however the main data I want to extract from the results is an array that is nested within that results object. My main goal is to iterate through that nested array and create a record for each item in that array. Is that possible?I have tried a few different things without any luck. I don't have a ton of experience with for loops using Webhooks, but that seemed to be the most likely way to do this so I have tried using that without any luck.I can post an example code if necessary. Any help would be greatly appreciated!

I was pulling in JSON data from Ground Control and was having some trouble pulling in some nested data while creating a record. Here is how I solved it. I hope I can save some people time.Used the method posted here to get this started: JSON Handler details  Data initially pulled was not an issue at the top level.Nested inside my data is "customFieldValues". Sample:  "customFieldValues": [ { "name": "SomeFieldA", "value": "Abcdefg" }, { "name": "SomeFieldB", "value": "1234567" }, { "name": "SomeFieldC", "value": "CwhatIDidThere?" } ] To pull in this value I needed to use a raw_record Jinja expression and state the location in the array.{{b.raw_record['customFieldValues'][0]['value']}} 0 is used since this is the first location in the Array.(This assumes that b. is the reference used for the ot

I'm having issues getting a pipeline to add records for each JSON object. I think it has to do with the JSON schema example in the Iterate over JSON records step, but I've tried a few different options without success. Here's what I'm looking at:Below is an example of the data from a user data call. This has 2 employee objects (or arrays? I'm not sure...) I'd like to create a record for each employee, pulling their email address from the data into a field. When I enter the example below in the JSON Schema Sample and run the pipeline, I get only a record created for employee 1.I've tried altering the JSON schema sample to what's shown below. When I take this approach, I get a record created, but it is completely blank (no email). Any help would be much appreciated!------------------------------Addie Brunson------------------------------

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).