Qrew Discussions

We're building a new app with the "new" form builder for the first time, and seeing an issue with embedded reports.  The default column width on the embedded table reports is partially obscuring the data, and although you can manually expand each column, there doesn't seem to be a way to make those column widths stick.Am I missing something, or is this a deficiency of the new form UI?  We have half a dozen apps using the legacy UI with dozens and dozens of embedded tables, and this has never been a problem.Fwiw, I found the following post describing the same problem on dashboard pages, but this is not a dashboard page.  It's happening on the 'main form' within our tables...  https://community.quickbase.com/discussions/quickbase-discussions/can-you-set-column-widths-for-reports-in-the-new-dashboard-pages/19595Thanks in advance for any insight.

I'm trying to build what I thought would be a simple button for saving the current child record and adding a new one to the same parent record. I'm essentially just trying to duplicate the native Save & New button so I can place it next to the native Save and Close button. Will I need a code page for this?I have programs that have many program charges and the Users want separate buttons for adding additional records and saving the record when done adding multiple charges. FID_6 is the related Program RID in the child table, Program Charges. Any thoughts would be appreciated! 

As a solo developer often tasked with taking over ongoing projects in various stages of completion with either poor documentation or none at all, I spend a lot of time comparing copy apps with their originals to find the differences in order to inform how to proceed with a project.Is there a way that I'm missing to not have to do this manually? For even a moderately sized app it is extremely time-consuming to have to check every single field, pipeline, etc in two places to see if they differ.I don't need to see how they differ (manual review for that is reasonable), just whether they do. Essentially just a list of elements modified/created/deleted since the copy app was created is what I'm looking for. Is there a way to obtain this info?

how would i make a fake social security number when the data entry doesn't have it at the time? it would need to lookup in the SSN field for999-99-9999999-99-9998999-99-9997etc.and the next auto entry would be 999-99-9996.I could create a table with all the possible values or maybe there's a formula to use somehow?

I have three tables in Quickbase:EmployeesTrainingsProfilesI’m trying to build a Pipeline that automatically assigns trainings to employees based on their "profile".Example:The "profile" called “Basic”requires:CPR TrainingFirst Aid TrainingIf John Doe is assigned the “Basic” profile, the Pipeline should automatically add John Doe to the existing CPR and First Aid training records.A few important requirements:The Pipeline should only add trainings where the Employee Profile matches the Training Profile.The Pipeline must check for duplicate trainings and NOT add the employee to a training if they are already associated with it.If this can be done without a Pipeline I am all ears.

I'm trying to create a search feature where a user can search for let's say John Smith or a Tax id or PIN.  For the standard search, if the user searches for John Smith, it does not return any records, even though there is a John Smith.  I'm assuming this is happening because the first and last name are in different fields.I kind of want an ai search but only search one table and any fields or combination of fields in that table.Is this possible?

I’m setting up a 60-day reminder in Quickbase with additional conditions, but I need the email recipients to vary depending on the value in the “Short Title” field. For example:• If “Short Title” = HYHOPE → users A, B, and C should receive the reminder • If “Short Title” = RTOG 920 → users B, D, and F should receive the reminderThere are many possible “Short Title” values, so creating a separate reminder for each one isn’t realistic or maintainable. Is there a way to dynamically assign reminder recipients based on field values like this without building a separate reminder for each case? (see screenshot).I’m worried this may require using Pipelines. I’ve tried Pipelines before for other things and haven’t been able to get them to work reliably or accurately, so I’m hoping there might be a simpler or native approach within reminders or formulas before going down that route. Or, if Pipelines is the best option here, I’d really appreciate a step-by-step example of how to build i

I don't know if its my end but been experiencing weird report behaviors. The report formula duplicates themselves even up to 10 times. Its' really annoying. The filtering criteria too also get wrapped in a weird.

Trying to get a qr code to print on a 4x6 label and I am using Exact Forms Plus and I have the following formula in my purchase order table under QR Code: "<img src=\"https://quickchart.io/qr?&size=150x150&text=" & URLEncode(URLRoot() & "db/" & Dbid() & "?a=dr&rid=" & [Record ID#]) & "\" />"No matter how I have that formatted it does NOT change the size of the qr code as shown in the attached picture. Using that formula, the qr code does scan to the correct information. I had found a format on one of the help tutorials telling me that I needed to use this code in my template: ~=barcode(f[227],qrcode,150x150)~ When I use that field in my template, it works perfectly and I can get the qr code to resize just the way I need it to at whatever size, BUT The code no longer scans.  It comes up to a google page searching for F(227).

Assuming I have a way to do survey by pushing a button which does a count with a timestamp. I want to get the records list by their attempt time which might be in their chronological order of attempt. The max I do attempt is 3. I understand I can use summary field to get the first and last attempt using the Minimum and Maximum but now the value in the middle is what am struggling to get. Anyone with an idea how to go about it? I will appreciate. 

Hello!I've got an API button that when triggered, creates a new record with some preset information pulled in.That all works except in the instances where I need some fields to be blank.I thought I could use an If/Then statement to complete data or stay blank when necessary.  for exp,If( [Renewed Parking rent] >0, [Renewed Parking rent] ), [...] I assumed if I left that as the statement, nothing would happen in the even of a $0 amount. The new record's field would be intentionally blank. Instead strangely, when data should be blank (whether the if/then sample above is blank or null), it populates a crazy amount like $25,000... It's always roughly $2#,###.I've attached some of the screenshots of the data output (currency fields) and formula. The text fields populate correctly if for example, [Renewal OutcomeStorage] (currency) =0 so the output for [Storage] = No (row 32) but [Storage Rent] (currency) should be blank but instead reflects $24,302.00.Any ideas about

Since QuickBase is making new RecordID how do i go about migrating into the RecordID used by QuickBase instead of relying on PersonID and OrderID/PersonID of the old database where the exports are coming from? I have some ideas that i can export the main customer table after inporting into QB and get the RecordID there and then future exports can have the RecordID added to them before importing.Can I override the default RecordID or something like that?What is the best way to go about importing from another database?Export From:Table (client) - PersonIDTable (orders) - PersonID one to manyImport to QuickBase:Table (Client) - receives a new Record ID made by QuickBase.Table (Orders) - receives a new RecordID made by QuickBase relationship joined to RecordID in client as one to many

What would be the recommendation of migrating 300-500 users from another application we're going to stop using and start using Quickbase?  There will be multiple groups and roles, so is there an import for all group and roles and will it send out email notifications?

Hello,  I feel like what I'm needing could have been done with the previous automations feature, but I'm trying to do this in a pipeline and it's very cumbersome and honestly too much coding... Is there a better and more simple way to create and track record changes in a table? I feel like the Pipelines feature doesn't fall in line with low-code, no code branding, and I've spent so much time researching on how to set this up in a pipeline :(------------------------------LB------------------------------

Hi, I'm trying to include a column for a property image preview similar to what is shown under 'Projects' in the Project Hub app. The formula appears to be correct but nothing is coming up. What am I doing wrong? Here it is...If([Building Photo] <> "", "<div style='display:inline-block; width:200px; height:150px; text-align:center; overflow:hidden; border:2px solid #ccc; border-radius:8px;'> \n <img style='width:100%; height:100%; object-fit:cover;' \n src='" & URLRoot() & "up/" & Dbid() & "/a/r" & [Record ID#] & "/e120/v0' />\n </div>")

I'm trying to take a date of an event, and return the name of the Fiscal Period that date falls within, from another table!!Here's the scenario.A transaction happens in Table A.  The date of the event is 5/24/2026.Normally, on a summary table, that transaction would all in the the May 2026 summaries of total sales.  Too simple!!Our finance team has fiscal months, closing on the last weekend of the month!  Meaning this would actually roll into next Fiscal Month! To make matters worse, they do not refer to months, but Periods.Below is a table of the FY and Period Labels.What I'd like to do - is from my transactions list, is query the FY and Period Labels Table, and pull the FY and Period which this transaction falls within (Start and End Date) so that I can then build summaries of my transactions using FY and Period.For example:GetFieldValues(GetRecords( Date of Transaction is On or After the Start Date AND Date of Transaction is On or Before the End Date) Return the FY an

I have reached 90 Pipeline (triggers) limit for my table.I need to do more pipelines with that table, anyone has a workaround ? (I cannot turn off pipelines)Here's what I've tried so far:1- Zapier/Make : doesn't work because I cannot trigger a zap if a specific field was updated. 2- Consolidate pipelines: Doesn't work because I cannot set a condition of "what trigger caused this pipeline to fire)3- Look up field in another table and trigger the field based on that: Doesn't work, QB doesn't trigger workflows on lookup fields4-  (3) + A formula field that dynamically sets the value matching the field on the main table: Doesn't work, QB doesn't trigger workflows on formula fields  

I am working on a app that serves as an intake staging area for a public facing form. The forms only identifiers to the customer is an account number. I am tying to use this account number to copy the record to a different application using that number as reference to attach to a table with existing records. My pipeline is currently setup in the following way:Step 1:Intake record which triggers on a status change from "pending" to "approved" We will call the app this step looks at "Intake"No issues with this stepStep 2: Search records from what we will call the "Live" app which has an "Organizations" table with entries including the org name, details and the EIN#. Fields for subsequent steps here include that account #. Step is finding the EIN# and shows the org name in the output.Step 3:Basic condition to only proceed if records are found matching account #.Step 4:Creates a new record in the Live app primary table. Organization is a require field and I have  {{b[0].id}}

I am trying to convert a number field to a text field, but keep the number formatted with commas. When formatted as a number, it reads: xx,xxx,xxx.xx but the commas don't stick when I use the 'totext' function. Any ideas? 

I have a table and report where we calculate each employee's individual capacity percentage by adding up the hours they have placed into a table and dividing it by 40.  I now need to take those employees and show the same type of percentage but based off each manager.  So if Team A has 4 people, Team B has 5 and Team C has 3, how can I show the team's percentage in a report?

Has anyone had a fix to have a report name on the dashboard assuming the chart report is empty and there's no records to show. I would like to know the report without having to view the full report. This is how it is displayed. I know I can create a richtext above the report to show the report title but that's not an efficient way to use the field and also it will look weird when the report has data since there will be two titles and there are not rules to defy this. 

Hey Qrew!👋I'll be heading down to Houston for Empower this May 18th - 21st and would love to connect with any Colorado people!Are you making the trip? Drop a comment below if you're going! Let's find a time to meet up! Perhaps we can visit Jessica at the Quandry booth?!Can't wait to see y'all in Texas! 🤠

Good afternoon, Quickbase world,Asking this question before opening a full-on case review to see if anyone has ever seen this and may know how to correct it.I have a person who needs to receive notification emails from multiple apps, and at this point, is receiving them from at least 2 apps. But a 3rd app she needs to get a notification email from, she never receives. We have checked her junk, deleted emails, etc, and she gets the other 2 just fine.I have checked her email spelling, copied it directly from Outlook into the notification. I've checked all the settings of what causes the Notification to trigger, and have even put myself on the notification to receive it as a test and confirm that it sends.I received the notification email, but she did not. Is there any other potential setting that could be blocking it from being received from this one app?

I have a pipeline that says it's updating a record but it's not.I have an identical pipeline that is working.  It take a file attachment uploads it to Sharepoint and then updates the quickbase record with the link to the sharepoint attachment.I have two on the same quickbase but different tables.  The first one I created works fine and the second one says it works and it does except for updating the quickbase record with the sharepoint link.How can I tell where it is failing?Carol

Good evening Quickbase Community!I have several numeric formula fields that include queries. Due to the volume of data in the table, the queries are no longer working properly.The permanent solution is to move all the queries to a pipeline so that calculations are performed when a new record is entered, but right now I need to recover the data we already have.Until two weeks ago, you could change the field type from numeric formula to plain number, and it would simply display all the data.Now it won't let me do that. It says the data is too large and to ask for help.Any ideas?