Qrew Discussions

Has anyone been successful in creating a notebook in Copilot that uses a URL to a table inside Quickbase? I attempted it and it takes the table URL and can launch to it, but Copilot does not pull the data. Just wondering if someone had figured that out since it would be super useful. 

Hello All! I am searching for folks who are currently using the AI Agent and AI Actions to share their experience and feedback and what you've learned so far with the Qrew. Have you used AI Agent to document your apps? Improve a pipelines workflow?  If you have a use case, please ping me or respond below! I am looking for customers to share at our next Qrew meetup August 18th or 19th at 12pm EST. Thank you and I look forward to bringing your story to the Qrew in August.  -Esther

Hi all, new to QuickBase but not new to database tools. I'm trying to build a specific report within QuickBase. In Tableau it's called a Bowling Sheet. A non-propriety example looks like this: https://www.allaboutlean.com/wp-content/uploads/2025/01/Bowler-Chart-Example3.pngIve been able to get sort of close in QuickBase by using the Summary Report, and I can group columns by Month to achieve the same result, but my issue is that it's giving me a COUNT of the data that's being reported instead of the actual value of that data. I'm sure it's something stupid/easy that I'm overlooking, but I'm stumped. Any help would be appreciated. 

In legacy forms, there was a way to color each tab title within a form (snip 1). The resulting form could look something like snip 2.  Using the new forms designer, I have not found a way to color each tab/page (snip 3). Is this no longer an option or am I just not seeing how to do it? Snip 1 Snip 2 Snip 3 Thanks....Aaron ------------------------------Aaron Bab1692@att.com------------------------------

Hello Dallas/CST Timezone Folks! Esther here helping out Taylor and Jeremiah with upcoming Dallas Qrew event announcements. Here's the details for the next upcoming Qrew meetup this month: Date: July 23rd, 2026Time: 3:00pm-5:00pm CSTLocation & Address of Workbox Victory Park: 3090 Nowitzki Way, Suites 200 & 300, Dallas, TX 75219 Please note: This is a hybrid meeting! If you are planning to attend in person, please register here: https://resources.quickbase.com/nav/app/buzeg8mdy/table/bu77c9r9g/action/nwr?_fid_19=45&dfid=13&nexturl=https%3A%2F%2Fresources.quickbase.com%2Fnav%2Fapp%2Fbuzeg8mdy%2Fdashboard If planning to attend virtually, register and login here: https://quickbase.zoom.us/meeting/register/cv1Xj8ebQ4izEBWXOM2UswIf you have any questions or feedback about the upcoming meetup in Dallas, feel free to reach out to me, TaylorHardy​ or JeremiahGlenn​  Thank you and hope to see you there!

I am trying to make a URL Button to add a child record in a form Example:URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & ToText([Record ID#])& "&dfid=10&popup=1"I also tried:URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & [Record ID#] & "&target=popup&popupwidth=500&popupheight=400" I also tried these checking In Same Page, In New Window, And In Pop Up.but the button does not pop up like the embedded report. is it possible to make a button that works this way on PC and Mobile as it does in the Report button Link? 

I have two apps in Quickbase. I need all the information from a form in an app we use to Sales to transfer to a form in an app we use for Operations. How do I go about this. It seems like there are limitations. 

_curuseremailcuruserI need to create custom access for a Role.[Account manager Email] is equal to or contains Current User email?

Hi everyone,I’m trying to organize a form using Tabs (Pages), but I’m running into some confusion with how Quickbase handles them.Previously, I was able to add new sections below existing ones without issues. However, when I try to add a new Page (Tab), Quickbase automatically moves all my existing fields into Page 1 and puts the new fields on Page 2. The tabs also always appear at the very top of the form. What I actually want is to have tabs (or a tab-like experience) applied to only a specific section lower down in the form, without wrapping the entire form into multiple pages. Is there a way to achieve this? Or what is the recommended approach — using multiple Pages, Sections with rules, or a completely different method?Any advice or best practices would be greatly appreciated! Thanks in advance.

 

In quickbase, I have a field for user and datetime. There are several project status like pending, submitted, review,approved and denied. Everytime in the status field change I want to record who did the change and date time. I want to use the two buttons. submitted by and submitted datetime field to track the audit history or logs. I did try with a pipeline but there is no data being recorded. Anyone done this before?

Curious to get other's thoughts.  We have not enabled the new Grid Reports in our primary application.  We have one application used by a small group that does have new Grid Reports enabled.This application (with Grid Reports enabled) has summarized data from our primary application.  I was updating the data today and noticed the totals have the comma separator after 4 places.  So, 100000 is displayed as 10,0000.  When last updated, I'm pretty sure the comma separator was after 3 places.I see in the field properties a select of Show separator after 4 places or Show separator after 3 places.  This appears to be a new option with the default of 4 places.  For all the numeric fields, I'll need to manually change to 3 places.I could not find anything in the release notes about this option.  Has anyone seen anything related to this?  Is there any way to change the default to 3 places?  I have a feeling this is going to be overlooked quite a

I am attempting to build an inspection sheet that will state if the dimension entered is within the specified tolerance.  I have attached a screenshot of how I would like it to function, however after a week of reading the community pages. I have had little success in making it operational.Current Setup(see attached): Column #1 (Data Entry-Multi Choice or Numeric).  Column #2 (output based on Column #1, OK/Green, Out of Tolerance/Red) Column#3 (Section view, visual reference only)I have had varied success with Column #2 as Text-Formula or Rich Text Formula using If statements with Greater Than, Less Than, and Equal to statements. ie. it does something but not the desired outcome.Questions:  Is my idea possible?If so, Is Numeric/Multi Choice the correct choice for Column #1? Am I missing a step where I need to change the numeric into text and then apply the formula?Any help or ideas on how to accomplish this would be greatly appreciated.Regards,Landon

Hey all,Trying to deal with stamping a Time of Day field with the current time when clicking a button. I know about how "now" functions to do this properly when using a Date/Time field, but it doesn't seem to translate properly into Time of Day fields. It errors if I just try to use "now" in the field assignment and returns nothing if I ToTimeofDay("now").I can't use Now() because this caches the time the page loads and that won't work for how this process needs to function.What's my best option to get this handled?

Hey everyone, is it possible to sort 7 or 8 specific records to the top of a drop down list?For context, there are 120 records in this drop down list, so they don't all show due to drop down list length limitations. They have to be searched for. However, I'd like to have the most commonly selected options put at the top of the list for quick selection without searching, but I can't change the naming scheme of the items for reporting purposes to do it the easy way.The drop down list is pulled from a relationship, not manual entry of all 120 items for the list. To summarize, this is for utility poles. They all have their own class, species, and size. All of the pole info is in its own table. I used the concatenate formula to combine all 3 details (size/class/species) into one field for the delivery table, so the employees can pick the pole the delivered that day. I just want the commonly delivered poles shown at the top of this list.Is this possible? The built-in AI says no, so I thought

Hi,I am using a Project Status multiple choice dropdown field with the following options:Green - On TrackYellow - At RiskRed - Off TrackBlue - CompletePurple - On HoldBlack - CanceledSilver - ClosedI'd like to incorporate the Project Spotlight formula featured in Exchange so that the status displays in it corresponding color (while also keeping the text separate). I'm struggling with where to insert the formula and how to modify the formula to recognize my custom status values and colors noted above. I appreciate the help!

I have a bulk event-triggered pipeline firing whenever records are modified, leading to an Import to Quickbase step. The import stores current and previous field values on another table.Working on error handling for this import, I would like to log the attributes of the intended "change record" it was attempting to create, i.e. current and previous field values of the source record. If the error was an "import error" this is easy: I can access any of the target field values inside the `import_error.record` container.But if the error was a "mapping error" then it seems only the source's current fields are accessible through the `mapping_error.item` container, with apparently no metadata like previous field values.I don't think I can reference the original record in this context because it's a completely different object with a different index (since the import failures are obviously a subset of the original record set). So this leaves me without a way to store previous field values if t

I am attempting to store changes from a table to a dedicated "change records" table. There are a handful of specific fields I want to store changes for and I need to store both the new and previous values in these fields. So I have some complex filtering logic that can't be captured in the initial filter. At the same time, the source table can have hundreds or even thousands of records changed simultaneously or near-simultaneously, so I can't be making separate API calls for each change record to be created. And I need to be able to conditionally store a payload if the bulk creation step fails, so that I can rerun it manually/by another scheduled process. The native Bulk Upsert step does not allow for this if I'm not mistaken.For these reasons, I would like to trigger my pipeline off a bulk event, skip the default For pipeline step, and put all my filtering logic within a loop in my jinja expression for my (QB channel) Make Request step. I feel like this should be possible but I'm gett

The way I solve the following issue, doesn't feel like the best way. It seems like there should be a simpler solution.On my reports, often have scenarios where I have a user list field, and simply want a filter:If the [User List] includes the current user.This is not an option, so I end up making a formula list user field, that is: Touserlist(User())Then my filter is: If the [User List] includes the users in the field [Current User List].Is there an easier way?------------------------------Mike Tamoush------------------------------

Guys, seriously.  Is QB on a speed-run to ruin the platform as fast as possible?  I wake up today, and have dozens of complaints from users on the new system font that is harder to read that the previous one.Seriously, what was the point of this change?

June 18th 2026 @ 3:00 - 5:00 PM MDTClubhouse Work & Golf5680 Greenwood Plaza Blvd, Ste 120 Greenwood Village, CO 80111 Click Here to Register! Our next meet up is in 2 weeks! Same spot, excited to see you all there! Any topics people want to talk about? Would anyone be willing to present something they've been working on or recently discovered? Let us know in the comments!  

Hi,I am building a pipeline to update a record that includes a User LIst field.  I will be updating this field with single user and wanted to use Jinja:The "Help Text" below this field in the pipeline explains:"Comma-separated list of QuickBase User IDs.  You can either assign same type list field or manually construct the comma-separated list using Jinja expression."I am not finding an example of how to construct this list in Jinja.  Would appreciate help with the syntax.Thanks so much------------------------------Christine White------------------------------

I have a long standing table, Core Returns, that has a lot (too much, but just blame Admins long retired) of information.  There is a field that gets filled in at a point well after the record is created, automatically, through updates.  That part is working fine.  I recently added another table, HVNE PO's, as part of a different project that does share some data with the older table.  There is a reference to an 'Equipment' number.  That number is the Primary key in the HVNE PO's table.  I have it set where the HVNE PO's table is the parent table and Core Returns is the child table as that same equipment number can and does crop up in the Core Returns table multiple times.  The Equipment number, however, does not necessarily exist in both places.  The Goal is to allow a User to look from the Core Returns table and see if that Equipment number exists over in the HVNE PO's table.  The users' decision about what to do next is impacted by t

Is there a way to Print the new forms yet? Would like to put a button on my legacy table on a record id to print that new form style that would show the .jpg of the attachment when printing. If not, is there an easy way to do this with a record that has 5-20 attachments when printing or emailing only? 

Hi everyone,I'm running into an issue with embedded New Grid Edit reports on a form and wanted to see if others have experienced the same thing.When the parent form is in Edit mode, the embedded New Grid Edit report does not allow filtering or sorting. However, when the parent form is in View mode, the same embedded report does allow filtering and sorting.Is this an expected limitation of New Grid Edit reports, or is it a bug?My use case is that users need to select records from a potentially large list using inline editing (checkboxes). Without filters or search, they have to scroll through many records, which defeats much of the purpose of inline editing.Has anyone found a workaround or implemented a better pattern for this scenario? I'd really appreciate any suggestions or confirmation on whether this is simply a current product limitation.Thanks in advance!