Qrew Discussions

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!

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!

What's wrong with this query format. I have checked all the values and I should be getting values other than zero.SumValues(GetRecords("{80.EX.'"&[Concate Distance]&"'}and{47.EX.'Shipping'}and {66.XEX.0}",[_DBID_DISTANCES]),66) If I don't have the "and' filters QB gives me the error"Uh-Oh! The way this formula is built will take too long to process. Please try refining your formula."

First let me say that I am new to developing Quickbase apps.  Here is what I am trying to do and where I’m running into issues:My app tracks the entire demand lifecycle from draft/idea to a project.  I have statuses like Draft, In Development, Under Review, and Approved (project pending) or Rejected/Canceled. I have created sections for Intake, Proposal, and Charter. At intake, all new demands have a separate intake form with basic information collected and the status defaults to Draft.Dashboard - When the demand is in Draft status, a “Start Proposal” button should be visible. When that button is clicked, the status is updated to “In Development” and the Proposal Section should appear, other sections should be hidden.  I am trying to accomplish this by using a helper field (checkbox) and Dynamic Form Rules: If Start Proposal? Is checked and Status is “Draft” change value Status to value “In Development”, Change value Start Proposal? to unchecked.The same process app

It seems that if I create a pipeline, as it is my user token, only I can see the pipelines I have created. What is the best practice when you have multiple QB developers, all wanting to create pipelines? One person creates all...? I want other admin to be able to troubleshoot or update all pipelines. I guess this is not possible.How do other people handle this?------------------------------Michael Tamoush------------------------------

We are just beginning to play with the XL Docs extension. I've got a subtable that is populating data on sheet 2. When I generate the doc the data appears there as desired, but on sheet 1 we have a collection of formulas calculating things like % complete. The issue is any formula that is set to count or otherwise reference sheet 2 changes. Instead of referencing the column on sheet 2, as it does in the template, it breaks and we get a #REF! error. I can manually rebuild the formulas after generation, but at that point it would be faster to download a report of the desired data, then copy & paste into the sheet with working references.XL Docs shouldn't be doing anything at all to sheet 1, so why does it break the formulas there? The subtable on sheet 2 starts at row 2, so the headers are completely static.

We use QuickBase to review changes to requirements. Is there a way to allow us to format font in a field without applying the code to the entire field contents? (as below?)I want to demonstrate be able to show the user what has changed in the requirement clearly. In the past we have been able to format the font in excel and import it into the database but that is no longer working, and of course there is no way to format the font manually I'm unsure how to format the font manually. 

In most of my applications, I have a set group of dedicated folks that can grant access when needed to various individuals.  I recently discovered by viewing another person's app that they had the manage users option available to everyone, but you could only change it to the role you were in or below (the Admin role was hidden).I can't seem to figure out how to set this up and they don't remember how it was set that way.  I can allow folks to manage users, or not manage users,  I don't see a way to customize this.Any tips?

Hey Team!First post in the community, looking forward to seeing responses!Got a quirky question for your questing minds:I would like to set a grid table as the default value in a rich text field while still having the field be editable. We have internal customers who need a table to put in details regarding materials, like 4Cx6R, with headings on each column.Heading 1Heading 2Heading 3Heading 4    Is it possible to make a table the default value and still make the rich text field editable? Thanks!

I have this multiple choice field which I am using as dynamic filter in a summary report but it still doesn't work because when I click it the summary report it spins and then displays empty records and then reloads all the data without filtering. How can I go about it to make a field to use as dynamic filter.

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'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