Qrew Discussions

Hello Quickbase community!I'm stuck on trying to build a configuration where I can lookup & add multiple records from a child table, and add them to a parent table record.I have a primary table, Films, full of Film records. I used to have tags/labels for these records that I kept in a multi-select text field, but I now have more than 100 values, so I needed to create a related table. So, I created a new table, Categories.What I'd like to do is be able to add multiple Category records to one Film. I was able to figure out how to add 1 Category to each Film, but I wanted to be able to add 2 or more. In my screenshot, my Film record, 'Spider-Man: Brand New Day', has the Category record 'Franchises' attached to it. I also need to add the Category records 'Spider-Man', 'Actor | Tom Holland', and 'Actor | Zendaya' to the Film record. Shouldn't I be able to click a button (based on a Formula URL field) to add records one by one, which will then display in a mini table of related records?T

I am having trouble showing a formula sum as ‘percent’.  The following formula returns the value as 73, which is correct. However, I need it to display as 73%.Round(       (        ([Overall Satisfaction])*0.15+([Trust])*0.2+([Feeling Valued])*0.2+([Communication Quality])*0.1+([Personalization])*0.1+([Impact Perception])*0.15+([NPS Score])*0.1)*10       )If I change the field attribute ‘Display as’ to Percent, then it shows as 7300%. If I add to the formula to divide it by 100 at the end, then it shows the result as 100%.Round(       ((        ([Overall Satisfaction])*0.15+([Trust])*0.2+([Feeling Valued])*0.2+([Communication Quality])*0.1+([Personalization])*0.1+([Impact Perception])*0.15+([NPS Score])*0.1)*10)/100       )Where am I going wrong with my syntax on getting this to work? I have tr

Hi,We have a new-style grid report where users are trying to copy the contents of a field that has email addresses.While the email address appears normally on the report, when you copy it and paste it anywhere else (another field, into a Word doc, an Excel file, an email...anywhere) it pastes with the <a href="mailto: ..."> prefix tag and the closing </a> tag.We've attempted to strip out the html by creating a few other fields using the RegexReplace function (probably incorrectly), the SearchAndReplace function, and even just ToText function, but we're still unable to get the html cut away.We are able to copy and paste from a record just fine, but opening each record to copy and paste seems a bit backwards, when it's easier to export the report to csv and copy from there.I'm thinking this may be an issue in the new-style grid report only, but I could be wrong.Has anyone else run across this issue in the past and figured out a way around it?

Hey Everyone, The Dallas Qrew will be meeting up once again at the Workbox Coworking Space next to American Airlines Arena on Thursday, April 23rd. We'll be kicking things off at 3pm local time, wrapping up at 5pm and heading downstairs for a drink or two afterwards. Come one, come all! Anyone new to the Dallas Qrew should register here!  Anyone who attended the March meetup should automatically have an invite on their calendar which we can use for your attendance tracking.  Any questions, please feel free to drop them here for TaylorHardy​ and JeremiahGlenn​ !  Where: Dallas Victory Park Coworking  When: Thursday, April 23rd, 3-5pm CST What to bring: Your laptop, your Quickbase questions, your best energy. Who can come? - Anyone who wants to learn some Quickbase and hang with some fun people. 

Hello,Using the new-style forms and new-style grid reports, we are trying to get child records that are updated to subtotal on the parent form.I have a parent table called "Questionnaires" and a child tabled called "Allocations".On the Questionnaires form, users are able to enter a percent allocations using an embedded grid report tied to the child Allocations. Allocation records are created via Pipeline and users are only entering a percentage amount.We would like users to be able to see their total allocation so they know when they have reached 100%. I have added a summary report onto the form, but it does not update until the parent record is saved. This is fine and makes sense, however when the parent record is saved, there is a delay in totals updating.To get around this delay, I have created a "RunPauseRefresh" (borrowed from the ol' Magic Buttons app) and a "Calculate" button, which is an "Edit Record" button with a redirect to the code page. The redirect to the code page has a

Huge shoutout to one of our own for hosting us at the HD Supply space — seriously elevated the vibe! Even with a smaller crew (thanks to last-minute conflicts + sickness), the energy was thriving.We got hands-on with the new Intel Package toolset — putting it to the test with real prompts and creative use cases… including asking an AI Agent to bake cookies (no samples, but hey — now we’re inspired to build a baking request tracker app). We also rolled up our sleeves to tackle some real challenges from the group, diving into the platform together to troubleshoot and land solutions.And of course… BYOB (Bring Your Own Biscuit) did NOT disappoint. Early consensus: Martin’s and Bojangles came to win Proof that small groups can still drive big impact within the Qrew. The momentum is real, and we’re already hyped for June’s meetup with more attendance and more collaboration — get ready for BYOC (Bring Your Own Cookies)!

Have you ever had the email come across desperately crying out for help because "... the QuickBase App is broken..." as you stare at 45 separate apps wondering if they could try to be more vague... Well here is a button that can help. I use it on a bunch of my Apps and it auto emails me with the url of the exact page the user is on. It has been a god-send for me, and I wanted to share it with you all here, instead of doing a whole Empower presentation on it. First create a html page. I creatively named mine 'TicketPage.html'. Then throw in this code (replace what you need to with your own information)(This code has been updated to reflect the missing '?' after the destination email as pointed out by @Tim D below.) <!DOCTYPE html> <html> <head> <script> let oldUrl = document.referrer; var oldTable = oldUrl.substring(oldUrl.lastIndexOf('/')+1); var newBody = oldTable+'testin'; function handleonload() { window.open("mailto:support@myurl.com?subject=New%20Qui

Hi All,Hope you are having a wonderful day.I have created a Summary Report in the child table, which I wanted to embed into the form of the the parent record.However, the column widths in the parent's form appear completely different to its appearance in the child table.How do we adjust the column widths in the parent form?

I move file attachments to sharepoint and then grab the url link and add that to the record. When the attachment is a outlook message, it opens in the outlook instead of the sharepoint.Is there a way around this?

An individual is copied on several emails from MRT 2.0 that is not at our location.  How can we prevent this from happening again?  Our Admin is currently OOOffice and I do not have admin access as of yet.

Hi all—apologies if this has already been covered. I did a quick search but didn’t find anything that quite fits my situation.I’m a solo travel operator and have been using Quickbase for over 10 years to manage transaction accounting (air tickets, manifests, hotel stays, etc.). It’s been a great fit for how I run my business.Recently, my model has shifted a bit, and I now need to provide a client-facing portal for select clients. I know this can be done within Quickbase, but I’m looking for something that better aligns with my brand aesthetic and overall client experience.I’ve been testing Outportal and have already built a working version of the portal. I really like the look, feel, and functionality it offers. I understand this likely means going the custom API integration route, which I’m comfortable with.My question—before I go too far down that path—is this:Is there a similar solution that integrates more natively with Quickbase? Or is there a better approach I should be consideri

Hello, I am experiencing problems with form rules not working properly.On the first page of the form, in the Business Information section, I have a section with a field for type of ownership, and then another field for ownership percentages. (See attached Screenshot 1) I have a form rule for the “Type of Ownership” field which is supposed to hide the Ownership Percentages section if that field is blank, and to only display that section if one of the three type of ownership options is selected (Form Rule # 1) (See attached Screenshot 2). Once that ownership type is selected, depending on if it is One Member, Two Members, or Three Members, various fields are to be hidden and values are to be populated/changed in the fields that are then displayed in the Ownership Percentages section (Form Rule #’s: 2, 3, & 4).The way the rules are supposed to work are as follows:• Form Rule # 2: When One Member is selected, display Ownership Percentage 1 field, populate the value of 10

I am building an application that will be used to house business requirements for various outbound call campaigns. One of the aspects of the campaign is a questionnaire that needs to be filled out by the user post-call with the member. Most of the campaigns use the same question/response combinations but there may be times where a response option may change. What is the best way to allow users to choose from pre-configured question/response values (based on historical requirements) but also have the ability to request a change for their purpose?

Hello,I've really been having a lot of problems with this, and I'm hoping you will be able to help.I created a form with 8 pages, to display pages as steps so customers can move from one page to the other after they have completed the current page, but when testing I discovered that an applicant can move from one page to the next without filling in any information in the fields, including fields designated as required fields. To prevent this, I created form rules mandating required fields to be filled in otherwise the all the subsequent pages would be hidden until all of those required fields are no longer blank, but that was not working properly. I previously built this out in the the expression builder, but during Office Hours I was recommended to try doing it in the formula builder, so this is what I now have (see attached Screenshot 1).What I really would like is for the form to prevent an applicant from being able to move from the current page to the next page unless all required

I have a new form that has a signoff section at the bottom. Used for our stores as EOTI. Each store receives a secure link to their record/form. When stores enter a value in one of the signoff fields and hit the tab key or the enter key to move to the next field, the form comes out of edit mode and goes into view mode. Is there a setting I'm missing somewhere? Hoping someone can help!Thank you,Kim

I have a pipeline created to take a file attachment and move it to sharepoint and then update the quickbase record with url link.I'm having a problem trying to get it to delete the file attachment in Quickbase after. What should be in the URL field, name field and value field?

Hey Everyone,  I had such a great time last week connecting with you all! Clubhouse work and golf is such a fantastic venue for these meetups, and a special thank you is deserved for Jess and the entire Quandary team for helping make this happen. AmberGartner​ will be a fantastic Qrew Leader, she's already demo'ed her slick buttons and shown you the way. For those of you who want to check out Manny's March Qrew Tip, here you go... Next meetup is Thursday, April 23rd, at 3pm. Same location! I wish I lived in Denver and could attend, hopefully I'll see many of you at Empower in May! 

April Meet Up - We're excited to keep the momentum going with our next Denver Qrew Meetup!Date: Thursday, April 23, 2026Clubhouse Work and Golf: 5680 Greenwood Plaza Blvd, Suite 120, Greenwood Village, CO 80111Meeting Room: St. AndrewsTime: 3:00 PM - 5:00 PM Register here 

Where can i get some assistance when working with the University tutorials about Catabay Employee Training?  The pipeline for making the courses populate for manager or employee isn't working for me.

I am trying to access the XML API from Excel. If I embed my User Token in the request URL, things work fine: I go to Data -> From Web, paste in my query URL, and after a little drilling down, I got my data.HOWEVER: The spreadsheet that calls the API is to be passed around, and word on the street is that leaving my User Token in a shared document is Not A Great Idea(tm).If I use the query URL without my User Token, I get an authentication window of sorts from Excel, but if I select the Basic tab and enter my credentials, I get a message "We couldn't authenticate with the credentials provided. Please try again".My goal is to have every user enter their own QuickBase credentials when refreshing the data in the spreadsheet. I can't use the QuickBase add-on for Excel, and I can't create a shared account to access the data.Is there a good way to do this? Thanks! 

We are adding users to a new app, which is our first one using the new spreadsheet style grid edit. What are best practices, in terms of:backend restrictions to not allow grid edit for users who likely don't need ittraining / instructing frontend users on the new behaviourThanks.

Hi,I've created a pdf which has instructions for user so they can successfully submit the form. Now looking for solution/ideas to include this pdf flyer on the form. Please advise.------------------------------Mrunali Kadam------------------------------

Hello, i want to update my filter query to use a variable for the column number.var text vRef = [ReferenceID]; var text QUERY = "{7.EX.'5'}";vRef is my column number, what is the right way to replace the 7 in my query with vRef?I've tried changing my ReferenceID column to both text and numeric, and have changed vRef to match, but neither seems to work. var number vRef = [ReferenceID]; var text QUERY = "{vRef.EX.'5'}"; 

In the old form rules, I had the form rule attached below. I want to migrate the old form to a new form. However, QuickBase updated some of the form rules variables for instance one could have a field with a default variable like "has been changed" or "had been changed to" or "has been changed from". In the new form rules this is close to impossible. Anyone who has managed to fix this? I will appreciate. 

Does anyone know the correct syntax to set a date field to the current date, in a webhook? I can easily work around by just creating a field with Today() in it, and using that in my webhook, but was trying to learn how to hard code it in my webhook.------------------------------Mike Tamoush------------------------------