Qrew Discussions

Hi Mobile Qrew!  It's been a while since I've posted in here, and wanted to share the recap to a recent Asset Management Qrew Meetup that featured a mobile component to it. Cam Urevick and Kojo Acquaah from Mondelez/Levery Digital walked the Qrew through their hybrid desktop and mobile Asset Management App built for warehouse and finance teams. A mobile-ready Quickbase app powered by QR codes + Secure Links. Kojo and Cam demo’d scanning an asset QR code to open the asset record, then using a simple “mobile action bar” to launch either an Audit form or a Service Request form. The audit flow captured condition, mileage, photos, and notes. Dashboards + reports designed for action (especially on mobile). Next, they shared the mobile dashboards with gauge reports and drilldowns for overdue audits/PMs and missing assets, plus “My Asset Tags” for printing QR labels during rollout. They also highlighted Kanban reports as a fast way to move asset statuses during team collaboration on to

[Link to Quickbase Formula Builder Custom GPT] I've been using ChatGPT a lot this year, and have found it especially useful for writing simple code, typically in Python. I've attempted to use it for writing Quickbase formulas too, but it never got it quite right. A couple months ago, OpenAI released the "Custom GPT" feature for ChatGPT. This allows people to create custom chatbots designed to perform specific tasks by providing instructions and reference information. I had some free time at work, so I decided to attempt to make a Custom GPT that actually can write formulas for Quickbase. I provided some basic information on required syntax as well as a list of all of the built-functions.The result actually seems to work pretty well! I asked it to write a formula that calculates Sales Tax using a couple different rules, and this is what it wrote: var number taxRate = Case([State],     "State1", 0.07,   // Replace "State1", "State2", etc., with actual state names

I understand that grid reports are still in beta, but I have been unable to edit records directly (inline editing) on embedded reports. I have doubled checked all the settings. I confirmed that inline editing is enabled, and I have tried this in multiple apps. Is this currently disabled?

I'm trying to post a Webhook into a CTMS and it's out of scope for QuickBase to help with. The documentation doesn't provide any info on posting Webhooks externally. This is the instructions that our CTMS vendor provided:<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/"; xmlns:clin="URL"><soapenv:Header/><soapenv:Body><clin:SubmitSurvey><!--Optional:--><clin:strSubmission><![CDATA[<submission><firstname> </firstname><lastname> </lastname><gender></gender><dob></dob><address1></address1><address2></address2><city> </city><state> </state><zip></zip><phone></phone><email></email><besttimetocall></besttimetocall><howdidyouhearaboutus></howdidyouhearaboutus><comments></comments></submission>]]></clin:strSubmission><clin:strSecret>

I posted this about two years ago regarding performance issues when using cross-app relationships:  cross-app relationships and performance  We ultimately ended up not sharing data between the apps.   But does anybody know if connected tables have the same issue?   Meaning using a table in one quickbase app connected to a table in a different quickbase app.   My guess is that regardless of the source app, the "connected" part is implemented via an internal script copying data from the source table to the target QB table.  And that would also be the case even if the source was another quickbase table.Has anyone run into performance issues when using connected tables between QB apps?thanks!

Need a formula on the original app that constructs a url to an eoti app to a specific record id and field using secure linksApp A has a field that constructs a url to the eoti app to include in emailsEmail is sent to eoti user with link that allows them access to one document and auto downloads it

I'm leaving this here in case I come looking for how it all works after I forget. I couldn't find anything that actually talks about this UX so here's my version.Recently we found out there is a setting at Quickbase farms where an attachment type field that contains a PDF can change the expected behavior from open the PDF in a browser tab to opening the "Save As" dialog.The differences in behavior can be regarded by Users as extra work. ie "I just want to look at the PDF, why do I have to download it first?" and conversely "I want to save this file, why is it appearing my my browser so I have to download it?" yeah we have both too.First ask QB to set the setting to your preference. In our case it was open in a tab to view over force Save As dialog. This handles the majority of use cases and exposes the alternate requirements. Below is how we solve the alternative requirements using Rich Text - Formula fields, now with Logic! What I mean by logic is if there isn't an attachment, don't l

What is the ifv parameter used for? As in "&ifv=0", "&ifv=1", etc.It seems to have something to do with iFrames but I don't see in the documentation or any Qrew discussions an explanation of what it's actually doing.The specific context I'm running across it is in a rich text report formula containing a hyperlink to display a specific record/form in a popup window. At first I thought it was just controlling whether the link would open as a popup, but that appears to be done using `class='OpenAsPopup'`. Also I'm see examples online using values other than 0 or 1, so I don't think my guess makes sense.

Hi all! A daunting task I've put off forever is here. I need to build some dimensional reporting. Here's what I need to do:Extrapolate the following:Total individual clients served within a quarter, by the specific funding stream (upline from Interactions, Clients may be having multiple cases across multiple funding streams, and the stream is set at the Interaction level)Total individuals new that fiscal quarter for the fiscal yearIndividual client demographics (feeding from Client table)Individual client case victimization types (feeding from Case table)Individual clients who received any services across 4 service bucketsAnd then, the easy part, just a quick-and-dirty count of services by sub-category (about 30 of them or so)My table structure:Clients -->    Cases  -->       Interactions     > [Interactions Parent]: Funding Stream     > [Interactions Parent]: Service LineWhat I have built so fa

Hi,I have a rich text formula field on my form where I have tried to make the whole background of the field white.  I have tried everything from adding padding to border css, but no matter what I try, on the form there is still a grey border.  Here is the Formula:"<div style='font-weight:bold; font-size:15.5pt; text-align:left; display: flex; background-color:white; padding: -10px; border:0px;'>ALERT</div>"Picture Attached of what it looks like.Thank you so much! 

I am looking for some direction on how to create a master roll-up Gantt.A Gantt charge that provides supervisory view of all project Gantt Charts.For our effort we have a bunch of small Work Orders that serve as Projects.Staff members (Resources) are assigned several Projects at any given time.Dirk

I need to create a drop down on a form and have the user select what team they want to assign to and then QuickBase auto assign to a member on that team in order.  So employee 1 first then employee 2 and so on until it gets to the last employee and then it starts back on the first employee and continues.I have no clue if this could happen or how to.Thanks,Carol 

🗓 Thursday, January 22⏰ 4–5 PM EST💻 Virtual Meetup (Virtual Qrew Hangout!)Hey Philly Qrew!We’re kicking off the new year with an open, energizing, community‑driven meetup. Whether you're new to the group or a long‑time regular, this session will focus on building connection, sparking conversation, and getting to know the diverse, talented Quickbase creators across our region.Quickbase Qrew Groups are all about connecting with other builders, learning from real-world use cases, and expanding your professional network. They’re designed as spaces—virtual or in-person—where you can learn, innovate, and find success together. [quickbase.com] [community....ckbase.com]This month, we're keeping things casual and conversational. Bring your ideas, your goals, your challenges, and your curiosity!💬 Conversation Prompts for This Week’s Meetup1️⃣ Looking Ahead: What’s Your 2026 Quickbase Vision?Let’s talk about the year ahead from the perspective of builders and leaders.What are you hoping to acc

For some reason I can't find any details for how to change number of rows displayed per page for particular table report (and if it even possible).What makes me more wondering - different reports for the same table may display different numbers of rows: 50, or 100, or 200.

SummaryRevenue forecasting often breaks down when it doesn’t reflect how revenue actually occurs. Many tools assume lump-sum revenue or rigid rules that don’t work well for projects spanning multiple months or years.We built a flexible revenue forecasting tool in Quickbase to address this and wanted to share the pattern since it’s reusable across many forecasting scenarios.The ChallengeMany forecasting approaches assume:Revenue can be treated as a single amountProjects don’t span months or fiscal yearsForecast logic is difficult to adaptWhat we needed instead:Revenue spread across start and end datesClear month-by-month visibilitySupport for multi-year workA forecast that updates automaticallyWhen this isn’t supported, forecasting usually ends up in spreadsheets, creating manual effort and risk.The ApproachRather than relying on static reports, the approach was to:Store forecast data as its own recordsOnly generate forecasts when revenue is likelyDistribute revenue across the months wh

My parent table is "Change Requests" and child table is "Prompts." The prompts tables houses prompts to a chatbot and the Change requests table houses all change requests (bugs found, knowledgebase expansion etc) that stem from prompts that have a negative feedback.So each prompt could have a change request. I created a Related Change request numeric reference  to link the two tables and a corresponding Change Request (Text (reference proxy) ) and this allows me to look up and choose a parent record to assign the child to.However, I first need to create the parent record before it shows in the drop down menu of the Change Request (Text (reference proxy)) field. Further, I would like to filter this drop down to only show Change requests related to that particular Bot (as the Prompt table houses data for multiple Bots).Is there a way to create a new 'Change Requests' record from within the Prompt's table?I have Prompts collected for two Bots - Is it possible to filter the Change Req

 Long-Term Strategies for Data Archiving in the Quickbase EcosystemSummaryOrganizations that have relied on Quickbase for years often reach a point where data growth, performance, compliance, and cost concerns require a more intentional approach to long-term data archiving. This article outlines practical, scalable strategies for archiving data within and beyond the Quickbase ecosystem, helping long-standing customers modernize without disrupting business-critical workflows.Why Long-Term Quickbase Customers Need an Archiving StrategyQuickbase excels at enabling rapid application development and operational agility. Over time, however, long-tenured Quickbase environments tend to accumulate:Millions of historical records across core tablesLarge file attachments increasing storage and sync timesPerformance degradation in reports, pipelines, and automationsCompliance and retention risks (financial, healthcare, construction, government, etc.)Rising subscription and storage costsWithout

I am trying to create a custom rule for a specific Role that prevents this role the ability to view specific records using the Record ID field.  For some reason I can get this to work for one record, but when I add an additional record ID it seems to break.  Can anyone tell me why and what I am doing wrong?In the screengrab below, If I only have one Record ID look up (1643) line it works fine.  When I add the second Record ID for 1881 this seems to break the rule. Thanks,Brian

I have a pipeline with a search records step using an advanced query. It is successfully returning the records I'm after, but I would like to also sort the results so I can grab a particular one.Is it possible to specify options for an advanced query within a pipeline search records, or am I limited to just a simple query string? The documentation doesn't mention how to incorporate other params in a pipeline just the query string.My current query string:{'3'.XEX.{{a.id}}}AND{'16'.EX.'Update'}Thanks!

I have a time reports table that could have multiple time reports for any 1 person. Each record contains hours for individual fields Sun-Saturday.  These hours could be Regular or Benefit hours.  If an employee is Hourly, and they work more than 40 Regular hours across their 1 or more Time Report Records, I need the OT calculation formula to evaluate how many OT hours should be applied to the Added/Updated record(s).  I have 2 pipelines built to handle this: one for record(s) added and another for record(s) updated.  The pipeline copies the OT calculation into the O/T Hours field for each record as applicable.  The OT calculation below works for when they are adding hours above what is already there, but if they REDUCE hours (making a correction), it does not back out the O/T Hours and I'm not sure what adjustment I need to make to the formula for this to work. Any suggestions?If([Task - Consultant - Salaried/Hourly]="Hourly" and [Consultant Total Reg Hours Cur

One limitation I run into fairly often in Quickbase is filtered multi-selects. Quickbase supports conditional dropdowns on relationship fields, which works well when a user is selecting a single option. The issue comes up when users need to select multiple options and still have those options filtered based on one or more previous selections.Since multi-select fields can’t be filtered, users end up seeing options that don’t apply. I recently built a solution for this and wanted to share the pattern, since it’s reusable across a lot of different scenarios.The ChallengeOut of the box:Conditional dropdowns only support single selectionMulti-select fields can’t be filteredUsers end up seeing options that don’t applyIn this case, the requirements were:Users must be able to select multiple options in both stepsOnly valid options should ever be shownThe experience should feel simple and intuitive, not like a workaroundThe goal wasn’t to force something into a multi-select field — it was to ke

Introducing the Code Page Samples AppHello Builders!  We are on a constant journey to elevate the level of sophistication that can be achieved in Quickbase. From new aggregate capabilities, Pipelines, a refreshed UI and class-leading governance, Quickbase is a truly no-code tool. But to us, no code doesn’t have to mean “code not allowed”. While we are retiring iCal and vCard fields natively, those features can be achieved with a little bit of JavaScript and our new RESTful APIs. More recently, we announced that we will be changing the way the platform handles custom content (like JavaScript code) that is inserted outside of code pages to put security first. Combining this effort with our roadmap to build extensibility, we both analyzed product usage and spoke with hundreds of builders to understand common use cases and edge case scenarios for extending Quickbase. While we aim to provide as much native functionality as possible, we have a strong set of APIs that allow builders to e

Hello all! I've been scouring the discussions and I just wanted to make sure they're all still accurate since most of them are years old at this point. It seems the Refresh Connected Data button still doesn't show for non Admin level accounts. What is the best way for my Project Manager to force a data refresh? Is it still the webhook api calls? Or has there been a better way developed? 

I have an excel spreadsheet with name of company and then up to 75 activities from one particular company, then it's priceMy task is when the user uses a pull down menu to pick the activity the other fields fill in automatically. So if they pick Amigo Parasailing the price auto populates and then there will be another field that would say # of people and then a field that would total # of people by the Cost of the activity. Example amigos (company) and amigos has 65 different activitiesPara sailing 100.00Razor 250.00 Scooters  1 hr - 25.00Scooter 2 hr - 20.00Aries (Company)Glass bottom boat - 15.00 Double parasail - 100.00I might have about 50 Vendors with 600 activities in total  I first uploaded the spreadsheet into the table but that didn't work. I used dropdown as a field for the activity and vendor - then I am thinking does it all have to be in one field - vendor, activity and cost? But then I would not be able to multiple by number of people. Is

On Tuesday 01-06-2026, I accidently deleted Claim Records back to August 2025. This is over 2,000 records. I immediately started a case with QuickBase, received an email with a case number. I have not heard back from Tech Support, I've made 2 calls to Sales (hoping for help) and emailed both of our Account Reps. Have not heard back from any one.Any help from any one of how to get ahold of Tech Support would be greatly appreciated.Kathy