Conversations

Photo of Jessica
Use QB Action to Edit Record in another application
I want to use an Action to Edit a record in another application.  I have given both applications the appropriate permissions and made a p...
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  • 1 reply
  • Question
  • Doesn't Need an Answer
Photo of Jessica
Schedule Tool with Dates across the top
We are using a scheduling tool that is essentially just an Excel spreadsheet in this format: I'd love to move it into QuickBase to be a...
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  • 2 replies
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  • Answered
Photo of Jessica
Can you dynamically change field names with the IOL technique?
It would be helpful for me to dynamically change field names based on the date the record was created. ie if it was created in March then...
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  • 3 replies
  • Question
  • In Progress
Photo of Jessica
Actions "Add New Record" to table with same Key field
I've been using Actions for a while.  I have observed is that if I choose the "Perform Action Type: Add New" and the value am inputting i...
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  • 2 replies
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  • In Progress
Photo of Jessica
Pull data from previous line into current line
I would like to create a way to have the field Due Dates be a number of days after the Due Date in the previous line.  In the picture bel...
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  • 4 replies
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  • Answered
Photo of jeanne
API EditRecord not working
have url formula button on a report: URLRoot()&"db/"& [_DBID_V2_0_COGS] &"?a=API_EditRecord&rid="&[Record ID#]&"&_fid_54"&URLEncode("Glo...
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  • 4 replies
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  • Answered
Photo of Jessica
URL formula to edit every record in a table
I need to send a project update for each project weekly to external email contacts.  I was looking for a way to manually edit all of the ...
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  • 5 replies
  • Question
  • In Progress
Photo of Jessica
Formatting of Form in Notification email
I am trying to send a Form to external users via a Notification. It works great, except that the formatting of the form looks awful in th...
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  • 1 reply
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  • In Progress
Photo of Simon
How do I make a Quickbase sync connection to a Salesforce SANDBOX?
 I know I need to be able to login at test.salesforce.com for a SF sandbox, but doesn't seem possible when making a new conneciton from w...
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  • 2 replies
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Photo of Jessica
Summary field not working--suspect key and reference field issue
I have tables for Project Forecasts and Project Tasks (which include revenue). Each of these tables has a field, Project Number.  On each...
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  • 12 replies
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  • Answered
Photo of Jessica
Create a "sumif" type function in a join table for many-to-many relationship
I have two tables: Study Tasks containing:  Study Number Billable Date Revenue Forecasts containing Study Number Forecast Date 1st Day...
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  • 5 replies
  • Question
  • In Progress
Photo of Jessica
Formula to number each child record as related to parent record
I want to number each child record for a given parent.  More specifically, I have many Line Items (child) that all below to Proposals (pa...
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  • 9 replies
  • Question
  • Answered
Photo of Ian
How do I show negative numbers on a chart?
Is there a way to change the value range on the Y-axis of a chart? If there is a negative number, it doesn't show, since the Y-axis star...
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  • 1 reply
  • Question
Photo of Heather Bryant
Set Order for Summary Crosstabs & Chart Legends
Hello, I'm working with a text formula in my app that looks at a numeric field's value and formulates whether the score for a record is H...
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  • 10 replies
  • Question
Photo of Jessica
I'm trying to create a report using the Timeline Report and would like to have I have a project that has Phase 1 and Phase 2 on the same line of the timeline
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  • 1 reply
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  • Answered