Conversations
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[The Quick Base Knowledge Base is your library of frequently-asked questions that help you better customize your apps to solve your bus...
Is it possible to customize the file name when exporting a report from a table?
Hi, When I export a report in csv format say from a Customers table, the file that gets created has the name Customers-##.csv. I have...
Button to send subscription
Since Quick Base natively doesn't allow to send subscriptions at a specified time period, I tried create a URL button that sends out not...
Can you configure the Copy Master/Detail Records button?
How much flexibility do you have with the Copy Master/Detail Records button? I would like to be able to configure a couple things:
Excl...
Trigger Native Email Button
I'd like to have a link button trigger a specific form and then open the native email button (on the top right). I've already tried the a...
Showing Related Projects w/o Relating Table to Itself
I'd like users to be able to relate projects to other projects such that on the project's form they can:
see a list of their related pro...
Importing File Attachments from a Synced Table
We are trying to import File Attachment fields using QuickBase Sync (from one QB application to another). Anyone found a way to make this...
Create a case-sensitive field for Salesforce data import
I'm pulling in data from Salesforce that I may need to update or link back to the Salesforce record later, and it turns out the unique id...
Dynamic Form Rules only working on Edit Form but not on View Form
The rules to hide fields (that are located on the form) work properly but only when you are in Edit mode. When you hit save or even ope...
Reference field data from a specific record
Hello all,I'm wondering if there is a way within a formula field to reference the data within a field on a specific record? Here is the u...
Redirect or Return the user to the page they were on after API Call in Formula Field
User is on Parent form and needs to delete Child records by clicking the Delete Child button (URL) next to each child in the related repo...
Allow Users to Copy Text from Field they do not have permission to edit
Not sure this is possible, but I have a group of users that have limited permissions. Mostly they need to grab multiple lines of text fro...
Trying to create a weekend agenda report that has two constraints: The start date OR the end date occurs on the current weekend.
Report Goal: User inputs the Friday for the weekend they would like to see what items are Starting or Ending during that weekend (Saturd...
Add new button includes default text from the parent table
I would like my "Add a new Record" button to pull the title of the parent record and use it as default text in the new record (on the chi...
Report Link Filter possible?
I am trying to create a link on a grandchild record to the grandparent's child, including a filter on that information but cannot figure ...
Indicate Current User in Email Notification
Can you use User() on a conditional field in an email notification?I thought there was a <current user> tag that would be used in a condi...
Random filter added to Embedded Reports on only SOME records
Has anyone ever encountered this? I have a support ticket in because I think it is a bug but thought I would check here as well. I have ...
User Field Not Blank formula field help
I'm having trouble constructing this formula that primarily asks the question, if this User field is blank/not blank then check the box. ...
Ask the User During Current Time Period options
Is there a way to include the _ask the user_ feature when you want it be "during the current" week/month/quarter/year. It seems the optio...
Interactive HighCharts on Dashboard
I'm about to hire a developer to create some HighCharts out of our QB data that I would then like to use on dashboards within Quickbase. ...