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Button formula to force a "reset" of snapshot field.
I have a parent table - Customers - there is a field for Sales tax rate. This rate can change periodically, so in my Charges table (that looks up the Customer) I am looking up the sales tax rate from the related Customer and then placing that value in a snapshot field. Charge calculations then use the snapshot field for the tax rate that way, if the Customer rate changes, historical charges will still be correct. From time-to-time, new Charges are created before the Customer tax rate was modified, so now the new Charges are out-of-sync with the correct value. The only way I know to correct this is to edit the charge, remove the customer link, save and keep working, then reselect the customer. Is there a way to build that logic into a button that would accomplish the same thing? Essentially turning 5 clicks into 1?
Solved
EmberKrumwied
6 hours ago
formulas
0likes
2Comments
Something went wrong error when trying to view file attachment history
I am using Exact Forms Plus to generate invoice pdf and saving to a file attachment field in my record. When I click on the clock icon (to view the history) I get the following message. I have versions enabled and set to collect the 3 most recent versions, but am unable to actually view the history. The item I am trying to view should have at least 1 version in the history, but I'm getting the error message. Am I missing some setting somewhere to enable version history collection?
EmberKrumwied
12 hours ago
reports
0likes
1Comment
Quickbase Native File Attachment Question
I think this is a simple thing, but I've been struggling with it for a while, so I thought I'd ask the community. I have a direct quickbase file attachment on a form. I want to only show that in edit mode (easy), then I want a button that will download that file when in view mode. I've tried formula URL and Formula Rich Text, but I can't get the syntax right I guess, because I continually get a 400 error. Can someone tell me how to accomplish this please?
JoeHargrave
2 days ago
formulas
0likes
1Comment
Coping with EntraID username change
We have our windows ad users synced to quickbase via Azure AD/Entra ID and it is working fine but have run into our first snag which I haven't found anything directly addressing. We had a user change her name and we have updated it in on prem AD which synced to Azure AD. Everything appears to be working normally for a week except for quickbase. She went through the sign in process in quickbase which pushed her to the identity provider sign in, the Azure sign in window comes up and she signs in successfully with her new email address and password. But then in quickbase she has no access to anything. Looking into user management it appears that Quickbase has generated a new user with her new email address, it still says "External authentication ID: <her new email>" so I assume that it's imported through provider management as usual however it did not transfer her paid quickbase seat or any of her app access or groups. My read on this is that quickbase is using the primary email as the unique identifier instead of the azure object ID (looks like xxxxxxx-xxxx-xx...) and so it just thinks she's a totally different person. Does anyone know of a workaround or best practices article for this if it happens in the future? We can manually recreate her permissions and move her license but it's kind of a hassle, and she'll lose any history tied to her old account which is now orphaned as she can't log into it using single sign on anymore.
Solved
mcmcdonald-nbtx
2 days ago
saml
User and group management
1like
4Comments
Default search fields in a table-to-table relationship in a form
Hello, this is a fairly basic question. In a form for the child table, how can you change the fields that are previewed on the search bar. Example shown below:
Solved
rrad
3 days ago
Relationships
0likes
1Comment
Code Page for User to Search And Return Value
Hi, I have the following Code page. Basically I want the user to enter in text and search. Then the result finds their input and matches with field id 256 and return field id 29. I will replace anything with a "XXXX". When the user searches they get "Target field not found in response." instead of the value. For knowledge the user should enter in "mickey.mouse" and 256 holds that value : When i simply put this in the URL I do get a response:https://XXXXX-XXXXX.quickbase.com/db/XXXXXX?a=API_DoQuery&query={%27256%27.EX.%27mickey.mouse%27}&clist=29 Thank you so much for helping me! <!DOCTYPE html> <html> <head> <title>Quickbase Data Retriever</title> </head> <body> <label for="inputField">Enter Record ID or Search Term:</label><br> <input type="text" id="inputField"><br><br> <button id="retrieveButton">Retrieve Data</button> <div id="result"></div> <script> document.getElementById('retrieveButton').addEventListener('click', function() { const inputValue = document.getElementById('inputField').value; const appDbId = 'XXXXXXXX'; // Replace with your Quickbase App DBID const tableDbId = 'XXXXXXX'; // Replace with your Quickbase Table DBID const targetFieldId = '29'; // Replace with the FID of the field to retrieve const queryFieldId = '256'; // Replace with the FID of the field to query against (e.g., Record ID#) const userToken = 'XXXXXXXXX'; // Replace with your Quickbase User Token or use API_Authenticate for a ticket // Construct the API_DoQuery URL const apiUrl = `https://XXXXXX-XXXXXXX.quickbase.com/db/${tableDbId}?a=API_DoQuery&query={'${queryFieldId}'.EX.'${inputValue}'}&clist=${targetFieldId}&usertoken=${userToken}`; fetch(apiUrl) .then(response => response.text()) // Quickbase API returns XML .then(str => (new window.DOMParser()).parseFromString(str, "text/xml")) .then(data => { const errcode = data.querySelector('errcode').textContent; if (errcode === '0') { const fieldNode = data.querySelector(`f[id="${targetFieldId}"]`); if (fieldNode) { const fieldValue = fieldNode.textContent; document.getElementById('result').textContent = `Retrieved Value: ${fieldValue}`; } else { document.getElementById('result').textContent = 'Target field not found in response.'; } } else { const errtext = data.querySelector('errtext').textContent; document.getElementById('result').textContent = `Error: ${errtext}`; } }) .catch(error => { console.error('Error:', error); document.getElementById('result').textContent = 'An error occurred during the API call.'; }); }); </script> </body> </html>
Solved
LijaHarris
4 days ago
Code Page
0likes
5Comments
Error in Quickbase Docs: Gantt Plugin
Not sure where to submit this, but I noticed an error in the Quickbase docs for the Gantt plugin. At the bottom of this page it says: "Note: If you don't create the tables, the plugin creates them for you." Which is wrong and contradicts another page on the same topic: "Note: The Gantt plugin does not create tables."
Solved
Denin
4 days ago
other
0likes
2Comments
Auto Generate Attach and E-Mail Document Templates
Good day everyone! Through some searching I did find this YAML Document creation - Save PDF to field in record | Qrew Discussions to create and email and Document Templet. Looking through the YAML, I couldn't tell if this would work with a document templet that has to also pull from specific fields in the record we want. For instance when we finish a job, we have a button that Generates a service closing report that populates some information based off that job. The generate document button is with in the report and grabs the fields we need from there. My end goal is to automate this for my guys on the road, where clicking generate document will also: Attach the Document to the Record Email the generated document to a subset of people associated with the job.
MickeyPotito
5 days ago
Pipelines
1like
2Comments
Displaying Check Marks w/ Document Templates
If you recently started using the new Document Templates feature in Quickbase to generate pdf or Word documents, you may have noticed that checkbox fields on embedded table reports render as text strings "true" and "false", rather than the nicely formatted blue check mark symbol when viewing the table report natively in QB. You can overcome this by using a report formula in the table report to render the check mark as a Unicode character. If([Your Checkbox Field], "✓", "") or If([Your Checkbox Field], "☑", "☐")
JonFroderberg
5 days ago
document templates
1like
1Comment
dynamic form rules
I have a form that has 4 sections, that I want to hide or show, based on the selections from two dropdowns. Conditions: If dropdown 1 = "Approval" & dropdown 2 = "A" OR "B" then hide sections 2,3 If dropdown 1 = "Approval" & dropdown 2 = "C" then hide sections 2,3 and show section 4 If dropdown 1 <> "Approval" & regardless of the value in dropdown 2, I would like it to hide sections 2, 3, 4 How can I do this? by the time it gets to the third rule, it shows all the sections.
linda2221
6 days ago
Forms
1like
2Comments

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