Forum Widgets
Recent Discussions
Display Summary Table in Related Child Records
How can I display a parent summary table report in each child record? The report, screenshot below, includes all subprojects (the child records) related to a project site (the parent). I desire this report in the child table to display the related subprojects.
Code Page for User to Search And Return a Report Visual
I have the following Code page. I have successful code where the user inputs data into 2 fields and QuickBase data is returned. However, where I am struggling is instead of data being returned, a report being returned ideally or I have a formula URL field that can be returned but needs to be an iframe. <!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 = 'XXXXXXXXXXX'; // Replace with your Quickbase App DBID const tableDbId = 'XXXXXXXX'; // Replace with your Quickbase Table DBID const targetFieldId = '6'; // THIS IS THE formula URL field const queryFieldId = '37'; // Replace with the FID of the field to query against const userToken = 'xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'; const apiUrl = `https://xxxxxxxxxxx.quickbase.com/db/${tableDbId}? a=API_DoQuery&query= {'${queryFieldId}'.EX.'${inputValue}'}&clist=${targetFieldId}&usertoken=${userToken}`; ****I have also tried report is qid 6 const apiURL='https://xxxxxxxxxxx.quickbase.com/db/${tableDbId}? qid=6&nv=1&v0= {'${queryFieldId}'.EX.'${inputValue}'} fetch(apiUrl) .then(response => response.text()) // Quickbase returns XML .then(xmlStr => { // Parse the XML string into a DOM object const parser = new DOMParser(); const xmlDoc = parser.parseFromString(xmlStr, "application/xml"); // Extract the value inside <possible_url> const statusNode = xmlDoc.querySelector("possible_url"); if (statusNode) { document.getElementById('result').textContent = statusNode.textContent; } else { document.getElementById('result').textContent = "No field found in response."; } }) .catch(error => { console.error('Error:', error); document.getElementById('result').textContent = 'An error occurred during the API call.'; }); When I call the formula URL field I get this so 1) is there a way instead of the URL being retrieved to have it in a iframe so that the report visual is shown? 2) Is there a way to instead filter the report for example: const apiURL='https://xxxxxxxxxxx.quickbase.com/db/${tableDbId}? qid=6&nv=1&v0= {'${queryFieldId}'.EX.'${inputValue}'} (this URL does work: https://xxxxxxxxxxxxxxxx.com/nav/app/xxxxxxxx/table/xxxxxxxx/action/q?qid=6&nv=1&v0=Minnie123 (Minnie123 would be the user's input to filter/query based of) and then have visual show in the html? The report does have a filter of "ask the user"
Transferring Field Data to Another Record
Hello, Is it possible for me to transfer quantity data on one record to another record? As an example, Record A has 10 laptops. Record B has 5 laptops. I would like to transfer 2 laptops from Record A to Record B. I've tried different methods, but I keep hitting a wall.XLSX import to 2 Linked Tables?
Is there an easy way to accomplish this? Say as an example: Table1 - LEAD_NAME, PHONE, CONTACT_NAME Table2 - LEAD_NAME, CALL_DATE, NOTES Table1 can link to many Table2 If I create an xlsx sheet with all the relevant fields, can I do a mass import of leads and or calls (together) with a single upload? Or two uploads might make more sense so it doesn't duplicate leads? LEAD1, 555-555-5555, Bob, 09/17/2025,"Good Call" LEAD1, 555-555-5555, Bob, 09/17/2025,"Bad Call" I am curious how the linking would work here. I assume a pipeline might be needed? but before going down that path I wanted to see if I am overlooking an easier way.
