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Form Rule - How to Apply to Modal
I have a form with a basic rule that says "if this field has a value, then set this other field's value to another value". This is based on a relationship, but it works just fine when using the regular form. The issue is that when I click the "New Record" link at the top of an embedded Report which opens a modal instead of a new window the form rules don't apply the same way they do when using the full form. Here's the specific example. I have a parent "Job" record. In this record is a field called "Contract Type". When I create a new Project from that record using the embedded report, it automatically links the Job it was created from. I want the "Project - Contract Type" field to match what's in the Job record. But it needs to be possible to have a completely different "Contract Type" in the Project than what is in the Job. I just want it to default to that value. I'm using a basic form rule that says "if Job - Contract Type" is not empty, then fill that value into the "Project - Contract Type" field. On a normal form having the checkbox for "Run change actions when a condition changes from false to true" works just fine because I'm manually selecting a Job. If I uncheck that box, then I'm unable to change the "Project - Contract Type" once it's been set by the related Job. The form rule keeps changing it back. The modal form automatically links to the Job, so the condition doesn't change and trigger the rule. This could work just fine if we had the ability to use a formula in the Default value for the Field, but we can't. It only accepts plain alphanumeric text. Has anyone worked around this issue using the new forms and reports to have form rules run on that modal "New Record" option without having to uncheck the "condition change" option within the rule?
Get geolocation lat long on mobile Quickbase
I used to be able to use geo locate apps from the exchange to get my current lat/long GPS coordinates. However, that no longer seems to work. I'm guessing since Javascript has been disabled. Does anyone know if I can use Quickbase on my phone and get the phone's GPS coordinates into Quickbase? Best I have at the moment is an address field. Then I tell users to click on the map option, choose Google maps, long press on the spot they want, tap on the red flag, copy the lat long, go back back back to Quickbase, paste the lat/ long into a special field. That field triggers a Quickbase action to update the same records street1 and street2 fields with lat long. ... so you can see why I want a more streamlined method!!! I know Fastfield is an option, but don't want to have to fork out extra $$ for it and it's not yet secure enough for some of our clients. ------------------------------ Matt Stephens ------------------------------
Copilot URL Relation to QB
Has anyone been successful in creating a notebook in Copilot that uses a URL to a table inside Quickbase? I attempted it and it takes the table URL and can launch to it, but Copilot does not pull the data. Just wondering if someone had figured that out since it would be super useful.Are you using AI Agent or AI Actions? Come share at the Next Qrew Meetup!
Hello All! I am searching for folks who are currently using the AI Agent and AI Actions to share their experience and feedback and what you've learned so far with the Qrew. Have you used AI Agent to document your apps? Improve a pipelines workflow? If you have a use case, please ping me or respond below! I am looking for customers to share at our next Qrew meetup August 18th or 19th at 12pm EST. Thank you and I look forward to bringing your story to the Qrew in August. -EstherQuickBase Reports Help
Hi all, new to QuickBase but not new to database tools. I'm trying to build a specific report within QuickBase. In Tableau it's called a Bowling Sheet. A non-propriety example looks like this: https://www.allaboutlean.com/wp-content/uploads/2025/01/Bowler-Chart-Example3.png Ive been able to get sort of close in QuickBase by using the Summary Report, and I can group columns by Month to achieve the same result, but my issue is that it's giving me a COUNT of the data that's being reported instead of the actual value of that data. I'm sure it's something stupid/easy that I'm overlooking, but I'm stumped. Any help would be appreciated.New Forms Deisgner - Tab (Page) Title Colors
In legacy forms, there was a way to color each tab title within a form (snip 1). The resulting form could look something like snip 2. Using the new forms designer, I have not found a way to color each tab/page (snip 3). Is this no longer an option or am I just not seeing how to do it? Snip 1 Snip 2 Snip 3 Thanks....Aaron ------------------------------ Aaron B [email protected] ------------------------------URL Add Related Form (But popup like embedded Reports)
I am trying to make a URL Button to add a child record in a form Example: URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & ToText([Record ID#])& "&dfid=10&popup=1" I also tried: URLRoot() & "db/" & DBID & "?a=API_GenAddRecordForm&_fid_13=" & [Record ID#] & "&target=popup&popupwidth=500&popupheight=400" I also tried these checking In Same Page, In New Window, And In Pop Up.but the button does not pop up like the embedded report. is it possible to make a button that works this way on PC and Mobile as it does in the Report button Link?
