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QuickBase Pipeline Best Practices
After working with QuickBase Pipelines for years, one thing is clear: Every real-world use case is unique, from API limits and Jinja logic quirks to race conditions or silent failures. That’s why I believe we need more shared knowledge and real-time collaboration around building smarter Pipelines. What I’ve learned: Pipelines are incredibly powerful but not always intuitive. The best solutions often come from hands-on trial, error, and teamwork. Every failure teaches us something about logic, structure, or scalability What I’ve learned: Share lessons from the field Explore patterns that reduce manual tasks outside the system Let’s learn by doing — together. #QuickBase #Pipelines #Automation #LowCode #WorkflowAutomation #NoCodeDevelopment #QuickBaseCommunity #APIIntegration #ProblemSolving
Validate New Drop-Down Options Before Saving
I have a drop down field that allows user to create new options, but I'd like to prevent people from adding any options with a specific key word. I thought I could accomplish this with a formula field that would just check if the drop-down field contained the key word. The problem I've run into is that it seems the formula fields are reading the new option as '_other' rather than what has been entered. I assume that is the placeholder that's used because the new option doesn't actually get saved to the drop-down field options list until the record is saved, but I cannot think of an alternative way to validate the field because of this issue. Here was my formula, just for reference: If( Contains([field],"Keyword"), Case([field], "Valid Option with Keyword",false, "Other Valid Option with Keyword",false, true), false )
Report link - target field value is contained in
I have Table A and Table B. I would like to create a Report Link in Table A, which returns multiple records from Table B. In Table A, I have a text field called AllDataPoints with value: 189-261 ; 189-21 ; 189-101 (It was originally a summary field of combined text, i.e., multi-select text, so I can play around with the delimiters and such.) Table B has a field called MatchID (text). I want the Report Link to return 3 records from Table B -- the record with MatchID equal to 189-261, the record with MatchID equal to 189-21, and the record with MatchID equal to 189-101. In other words, I want records where MatchID is contained within AllDataPoints. I tried changing Value Matching to contains and wildcard. My guess is that it would work if values in A were substrings of values in B, but I want it the other way around -- return records where B is a substring of A. Any ideas? Thanks.RESTful API to Create Lookup Fields?
Can a RESTful API be used to create lookup fields using a pipeline? Or, can anyone suggest a faster way to create 130 lookup fields for a use case in which I have 130 relationships between two tables (I need a new lookup field for each relationship)? I'm hoping to find a faster way of doing this other than manually one-by-one.
Mobile Phone - add picture
We have an extensive Time & Expense app that I want to be able to add the receipt picture via the mobile device camera per expense record. Adding the expense is easy, but our current method of adding receipts is an event related table with a collection of receipts that are not oriented per expense (yes, that one fixable problem). Now, I could add the "Add Receipt" button to the expense record, but they still have to photograph the receipt first. I want to do this in one step - click the "add receipt" button, the camera open, take the pic, save to the expense record. Is there a way to do this while avoiding another expensive add-on like FastField license per user seat? Thank you,Office hours Cancelled 6/18-6/23/25. Returning 6/24/25
Hello everyone! Office hours with Sam Trachy will be cancelled the rest of this week and returning next Tuesday June 24th at 1pm EST. If you need support, be sure to reach out to the support team by accessing the ? on the top right corner of your account. More details here. If you want talk about strategy, performance, or growth, you can can reach out to your account team and they would be happy to help. Don't know who they are? You can access your Account Summary to view their contact info.
