Solved

Hi Team,Is there any way to access the below URL outsite the QuickBase?"https://builderprogrampverma.quickbase.com/up/bqscz87a5/g/rb/ei/va/Testing%20Guidelines-QuickBase.docx" i am trying to read the document from the url but it's giving me  authentication page html (login page) instead of xml data of word.ThanksPreeti------------------------------preeti verma------------------------------

I am wondering whether the following is possible and, if so, how to go about accomplishing it.I have a new task form that includes a field for "Assigned To"There is also a "Status" field.Tasks are only created by supervisors. When the User selected in the "Assigned To" field opens the created task record, the Status field should be set to "OPENED".  I know you can create a dynamic form rule to fire when a record is opened, but I only what it to fire when the user specified in the Assigned To field opens it. Is this possible? If so, how do I go about accomplishing this?------------------------------Paul Easton------------------------------

I have created a workflow where I use Multiple Choice Text Fields to record e-Signatures. The choices are Approve, Request Rework and Denied. I also have a Logged Notes Field for each Approver.The problem is that if someone in the workflow Requests Rework, the Originator is notified and makes the necessary edits.The problem lies with resetting the workflow. What I want to do is Clear the e-Signature fields completely but leave the Logged Notes but I cannot find a way to automate this.Does anyone have a reliable solution for this OR can teach me about a better workflow method in Quickbase?Thanks. Mike------------------------------Michael Van Drunen------------------------------

I recently built an app and the Date Created along with Last Modified Fields no longer exist.   I can this info a the bottom of each record, but they are no longer visible in the column chooser or under the list of Fields in the Settings.  Any ideas how to get these back?------------------------------Riley Kearns------------------------------

What would cause the same user, with same name and same e-mail to appear twice under the user list? I would like to delete one of the two accounts but worry that may mess up reporting, etc. ------------------------------Paul Easton------------------------------

Hello,I have a form with several mutiple choice form fields. Each has 2-4 options varying from yes/no to describing some features of a building (residential, commercial, industrial, other). Users pick a selection for each field using drop-down menu. Is there more user friendly way? For instance, showing list items on the form with an empty circle against each, so users can click on a circle to make a selection.Thanks for your help.------------------------------Arkady------------------------------

If you create a report and select the option "List this report in the panel for: Only Me", is there any way to later make it available for everyone?------------------------------Paul Easton------------------------------

I was able to use IOL and read in the data from the JSON API using the model.js (below), pass a variable (satellite) and see the data in the console after pressing the button (props to Diebolt! and his pasties).  This is using just a basic ISS satellite tracking API.  The Key field for the form is the satillite number [satillite], which in this case is the ISS, which is the variable I'm passing.Page: module.js (function(){ var dbid = "application dbid"; var dbidTable = "table dbid"; var apptoken = "app token"; $.ajaxSetup({data: {apptoken: apptoken}}); $("a.QBU_Button").on("click", function(event) { console.log("onclick in module.js"); var satellite = this.dataset.satellite; console.log("Satellite#:", satellite); var url = "https://api.wheretheiss.at/v1/satellites/"; var options = { id: satellite, format: "JSON" } $.get(url, options).then(function(resp) { console.log("Latitude:", resp.latitude); console.log(

I have used custom data rules to validate a specific field, but is it possible to restrict all fields while a "Job" is in a certain "Status" or certain User Roles?Here's my general thought (loosely formatted):If User=SalesRepID AND JobStatus=InProduction, don't allow any edits to the record.The goal is to prevent any last minute edits by the Sales Rep once the job is in motion.Thanks!------------------------------Kevin King------------------------------

I am running into a wall trying to site a formula that kicks out the contract year.  So basically i want it to check the date of a job [Job Start Date] and tell me what year of the contract it is taking place 1 thru 7. Contract started mid September so i can't use a calendar year but instead need to make a range (for example is it < 9/15/2021 but >9/15/2020.------------------------------Nate------------------------------

I have a rich text field that uses the below code to display an image from the web if a url is entered in the imageURL field, otherwise it will display the image using the url in the backupimage field. The code uses inline CSS to re-size the image, and works well within Quick Base. If I click to email the record, the preview it displays looks correct (centered and resized), but when the record is emailed or the record is emailed via notification, the images are centered as expected, but not resized, and show up full-size in the email. It seems to ignore the width style in both the default and custom email notification types, but interprets the rest of the HTML correctly. Is there something wrong with my code here that affects only emails, or is there a better way to accomplish this? (I'd like to avoid downloading the image, resizing it, and re-uploading it). Thanks for any ideas!var text backupimage = "<center><a href='"&[originalLink]&"' target='_blank'><img src

Hello,Is it possible to consolidate more than 1 column to show as a 1 slice on a pie chart?Requirement:3 different Fields in QB tables are: Passed by Vendor Passed by Retail Passed by Customer Pie chart with 2 slices is needed in following way:1st Slice sums records with all 3 field values  = 1 2nd Slice sums rest of the records i.e which do not have all 3 field values = 1In Pie chart options I see, Series & Data Values but can not figure out how to aggregate 3 fields in there.Could it be possible to use a Formula field/Report Formula field in here?Please suggest.Thanks in advance.   ------------------------------Sharma Himanshu------------------------------

Is it possible to change the heading that is displayed when Grouping records?I have a table of Transactions that contains a checkbox field.  My default report is set to Group By the checkbox.  So all checked items are together and all unchecked items are together.  Works great, but the Heading for each section is the value of the checkbox.  Thus the unchecked items heading is "no" and the checked items heading is "yes".Is there anyway to change the "no" and "yes" to something with a bit more meaning?Thanks------------------------------Ember Krumwied------------------------------

Just got started with Quick Base only 10 days ago and am loving the product!I have a table to record various actions to be completed.  When an action is added a user can specify how often that action will repeat, i.e. Annually, Monthly, etc.  This table also has a Completed checkbox for each action.What I'm trying to accomplish is this: user marks an action as Completed (by clicking the checkbox) - Trigger Event entire row is copied and pasted as a new row (in the same table) the field [DueDate] of the NEW record is recalculated to advance based on the selection in the [PeriodType] field [PeriodType] options are Annually, Monthly, Quarterly, One Time and Final.  Example:Current record: [ActionType] = File Report; [PeriodType] = Monthly; [DueDate] = 05/01/2020User updates the Completed checkbox to Yes, thenNew record: [ActionType] = File Report; [PeriodType] = Monthly; [DueDate] = 06/01/2020If the [PeriodType] was Annually the new date would be 05/01/2021; if Quart

iframes do not work with the Quick Base mobile app.Does anyone have a work around or alternative?------------------------------Adam Keever------------------------------

Hello,Does anyone know if a custom data rule can stop a user from selecting a date that is on a Weekend?Thanks------------------------------GH GH------------------------------

Hi!I recently started using the Sandbox feature and am beginning to get the hang of it. I recently made some large changes to a system that we have that would update our system to a new schema.We have backed up the old data from the table and dumped it (emptied the table). We would now like to update the table with the new schema we have completed in Sandbox but it is showing a "Invalid change(s) detected" value when you mouse over the "Publish changes" button.I have modified the table I emptied greatly (it's not really even the same table at this point). It's connected to one other table where I have also changed all the connected values in the relationship.What are the main causes for an error like this?------------------------------Rosson Long------------------------------

Hello,When using the Text field type on a form, if the user begins to type an entry a drop down appears with suggestions from previously entered data. For example, in this field I typed the letter 'B' and the entries 'Business Case for Test 10' and 'Business Requirements' appeared from previously saved forms. Is there a way to disable the form from showing other entry data to the user in Text fields? ------------------------------Thank you,Jennifer------------------------------

Hello everyone,I hope everyone is staying safe out there.I'm trying to create a formula button to edit an existing record on a different table. When I created the formula initially, it brings me to the form I'm trying to edit, but it looks like a new record and doesn't have any detail of the completed form.The way I'm trying to create this button is using the parent's record ID# and the related Record ID# for the child table to create a "match". Upon thinking about this, I'm not sure if there is a way to link the parent and child records. Does anyone have any ideas about this or has done something similar? Any ideas/help is greatly appreciated.------------------------------Uchenna Ogbejesi------------------------------

I have a case where a user has access to an app in an admin-level role to allow editing permissions but also in a group role to be included on notifications. It looks like the group's role is taking precedent, even though it's lower on the Roles page.Does a group's role take precedent over a user's role, even if the group's role is lower in the Roles page?------------------------------Heather Bryant------------------------------

Hi,I'm trying to color code a report depending on a couple different fields. My formula isn't working, but i'm not sure what i'm missing. Any help would be great.Field 1: [All info task] :  we want the record to be pink if it has a date. Field 2: [internal due date] : we want the record to be pink if it doesn't have a dateHere's my formulaif(not isnull([all info task]) or [internal due date]= isnull, "#ff66ff")) ------------------------------Catelyn Atkinson------------------------------

Hello all,I'm trying to create a formula checkbox to check off between two hardcoded dates/times each month.My current formula looks like this:var DateTime FebPRStart = DateTime(02-01-2020 12:00 AM);var DateTime FebPREnd = DateTime(02-15-2020 11:59 PM);var Bool FebCalc = Today()>=$FebPRStart and Today()<=$FebPREnd;Case(Month(Today()) = 2,$FebCalc,true,false,My problem is with the orange highlighted text. I was able to use the date variable when I started, but it seems like I cannot use the datetime the way I'm approaching it. Does anyone have any ideas on how to include time in my variables and streamlining my formula in case I'm overcomplicating it.Thanks for any help you can provide.

I have a colour coding formula on my Purchase Order reports.Before we pay a vendor for the work done on a Purchase Order we need up to date Insurance & WSIBIf([Total Remaining After Payables]<=0,"",          //if = 0 the PO has already been paid If([WSIB Expires in]<=2     or [Insurance Expires in]<=2     or [Vendor - Insurance Expiry Date]=null     or [Vendor - WSIB Expiry Date]=null,     "#F54400"))All is working except "=null" lines these are date fields.------------------------------Russell Beaubien------------------------------

I have a few templates setup and using automation, copy them over to my parent record as child records.However, it seems that the automation copies the most recently created template record first, then second to most recent, third to most recent, etc etc.When I created the template records, I created them in the order that I complete them.Example:  Empty the dishwasher.  Rinse dirty dishes.  Place cups in dishwasher.  Place plates in dishwasher.  Place utensils in dishwasher.  Place detergent in dishwasher.  Close dishwasher.  Start dishwasher But when they get copied over to the parent record via the automation, it ends up being backwards: Start dishwasher Close dishwasher Place detergent in dishwasher Place utensils in dishwasher Place plates in dishwasher Place cups in dishwasher Rinse dirty dishes Empty dishwasher I can sort them by the child Related Record ID# in the parent form, but it still is somewhat confusing for users as the Recor

When a child table has a lookup field added, does the parent data in that field get duplicated and stored in the child table, thus enlarging the child table by the full size of the looked up data?  Or is there just some kind of "pointer" stored in the child table, which enlarges the child table to a much lesser degree?  #Relationships #tablespace​​​​ #Lookup​------------------------------Jeffrey Pierce------------------------------