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I have a billing application that tracks Assets, their monthly rates, and the Rental Charges. I'm finding instances when the same field doesn't display the same value. Example: Sub-Total field when viewing that field on an embedded report shows one number, but if I view the record directly, it shows another. The difference is nearly always a $0.01 difference. But this isn't the only field that this happens to.So I'm seeking any tips or general good practices I should consider when creating calculation fields to ensure the data is consistent across the application. I currently have nearly 15 different calculations that a record may need to compute, store and display.I've played around with using ROUND in some places, but that seems to cause additional problems.

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?

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 e

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: 

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." 

Hello! I'm new to Quickbase and have been using the API to speed up operations at my company. We have a report that is generated weekly whose records need to be sent to each user. Typically, this is done by manually clicking into each record, clicking the "Email" button, and sending the record to the related email address.Is there a way to do this process in bulk? Ideally, I would like to do one of two things:Create a button in Quickbase that sends all users their records at once. I've found this guide and this guide, but neither seems to be the functionality I'm looking for. I'd like something that does exactly the same thing as the "Email" button described above, but for all users in the report.Use the API to send all these emails. I don't think the API offers email functionality, but I could take all the emails from the report and use Python to email the records. This would also require some way to carry over the formatting from a Quickbase email, which we rely on for readability.Do

Hello,I was wondering is there a way in QuickBase to customize a role's permissions based on a specific user. For example, I have a role titled "Provider User". There are many users who are assigned to this role, but there is only one user (i.e., John Doe) who has this role but needs access to create new reports and such.Is it possible to customize a role settings based on specific users?  Please let me know. Thanks in advance!

Good afternoon! I can't seem to figure out a way to filter the record picker based off either a Report or a field not including something.  For reference, I want to hide a contact from the record picker that is retired, but I don't want to out right delete their information as they are used in records over the years. I'm using a Table to Table relationship between two apps to connect these. 

I feel like I am close, but still getting an error on my jinja expression.I need the pipeline to populate a text field based on the concatenation of 2 fields, 1 of which is a date field which needs to be formatted to text.{{[b.report_asset_id + '-' + a.new_charge_date|date_mdy}}Output should be HBL-0000-08-01-2025HBL-0000 is the b.report_asset_id08-01-2025 should be the formatted a.new_charge_datePipeline shows the following error:Validation error: Incorrect template "{{[b.report_asset_id + '-' + a.new_charge_date|date_mdy}}": unexpected '}', expected ']'

Good day everyone!I'm trying to set up a way to automate a page refresh. Previously we were using an HTML code page with<script>  setTimeout(function(){     parent.location.reload(1);  }, 60000);</script> This worked for a little bit, but stopped working some months ago. I added the code as a web page url as instructed in previous Qcrew discussions. However now it just states "We can't find what you were looking for. Either it has been deleted, or the link that brought you here is wrong."Has anyone found a work around for this? I'm trying to use it as a workflow solution that auto updates our main page that's a Kaban Report to display on a bigger screen for the work force.

I use QB to keep track of thousands of articles that I schedule for the e-newsletters my company sends out. Each article is a project. I am constantly  updating these projects, like from "Assigned" to "Accepted" or from "Bob" is editing to "Mary" is editing. I have an "Updated" column but I have to change it myself.What I would like is an "update" column that changed the date automatically every time I make a change. That is, no matter which field I change for a project (the title, the author, the assignment date) the update column automatically updates.Is this possible? If so, how? Thanks in advance to any help. 

I'm looking for help/suggestions on simplifying a child table. The attachment is how it currently displays on the parent table. Is there a way to display the lines that are checked Task Completed in a second table below this one? I still want to be able see all the task lines though. 

I would like to update my currently active notification’s permission type from Recipient to Open. Is there a way to do this without creating a new notification from scratch?Thanks in Advance!

I'm trying to determine the best way to analyze records in a single table and return a list of records that had an entry 07-01-2025 but DON'T have an entry for 08-01-2025. I tried a simple table report that had 2 conditions Rate Date is equal to 07-01-2025 and Rate Date is not equal to 08-01-2025, but that just gave me the list of records that did have an entry on 07-01-2025. I'm trying to see which records from 07-01-2025 do not have a record for 08-01-2025.

Does this function support capturing groups, and if yes, how does one access the captured data? Intent is to use a this function looking for punctuation from a text field, and then add a new line to this. regex: ([.!?])\s*substitution: $1\nDocumentation doesn't state one way or the other. I've tried escaping the new line value without success. Perhaps I'm just missing something simple. 

I have a numeric-currency field that I am using to adjust a total field. If I edit the record to enter a negative number I get an error Invalid entry. But I can enter a positive number, save and reopen the record, edit the field to add a "-" then it works. So why won't it accept the "-" on the first attempt? Why must I enter the positive value, re-edit, add the "-" in order to make it work?

Good Afternoon,I am trying to manipulate a simple text field to remove the following characters:\ / : * ? " < > |So that I can use it for file names.When I try SearchandReplace, it keeps throwing up syntax errors for these characters despite my double quotes around them.  Is there a way to get these characters removed to prevent any file upload issues due to file name?Thank you for the help!

Is there a way to upload a personal image (ie: company logo) to use as an app icon?  I know it's possible to change the icon color and image to pre-programmed options but have not found a place to upload a personal image.  

I suspect I know the answer to this question, but am hoping that someone has better solution.I have unrelated data except for the fact that is time stamped.  I need to chart both series.    The two options I know are:Export to SQL and use Tableau, then embed a Tableau report in QB.Create a table of dates to force the different sets to be related together.Anyone know of another method? 

Hi,I'm very new to the quickbase world and trying to manage an app that was built for my agency. My question is about changing the font that prints from a form in Rich Text. We have several forms that use templates to print out and when there are both rich text fields and standard text fields used, the rich text fields default is different than the standard text in both size and font. This obviously looks terrible but I can't find a way to adjust it.I have read several articles and conversations about using rich text with HTML tags, but I can't find a way to actually adjust the font (I think prior to 2023 the options in Rich Text fields, were well richer). Can someone offer a suggestion. BTW, I am not a programmer so I need basic instructions on where to find things and how to adjust them.HELP! And TIA - Hayley

Is there any kind of troubleshooting/listing somewhere of Common issues with Pipelines.I have Literally copied a working Pipeline line by line, instruction by instruction, and the one I am working on keeps getting an error. What I have noticed is for some reason the "Commit Upsert" runs twice, which i don't believe it ever used to if I look at older runs similar to this one. It is very frustrating with Pipelines to build an exact copy a functioning pipeline, only difference is a different app, and the copy will not function.I've added a screenshot of the error i'm getting. If anyone can either help me or guide me to a answer, I would appreciate it.

Looking for assistance to help figure out why my formula isn't working as expected.Setup:Rental Rates table: used to capture the Daily, Weekly, and Monthly rental amounts for Assets. There is a lookup field to select the related asset (FID 12). There is a number field to enter the Rental Year Coverage (FID 14). There is a currency field to capture the Rental Rate (FID 8)Rentals table: used to capture the individual rentals for specific assets. There is a lookup field to select the related asset (FID 6). There is a number field to enter the Rental Year (FID 20).In my Rentals table I have a formula-numeric field and need to find the Rental Rate (Rental Rate table FID 8) IF the related asset (Rental table FID 6) equals the related asset (Rental Rates table FID 12) AND the Rental Year (Rental table FID 20) equals Rental Year Coverage (Rental Rates table FID 14).I found various posts and put together the following formula:GetFieldValues(GetRecords("{12.EX.'"&[Related Asset]&" '}AND{

I would like to have a pipeline condition where nothing happens if the current time is less than or equal to 30 seconds from the value in a given field, which is a date/time field. I have tried multiple variations of jinja code and mostly get the error message:Validation error: Incorrect template "whatever my jinja is". ValueError: invalid literal for int() with base 10: 'my_date_time_field_name'I have tried subtracting and converting the time.now and my field to an integer before comparing to 30 for seconds, I tried using time.delta(seconds=30) and adding it to the date field then comparing it to the current time, and some other things. I get the above error each time. I would really like to do this with Jinja, if at all possible. If anyone can help, that would be greatly appreciated. I know, worse comes to worst, I can add a helper field and just work off of that,  but I am doing this for learning purposes. Thank you in advance to anyone who can help. 

Do you want to remove the native Save/Cancel buttons on new forms or new mobile forms?Add &ifv=1&hs=1 to the form URL.They must be used together for it to work and this work in Edit mode.Note: It must be ifv=1 — other values like ifv=10 won’t work with hs=1.

i set up a report that lists each vendor and what states they checked off for service area, they are checkboxes, i don't know how to make it group all vendors that service alabama, all vendors that service alaska, all vendors that service arizona, etc...my ultimate goal is to create a search widget that will filter by service areai inherited this app and it was seriously lacking. i'm new to creating and working on app setups. i have taken the intro to app building and intro to pipelines courses so that i could make some changes and i just can't figure this out.