🎓 Certification Wins! May Edition
Hello Qrew! We’re back with this month’s edition of Certification Wins, where we proudly spotlight the amazing individuals in our community who’ve achieved Quickbase certifications this past April! 🌟 Each certification reflects your effort, curiosity, and commitment to building smarter. Whether you’ve just begun or are advancing through expert-level skills, this space is all about YOU. 🙌 🏅Certified This Month🏅 🟨 App Foundations DeShawnJones​ anagalingam​ 11013​ HemaChennojwala​ KristaSibery​ laharms​ Mark​ MihirMulloth​ MolinaDavis​ RaviShankar1​ RajeshGangji​ RBater​ SeanTori​ 🟧 App Builder JenniferPotter1​ 🟩 Expert Builder CassandraFrien1​ RohitVuppuluri​ ShubhangiSingha​ Lakshmi_Hanisha​ 💡 Each name above represents hours of learning, practice, and persistence. Congratulations to all our achievers! 🌟 Featured Shoutout 🌟 🎉 This month’s spotlight goes to SeanTori​, for their dedication and perseverance. A $25 gift card is heading your way — congrats! 📣 Join the Celebration Want to see your name here next month? Start your certification journey today via Quickbase University and showcase your expertise to the entire Qrew. Quickbase Certification Central Read about Certifications here! Until next time! Bhavani Ramana Certification Specialist, QuickbaseNew Forms Are Now Live in Quickbase Mobile!
We’re excited to share that as of April 21, the new forms experience in Quickbase is now generally available on mobile! This launch marks a significant milestone in our mission to provide a seamless, consistent, and powerful experience to users—no matter where they work or what device they use. Why This Matters Historically, building for mobile in Quickbase presented a number of challenges. App Admins often had to create and manage separate legacy mobile forms to provide a usable experience on smaller screens. For end users, the experience was often inconsistent. Legacy mobile forms came with limited layout options, lacking the flexibility to organize content using columns, or tabs. Form rules and workflows sometimes behaved differently than expected, and key functionality—like viewing embedded reports directly on the form—wasn’t available on mobile at all. As a result, mobile usage often required workarounds, compromises, or shifting tasks to desktop, slowing down teams who needed to work when they were away from the desk— until now. One Form, Multiple Devices The new forms experience is now fully responsive. Builders can design a single form that automatically adapts to desktop, tablet, or mobile, with no extra configuration required. Whether users are approving invoices, pulling up customer contacts, submitting support cases, or updating project details, the experience is consistent and intuitive across the board. What’s New for Mobile Here are a few key enhancements you’ll notice right away: 🔹 Fully Responsive Form Canvas The layout automatically adjusts to the screen size and orientation, while maintaining the structure and design you built on desktop. Forms are organized with pages, sections, columns, tabs, and steps, and Quickbase automatically adapts the layout to fit the device's screen. For instance, on mobile devices, columns stack vertically to ensure optimal readability and usability. On tablets—especially in landscape mode—forms can display multiple columns side by side, taking full advantage of the larger screen and offering a more spacious, desktop-like layout. Additionally, tabs and steps help break down longer forms into manageable sections, making it easier for mobile users to navigate complex forms without feeling overwhelmed. Users can quickly swipe through form steps or tap between tabs, maintaining focus while completing tasks efficiently. 🔹 Optimized Field Interactions We’ve reimagined how field components work on mobile. From dropdowns to date pickers, every interaction is optimized to feel natural on a smaller screen, while retaining the power of the desktop version. For example, multiple-choice fields are presented in modals, allowing users to search and select options efficiently. 🔹 Dynamic Form Rules & Workflows Form rules and formulas now behave just as they do on desktop. We’ve been on a mission to eliminate the need for mobile-specific workarounds, and this update is a step forward. Dynamic form rules now apply across devices, so the logic you’ve built for desktop users works just as smoothly for those on the go. 🔹 Embedded Reports on Mobile For the first time, embedded reports are displayed directly on mobile forms, giving users real-time access to the related data they need to make decisions and take action on the go. While some functionalities like grid edit and exporting to CSV are not supported on mobile, users can view reports, search, add new records, edit or view individual records, and delete records, depending on their permissions. 🔹 Support for Custom Workflows New forms on mobile now support more advanced and flexible workflows. App admins can confidently use table-level settings like “Auto save when redirected away”, the custom CSS class SaveBeforeNavigating, and URL parameters such as ifv=1 and hs=1 to hide native Save and Cancel buttons. These tools enable customized navigation, smoother inline saves, and fully tailored form experiences—all while maintaining mobile compatibility. Assigning Forms for Mobile App admins can assign the latest, mobile-friendly version of forms to specific user roles using the "View/Edit/Add Form (Mobile)" column from Forms Settings, ensuring that users see the appropriate form on their mobile device. In some cases, assigning a simplified, mobile-specific form may be beneficial. It allows you to reduce friction, minimize cognitive load, and create a faster, more focused experience for users – especially for those who only need to complete a subset of fields or perform quick tasks on the go. Alternatively, if admins prefer to use the same forms across desktop and mobile, they can select “Use full site forms”. A Better Experience for Builders and End Users With this release, builders no longer need to build two versions of a form, and end users don’t have to adapt to a stripped-down mobile layout. The result? Faster time to value and more efficient teams. Ready to Get Started? If you’re already using new forms on desktop and you have selected the option “Use full site forms” for mobile, you don’t have to lift a finger—your mobile experience is ready to go. Just open your app in the Quickbase mobile app (version 1.68 and above) or browser and experience it for yourself. If you’re not using new forms on desktop yet, now is the perfect time to start. By switching to new forms, you’ll not only unlock a modern, flexible form-building experience on desktop—you’ll also ensure your app is mobile-ready. 💡 Want to learn more? Check out the full documentation: Assign forms for mobile Understand the form canvas and layout on mobile Form field types and components on mobile What’s Next The launch of new forms on mobile is a big milestone—but we’re not done yet. In the coming months, we’ll be rolling out additional capabilities including: QR/Barcode scanning Next/Previous record navigation, making it easier to move between records Timezone helper, and more!
Find and append new unique values to secondary table
I have an app where I run a daily upload of data (much of it duplicate due to the nature of the source), but sometimes my daily upload includes a new record that needs to be added to a secondary table within the app. The key field in the secondary table matches one of the fields in my daily upload. I have set up a QB action that should identify new unique values in the field related to the secondary table's key and copy these records. But I am running into a problem. Sometimes my upload will include several rows with the same value in the field that I want to use to populate the secondary table's key field . When this happens, my action is registering an error. I only need the value in one of the duplicate lines to write to the secondary table, but I need to preserve all of the lines in the primary table. Any suggestions?
Create a button that gets the UserID for the user in a user field and then write that information to a field in the same record
Hello Quick Base Community. I am wanting to get the UserID for a user with the click of a button. Using the API_GetUserInfo, I can pull the UserID, copy it and then paste it somewhere, but what I would like to do is click a button that will get the UserID and then write it to a field in the record that I am on. Really the question is, is it possible to call an api and then perform an action using data that is returned from the initial api call? I assume that this wouldn't be a problem using scripting but I would like to know if it is possible natively within Quick Base. Thanks!
Total Field or Column Header Colorization in a Summary Report
Hello, I have a summary report shown below, 1 of 9 that I'm building. Each of these summary reports takes a particular set of Statuses and totals them. Each total OR column headers will need to be colorized (red, yellow or green) and placed on our Homepage Dash. These status totals are not related to any dates or timelines. They are used for showing the total $ amount of insurance policies that were entered for the previous month, current month and next month by status. For example, the report above shows policies from the previous month. It would be amazing if I could make the Status and Annual TP column header red, given these totals represent policies that were Declined, Surrendered, Withdrawn etc. My next report would then be colorized yellow for policies that have a different set of statuses, then green column headers for policies for example that have been paid. Hope this makes sense! I'm open to any suggestions. Thanks for any help!
Technical Documentation
What is the best way to generate technical documentation for my Quickbase app so that a future administrator will understand how it works? For context, I am self-taught in QB and not a programmer so I have no experience in this area. ------------------------------ Terri Bruce ------------------------------Formula Builder Cursor Position Incorrect
When editing a formula in the new formula builder, for example in a rich text field, where you position the cursor and where the edit takes places is not correct. For example I can position my cursor after a field name such as [fieldname] and start typing, but the text I type appears about 4 - 5 characters to the right in the middle of another part of my formula. Is anyone else having this problem? It's the same in both Safari and Chrome
Countdown days until a specified date
So I have two fields: the first is a projected 'delivery date' and the second is a 'how many days until delivery" (essentially, its a countdown). On the Days-Until-Delivery field I have the following formula: ToDays([Projected Launch Date] - Today()) And it works great. Problem is, after it reaches the due-date, it starts to show a negative value. I would like it to simply 'zero' out once the due-date is achieved (I already have it set-up to show any records that are past the due-date to be highlighted in red). Any suggestions on how to code this out? Thanks in advance for your help.
